2023 Form 5500 filing — The L.S. Starrett Company 401(K) 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 20241223093919NAL0004888835001) for The L.S. Starrett Company 401(K) Savings Plan, reported by The L.S. Starrett Company under EIN 04-1866480 and plan number 003. It reports 616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223093919NAL0004888835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The L.S. Starrett Company
- EIN
- 04-1866480
- Plan number
- 003
- Location
- Athol, MA
- Participants
- 616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,590,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,590,043
- Employer contributions
- $1,094,921
- Participant contributions
- $1,449,256
- Total income / additions
- $7,389,735
- Benefits paid
- $3,038,406
- Administrative expenses
- $159,985
- Total expenses
- $3,234,556
- Net increase / (decrease)
- $4,155,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Administrative Servic | NONE | $84,445 | not reported in the loaded dataset |
| Wealth Enhancement Group | INVERTMENT ADVISOR | $69,571 | not reported in the loaded dataset |