2023 Form 5500 filing — Saint Joe Distributing 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 20241014081928NAL0025713713001) for Saint Joe Distributing 401(K) Plan, reported by St. Joseph Tobacco Co., LLC Dba Saint Joe Distributing under EIN 44-0565944 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081928NAL0025713713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Joseph Tobacco Co., LLC Dba Saint Joe Distributing
- EIN
- 44-0565944
- Plan number
- 001
- Location
- St. Joseph, MO
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,151,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,151,949
- Employer contributions
- $91,685
- Participant contributions
- $250,017
- Total income / additions
- $612,059
- Benefits paid
- $79,639
- Administrative expenses
- $9,776
- Total expenses
- $89,415
- Net increase / (decrease)
- $522,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commerce Bank | INVESTMENT ADVISORY PLAN | $9,070 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $520 | $6 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $185 | $0 |