2023 Form 5500 filing — Florstar Sales, Inc. Retirement And Incentive Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011115204NAL0044192786001) for Florstar Sales, Inc. Retirement And Incentive Plan, reported by Florstar Sales, Inc. under EIN 36-3574783 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115204NAL0044192786001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florstar Sales, Inc.
- EIN
- 36-3574783
- Plan number
- 001
- Location
- Romeoville, IL
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,290,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,290,989
- Employer contributions
- $249,907
- Participant contributions
- $702,445
- Total income / additions
- $4,269,127
- Benefits paid
- $445,757
- Administrative expenses
- $65,215
- Total expenses
- $510,972
- Net increase / (decrease)
- $3,758,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,943 | $0 |
| Global Retirement Partne | INVESTMENT ADVISORY | $28,153 | not reported in the loaded dataset |
| The Retirement Advantage Inc | OTHER SERVICES | $0 | $22,171 |