2023 Form 5500 filing — Southern Tier Insulation 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 20241009133410NAL0010676691001) for Southern Tier Insulation Employee Stock Ownership Plan, reported by Southern Tier Insulation Distributors, Inc. under EIN 16-1102760 and plan number 001. It reports 121 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)$21.2MReported net assets$21,179,434
Participants121
Provider compensation$39.2K1 Schedule C row(s)$39,245
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009133410NAL0010676691001
Plan sponsor
Southern Tier Insulation Distributors, Inc.
EIN
16-1102760
Plan number
001
Location
Endwell, NY
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)$27.2M total assets
Net assets$21.2MLiabilities$6M
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.9M
Benefits paid / distributions$1.7M
Contributions
Employer$1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$27,224,214
Total liabilities (EOY)
$6,044,780
Net assets (EOY)
$21,179,434
Employer contributions
$1,000,000
Total income / additions
$2,561,674
Benefits paid
$1,674,526
Administrative expenses
$40,211
Total expenses
$1,855,394
Net increase / (decrease)
$706,280
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT MANAGEMENT · Direct $39.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009133410NAL0010676691001 cover?
It is the 2023 Form 5500 filing for Southern Tier Insulation Employee Stock Ownership Plan, reported by Southern Tier Insulation Distributors, Inc. (EIN 16-1102760).
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