2023 Form 5500 filing — Src Affiliated 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 20240927102346NAL0003365664001) for Src Affiliated Profit Sharing 401(K) Plan, reported by Stageright Corporation under EIN 38-2513133 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.7MReported net assets$26,663,671
Participants272
Provider compensation$77.6K2 Schedule C row(s)$77,624
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927102346NAL0003365664001
- Plan sponsor
- Stageright Corporation
- EIN
- 38-2513133
- Plan number
- 001
- Location
- Clare, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.7M total assets
Net assets$26.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,663,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,663,671
- Employer contributions
- $509,707
- Participant contributions
- $1,114,065
- Total income / additions
- $5,368,884
- Benefits paid
- $1,849,345
- Administrative expenses
- $77,925
- Total expenses
- $1,927,270
- Net increase / (decrease)
- $3,441,614
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $42,624 | $0 |
| Mma Securities LLC | NONE | $35,000 | not reported in the loaded dataset |