Src Affiliated Profit Sharing 401(K) Plan — Form 5500 plan (Stageright Corporation)
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, Src Affiliated Profit Sharing 401(K) Plan is a benefit plan reported by Stageright Corporation under EIN 38-2513133 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $26,663,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stageright Corporation
- EIN
- 38-2513133
- Plan number
- 001
- Plan type
- 2
- Location
- Clare, MI
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $26,663,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240927102346NAL0003365664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,663,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,663,671
- Net assets (BOY)
- $23,222,057
Income & contributions
- Employer contributions
- $509,707
- Participant contributions
- $1,114,065
- Total contributions
- $1,874,327
- Total income / additions
- $5,368,884
Expenses & distributions
- Benefits paid
- $1,849,345
- Administrative expenses
- $77,925
- Total expenses
- $1,927,270
- Net increase / (decrease)
- $3,441,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $42,624 | $0 | 2023 |
| Mma Securities LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |