The L.S. Starrett Company 401(K) Savings Plan — Form 5500 plan (The L.S. Starrett Company)
Plain-English plan 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, The L.S. Starrett Company 401(K) Savings Plan is a benefit plan reported by The L.S. Starrett Company under EIN 04-1866480 and plan number 003. The latest loaded filing year is 2023. The filing reports 616 participants and $24,590,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The L.S. Starrett Company
- EIN
- 04-1866480
- Plan number
- 003
- Plan type
- 2
- Location
- Athol, MA
- Latest filing year
- 2023
- Participants
- 616
- End-of-year plan assets
- $24,590,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 616 | H, C | 20241223093919NAL0004888835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,590,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,590,043
- Net assets (BOY)
- $20,434,864
Income & contributions
- Employer contributions
- $1,094,921
- Participant contributions
- $1,449,256
- Total contributions
- $3,236,486
- Total income / additions
- $7,389,735
Expenses & distributions
- Benefits paid
- $3,038,406
- Administrative expenses
- $159,985
- Total expenses
- $3,234,556
- Net increase / (decrease)
- $4,155,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Administrative Servic | NONE | $84,445 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Group | INVERTMENT ADVISOR | $69,571 | not reported in the loaded dataset | 2023 |