Plan5500

Stacy Family Enterprises, 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, Stacy Family Enterprises, Inc. (EIN 75-2360470) is a plan sponsor located in Grapevine, TX 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
75-2360470
Location
Grapevine, TX
Loaded plans
1
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 Stacy Family Enterprises, Inc.

  • 1 loaded plans hold $2.4M in reported assets.
  • The largest, Stacy Furniture 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 79 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,393,148
Total reported assets$2.4M$2,393,148
Total reported participants79
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$18K
Participant contributions$126K
Total income / additions$488.3K
Expenses & distributions
Benefits paid / distributions$166.5K
Total expenses$177.3K
Net increase / (decrease)$310.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Stacy Furniture 401(K) Plan
Participants per plan79Average 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
    Stacy Furniture 401(K) Plan$2.4M
    Plan #001 · 79 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Stacy Family Enterprises, Inc.. Open one for its full reported snapshot.

  1. 2023
    Stacy Furniture 401(K) Plan79 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Stacy Family Enterprises, Inc. report on Form 5500?
Stacy Family Enterprises, Inc. (EIN 75-2360470) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Stacy Family Enterprises, Inc.?
The Employer Identification Number (EIN) reported for Stacy Family Enterprises, Inc. is 75-2360470.
What is the latest Form 5500 filing year for Stacy Family Enterprises, Inc.?
The latest loaded Form 5500 filing year for Stacy Family Enterprises, Inc. is 2023.

Related Form 5500 pages