2023 Form 5500 filing — Staton Holdings, Inc. 401(K) Profit Sharing 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 20241009143739NAL0009313411001) for Staton Holdings, Inc. 401(K) Profit Sharing Plan, reported by Staton Holdings, Inc. under EIN 75-2193960 and plan number 001. It reports 192 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)$4.5MReported net assets$4,540,057
Participants192
Provider compensation$26K3 Schedule C row(s)$25,958
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009143739NAL0009313411001
- Plan sponsor
- Staton Holdings, Inc.
- EIN
- 75-2193960
- Plan number
- 001
- Location
- Dallas, TX
- 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)$4.6M total assets
Net assets$4.5MLiabilities$27.8K
Full reported line items
- Total assets (EOY)
- $4,567,821
- Total liabilities (EOY)
- $27,764
- Net assets (EOY)
- $4,540,057
- Employer contributions
- $72,772
- Participant contributions
- $143,217
- Total income / additions
- $912,645
- Benefits paid
- $385,845
- Administrative expenses
- $23,003
- Total expenses
- $408,848
- Net increase / (decrease)
- $503,797
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT ADVISOR | $12,411 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,102 | $0 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $2,445 | not reported in the loaded dataset |