Star Cases 401(K) Plan — Form 5500 plan (Star Cases, LLC)

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, Star Cases 401(K) Plan is a benefit plan reported by Star Cases, LLC under EIN 81-3687931 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $5,160,110 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Star Cases, LLC
EIN
81-3687931
Plan number
001
Plan type
2
Location
North Salt Lake City, UT
Latest filing year
2023
Participants
182
End-of-year plan assets
$5,160,110

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20241002151527NAL0009051409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,160,110
Total liabilities (EOY)
$0
Net assets (EOY)
$5,160,110
Net assets (BOY)
$4,599,982

Income & contributions

Employer contributions
$97,058
Participant contributions
$245,188
Total contributions
$367,928
Total income / additions
$1,069,837

Expenses & distributions

Benefits paid
$457,873
Administrative expenses
$41,415
Total expenses
$509,709
Net increase / (decrease)
$560,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,637$02023
Resources Investment Advisors LLCADVISOR$11,778not reported in the loaded dataset2023

Related Form 5500 pages