Stark Tech 401(K) Profit Sharing Plan — Form 5500 plan (Stark Tech Operating Company 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, Stark Tech 401(K) Profit Sharing Plan is a benefit plan reported by Stark Tech Operating Company LLC under EIN 87-3375381 and plan number 001. The latest loaded filing year is 2023. The filing reports 699 participants and $64,744,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stark Tech Operating Company LLC
- EIN
- 87-3375381
- Plan number
- 001
- Plan type
- 2
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 699
- End-of-year plan assets
- $64,744,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 699 | H, C | 20241014140835NAL0044812992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,744,577
- Total liabilities (EOY)
- $2,039
- Net assets (EOY)
- $64,742,538
- Net assets (BOY)
- $50,744,653
Income & contributions
- Employer contributions
- $904,927
- Participant contributions
- $4,451,081
- Total contributions
- $6,919,891
- Total income / additions
- $16,715,824
Expenses & distributions
- Benefits paid
- $5,406,645
- Administrative expenses
- $128,248
- Total expenses
- $5,541,768
- Net increase / (decrease)
- $11,174,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cadaret Grant & Co Inc | INVESTMENT ADVISOR | $80,851 | $0 | 2023 |
| Capital Group Retirement Services | RECORDKEEPER | $39,834 | $0 | 2023 |
| Actuarial Consulting Services, Inc. | TPA | $13,130 | $0 | 2023 |
| Stark Tech Operating Company LLC | OTHER | $9,201 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stark Tech Operating Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tonawanda, NY
- Cadaret Grant & Co Inc — Schedule C compensation
- Capital Group Retirement Services — Schedule C compensation
- Actuarial Consulting Services, Inc. — Schedule C compensation
- Stark Tech Operating Company LLC — Schedule C compensation