Plan5500

Employees Retirement Savings Plan — Form 5500 plan (Staunton Capital, 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, Employees Retirement Savings Plan is a benefit plan reported by Staunton Capital, Inc. under EIN 56-1669702 and plan number 003. The latest loaded filing year is 2023. The filing reports 455 participants and $6,076,828 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Staunton Capital, Inc.
EIN
56-1669702
Plan number
003
Plan type
2
Location
High Point, NC
Latest filing year
2023
Participants
455
End-of-year plan assets
$6,076,828

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023455H, C20241003083621NAL0010285617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,076,828
Net assets (EOY)
$6,076,828
Net assets (BOY)
$5,845,054

Income & contributions

Employer contributions
$173,773
Participant contributions
$389,073
Total contributions
$560,054
Total income / additions
$1,380,145

Expenses & distributions

Benefits paid
$1,125,150
Administrative expenses
$23,221
Total expenses
$1,148,371
Net increase / (decrease)
$231,774

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gordon Asset ManagementINVESTMENT ADVISOR$17,993not reported in the loaded dataset2023
Mvp Plan Administrators, Inc.THIRD PARTY ADMINISTRATOR$5,226not reported in the loaded dataset2023

Related Form 5500 pages