2023 Form 5500 filing — Star Service Of Baton Rouge 401(K) Profit Sharing Plan And Trust
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 20241015141034NAL0049825440001) for Star Service Of Baton Rouge 401(K) Profit Sharing Plan And Trust, reported by Star Service Of Baton Rouge under EIN 72-0966925 and plan number 004. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141034NAL0049825440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Star Service Of Baton Rouge
- EIN
- 72-0966925
- Plan number
- 004
- Location
- Baton Rouge, LA
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,012,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,012,920
- Employer contributions
- $113,322
- Participant contributions
- $718,330
- Total income / additions
- $2,289,042
- Benefits paid
- $543,049
- Administrative expenses
- $66,013
- Total expenses
- $609,062
- Net increase / (decrease)
- $1,679,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $50,138 | $3,647 |
| Raymond James & Assoc Inc | INVESTMENT ADVISORY | $0 | $18,322 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISORY | $9,339 | not reported in the loaded dataset |
| Erisa Smart | 6536 | $0 | not reported in the loaded dataset |