Plan5500

Inland Star Distribution Centers, Inc. Employee Stock Ownership Plan — Form 5500 plan (Inland Star Distribution Centers, 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, Inland Star Distribution Centers, Inc. Employee Stock Ownership Plan is a benefit plan reported by Inland Star Distribution Centers, Inc. under EIN 77-0069225 and plan number 004. The latest loaded filing year is 2023. The filing reports 119 participants and $20,130,530 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.2MPlan net assets, end of year$15,167,378
Participants119Covered participants reported
Assets / participant$169.2KComputed: assets ÷ participants$169,164 (computed)
Provider compensationNone reported
Plan sponsor
Inland Star Distribution Centers, Inc.
EIN
77-0069225
Plan number
004
Plan type
2
Location
Fresno, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H20241014163131NAL0026718593001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.1M total assets
Net assets$15.2MLiabilities$5M
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.4M
Benefits paid / distributions$1.2M
Contributions
Employer$1.2M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$20,130,530
Total liabilities (EOY)
$4,963,152
Net assets (EOY)
$15,167,378
Net assets (BOY)
$13,353,325

Income & contributions

Employer contributions
$1,156,670
Participant contributions
$0
Total contributions
$1,156,670
Total income / additions
$3,166,168

Expenses & distributions

Benefits paid
$1,234,948
Administrative expenses
$0
Total expenses
$1,352,115
Net increase / (decrease)
$1,814,053
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income39%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages