E J Stewart Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, E J Stewart Inc. (EIN 23-1735490) is a plan sponsor located in Springfield, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1735490
Location
Springfield, PA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.2MSummed across loaded plans$3,163,110
Total reported assets$3.2M$3,163,110
Total reported participants720
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities$0
Contributions & income
Employer contributions$72K
Participant contributions$448.5K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$340K
Total expenses$396.5K
Net increase / (decrease)$690.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Commonwealth Savings Plan
Participants per plan720Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 720 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for E J Stewart Inc.
YearPlanParticipantsSchedulesFiling
2023Commonwealth Savings Plan720H, C20260109125041NAL0011008371001

Related Form 5500 pages