Staton Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Staton 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, Staton Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Staton Holdings, Inc. under EIN 75-2193960 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $4,567,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Staton Holdings, Inc.
- EIN
- 75-2193960
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $4,567,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241009143739NAL0009313411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,567,821
- Total liabilities (EOY)
- $27,764
- Net assets (EOY)
- $4,540,057
- Net assets (BOY)
- $4,036,260
Income & contributions
- Employer contributions
- $72,772
- Participant contributions
- $143,217
- Total contributions
- $215,989
- Total income / additions
- $912,645
Expenses & distributions
- Benefits paid
- $385,845
- Administrative expenses
- $23,003
- Total expenses
- $408,848
- Net increase / (decrease)
- $503,797
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | INVESTMENT ADVISOR | $12,411 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,102 | $0 | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $2,445 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Staton Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Cliftonlarsonallen Wealth Advisors — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation