2023 Form 5500 filing — Story Construction 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 20241010081118NAL0033583408001) for Story Construction Employee Stock Ownership Plan, reported by Story Construction Holding Co. under EIN 92-0274299 and plan number 002. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$11.3MReported net assets-$11,282,870
Participants137
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010081118NAL0033583408001
Plan sponsor
Story Construction Holding Co.
EIN
92-0274299
Plan number
002
Location
Ames, IA
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)$4.9M total assets
Net assets-$11.3MLiabilities$16.2M
Money in vs. money out
Total income / additions$5.4M
Total expenses$519.8K
Benefits paid / distributions$398
Contributions
Employer$877.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,900,002
Total liabilities (EOY)
$16,182,872
Net assets (EOY)
-$11,282,870
Employer contributions
$877,663
Total income / additions
$5,367,663
Benefits paid
$398
Administrative expenses
$0
Total expenses
$519,776
Net increase / (decrease)
$4,847,887

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010081118NAL0033583408001 cover?
It is the 2023 Form 5500 filing for Story Construction Employee Stock Ownership Plan, reported by Story Construction Holding Co. (EIN 92-0274299).
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