2023 Form 5500 filing — The Retirement Plan For Employees Of The L.S. Starrett Company
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 20250403150301NAL0010419281001) for The Retirement Plan For Employees Of The L.S. Starrett Company, reported by The L.S. Starrett Company under EIN 04-1866480 and plan number 001. It reports 1,466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403150301NAL0010419281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The L.S. Starrett Company
- EIN
- 04-1866480
- Plan number
- 001
- Location
- Athol, MA
- Participants
- 1,466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,741,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,741,149
- Employer contributions
- $2,570,000
- Total income / additions
- $10,063,305
- Benefits paid
- $5,980,815
- Administrative expenses
- $1,172,253
- Total expenses
- $7,319,638
- Net increase / (decrease)
- $2,743,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Qci Asset Management | NONE | $296,253 | not reported in the loaded dataset |
| Mercer | NONE | $108,400 | not reported in the loaded dataset |
| Charles Schwab & Co | NONE | $67,908 | not reported in the loaded dataset |
| Ropes & Gray Llp | NONE | $7,408 | not reported in the loaded dataset |