2023 Form 5500 filing — The State Group Industrial (Usa) Limited 401(K) 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 20251223123145NAL0025180658001) for The State Group Industrial (Usa) Limited 401(K) Plan, reported by The State Group Industrial Usa Limited under EIN 98-0361702 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12MReported net assets$12,008,138

Participants261

Provider compensation$51.7K3 Schedule C row(s)$51,725

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20251223123145NAL0025180658001
Plan sponsor: The State Group Industrial Usa Limited
EIN: 98-0361702
Plan number: 001
Location: Evansville, IN
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12M total assets

Net assets$12MLiabilities—

Money in vs. money out

Total income / additions$4.4M

Total expenses$1.8M

Benefits paid / distributions$1.8M

Contributions

Employer$665.2K

Participant$1.5M

Full reported line items

Total assets (EOY): $12,008,138
Net assets (EOY): $12,008,138
Employer contributions: $665,152
Participant contributions: $1,543,106
Total income / additions: $4,445,325
Benefits paid: $1,796,447
Administrative expenses: $51,725
Total expenses: $1,848,172
Net increase / (decrease): $2,597,153

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
John Hancock$31.7K
RETAINED BY EMPLOYER · Direct $31.7K · Indirect $0
2
Financial Fitness For Life$10K
RETAINED BY EMPLOYER · Direct $10K
3
Prime Capital Investment Advs LLC$10K
RETAINED BY EMPLOYER · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251223123145NAL0025180658001 cover?: It is the 2023 Form 5500 filing for The State Group Industrial (Usa) Limited 401(K) Plan, reported by The State Group Industrial Usa Limited (EIN 98-0361702).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).