2023 Form 5500 filing — Storer Transportation Service, Inc. Profit Sharing 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 20240808093841NAL0004849585001) for Storer Transportation Service, Inc. Profit Sharing 401(K) Plan, reported by Storer Transportation Service, Inc. under EIN 94-2147709 and plan number 001. It reports 926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808093841NAL0004849585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Storer Transportation Service, Inc.
- EIN
- 94-2147709
- Plan number
- 001
- Location
- Modesto, CA
- Participants
- 926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,405,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,405,527
- Employer contributions
- $473,215
- Participant contributions
- $1,552,368
- Total income / additions
- $4,451,321
- Benefits paid
- $930,764
- Administrative expenses
- $7,469
- Total expenses
- $938,233
- Net increase / (decrease)
- $3,513,088
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $4,795 | not reported in the loaded dataset |
| July Business Services LLC | CONTRACT ADMINISTRATOR | $2,660 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | not reported in the loaded dataset |
| Cerity Partners Retirement Plan Adv | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |