How many benefit plans does Store Capital Advisors, LLC report on Form 5500?

Store Capital Advisors, LLC (EIN 27-4638734) reports 4 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Store Capital Advisors, LLC?

The Employer Identification Number (EIN) reported for Store Capital Advisors, LLC is 27-4638734.

What is the latest Form 5500 filing year for Store Capital Advisors, LLC?

The latest loaded Form 5500 filing year for Store Capital Advisors, LLC is 2023.

Store Capital Advisors, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Store Capital Advisors, LLC (EIN 27-4638734) is a plan sponsor located in Scottsdale, AZ with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-4638734
Location: Scottsdale, AZ
Loaded plans: 4
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Store Capital Advisors, LLC

4 loaded plans hold $11.9M in reported assets.
The largest, Store Capital Advisors, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
Plans cover 648 reported participants.
1 of 4 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.9MSummed across loaded plans$11,899,294

Total reported assets$11.9M$11,899,294

Total reported participants648

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.9M total assets

Net assets$11.9MLiabilities$0

Contributions & income

Employer contributions$561.7K

Participant contributions$1.2M

Total income / additions$3.8M

Expenses & distributions

Benefits paid / distributions$1.4M

Total expenses$1.5M

Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 4 (25%)

Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Store Capital Advisors, LLC 401(K) Plan

Participants per plan162Average across loaded plans

Loaded plans4

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Store Capital Advisors, LLC 401(K) Plan$11.9M
Plan #001 · 151 participants · 2023
2
Store Capital Advisors Dental Plannot reported in the loaded dataset
Plan #502 · 192 participants · 2023
3
Store Capital Advisors Medical Plannot reported in the loaded dataset
Plan #501 · 190 participants · 2023
4
Store Capital Advisors Life And Disability Plannot reported in the loaded dataset
Plan #503 · 115 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Store Capital Advisors, LLC. Open one for its full reported snapshot.

2023
Store Capital Advisors, LLC 401(K) Plan151 participants · 2Sch HSch C
View filing →
2023
Store Capital Advisors Medical Plan190 participants · 2No schedules
View filing →
2023
Store Capital Advisors Dental Plan192 participants · 2No schedules
View filing →
2023
Store Capital Advisors Life And Disability Plan115 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Store Capital Advisors, LLC report on Form 5500?: Store Capital Advisors, LLC (EIN 27-4638734) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Store Capital Advisors, LLC?: The Employer Identification Number (EIN) reported for Store Capital Advisors, LLC is 27-4638734.
What is the latest Form 5500 filing year for Store Capital Advisors, LLC?: The latest loaded Form 5500 filing year for Store Capital Advisors, LLC is 2023.