2023 Form 5500 filing — Stewart Candy 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 20240726092810NAL0015750577001) for Stewart Candy Company 401(K) Plan, reported by Stewart Candy Company under EIN 58-0953300 and plan number 001. It reports 197 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)$10.6MReported net assets$10,591,439
Participants197
Provider compensation$86.2K5 Schedule C row(s)$86,196
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726092810NAL0015750577001
Plan sponsor
Stewart Candy Company
EIN
58-0953300
Plan number
001
Location
Blackshear, GA
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)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$163.6K
Benefits paid / distributions$97.8K
Contributions
Employer$292K
Participant$611.5K
Full reported line items
Total assets (EOY)
$10,591,439
Total liabilities (EOY)
$0
Net assets (EOY)
$10,591,439
Employer contributions
$292,019
Participant contributions
$611,498
Total income / additions
$2,066,512
Benefits paid
$97,795
Administrative expenses
$65,848
Total expenses
$163,643
Net increase / (decrease)
$1,902,869
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $27.1K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $20.3K
  3. 3
    INVESTMENT MGMT · Direct $18.6K
  4. 4
    AUDITOR · Direct $18.3K
  5. 5
    OTHER · Direct $1.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726092810NAL0015750577001 cover?
It is the 2023 Form 5500 filing for Stewart Candy Company 401(K) Plan, reported by Stewart Candy Company (EIN 58-0953300).
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