State Holding Company 401(K) Plan — Form 5500 plan (State Holding Company)
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, State Holding Company 401(K) Plan is a benefit plan reported by State Holding Company under EIN 71-0595088 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $11,803,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- State Holding Company
- EIN
- 71-0595088
- Plan number
- 001
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $11,803,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20240802140854NAL0016026291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,803,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,803,971
- Net assets (BOY)
- $10,195,607
Income & contributions
- Employer contributions
- $379,421
- Participant contributions
- $929,976
- Total contributions
- $1,309,397
- Total income / additions
- $3,151,868
Expenses & distributions
- Benefits paid
- $1,454,070
- Administrative expenses
- $89,434
- Total expenses
- $1,543,504
- Net increase / (decrease)
- $1,608,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT MANAGER | $53,348 | $0 | 2023 |
| Voya Financial Advisors, Inc. | INVESTMENT MANAGER | $30,786 | $0 | 2023 |