Plan5500

Storis 401(K) Plan — Form 5500 plan (Storis, Inc.)

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, Storis 401(K) Plan is a benefit plan reported by Storis, Inc. under EIN 22-2943409 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $29,912,665 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Storis, Inc.
EIN
22-2943409
Plan number
001
Plan type
2
Location
Mt. Arlington, NJ
Latest filing year
2023
Participants
178
End-of-year plan assets
$29,912,665

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241011111815NAL0022644113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,912,665
Total liabilities (EOY)
$0
Net assets (EOY)
$29,912,665
Net assets (BOY)
$24,574,809

Income & contributions

Employer contributions
$600,000
Participant contributions
$1,522,678
Total contributions
$2,122,678
Total income / additions
$6,554,203

Expenses & distributions

Benefits paid
$1,200,266
Administrative expenses
$16,081
Total expenses
$1,216,347
Net increase / (decrease)
$5,337,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Envestnet Retirement SolutionsINVESTMENT ADVISORY$12,882not reported in the loaded dataset2023
The Mandmarblestone Group LLCRECORDKEEPER$3,100not reported in the loaded dataset2023
The Vanguard Group, IncRECORDKEEPER$2,538not reported in the loaded dataset2023
Ascensus, LLCCONTRACT ADMINISTRATOR$0$52023

Related Form 5500 pages