Star Financial Group, Inc. Employee Benefit Plan — Form 5500 plan (Star Financial Group, 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, Star Financial Group, Inc. Employee Benefit Plan is a benefit plan reported by Star Financial Group, Inc. under EIN 35-1658268 and plan number 501. The latest loaded filing year is 2023. The filing reports 608 participants and $3,458,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Star Financial Group, Inc.
- EIN
- 35-1658268
- Plan number
- 501
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 608
- End-of-year plan assets
- $3,458,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 608 | H, C | 20241003075401NAL0005547395004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,458,593
- Total liabilities (EOY)
- $10,943
- Net assets (EOY)
- $3,447,650
- Net assets (BOY)
- $3,744,047
Income & contributions
- Employer contributions
- $2,897,779
- Participant contributions
- $993,999
- Total contributions
- $3,922,532
- Total income / additions
- $4,001,693
Expenses & distributions
- Benefits paid
- $4,102,997
- Administrative expenses
- $195,093
- Total expenses
- $4,298,090
- Net increase / (decrease)
- -$296,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unified Group Services, Inc. | NONE | $113,645 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Indiana | NONE | $16,740 | not reported in the loaded dataset | 2023 |
| Elixir Solutions | NONE | $16,668 | not reported in the loaded dataset | 2023 |
| Baen, Gage & Schroeder | NONE | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Star Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Unified Group Services, Inc. — Schedule C compensation
- Delta Dental Of Indiana — Schedule C compensation
- Elixir Solutions — Schedule C compensation
- Baen, Gage & Schroeder — Schedule C compensation