Stein Garden Centers, 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, Stein Garden Centers, Inc. (EIN 39-0965827) is a plan sponsor located in Milwaukee, WI with 2 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
39-0965827
Location
Milwaukee, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Stein Garden Centers, Inc.

  • 2 loaded plans hold $14.3M in reported assets.
  • The largest, Stein Garden Centers, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 758 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.3MSummed across loaded plans$14,304,316
Total reported assets$14.3M$14,304,316
Total reported participants758
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.3M total assets
Net assets$14.3MLiabilities$0
Contributions & income
Employer contributions$258.4K
Participant contributions$584.3K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$623.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Stein Garden Centers, Inc. 401(K) Plan
Participants per plan379Average across loaded plans
Loaded plans2
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 · 280 participants · 2023
  2. 2
    Plan #501 · 478 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Stein Garden Centers, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Stein Garden Centers, Inc. Employee Welfare Benefit Plan478 participants · 2No schedules
    View filing →
  2. 2023
    Stein Garden Centers, Inc. 401(K) Plan280 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Stein Garden Centers, Inc. report on Form 5500?
Stein Garden Centers, Inc. (EIN 39-0965827) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Stein Garden Centers, Inc.?
The Employer Identification Number (EIN) reported for Stein Garden Centers, Inc. is 39-0965827.
What is the latest Form 5500 filing year for Stein Garden Centers, Inc.?
The latest loaded Form 5500 filing year for Stein Garden Centers, Inc. is 2023.

Related Form 5500 pages