Storer Equipment Company, Ltd Cash Or Deferred Profit Sharing Plan — Form 5500 plan (Storer Equipment Company, Ltd.)
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, Storer Equipment Company, Ltd Cash Or Deferred Profit Sharing Plan is a benefit plan reported by Storer Equipment Company, Ltd. under EIN 92-0179276 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $10,826,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Storer Equipment Company, Ltd.
- EIN
- 92-0179276
- Plan number
- 001
- Plan type
- 2
- Location
- Shreveport, LA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $10,826,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20251022170744NAL0001237683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,826,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,826,221
- Net assets (BOY)
- $8,696,625
Income & contributions
- Employer contributions
- $317,412
- Participant contributions
- $653,661
- Total contributions
- $971,073
- Total income / additions
- $2,631,379
Expenses & distributions
- Benefits paid
- $450,395
- Administrative expenses
- $41,374
- Total expenses
- $501,783
- Net increase / (decrease)
- $2,129,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,031 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER ADVISER | not reported in the loaded dataset | $24,338 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,343 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services I | BROKER ADVISER | not reported in the loaded dataset | $3,189 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Storer Equipment Company, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Shreveport, LA
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation