Plan5500

Src Employees Savings Trust — Form 5500 plan (Src Holdings 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 Employees Savings Trust is a benefit plan reported by Src Holdings Corporation under EIN 43-1274934 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,023 participants and $98,202,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Src Holdings Corporation
EIN
43-1274934
Plan number
002
Plan type
2
Location
Springfield, MO
Latest filing year
2023
Participants
2,023
End-of-year plan assets
$98,202,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,023H, C20241105165325NAL0007978945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$98,202,926
Total liabilities (EOY)
$0
Net assets (EOY)
$98,202,926
Net assets (BOY)
$84,665,111

Income & contributions

Employer contributions
$4,328,061
Participant contributions
$5,489,569
Total contributions
$10,206,379
Total income / additions
$20,383,519

Expenses & distributions

Benefits paid
$6,814,739
Administrative expenses
$30,965
Total expenses
$6,845,704
Net increase / (decrease)
$13,537,815

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab Trust BankNONE$25,191$02023
Milliman, Inc.NONE$5,774not reported in the loaded dataset2023

Related Form 5500 pages