State Electric Supply Company Employees' Retirement And Savings Plan — Form 5500 plan (State Electric Supply Company)
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, State Electric Supply Company Employees' Retirement And Savings Plan is a benefit plan reported by State Electric Supply Company under EIN 55-0384235 and plan number 001. The latest loaded filing year is 2023. The filing reports 875 participants and $63,556,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- State Electric Supply Company
- EIN
- 55-0384235
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 875
- End-of-year plan assets
- $63,556,003
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 875 | H, C | 20241008110353NAL0009573315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,556,003
- Total liabilities (EOY)
- $4,469
- Net assets (EOY)
- $63,551,534
- Net assets (BOY)
- $54,746,488
Income & contributions
- Employer contributions
- $2,325,368
- Participant contributions
- $3,074,844
- Total contributions
- $5,527,095
- Total income / additions
- $14,038,446
Expenses & distributions
- Benefits paid
- $5,315,212
- Administrative expenses
- -$83,526
- Total expenses
- $5,233,400
- Net increase / (decrease)
- $8,805,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $5,676 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$89,202 | $0 | 2023 |