Stanz-Troyer Holdings, 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, Stanz-Troyer Holdings, LLC (EIN 87-1583993) is a plan sponsor located in Goshen, IN 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
87-1583993
Location
Goshen, IN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,441,841
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$22,441,841

Contributions & income

Employer contributions
$149,530
Participant contributions
$799,093
Total income / additions
$5,271,687

Expenses & distributions

Benefits paid / distributions
$7,755,658
Total expenses
$7,787,571
Net increase / (decrease)
-$2,515,884

Coverage

Total reported participants
247
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Stanz-Troyer Holdings, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Stanz-Troyer Holdings, LLC002247$22,441,8412023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Stanz-Troyer Holdings, LLC
YearPlanParticipantsSchedulesFiling
2023Stanz-Troyer Holdings, LLC247H, C20241015091626NAL0029107745001

Related Form 5500 pages