2023 Form 5500 filing — The Standex 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 20240923154732NAL0023897042001) for The Standex Retirement Savings Plan, reported by Standex International Corporation under EIN 31-0596149 and plan number 050. It reports 899 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923154732NAL0023897042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standex International Corporation
- EIN
- 31-0596149
- Plan number
- 050
- Location
- Salem, NH
- Participants
- 899
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,834,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,834,725
- Employer contributions
- $2,132,147
- Participant contributions
- $3,860,595
- Total income / additions
- $27,935,977
- Benefits paid
- $9,857,617
- Administrative expenses
- $71,168
- Total expenses
- $9,940,629
- Net increase / (decrease)
- $17,995,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $24,733 | not reported in the loaded dataset |
| Caron & Bletzer | ACCOUTANT/AUDITOR | $16,800 | not reported in the loaded dataset |
| Nepc, LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,109 | $0 |