Plan5500

Firststar Hr Retirement Savings Plan — Form 5500 plan (Essential Hr, Inc.)

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, Firststar Hr Retirement Savings Plan is a benefit plan reported by Essential Hr, Inc. under EIN 75-2545443 and plan number 334. The latest loaded filing year is 2023. The filing reports 719 participants and $8,430,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Essential Hr, Inc.
EIN
75-2545443
Plan number
334
Plan type
3
Location
Dallas, TX
Latest filing year
2023
Participants
719
End-of-year plan assets
$8,430,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023719H, C20241015153332NAL0050204768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,430,290
Total liabilities (EOY)
$0
Net assets (EOY)
$8,430,290
Net assets (BOY)
$8,116,999

Income & contributions

Employer contributions
$237,722
Participant contributions
$802,166
Total contributions
$1,039,888
Total income / additions
$2,278,051

Expenses & distributions

Benefits paid
$393,839
Administrative expenses
$81,171
Total expenses
$486,846
Net increase / (decrease)
$1,791,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$55,573not reported in the loaded dataset2023
Slavic Mutual Fund ManagementINVESTMENT MGMT$13,057not reported in the loaded dataset2023
Fiduciary Partners Inv ConsultingINV ADVISORY$6,271not reported in the loaded dataset2023
Fiduciary Partners Retirement GroupINV ADVISORY$6,270not reported in the loaded dataset2023

Related Form 5500 pages