Your 401(K) Retirement Plan — Form 5500 plan (Standard Retirement Services, 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, Your 401(K) Retirement Plan is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 042. The latest loaded filing year is 2023. The filing reports 48 participants and $146,954 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$147KPlan net assets, end of year$146,954
Participants48Covered participants reported
Assets / participant$3.1KComputed: assets ÷ participants$3,062 (computed)
Provider compensationNone reported
Plan sponsor
Standard Retirement Services, Inc.
EIN
25-1838406
Plan number
042
Plan type
3
Location
Portland, OR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    48 participants · 3Sch I
    View filing →
Schedule I · 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)$147K total assets
Net assets$147KLiabilities
Money in vs. money out
Total income / additions$142.4K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$133.6K
Full reported line items

Net assets

Total assets (EOY)
$146,954
Net assets (EOY)
$146,954
Net assets (BOY)
$0

Income & contributions

Participant contributions
$133,569
Total income / additions
$142,401

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$142,401
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Your 401(K) Retirement Plan?
Your 401(K) Retirement Plan is reported as sponsored by Standard Retirement Services, Inc. (EIN 25-1838406, plan number 042) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Your 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Your 401(K) Retirement Plan is 2023.
How many participants does Your 401(K) Retirement Plan report?
Your 401(K) Retirement Plan reports 48 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Your 401(K) Retirement Plan?
Your 401(K) Retirement Plan reports $146,954 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages