2023 Form 5500 filing — J.C. Steele & Sons,Inc Profit Sharing And Retirement Savings 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 20240801073856NAL0013316387001) for J.C. Steele & Sons,Inc Profit Sharing And Retirement Savings Plan, reported by J.C. Steele And Sons, Inc. under EIN 56-0495324 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801073856NAL0013316387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.C. Steele And Sons, Inc.
- EIN
- 56-0495324
- Plan number
- 002
- Location
- Statesville, NC
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,885,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,885,154
- Employer contributions
- $534,746
- Participant contributions
- $714,772
- Total income / additions
- $5,691,159
- Benefits paid
- $2,771,620
- Administrative expenses
- $60,893
- Total expenses
- $2,832,513
- Net increase / (decrease)
- $2,858,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $46,044 | $0 |
| Kestra Advisory Services | SERVICE PROVIDER | $14,849 | not reported in the loaded dataset |