2023 Form 5500 filing — Stein Garden Centers, Inc. 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 20240730104837NAL0011739459001) for Stein Garden Centers, Inc. 401(K) Plan, reported by Stein Garden Centers, Inc. under EIN 39-0965827 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730104837NAL0011739459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stein Garden Centers, Inc.
- EIN
- 39-0965827
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,304,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,304,316
- Employer contributions
- $258,384
- Participant contributions
- $584,265
- Total income / additions
- $3,048,335
- Benefits paid
- $2,355,038
- Administrative expenses
- $69,885
- Total expenses
- $2,424,923
- Net increase / (decrease)
- $623,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $33,327 | $0 |
| Robert W. Baird & Co. Inc. | INVESTMENT ADVISORY-PLAN | $33,037 | not reported in the loaded dataset |
| Pension Inc. | RECORDKEEPER | $1,978 | $0 |