Src Employee Stock Ownership Plan And Trust — Form 5500 plan (Src Holdings 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, Src Employee Stock Ownership Plan And Trust is a benefit plan reported by Src Holdings Corporation under EIN 43-1274934 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,628 participants and $268,607,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Src Holdings Corporation
- EIN
- 43-1274934
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 1,628
- End-of-year plan assets
- $268,607,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,628 | H | 20241101110201NAL0003466833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $268,607,056
- Total liabilities (EOY)
- $91,270,009
- Net assets (EOY)
- $177,337,047
- Net assets (BOY)
- $151,550,998
Income & contributions
- Employer contributions
- $6,900,000
- Total contributions
- $6,900,000
- Total income / additions
- $36,215,605
Expenses & distributions
- Benefits paid
- $7,327,288
- Administrative expenses
- $0
- Total expenses
- $10,429,556
- Net increase / (decrease)
- $25,786,049
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.