Harold A. Steuber Enterprises Inc. 401k Profit Sharing Plan — Form 5500 plan (Harold A. Steuber Enterprises 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, Harold A. Steuber Enterprises Inc. 401k Profit Sharing Plan is a benefit plan reported by Harold A. Steuber Enterprises Inc. under EIN 94-2294219 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $14,612,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harold A. Steuber Enterprises Inc.
- EIN
- 94-2294219
- Plan number
- 001
- Plan type
- 2
- Location
- San Leandro, CA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $14,612,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241010111245NAL0011405891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,612,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,612,955
- Net assets (BOY)
- $12,700,699
Income & contributions
- Employer contributions
- $344,418
- Participant contributions
- $158,793
- Total contributions
- $514,915
- Total income / additions
- $2,444,910
Expenses & distributions
- Benefits paid
- $535,628
- Administrative expenses
- $1,066
- Total expenses
- $532,654
- Net increase / (decrease)
- $1,912,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,816 | $36,062 | 2023 |
| Concurrent Investment Advisors | NONE | $0 | $15,000 | 2023 |