Plan5500

Florstar Sales, Inc. Retirement And Incentive Plan — Form 5500 plan (Florstar Sales, 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, Florstar Sales, Inc. Retirement And Incentive Plan is a benefit plan reported by Florstar Sales, Inc. under EIN 36-3574783 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $23,290,989 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Florstar Sales, Inc.
EIN
36-3574783
Plan number
001
Plan type
2
Location
Romeoville, IL
Latest filing year
2023
Participants
145
End-of-year plan assets
$23,290,989

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241011115204NAL0044192786001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,290,989
Total liabilities (EOY)
$0
Net assets (EOY)
$23,290,989
Net assets (BOY)
$19,532,834

Income & contributions

Employer contributions
$249,907
Participant contributions
$702,445
Total contributions
$967,514
Total income / additions
$4,269,127

Expenses & distributions

Benefits paid
$445,757
Administrative expenses
$65,215
Total expenses
$510,972
Net increase / (decrease)
$3,758,155

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,943$02023
Global Retirement PartneINVESTMENT ADVISORY$28,153not reported in the loaded dataset2023
The Retirement Advantage IncOTHER SERVICES$0$22,1712023

Related Form 5500 pages