2023 Form 5500 filing — Storr Office Environments, 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 20240923113117NAL0006610787001) for Storr Office Environments, Inc 401(K) Profit Sharing Plan, reported by Storr Office Environments, Inc. under EIN 56-1781661 and plan number 001. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923113117NAL0006610787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Storr Office Environments, Inc.
- EIN
- 56-1781661
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,129,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,129,792
- Employer contributions
- $336,531
- Participant contributions
- $1,092,215
- Total income / additions
- $3,487,450
- Benefits paid
- $1,040,565
- Administrative expenses
- $71,783
- Total expenses
- $1,140,984
- Net increase / (decrease)
- $2,346,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc | RECORDKEEPER | $30,665 | not reported in the loaded dataset |
| First Citizens Bank & Trust | NONE | $25,000 | not reported in the loaded dataset |
| Thomas, Judy & Tucker Pa | CPA | $13,304 | not reported in the loaded dataset |
| Qrps, Inc | TPA | $12,379 | not reported in the loaded dataset |