Plan5500

The State Group Industrial (Usa) Limited 401(K) Plan — Form 5500 plan (The State Group Industrial Usa Limited)

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, The State Group Industrial (Usa) Limited 401(K) Plan is a benefit plan reported by The State Group Industrial Usa Limited under EIN 98-0361702 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $12,008,138 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12MPlan net assets, end of year$12,008,138
Participants261Covered participants reported
Assets / participant$46KComputed: assets ÷ participants$46,008 (computed)
Provider compensation$51.7K3 Schedule C provider row(s)$51,725
Plan sponsor
The State Group Industrial Usa Limited
EIN
98-0361702
Plan number
001
Plan type
2
Location
Evansville, IN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    261 participants · 2Sch HSch C
    View filing →
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)$12M total assets
Net assets$12MLiabilities—
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$665.2K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$12,008,138
Net assets (EOY)
$12,008,138
Net assets (BOY)
$9,410,985

Income & contributions

Employer contributions
$665,152
Participant contributions
$1,543,106
Total contributions
$2,565,111
Total income / additions
$4,445,325

Expenses & distributions

Benefits paid
$1,796,447
Administrative expenses
$51,725
Total expenses
$1,848,172
Net increase / (decrease)
$2,597,153
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 30%Participant 70%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    John Hancock$31.7K
    RETAINED BY EMPLOYER · Direct $31.7K · Indirect $0
  2. 2
    Financial Fitness For Life$10K
    RETAINED BY EMPLOYER · Direct $10K
  3. 3
    Prime Capital Investment Advs LLC$10K
    RETAINED BY EMPLOYER · Direct $10K

Related Form 5500 pages