Fidelity bond in place
Not reported
Staley Inc. • EIN 71-0650148 • Little Rock, AR • Plan year 2023
Participants
Up121 → 148
27 • 22.31%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Fidelity bond in place
Not reported
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
| Provider | Services | Location | Direct Compensation | Related |
|---|---|---|---|---|
| STEPHENS INSURANCE, LLC | Recordkeeping | - | - | - |
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 4 | 316 | $4,715,984 | $402,544 | $1,274iApproximate average salary by contribution assumption: employee only about $31,847 at 4% or $21,231 at 6%; with 50% employer match about $21,231 at 4% or $14,154 at 6%; with 100% employer match about $15,923 at 4% or $10,616 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 116 | $4,715,984 | $402,544 | $3,470iApproximate average salary by contribution assumption: employee only about $86,755 at 4% or $57,837 at 6%; with 50% employer match about $57,837 at 4% or $38,558 at 6%; with 100% employer match about $43,378 at 4% or $28,918 at 6%. |
| Staley Inc. Premium Only Plan | - | 140 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 316 | - | - | - |
| Staley Inc. Premium Only Plan | - | 280 | - | - | - |
| 2023 | 4 | 324 | $4,335,072 | $408,121 | $1,260iApproximate average salary by contribution assumption: employee only about $31,491 at 4% or $20,994 at 6%; with 50% employer match about $20,994 at 4% or $13,996 at 6%; with 100% employer match about $15,745 at 4% or $10,497 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 58 | $4,335,072 | $408,121 | $7,037iApproximate average salary by contribution assumption: employee only about $175,914 at 4% or $117,276 at 6%; with 50% employer match about $117,276 at 4% or $78,184 at 6%; with 100% employer match about $87,957 at 4% or $58,638 at 6%. |
| Staley Inc. Premium Only Plan | Current | 148 | - | - | - |
| Staley Inc. Premium Only Plan | - | 324 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 267 | - | - | - |
| 2022 | 4 | 342 | $3,663,871 | $397,394 | $1,162iApproximate average salary by contribution assumption: employee only about $29,049 at 4% or $19,366 at 6%; with 50% employer match about $19,366 at 4% or $12,911 at 6%; with 100% employer match about $14,525 at 4% or $9,683 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 122 | $3,663,871 | $397,394 | $3,257iApproximate average salary by contribution assumption: employee only about $81,433 at 4% or $54,289 at 6%; with 50% employer match about $54,289 at 4% or $36,193 at 6%; with 100% employer match about $40,717 at 4% or $27,144 at 6%. |
| Staley Inc. Employee Benefit Plan | - | 264 | - | - | - |
| Staley Inc. Premium Only Plan | - | 342 | - | - | - |
| Staley Inc. Premium Only Plan | - | 121 | - | - | - |
| 2021 | 4 | 375 | $4,901,697 | $426,687 | $1,138iApproximate average salary by contribution assumption: employee only about $28,446 at 4% or $18,964 at 6%; with 50% employer match about $18,964 at 4% or $12,643 at 6%; with 100% employer match about $14,223 at 4% or $9,482 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 153 | $4,901,697 | $426,687 | $2,789iApproximate average salary by contribution assumption: employee only about $69,720 at 4% or $46,480 at 6%; with 50% employer match about $46,480 at 4% or $30,987 at 6%; with 100% employer match about $34,860 at 4% or $23,240 at 6%. |
| Staley Inc. Premium Only Plan | - | 160 | - | - | - |
| Staley Inc. Premium Only Plan | - | 375 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 334 | - | - | - |
| 2020 | 4 | 393 | $4,087,900 | $397,634 | $1,012iApproximate average salary by contribution assumption: employee only about $25,295 at 4% or $16,863 at 6%; with 50% employer match about $16,863 at 4% or $11,242 at 6%; with 100% employer match about $12,647 at 4% or $8,432 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 129 | $4,087,900 | $397,634 | $3,082iApproximate average salary by contribution assumption: employee only about $77,061 at 4% or $51,374 at 6%; with 50% employer match about $51,374 at 4% or $34,249 at 6%; with 100% employer match about $38,530 at 4% or $25,687 at 6%. |
