Star Service Of Baton Rouge 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Star Service Of Baton Rouge)
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 Service Of Baton Rouge 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Star Service Of Baton Rouge under EIN 72-0966925 and plan number 004. The latest loaded filing year is 2023. The filing reports 177 participants and $10,012,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Star Service Of Baton Rouge
- EIN
- 72-0966925
- Plan number
- 004
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $10,012,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241015141034NAL0049825440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,012,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,012,920
- Net assets (BOY)
- $8,332,940
Income & contributions
- Employer contributions
- $113,322
- Participant contributions
- $718,330
- Total contributions
- $831,652
- Total income / additions
- $2,289,042
Expenses & distributions
- Benefits paid
- $543,049
- Administrative expenses
- $66,013
- Total expenses
- $609,062
- Net increase / (decrease)
- $1,679,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $50,138 | $3,647 | 2023 |
| Raymond James & Assoc Inc | INVESTMENT ADVISORY | $0 | $18,322 | 2023 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISORY | $9,339 | not reported in the loaded dataset | 2023 |
| Erisa Smart | 6536 | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Star Service Of Baton Rouge
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Nationwide — Schedule C compensation
- Raymond James & Assoc Inc — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation
- Erisa Smart — Schedule C compensation