Staffing Plus 401(K) Retirement Plan — Form 5500 plan (Staffing Plus, 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, Staffing Plus 401(K) Retirement Plan is a benefit plan reported by Staffing Plus, Inc under EIN 36-4330853 and plan number 333. The latest loaded filing year is 2023. The filing reports 393 participants and $8,031,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Staffing Plus, Inc
EIN
36-4330853
Plan number
333
Plan type
3
Location
Woodridge, IL
Latest filing year
2023
Participants
393
End-of-year plan assets
$8,031,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023393H, C20240910164901NAL0005939777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,031,772
Net assets (EOY)
$8,031,772
Net assets (BOY)
$7,764,177

Income & contributions

Employer contributions
$77,271
Participant contributions
$261,826
Total contributions
$339,097
Total income / additions
$1,701,001

Expenses & distributions

Benefits paid
$1,385,810
Administrative expenses
$47,596
Total expenses
$1,433,406
Net increase / (decrease)
$267,595

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT ADVISORY$19,792not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$15,804$02023
SikichAUDITOR$12,000not reported in the loaded dataset2023

Related Form 5500 pages