2023 Form 5500 filing — Staley, Inc. 401(K) Profit Sharing 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 20240912102752NAL0016877490001) for Staley, Inc. 401(K) Profit Sharing Plan, reported by Staley, Inc. under EIN 71-0650148 and plan number 002. It reports 95 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912102752NAL0016877490001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Staley, Inc.
- EIN
- 71-0650148
- Plan number
- 002
- Location
- Little Rock, AR
- Participants
- 95
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,335,072
- Net assets (EOY)
- $4,335,072
- Employer contributions
- $87,211
- Participant contributions
- $315,137
- Total income / additions
- $995,542
- Benefits paid
- $297,931
- Administrative expenses
- $26,410
- Total expenses
- $324,341
- Net increase / (decrease)
- $671,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Inc (Usa) | RIA | $787 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $0 |