2023 Form 5500 filing — Stumptown Coffee 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 20240711145141NAL0018607889001) for Stumptown Coffee 401(K) Plan, reported by Stumptown Coffee Corporation under EIN 45-1765633 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.8MReported net assets$7,849,932
Participants284
Provider compensation$31.7K1 Schedule C row(s)$31,725
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240711145141NAL0018607889001
Plan sponsor
Stumptown Coffee Corporation
EIN
45-1765633
Plan number
001
Location
Portland, OR
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$455.1K
Benefits paid / distributions$423.4K
Contributions
Employer$370.1K
Participant$777.9K
Full reported line items
Total assets (EOY)
$7,849,932
Total liabilities (EOY)
$0
Net assets (EOY)
$7,849,932
Employer contributions
$370,143
Participant contributions
$777,872
Total income / additions
$2,906,675
Benefits paid
$423,447
Administrative expenses
$31,685
Total expenses
$455,132
Net increase / (decrease)
$2,451,543
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $31.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240711145141NAL0018607889001 cover?
It is the 2023 Form 5500 filing for Stumptown Coffee 401(K) Plan, reported by Stumptown Coffee Corporation (EIN 45-1765633).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages