2023 Form 5500 filing — Flagship Trading Corp. Profit Sharing And 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 20241008143625NAL0009785155001) for Flagship Trading Corp. Profit Sharing And 401(K) Plan, reported by Flagship Trading Corporation under EIN 34-1410686 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,209,920
Participants172
Provider compensation$20.5K2 Schedule C row(s)$20,471
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008143625NAL0009785155001
Plan sponsor
Flagship Trading Corporation
EIN
34-1410686
Plan number
001
Location
Middlefield, OH
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)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$201.6K
Benefits paid / distributions$179.6K
Contributions
Employer$352K
Participant$357.7K
Full reported line items
Total assets (EOY)
$6,209,920
Total liabilities (EOY)
$0
Net assets (EOY)
$6,209,920
Employer contributions
$351,995
Participant contributions
$357,651
Total income / additions
$1,515,896
Benefits paid
$179,588
Administrative expenses
$21,966
Total expenses
$201,554
Net increase / (decrease)
$1,314,342
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $13K · Indirect $0
  2. 2
    ADVISOR · Direct $7.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008143625NAL0009785155001 cover?
It is the 2023 Form 5500 filing for Flagship Trading Corp. Profit Sharing And 401(K) Plan, reported by Flagship Trading Corporation (EIN 34-1410686).
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