2023 Form 5500 filing — Standish Management Retirement 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 20241015194458NAL0057935314001) for Standish Management Retirement Plan, reported by Standish Management, LLC under EIN 26-2785172 and plan number 001. It reports 886 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194458NAL0057935314001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Standish Management, LLC
- EIN
- 26-2785172
- Plan number
- 001
- Location
- Walnut Creek, CA
- Participants
- 886
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,890,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,890,900
- Employer contributions
- $2,172,198
- Participant contributions
- $5,733,618
- Total income / additions
- $15,171,371
- Benefits paid
- $1,595,609
- Administrative expenses
- $107,442
- Total expenses
- $1,703,051
- Net increase / (decrease)
- $13,468,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forusall Advisors, LLC | SERVICE PROVIDER | $73,679 | not reported in the loaded dataset |
| Forusall Advisors, LLC | SERVICE PROVIDER | $37,527 | not reported in the loaded dataset |
| Lt Trust | SERVICE PROVIDER | $33,763 | not reported in the loaded dataset |
| Retirement Administration Inc. | TPA | $0 | not reported in the loaded dataset |
| Lt Trust | SERVICE PROVIDER | $0 | not reported in the loaded dataset |