Storer Transportation Service, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Storer Transportation Service, 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, Storer Transportation Service, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Storer Transportation Service, Inc. under EIN 94-2147709 and plan number 001. The latest loaded filing year is 2023. The filing reports 926 participants and $17,405,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Storer Transportation Service, Inc.
- EIN
- 94-2147709
- Plan number
- 001
- Plan type
- 2
- Location
- Modesto, CA
- Latest filing year
- 2023
- Participants
- 926
- End-of-year plan assets
- $17,405,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 926 | H, C | 20240808093841NAL0004849585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,405,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,405,527
- Net assets (BOY)
- $13,892,439
Income & contributions
- Employer contributions
- $473,215
- Participant contributions
- $1,552,368
- Total contributions
- $2,026,403
- Total income / additions
- $4,451,321
Expenses & distributions
- Benefits paid
- $930,764
- Administrative expenses
- $7,469
- Total expenses
- $938,233
- Net increase / (decrease)
- $3,513,088
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $4,795 | not reported in the loaded dataset | 2023 |
| July Business Services LLC | CONTRACT ADMINISTRATOR | $2,660 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | not reported in the loaded dataset | 2023 |
| Cerity Partners Retirement Plan Adv | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Storer Transportation Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- Digital Retirement Solutions, Inc. — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Cerity Partners Retirement Plan Adv — Schedule C compensation