2023 Form 5500 filing — Stanley Member Stock Bonus 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 20240909164508NAL0004695649001) for Stanley Member Stock Bonus Plan, reported by S.C. Companies, Inc. under EIN 42-1269893 and plan number 002. It reports 849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909164508NAL0004695649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S.C. Companies, Inc.
- EIN
- 42-1269893
- Plan number
- 002
- Location
- Muscatine, IA
- Participants
- 849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,152,795
- Total liabilities (EOY)
- $37,500
- Net assets (EOY)
- $76,115,295
- Employer contributions
- $911,014
- Total income / additions
- $15,438,526
- Benefits paid
- $2,959,760
- Administrative expenses
- $61,284
- Total expenses
- $3,021,044
- Net increase / (decrease)
- $12,417,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Trust Company | NONE | $25,000 | not reported in the loaded dataset |
| Chartwell Financial Advisory, Inc. | NONE | $25,000 | not reported in the loaded dataset |
| Anderson, Lower, Whitlow, P.C. | NONE | $11,025 | not reported in the loaded dataset |