2023 Form 5500 filing — Steuart Investment Company 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240520085046NAL0001997410001) for Steuart Investment Company 401(K) Plan, reported by Steuart Investment Company under EIN 53-0257200 and plan number 002. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240520085046NAL0001997410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steuart Investment Company
- EIN
- 53-0257200
- Plan number
- 002
- Location
- Chevy Chase, MD
- Participants
- 35
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,754,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,754,665
- Employer contributions
- $283,943
- Participant contributions
- $125,314
- Total income / additions
- $2,743,331
- Benefits paid
- $164,934
- Administrative expenses
- $181
- Total expenses
- $165,115
- Net increase / (decrease)
- $2,578,216
- Schedule source
- Schedule I