2023 Form 5500 filing — State Holding Company 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 20240802140854NAL0016026291001) for State Holding Company 401(K) Plan, reported by State Holding Company under EIN 71-0595088 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802140854NAL0016026291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Holding Company
- EIN
- 71-0595088
- Plan number
- 001
- Location
- Little Rock, AR
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,803,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,803,971
- Employer contributions
- $379,421
- Participant contributions
- $929,976
- Total income / additions
- $3,151,868
- Benefits paid
- $1,454,070
- Administrative expenses
- $89,434
- Total expenses
- $1,543,504
- Net increase / (decrease)
- $1,608,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT MANAGER | $53,348 | $0 |
| Voya Financial Advisors, Inc. | INVESTMENT MANAGER | $30,786 | $0 |