2023 Form 5500 filing — Stark Tech 401(K) Profit Sharing 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 20241014140835NAL0044812992001) for Stark Tech 401(K) Profit Sharing Plan, reported by Stark Tech Operating Company LLC under EIN 87-3375381 and plan number 001. It reports 699 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014140835NAL0044812992001
Filing year
2023
Form type
2
Plan sponsor
Stark Tech Operating Company LLC
EIN
87-3375381
Plan number
001
Location
Tonawanda, NY
Participants
699
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$64,744,577
Total liabilities (EOY)
$2,039
Net assets (EOY)
$64,742,538
Employer contributions
$904,927
Participant contributions
$4,451,081
Total income / additions
$16,715,824
Benefits paid
$5,406,645
Administrative expenses
$128,248
Total expenses
$5,541,768
Net increase / (decrease)
$11,174,056
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cadaret Grant & Co IncINVESTMENT ADVISOR$80,851$0
Capital Group Retirement ServicesRECORDKEEPER$39,834$0
Actuarial Consulting Services, Inc.TPA$13,130$0
Stark Tech Operating Company LLCOTHER$9,201$0

Related Form 5500 pages