2023 Form 5500 filing — Staff Leasing Retirement Savings 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 20241015103437NAL0029266289001) for Staff Leasing Retirement Savings Plan, reported by Staff Leasing Inc And Affiliates under EIN 16-1417529 and plan number 333. It reports 2,121 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)$66.3MReported net assets$66,268,286
Participants2.1K2,121
Provider compensation$229K5 Schedule C row(s)$228,951
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015103437NAL0029266289001
Plan sponsor
Staff Leasing Inc And Affiliates
EIN
16-1417529
Plan number
333
Location
N Syracuse, NY
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)$66.3M total assets
Net assets$66.3MLiabilities$25.5K
Money in vs. money out
Total income / additions$15.8M
Total expenses$5.8M
Benefits paid / distributions$5.7M
Contributions
Employer$1.9M
Participant$4M
Full reported line items
Total assets (EOY)
$66,293,737
Total liabilities (EOY)
$25,451
Net assets (EOY)
$66,268,286
Employer contributions
$1,938,296
Participant contributions
$3,963,277
Total income / additions
$15,751,703
Benefits paid
$5,663,328
Administrative expenses
$99,822
Total expenses
$5,763,150
Net increase / (decrease)
$9,988,553

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lion Street Financial, LLCSERVICE PROVIDER$0$152,626
Prida Guida And Perez PaAUDITOR$28,000not reported in the loaded dataset
Thomas SchenckAUDITOR$24,750not reported in the loaded dataset
The Pension Department, Inc.TPA$7,500$7,173
Point Guard Advisors Netwrok LLCSERVICE PROVIDER$8,902not reported in the loaded dataset

Related Form 5500 pages