2023 Form 5500 filing — Stellantis Financial Services, 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 20240821144650NAL0008242626003) for Stellantis Financial Services, Inc. 401(K) Plan, reported by Stellantis Financial Services, Inc. under EIN 76-0273052 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821144650NAL0008242626003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stellantis Financial Services, Inc.
- EIN
- 76-0273052
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,063,872
- Net assets (EOY)
- $32,063,872
- Employer contributions
- $2,288,914
- Participant contributions
- $4,353,607
- Total income / additions
- $13,519,692
- Benefits paid
- $1,966,177
- Administrative expenses
- $153,385
- Total expenses
- $2,125,260
- Net increase / (decrease)
- $11,394,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $73,548 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $60,921 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $20,984 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $18,160 | $0 |