| Staley Inc. Employee Benefit Plan | - | 281 | - | - | - |
| Staley Inc. Premium Only Plan | - | 144 | - | - | - |
| Staley Inc. Premium Only Plan | - | 393 | - | - | - |
| 2019 | 4 | 398 | $3,709,836 | $420,784 | $1,057iApproximate average salary by contribution assumption: employee only about $26,431 at 4% or $17,621 at 6%; with 50% employer match about $17,621 at 4% or $11,747 at 6%; with 100% employer match about $13,216 at 4% or $8,810 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 137 | $3,709,836 | $420,784 | $3,071iApproximate average salary by contribution assumption: employee only about $76,785 at 4% or $51,190 at 6%; with 50% employer match about $51,190 at 4% or $34,127 at 6%; with 100% employer match about $38,393 at 4% or $25,595 at 6%. |
| Staley Inc. Premium Only Plan | - | 398 | - | - | - |
| Staley Inc. Premium Only Plan | - | 143 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 395 | - | - | - |
| 2018 | 4 | 427 | $3,163,173 | $328,305 | $769iApproximate average salary by contribution assumption: employee only about $19,222 at 4% or $12,814 at 6%; with 50% employer match about $12,814 at 4% or $8,543 at 6%; with 100% employer match about $9,611 at 4% or $6,407 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 122 | $3,163,173 | $328,305 | $2,691iApproximate average salary by contribution assumption: employee only about $67,276 at 4% or $44,850 at 6%; with 50% employer match about $44,850 at 4% or $29,900 at 6%; with 100% employer match about $33,638 at 4% or $22,425 at 6%. |
| Staley Inc. Employee Benefit Plan | - | 345 | - | - | - |
| Staley Inc. Premium Only Plan | - | 427 | - | - | - |
| Staley Inc. Premium Only Plan | - | 145 | - | - | - |
| 2017 | 4 | 428 | $4,802,876 | $377,751 | $883iApproximate average salary by contribution assumption: employee only about $22,065 at 4% or $14,710 at 6%; with 50% employer match about $14,710 at 4% or $9,807 at 6%; with 100% employer match about $11,032 at 4% or $7,355 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 168 | $4,802,876 | $377,751 | $2,249iApproximate average salary by contribution assumption: employee only about $56,213 at 4% or $37,475 at 6%; with 50% employer match about $37,475 at 4% or $24,984 at 6%; with 100% employer match about $28,106 at 4% or $18,738 at 6%. |
| Staley Inc. Premium Only Plan | - | 428 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 371 | - | - | - |
| Staley Inc. Premium Only Plan | - | 161 | - | - | - |
| 2016 | 4 | 583 | $4,639,925 | $447,675 | $768iApproximate average salary by contribution assumption: employee only about $19,197 at 4% or $12,798 at 6%; with 50% employer match about $12,798 at 4% or $8,532 at 6%; with 100% employer match about $9,599 at 4% or $6,399 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 215 | $4,639,925 | $447,675 | $2,082iApproximate average salary by contribution assumption: employee only about $52,055 at 4% or $34,703 at 6%; with 50% employer match about $34,703 at 4% or $23,136 at 6%; with 100% employer match about $26,028 at 4% or $17,352 at 6%. |
| Staley Inc. Employee Benefit Plan | - | 494 | - | - | - |
| Staley Inc. Premium Only Plan | - | 583 | - | - | - |
| Staley Inc. Premium Only Plan | - | 241 | - | - | - |
| 2015 | 4 | 740 | $5,251,916 | $579,604 | $783iApproximate average salary by contribution assumption: employee only about $19,581 at 4% or $13,054 at 6%; with 50% employer match about $13,054 at 4% or $8,703 at 6%; with 100% employer match about $9,791 at 4% or $6,527 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 260 | $5,251,916 | $579,604 | $2,229iApproximate average salary by contribution assumption: employee only about $55,731 at 4% or $37,154 at 6%; with 50% employer match about $37,154 at 4% or $24,769 at 6%; with 100% employer match about $27,866 at 4% or $18,577 at 6%. |
