31st Street Capital Retirement Plan — Form 5500 plan (31st Street Capital)
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, 31st Street Capital Retirement Plan is a benefit plan reported by 31st Street Capital under EIN 83-3170132 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $6,393,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 31st Street Capital
- EIN
- 83-3170132
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $6,393,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20240731090402NAL0012550803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,393,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,393,628
- Net assets (BOY)
- $3,449,724
Income & contributions
- Employer contributions
- $351,813
- Participant contributions
- $885,182
- Total contributions
- $1,423,078
- Total income / additions
- $2,255,194
Expenses & distributions
- Benefits paid
- $275,162
- Administrative expenses
- $33,017
- Total expenses
- $310,611
- Net increase / (decrease)
- $1,944,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Plan Consultants | TPA & RECORDKEEPER | $17,986 | not reported in the loaded dataset | 2023 |
| Trusted Wealth Partners | FINANCIAL ADVISOR | $12,593 | not reported in the loaded dataset | 2023 |