Steve Shannon Tire Company Inc 401(K) Plan And Trust — Form 5500 plan (Steve Shannon Tire Company 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, Steve Shannon Tire Company Inc 401(K) Plan And Trust is a benefit plan reported by Steve Shannon Tire Company Inc under EIN 23-2549609 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $4,362,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steve Shannon Tire Company Inc
- EIN
- 23-2549609
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomsburg, PA
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $4,362,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241010142452NAL0021234785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,362,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,362,854
- Net assets (BOY)
- $3,684,007
Income & contributions
- Employer contributions
- $51,908
- Participant contributions
- $353,970
- Total contributions
- $417,561
- Total income / additions
- $1,103,886
Expenses & distributions
- Benefits paid
- $419,567
- Administrative expenses
- $3,763
- Total expenses
- $425,039
- Net increase / (decrease)
- $678,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lifestyle Retirement Co | TPA | $0 | $1,947 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $1,134 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insur And Annuity | INVESTMENT ADVISORY | $1,134 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $489 | 2023 |