2023 Form 5500 filing — Security State Corporation Employee Stock Ownership 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 20241007165908NAL0007796067001) for Security State Corporation Employee Stock Ownership Plan, reported by Security State Corporation under EIN 91-2011590 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.9MReported net assets$13,947,058
Participants135
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007165908NAL0007796067001
Plan sponsor
Security State Corporation
EIN
91-2011590
Plan number
002
Location
Centralia, WA
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)$13.9M total assets
Net assets$13.9MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$999.1K
Benefits paid / distributions$999.1K
Contributions
Employer$260K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$13,947,058
Total liabilities (EOY)
$0
Net assets (EOY)
$13,947,058
Employer contributions
$260,000
Total income / additions
$4,194,635
Benefits paid
$999,117
Administrative expenses
$0
Total expenses
$999,117
Net increase / (decrease)
$3,195,518

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007165908NAL0007796067001 cover?
It is the 2023 Form 5500 filing for Security State Corporation Employee Stock Ownership Plan, reported by Security State Corporation (EIN 91-2011590).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages