2023 Form 5500 filing — Firststar Hr 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 20241015153332NAL0050204768001) for Firststar Hr Retirement Savings Plan, reported by Essential Hr, Inc. under EIN 75-2545443 and plan number 334. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153332NAL0050204768001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Essential Hr, Inc.
- EIN
- 75-2545443
- Plan number
- 334
- Location
- Dallas, TX
- Participants
- 719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,430,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,430,290
- Employer contributions
- $237,722
- Participant contributions
- $802,166
- Total income / additions
- $2,278,051
- Benefits paid
- $393,839
- Administrative expenses
- $81,171
- Total expenses
- $486,846
- Net increase / (decrease)
- $1,791,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $55,573 | not reported in the loaded dataset |
| Slavic Mutual Fund Management | INVESTMENT MGMT | $13,057 | not reported in the loaded dataset |
| Fiduciary Partners Inv Consulting | INV ADVISORY | $6,271 | not reported in the loaded dataset |
| Fiduciary Partners Retirement Group | INV ADVISORY | $6,270 | not reported in the loaded dataset |