Plan5500

Stately Doors & Windows, LLC — 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, Stately Doors & Windows, LLC (EIN 86-2214509) is a plan sponsor located in Lafayette, LA 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
86-2214509
Location
Lafayette, LA
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 Stately Doors & Windows, LLC

  • 2 loaded plans hold $404.6K in reported assets.
  • The largest, Stately 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 286 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$404.6KSummed across loaded plans$404,639
Total reported assets$404.6K$404,639
Total reported participants286
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$404.6K total assets
Net assets$404.6KLiabilities$0
Contributions & income
Employer contributions$130.9K
Participant contributions$233.9K
Total income / additions$409.3K
Expenses & distributions
Benefits paid / distributions$3.6K
Total expenses$4.7K
Net increase / (decrease)$404.6K

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%Stately 401(K) Plan
Participants per plan143Average 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
    Stately 401(K) Plan$404.6K
    Plan #001 · 115 participants · 2023
  2. 2
    Stately Doors And Windows Benefit Plannot reported in the loaded dataset
    Plan #501 · 171 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 Stately Doors & Windows, LLC. Open one for its full reported snapshot.

  1. 2023
    Stately 401(K) Plan115 participants · 2Sch HSch C
    View filing →
  2. 2023
    Stately Doors And Windows Benefit Plan171 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Stately Doors & Windows, LLC report on Form 5500?
Stately Doors & Windows, LLC (EIN 86-2214509) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Stately Doors & Windows, LLC?
The Employer Identification Number (EIN) reported for Stately Doors & Windows, LLC is 86-2214509.
What is the latest Form 5500 filing year for Stately Doors & Windows, LLC?
The latest loaded Form 5500 filing year for Stately Doors & Windows, LLC is 2023.

Related Form 5500 pages