Standley Systems, LLC Profit Sharing 401(K) Plan — Form 5500 plan (Standley Systems, LLC)

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, Standley Systems, LLC Profit Sharing 401(K) Plan is a benefit plan reported by Standley Systems, LLC under EIN 73-0769049 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $8,265,513 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Standley Systems, LLC
EIN
73-0769049
Plan number
001
Plan type
2
Location
Chickasha, OK
Latest filing year
2023
Participants
178
End-of-year plan assets
$8,265,513

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241009133045NAL0019325265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,265,513
Total liabilities (EOY)
$5,915
Net assets (EOY)
$8,259,598
Net assets (BOY)
$6,690,943

Income & contributions

Employer contributions
$259,886
Participant contributions
$521,922
Total contributions
$781,808
Total income / additions
$1,785,115

Expenses & distributions

Benefits paid
$85,677
Administrative expenses
$71,960
Total expenses
$216,460
Net increase / (decrease)
$1,568,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. Jones & Co., L.P.RIA$18,839not reported in the loaded dataset2023
John Hancock Life Insurance Co.RECORDKEEPER$1,807$02023
Willshire Associates IncRIA$1,461not reported in the loaded dataset2023

Related Form 5500 pages