Storied Management 401(K) Plan — Form 5500 plan (Storied Management, 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, Storied Management 401(K) Plan is a benefit plan reported by Storied Management, LLC under EIN 82-4913513 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $2,504,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Storied Management, LLC
EIN
82-4913513
Plan number
001
Plan type
2
Location
Park City, UT
Latest filing year
2023
Participants
227
End-of-year plan assets
$2,504,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20240726164209NAL0015887649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,504,227
Net assets (EOY)
$2,504,227
Net assets (BOY)
$1,835,191

Income & contributions

Participant contributions
$420,471
Total contributions
$456,589
Total income / additions
$758,901

Expenses & distributions

Benefits paid
$70,943
Administrative expenses
$15,308
Total expenses
$89,865
Net increase / (decrease)
$669,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$15,445$02023

Related Form 5500 pages