| Staley Inc. Premium Only Plan | - | 293 | - | - | - |
| Staley Inc. Premium Only Plan | - | 740 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 569 | - | - | - |
| 2014 | 4 | 536 | $5,275,850 | $585,075 | $1,092iApproximate average salary by contribution assumption: employee only about $27,289 at 4% or $18,193 at 6%; with 50% employer match about $18,193 at 4% or $12,128 at 6%; with 100% employer match about $13,644 at 4% or $9,096 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 272 | $5,275,850 | $585,075 | $2,151iApproximate average salary by contribution assumption: employee only about $53,775 at 4% or $35,850 at 6%; with 50% employer match about $35,850 at 4% or $23,900 at 6%; with 100% employer match about $26,888 at 4% or $17,925 at 6%. |
| Staley Inc. Premium Only Plan | - | 265 | - | - | - |
| Staley Inc. Premium Only Plan | - | 487 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 536 | - | - | - |
| 2013 | 4 | 678 | $5,007,451 | $573,777 | $846iApproximate average salary by contribution assumption: employee only about $21,157 at 4% or $14,105 at 6%; with 50% employer match about $14,105 at 4% or $9,403 at 6%; with 100% employer match about $10,578 at 4% or $7,052 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 278 | $5,007,451 | $573,777 | $2,064iApproximate average salary by contribution assumption: employee only about $51,599 at 4% or $34,399 at 6%; with 50% employer match about $34,399 at 4% or $22,933 at 6%; with 100% employer match about $25,799 at 4% or $17,200 at 6%. |
| Staley Inc. Premium Only Plan | - | 298 | - | - | - |
| Staley Inc. Premium Only Plan | - | 678 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 537 | - | - | - |
| 2012 | 5 | 592 | $8,356,264 | $1,086,348 | $1,835iApproximate average salary by contribution assumption: employee only about $45,876 at 4% or $30,584 at 6%; with 50% employer match about $30,584 at 4% or $20,389 at 6%; with 100% employer match about $22,938 at 4% or $15,292 at 6%. |
| Staley Inc 401K Profit Sharing Plan | - | 277 | $4,178,132 | $543,174 | $1,961iApproximate average salary by contribution assumption: employee only about $49,023 at 4% or $32,682 at 6%; with 50% employer match about $32,682 at 4% or $21,788 at 6%; with 100% employer match about $24,511 at 4% or $16,341 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 277 | $4,178,132 | $543,174 | $1,961iApproximate average salary by contribution assumption: employee only about $49,023 at 4% or $32,682 at 6%; with 50% employer match about $32,682 at 4% or $21,788 at 6%; with 100% employer match about $24,511 at 4% or $16,341 at 6%. |
| Staley Inc. Premium Only Plan | - | 278 | - | - | - |
| Staley Inc. Premium Only Plan | - | 405 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 592 | - | - | - |
| 2011 | 5 | 537 | $7,697,570 | $1,118,694 | $2,083iApproximate average salary by contribution assumption: employee only about $52,081 at 4% or $34,720 at 6%; with 50% employer match about $34,720 at 4% or $23,147 at 6%; with 100% employer match about $26,040 at 4% or $17,360 at 6%. |
| Staley Inc 401K Profit Sharing Plan | - | 224 | $3,848,785 | $559,347 | $2,497iApproximate average salary by contribution assumption: employee only about $62,427 at 4% or $41,618 at 6%; with 50% employer match about $41,618 at 4% or $27,745 at 6%; with 100% employer match about $31,214 at 4% or $20,809 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 224 | $3,848,785 | $559,347 | $2,497iApproximate average salary by contribution assumption: employee only about $62,427 at 4% or $41,618 at 6%; with 50% employer match about $41,618 at 4% or $27,745 at 6%; with 100% employer match about $31,214 at 4% or $20,809 at 6%. |
| Staley Inc. Premium Only Plan | - | 277 | - | - | - |
