States Logistics 401(K) Plan — Form 5500 plan (States Logistics Services, 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, States Logistics 401(K) Plan is a benefit plan reported by States Logistics Services, Inc. under EIN 33-0782803 and plan number 001. The latest loaded filing year is 2023. The filing reports 706 participants and $14,168,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- States Logistics Services, Inc.
- EIN
- 33-0782803
- Plan number
- 001
- Plan type
- 2
- Location
- Buena Park, CA
- Latest filing year
- 2023
- Participants
- 706
- End-of-year plan assets
- $14,168,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 706 | H, C | 20240724111842NAL0021528352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,168,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,168,430
- Net assets (BOY)
- $11,244,190
Income & contributions
- Employer contributions
- $251,588
- Participant contributions
- $1,610,431
- Total contributions
- $1,940,966
- Total income / additions
- $3,668,152
Expenses & distributions
- Benefits paid
- $638,516
- Administrative expenses
- $89,158
- Total expenses
- $743,912
- Net increase / (decrease)
- $2,924,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $55,696 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $28,604 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,858 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for States Logistics Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Buena Park, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation