2023 Form 5500 filing — The Studdard Group 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240521094109NAL0002467649001) for The Studdard Group 401(K) Plan, reported by James B. Studdard Transfer And Storage Company, Inc. under EIN 48-0731630 and plan number 003. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240521094109NAL0002467649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James B. Studdard Transfer And Storage Company, Inc.
- EIN
- 48-0731630
- Plan number
- 003
- Location
- Leavenworth, KS
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,742,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,742,892
- Employer contributions
- $35,655
- Participant contributions
- $81,067
- Total income / additions
- $384,013
- Benefits paid
- $57,750
- Administrative expenses
- $17,063
- Total expenses
- $74,813
- Net increase / (decrease)
- $309,200
- Schedule source
- Schedule I