Star Financial Group, Inc. 401(K) Savings Plan — Form 5500 plan (Star Financial Group, 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, Star Financial Group, Inc. 401(K) Savings Plan is a benefit plan reported by Star Financial Group, Inc. under EIN 35-1658268 and plan number 002. The latest loaded filing year is 2023. The filing reports 645 participants and $53,812,350 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Star Financial Group, Inc.
EIN
35-1658268
Plan number
002
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
645
End-of-year plan assets
$53,812,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023645H, C20240918141540NAL0002636547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,812,350
Total liabilities (EOY)
$0
Net assets (EOY)
$53,812,350
Net assets (BOY)
$44,935,028

Income & contributions

Employer contributions
$1,140,086
Participant contributions
$3,189,695
Total contributions
$4,493,108
Total income / additions
$13,051,967

Expenses & distributions

Benefits paid
$4,159,124
Administrative expenses
$15,521
Total expenses
$4,174,645
Net increase / (decrease)
$8,877,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baden Gage And Schroeder, LLCNONE$12,500not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$3,021$02023

Related Form 5500 pages