2023 Form 5500 filing — Star Financial Group, Inc. Employee Benefit 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 20241003075401NAL0005547395004) for Star Financial Group, Inc. Employee Benefit Plan, reported by Star Financial Group, Inc. under EIN 35-1658268 and plan number 501. It reports 608 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)$3.4MReported net assets$3,447,650
Participants608
Provider compensation$163.6K4 Schedule C row(s)$163,553
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003075401NAL0005547395004
Plan sponsor
Star Financial Group, Inc.
EIN
35-1658268
Plan number
501
Location
Fort Wayne, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.5M total assets
Net assets$3.4MLiabilities$10.9K
Money in vs. money out
Total income / additions$4M
Total expenses$4.3M
Benefits paid / distributions$4.1M
Contributions
Employer$2.9M
Participant$994K
Full reported line items
Total assets (EOY)
$3,458,593
Total liabilities (EOY)
$10,943
Net assets (EOY)
$3,447,650
Employer contributions
$2,897,779
Participant contributions
$993,999
Total income / additions
$4,001,693
Benefits paid
$4,102,997
Administrative expenses
$195,093
Total expenses
$4,298,090
Net increase / (decrease)
-$296,397
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $113.6K
  2. 2
    NONE · Direct $16.7K
  3. 3
    NONE · Direct $16.7K
  4. 4
    NONE · Direct $16.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003075401NAL0005547395004 cover?
It is the 2023 Form 5500 filing for Star Financial Group, Inc. Employee Benefit Plan, reported by Star Financial Group, Inc. (EIN 35-1658268).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages