Story Construction Co. Retirement Savings Plan — Form 5500 plan (Story Construction Co.)
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, Story Construction Co. Retirement Savings Plan is a benefit plan reported by Story Construction Co. under EIN 42-0992152 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $15,216,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Story Construction Co.
- EIN
- 42-0992152
- Plan number
- 001
- Plan type
- 2
- Location
- Ames, IA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $15,216,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20240905123341NAL0011813411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,216,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,216,741
- Net assets (BOY)
- $13,815,129
Income & contributions
- Employer contributions
- $251,133
- Participant contributions
- $1,051,216
- Total contributions
- $1,437,228
- Total income / additions
- $3,463,575
Expenses & distributions
- Benefits paid
- $2,011,869
- Administrative expenses
- $36,739
- Total expenses
- $2,061,963
- Net increase / (decrease)
- $1,401,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,413 | $0 | 2023 |