2023 Form 5500 filing — Src Employees Savings Trust
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 20241105165325NAL0007978945001) for Src Employees Savings Trust, reported by Src Holdings Corporation under EIN 43-1274934 and plan number 002. It reports 2,023 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105165325NAL0007978945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Src Holdings Corporation
- EIN
- 43-1274934
- Plan number
- 002
- Location
- Springfield, MO
- Participants
- 2,023
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,202,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,202,926
- Employer contributions
- $4,328,061
- Participant contributions
- $5,489,569
- Total income / additions
- $20,383,519
- Benefits paid
- $6,814,739
- Administrative expenses
- $30,965
- Total expenses
- $6,845,704
- Net increase / (decrease)
- $13,537,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $25,191 | $0 |
| Milliman, Inc. | NONE | $5,774 | not reported in the loaded dataset |