| Staley Inc. Premium Only Plan | - | 473 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 537 | - | - | - |
| 2010 | 5 | 579 | $7,961,794 | $1,077,454 | $1,861iApproximate average salary by contribution assumption: employee only about $46,522 at 4% or $31,015 at 6%; with 50% employer match about $31,015 at 4% or $20,677 at 6%; with 100% employer match about $23,261 at 4% or $15,507 at 6%. |
| Staley Inc 401K Profit Sharing Plan | - | 214 | $3,980,897 | $538,727 | $2,517iApproximate average salary by contribution assumption: employee only about $62,935 at 4% or $41,957 at 6%; with 50% employer match about $41,957 at 4% or $27,971 at 6%; with 100% employer match about $31,468 at 4% or $20,978 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 214 | $3,980,897 | $538,727 | $2,517iApproximate average salary by contribution assumption: employee only about $62,935 at 4% or $41,957 at 6%; with 50% employer match about $41,957 at 4% or $27,971 at 6%; with 100% employer match about $31,468 at 4% or $20,978 at 6%. |
| Staley Inc. Premium Only Plan | - | 251 | - | - | - |
| Staley Inc. Premium Only Plan | - | 292 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 579 | - | - | - |
| 2009 | 4 | 246 | $3,420,520 | $533,665 | $2,169iApproximate average salary by contribution assumption: employee only about $54,234 at 4% or $36,156 at 6%; with 50% employer match about $36,156 at 4% or $24,104 at 6%; with 100% employer match about $27,117 at 4% or $18,078 at 6%. |
| Staley Inc 401K Profit Sharing Plan | - | 189 | $3,420,520 | $533,665 | $2,824iApproximate average salary by contribution assumption: employee only about $70,591 at 4% or $47,060 at 6%; with 50% employer match about $47,060 at 4% or $31,374 at 6%; with 100% employer match about $35,295 at 4% or $23,530 at 6%. |
| Staley Inc. Premium Only Plan | - | 219 | - | - | - |
| Staley Inc. Premium Only Plan | - | 246 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 219 | - | - | - |
| 2008 | 4 | 246 | $2,363,566 | $610,999 | $2,484iApproximate average salary by contribution assumption: employee only about $62,093 at 4% or $41,396 at 6%; with 50% employer match about $41,396 at 4% or $27,597 at 6%; with 100% employer match about $31,047 at 4% or $20,698 at 6%. |
| Staley Inc 401K Profit Sharing Plan | - | 187 | $2,363,566 | $610,999 | $3,267iApproximate average salary by contribution assumption: employee only about $81,684 at 4% or $54,456 at 6%; with 50% employer match about $54,456 at 4% or $36,304 at 6%; with 100% employer match about $40,842 at 4% or $27,228 at 6%. |
| Staley Inc. Premium Only Plan | - | 246 | - | - | - |
| Staley Inc. Premium Only Plan | - | 216 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 203 | - | - | - |
| 2007 | 4 | 267 | $3,177,868 | $634,510 | $2,376iApproximate average salary by contribution assumption: employee only about $59,411 at 4% or $39,607 at 6%; with 50% employer match about $39,607 at 4% or $26,405 at 6%; with 100% employer match about $29,706 at 4% or $19,804 at 6%. |
| Staley Inc 401K Profit Sharing Plan | - | 198 | $3,177,868 | $634,510 | $3,205iApproximate average salary by contribution assumption: employee only about $80,115 at 4% or $53,410 at 6%; with 50% employer match about $53,410 at 4% or $35,607 at 6%; with 100% employer match about $40,057 at 4% or $26,705 at 6%. |
| Staley Inc. Premium Only Plan | - | 218 | - | - | - |
| Staley Inc. Premium Only Plan | - | 267 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 218 | - | - | - |
| 2006 | 4 | 279 | $2,575,323 | $692,438 | $2,482iApproximate average salary by contribution assumption: employee only about $62,046 at 4% or $41,364 at 6%; with 50% employer match about $41,364 at 4% or $27,576 at 6%; with 100% employer match about $31,023 at 4% or $20,682 at 6%. |
