Starfish Holdings 401k Retirement Plan — Form 5500 plan (Starfish Holdings, 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, Starfish Holdings 401k Retirement Plan is a benefit plan reported by Starfish Holdings, Inc. under EIN 47-1834100 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,781 participants and $255,965,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Starfish Holdings, Inc.
- EIN
- 47-1834100
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 1,781
- End-of-year plan assets
- $255,965,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,781 | H, C | 20240925154602NAL0014587281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $255,965,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $255,965,924
- Net assets (BOY)
- $198,358,857
Income & contributions
- Employer contributions
- $5,708,651
- Participant contributions
- $17,366,604
- Total contributions
- $50,513,411
- Total income / additions
- $90,193,105
Expenses & distributions
- Benefits paid
- $46,991,211
- Administrative expenses
- $243,576
- Total expenses
- $47,238,432
- Net increase / (decrease)
- $42,954,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $92,889 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $74,095 | not reported in the loaded dataset | 2023 |
| Fiduciary First LLC | ADVISOR | $60,010 | not reported in the loaded dataset | 2023 |
| Bmss Advisors & Cpas | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Starfish Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Huntsville, AL
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fiduciary First LLC — Schedule C compensation
- Bmss Advisors & Cpas — Schedule C compensation