Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401k & Profit Sharing Plan — Form 5500 plan (Starkweather & Shepley Insurance Brokerage, Inc.)
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, Starkweather & Shepley Insurance Brokerage Inc. & Subsidiaries 401k & Profit Sharing Plan is a benefit plan reported by Starkweather & Shepley Insurance Brokerage, Inc. under EIN 05-0222530 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $76,493,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Starkweather & Shepley Insurance Brokerage, Inc.
- EIN
- 05-0222530
- Plan number
- 001
- Plan type
- 2
- Location
- East Providence, RI
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $76,493,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241015200249NAL0017153795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,493,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,493,767
- Net assets (BOY)
- $62,521,477
Income & contributions
- Employer contributions
- $4,239,373
- Participant contributions
- $2,751,381
- Total contributions
- $7,556,263
- Total income / additions
- $17,801,103
Expenses & distributions
- Benefits paid
- $3,730,712
- Administrative expenses
- $98,101
- Total expenses
- $3,828,813
- Net increase / (decrease)
- $13,972,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | NONE | $52,717 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $25,784 | $0 | 2023 |
| Sansiveri Kimball And Co. Llp | NONE | $19,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Starkweather & Shepley Insurance Brokerage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in East Providence, RI
- Global Retirement Partners, LLC — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation
- Sansiveri Kimball And Co. Llp — Schedule C compensation