| Staley Inc 401K Profit Sharing Plan | - | 194 | $2,575,323 | $692,438 | $3,569iApproximate average salary by contribution assumption: employee only about $89,232 at 4% or $59,488 at 6%; with 50% employer match about $59,488 at 4% or $39,659 at 6%; with 100% employer match about $44,616 at 4% or $29,744 at 6%. |
| Staley Inc. Employee Benefit Plan | - | 238 | - | - | - |
| Staley Inc. Premium Only Plan | - | 232 | - | - | - |
| Staley Inc. Premium Only Plan | - | 279 | - | - | - |
| 2005 | 4 | 276 | $1,795,019 | $510,853 | $1,851iApproximate average salary by contribution assumption: employee only about $46,273 at 4% or $30,849 at 6%; with 50% employer match about $30,849 at 4% or $20,566 at 6%; with 100% employer match about $23,136 at 4% or $15,424 at 6%. |
| Staley Inc 401K Profit Sharing Plan | - | 188 | $1,795,019 | $510,853 | $2,717iApproximate average salary by contribution assumption: employee only about $67,933 at 4% or $45,288 at 6%; with 50% employer match about $45,288 at 4% or $30,192 at 6%; with 100% employer match about $33,966 at 4% or $22,644 at 6%. |
| Staley Inc. Premium Only Plan | - | 219 | - | - | - |
| Staley Inc. Premium Only Plan | - | 276 | - | - | - |
| Staley Inc. Employee Benefit Plan | - | 236 | - | - | - |
| 2004 | 3 | 278 | $1,336,845 | $331,108 | $1,191iApproximate average salary by contribution assumption: employee only about $29,776 at 4% or $19,851 at 6%; with 50% employer match about $19,851 at 4% or $13,234 at 6%; with 100% employer match about $14,888 at 4% or $9,925 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 131 | $1,336,845 | $331,108 | $2,528iApproximate average salary by contribution assumption: employee only about $63,189 at 4% or $42,126 at 6%; with 50% employer match about $42,126 at 4% or $28,084 at 6%; with 100% employer match about $31,594 at 4% or $21,063 at 6%. |
| Staley Inc. Premium Only Plan | - | 278 | - | - | - |
| Staley Inc. Premium Only Plan | - | 215 | - | - | - |
| 2003 | 3 | 228 | $961,518 | $232,821 | $1,021iApproximate average salary by contribution assumption: employee only about $25,529 at 4% or $17,019 at 6%; with 50% employer match about $17,019 at 4% or $11,346 at 6%; with 100% employer match about $12,764 at 4% or $8,510 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 118 | $961,518 | $232,821 | $1,973iApproximate average salary by contribution assumption: employee only about $49,326 at 4% or $32,884 at 6%; with 50% employer match about $32,884 at 4% or $21,923 at 6%; with 100% employer match about $24,663 at 4% or $16,442 at 6%. |
| Staley Inc. Premium Only Plan | - | 164 | - | - | - |
| Staley Inc. Premium Only Plan | - | 228 | - | - | - |
| 2001 | 1 | 79 | $0 | $0 | - |
| Staley Inc. 401K Profit Sharing Plan | - | 79 | - | - | - |
| 2000 | 1 | 65 | $619,573 | $168,275 | $2,589iApproximate average salary by contribution assumption: employee only about $64,721 at 4% or $43,147 at 6%; with 50% employer match about $43,147 at 4% or $28,765 at 6%; with 100% employer match about $32,361 at 4% or $21,574 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 65 | $619,573 | $168,275 | $2,589iApproximate average salary by contribution assumption: employee only about $64,721 at 4% or $43,147 at 6%; with 50% employer match about $43,147 at 4% or $28,765 at 6%; with 100% employer match about $32,361 at 4% or $21,574 at 6%. |
| 1999 | 1 | 57 | $568,535 | $156,707 | $2,749iApproximate average salary by contribution assumption: employee only about $68,731 at 4% or $45,821 at 6%; with 50% employer match about $45,821 at 4% or $30,547 at 6%; with 100% employer match about $34,366 at 4% or $22,910 at 6%. |
| Staley Inc. 401K Profit Sharing Plan | - | 57 | $568,535 | $156,707 | $2,749iApproximate average salary by contribution assumption: employee only about $68,731 at 4% or $45,821 at 6%; with 50% employer match about $45,821 at 4% or $30,547 at 6%; with 100% employer match about $34,366 at 4% or $22,910 at 6%. |
Schedule C Provider
INS BROKER
Filing received by DOL Jul 22, 2024