The Hourly 401(K) Savings Plan — Form 5500 plan (Standex International Corporation)

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 Hourly 401(K) Savings Plan is a benefit plan reported by Standex International Corporation under EIN 31-0596149 and plan number 051. The latest loaded filing year is 2023. The filing reports 1,045 participants and $20,400,309 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Standex International Corporation
EIN
31-0596149
Plan number
051
Plan type
2
Location
Salem, NH
Latest filing year
2023
Participants
1,045
End-of-year plan assets
$20,400,309

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,045H, C20240923154556NAL0011570241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,400,309
Total liabilities (EOY)
$0
Net assets (EOY)
$20,400,309
Net assets (BOY)
$17,403,876

Income & contributions

Employer contributions
$531,974
Participant contributions
$1,029,749
Total contributions
$1,585,107
Total income / additions
$5,056,920

Expenses & distributions

Benefits paid
$1,938,917
Administrative expenses
$23,812
Total expenses
$1,962,729
Net increase / (decrease)
$3,094,191

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$8,705$02023
Caron & BletzerACCOUNTANT$8,650not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$5,058not reported in the loaded dataset2023

Related Form 5500 pages