Staff Leasing Retirement Savings Plan — Form 5500 plan (Staff Leasing Inc And Affiliates)

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, Staff Leasing Retirement Savings Plan is a benefit plan reported by Staff Leasing Inc And Affiliates under EIN 16-1417529 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,121 participants and $66,293,737 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$66.3MPlan net assets, end of year$66,268,286
Participants2.1KCovered participants reported2,121
Assets / participant$31.3KComputed: assets ÷ participants$31,256 (computed)
Provider compensation$229K5 Schedule C provider row(s)$228,951
Plan sponsor
Staff Leasing Inc And Affiliates
EIN
16-1417529
Plan number
333
Plan type
3
Location
N Syracuse, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,121H, C20241015103437NAL0029266289001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$66.3M total assets
Net assets$66.3MLiabilities$25.5K
Money in vs. money out
Total income / additions$15.8M
Total expenses$5.8M
Benefits paid / distributions$5.7M
Contributions
Employer$1.9M
Participant$4M
Full reported line items

Net assets

Total assets (EOY)
$66,293,737
Total liabilities (EOY)
$25,451
Net assets (EOY)
$66,268,286
Net assets (BOY)
$57,482,668

Income & contributions

Employer contributions
$1,938,296
Participant contributions
$3,963,277
Total contributions
$6,773,612
Total income / additions
$15,751,703

Expenses & distributions

Benefits paid
$5,663,328
Administrative expenses
$99,822
Total expenses
$5,763,150
Net increase / (decrease)
$9,988,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lion Street Financial, LLCSERVICE PROVIDER$0$152,6262023
Prida Guida And Perez PaAUDITOR$28,000not reported in the loaded dataset2023
Thomas SchenckAUDITOR$24,750not reported in the loaded dataset2023
The Pension Department, Inc.TPA$7,500$7,1732023
Point Guard Advisors Netwrok LLCSERVICE PROVIDER$8,902not reported in the loaded dataset2023

Related Form 5500 pages