Standard Enterprises, Inc. 401(K) Plan — Form 5500 plan (Standard Enterprises, 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, Standard Enterprises, Inc. 401(K) Plan is a benefit plan reported by Standard Enterprises, Inc. under EIN 72-0683436 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $8,602,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Standard Enterprises, Inc.
EIN
72-0683436
Plan number
001
Plan type
2
Location
Monroe, LA
Latest filing year
2023
Participants
135
End-of-year plan assets
$8,602,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240918094506NAL0008797938001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,602,904
Total liabilities (EOY)
$0
Net assets (EOY)
$8,602,904
Net assets (BOY)
$7,097,866

Income & contributions

Employer contributions
$184,964
Participant contributions
$365,682
Total contributions
$550,646
Total income / additions
$1,827,180

Expenses & distributions

Benefits paid
$290,618
Administrative expenses
$31,524
Total expenses
$322,142
Net increase / (decrease)
$1,505,038

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors Fin Network LlINVESTMENT ADVISOR$14,944not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$9,514$02023

Related Form 5500 pages