2023 Form 5500 filing — Stonehedge Funding, LLC 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 20240828080917NAL0025650162001) for Stonehedge Funding, LLC 401(K) Plan, reported by Stonehedge Funding, LLC under EIN 23-2990950 and plan number 003. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,760,580
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240828080917NAL0025650162001
Plan sponsor
Stonehedge Funding, LLC
EIN
23-2990950
Plan number
003
Location
Uwchland, PA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$275.3K
Total expenses$2.8K
Benefits paid / distributions$2.3K
Contributions
Employer$10.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,760,580
Total liabilities (EOY)
$0
Net assets (EOY)
$3,760,580
Employer contributions
$10,491
Total income / additions
$275,280
Benefits paid
$2,256
Administrative expenses
$586
Total expenses
$2,842
Net increase / (decrease)
$272,438

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828080917NAL0025650162001 cover?
It is the 2023 Form 5500 filing for Stonehedge Funding, LLC 401(K) Plan, reported by Stonehedge Funding, LLC (EIN 23-2990950).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages