Saint Joe Distributing 401(K) Plan — Form 5500 plan (St. Joseph Tobacco Co., LLC Dba Saint Joe Distributing)
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, Saint Joe Distributing 401(K) Plan is a benefit plan reported by St. Joseph Tobacco Co., LLC Dba Saint Joe Distributing under EIN 44-0565944 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $2,151,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Joseph Tobacco Co., LLC Dba Saint Joe Distributing
- EIN
- 44-0565944
- Plan number
- 001
- Plan type
- 2
- Location
- St. Joseph, MO
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $2,151,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241014081928NAL0025713713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,151,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,151,949
- Net assets (BOY)
- $1,629,305
Income & contributions
- Employer contributions
- $91,685
- Participant contributions
- $250,017
- Total contributions
- $341,702
- Total income / additions
- $612,059
Expenses & distributions
- Benefits paid
- $79,639
- Administrative expenses
- $9,776
- Total expenses
- $89,415
- Net increase / (decrease)
- $522,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commerce Bank | INVESTMENT ADVISORY PLAN | $9,070 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $520 | $6 | 2023 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $185 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Joseph Tobacco Co., LLC Dba Saint Joe Distributing
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Joseph, MO
- Commerce Bank — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Transamerica Life Insurance Co. — Schedule C compensation