2023 Form 5500 filing — Storer Equipment Company, Ltd Cash Or Deferred Profit Sharing 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 20251022170744NAL0001237683001) for Storer Equipment Company, Ltd Cash Or Deferred Profit Sharing Plan, reported by Storer Equipment Company, Ltd. under EIN 92-0179276 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251022170744NAL0001237683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Storer Equipment Company, Ltd.
- EIN
- 92-0179276
- Plan number
- 001
- Location
- Shreveport, LA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,826,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,826,221
- Employer contributions
- $317,412
- Participant contributions
- $653,661
- Total income / additions
- $2,631,379
- Benefits paid
- $450,395
- Administrative expenses
- $41,374
- Total expenses
- $501,783
- Net increase / (decrease)
- $2,129,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,031 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | BROKER ADVISER | not reported in the loaded dataset | $24,338 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,343 | not reported in the loaded dataset |
| Morgan Stanley Insurance Services I | BROKER ADVISER | not reported in the loaded dataset | $3,189 |