Steere Enterprises, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Steere Enterprises, 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, Steere Enterprises, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Steere Enterprises, Inc. under EIN 34-0751401 and plan number 003. The latest loaded filing year is 2023. The filing reports 318 participants and $16,195,750 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steere Enterprises, Inc.
EIN
34-0751401
Plan number
003
Plan type
2
Location
Tallmadge, OH
Latest filing year
2023
Participants
318
End-of-year plan assets
$16,195,750

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318H, C20240924092048NAL0012741169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,195,750
Total liabilities (EOY)
$0
Net assets (EOY)
$16,195,750
Net assets (BOY)
$14,003,905

Income & contributions

Employer contributions
$270,116
Participant contributions
$747,337
Total contributions
$1,230,164
Total income / additions
$3,569,687

Expenses & distributions

Benefits paid
$1,340,947
Administrative expenses
$38,696
Total expenses
$1,377,842
Net increase / (decrease)
$2,191,845

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$21,196not reported in the loaded dataset2023
Wealth Impact AdvisorsSERVICE PROVIDER$17,500not reported in the loaded dataset2023

Related Form 5500 pages