2023 Form 5500 filing — Stagnaro Distributing 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 20240906131455NAL0000602643001) for Stagnaro Distributing 401(K) Plan, reported by Stagnaro Holdings, Inc. under EIN 27-1822334 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906131455NAL0000602643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stagnaro Holdings, Inc.
- EIN
- 27-1822334
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,165,344
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,165,344
- Employer contributions
- $208,829
- Participant contributions
- $697,827
- Total income / additions
- $2,402,162
- Benefits paid
- $1,571,687
- Administrative expenses
- $83,969
- Total expenses
- $1,655,656
- Net increase / (decrease)
- $746,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $42,703 | $115 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,655 | $0 |
| Creative Retirement Systems, Inc | CONTRACT ADMINISTRATOR | $3,611 | $4,899 |