The Studdard Group 401(K) Plan — Form 5500 plan (James B. Studdard Transfer And Storage Company, 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, The Studdard Group 401(K) Plan is a benefit plan reported by James B. Studdard Transfer And Storage Company, Inc. under EIN 48-0731630 and plan number 003. The latest loaded filing year is 2023. The filing reports 33 participants and $2,742,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James B. Studdard Transfer And Storage Company, Inc.
- EIN
- 48-0731630
- Plan number
- 003
- Plan type
- 2
- Location
- Leavenworth, KS
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $2,742,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240521094109NAL0002467649001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,742,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,742,892
- Net assets (BOY)
- $2,433,692
Income & contributions
- Employer contributions
- $35,655
- Participant contributions
- $81,067
- Total income / additions
- $384,013
Expenses & distributions
- Benefits paid
- $57,750
- Administrative expenses
- $17,063
- Total expenses
- $74,813
- Net increase / (decrease)
- $309,200
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.