2023 Form 5500 filing — Stonebridge Condominium 401k Retirement Savings 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 20240627153006NAL0021978914001) for Stonebridge Condominium 401k Retirement Savings Plan, reported by Stonebridge Condominiums under EIN 84-0603538 and plan number 002. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,355,367
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240627153006NAL0021978914001
Plan sponsor
Stonebridge Condominiums
EIN
84-0603538
Plan number
002
Location
Snowmass Village, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities
Money in vs. money out
Total income / additions$350.7K
Total expenses$261.4K
Benefits paid / distributions$248.6K
Contributions
Employer$29.2K
Participant$111.3K
Full reported line items
Total assets (EOY)
$1,355,367
Net assets (EOY)
$1,355,367
Employer contributions
$29,190
Participant contributions
$111,315
Total income / additions
$350,679
Benefits paid
$248,553
Administrative expenses
$12,860
Total expenses
$261,413
Net increase / (decrease)
$89,266

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627153006NAL0021978914001 cover?
It is the 2023 Form 5500 filing for Stonebridge Condominium 401k Retirement Savings Plan, reported by Stonebridge Condominiums (EIN 84-0603538).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages