2023 Form 5500 filing — Employee Benefit Plan Of Stewart Agency, Inc. D/B/A Earl Stewart Toyota
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 20240729134930NAL0012565715001) for Employee Benefit Plan Of Stewart Agency, Inc. D/B/A Earl Stewart Toyota, reported by Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach under EIN 59-1556109 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729134930NAL0012565715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach
- EIN
- 59-1556109
- Plan number
- 001
- Location
- Lake Park, FL
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,069,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,069,575
- Participant contributions
- $789,137
- Total income / additions
- $1,497,684
- Benefits paid
- $710,877
- Administrative expenses
- $53,373
- Total expenses
- $764,250
- Net increase / (decrease)
- $733,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,703 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $17,669 | $12 |