The Retirement Plan For Employees Of The L.S. Starrett Company — Form 5500 plan (The L.S. Starrett Company)
Plain-English plan 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, The Retirement Plan For Employees Of The L.S. Starrett Company is a benefit plan reported by The L.S. Starrett Company under EIN 04-1866480 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,466 participants and $86,741,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The L.S. Starrett Company
- EIN
- 04-1866480
- Plan number
- 001
- Plan type
- 2
- Location
- Athol, MA
- Latest filing year
- 2023
- Participants
- 1,466
- End-of-year plan assets
- $86,741,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,466 | H, C | 20250403150301NAL0010419281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,741,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,741,149
- Net assets (BOY)
- $83,997,482
Income & contributions
- Employer contributions
- $2,570,000
- Total contributions
- $2,570,000
- Total income / additions
- $10,063,305
Expenses & distributions
- Benefits paid
- $5,980,815
- Administrative expenses
- $1,172,253
- Total expenses
- $7,319,638
- Net increase / (decrease)
- $2,743,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Qci Asset Management | NONE | $296,253 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $108,400 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co | NONE | $67,908 | not reported in the loaded dataset | 2023 |
| Ropes & Gray Llp | NONE | $7,408 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The L.S. Starrett Company
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Athol, MA
- Qci Asset Management — Schedule C compensation
- Mercer — Schedule C compensation
- Charles Schwab & Co — Schedule C compensation
- Ropes & Gray Llp — Schedule C compensation