2023 Form 5500 filing — The Stoner Electric Group 401k 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 20240916120706NAL0002728128001) for The Stoner Electric Group 401k Plan, reported by Stoner Electric, LLC under EIN 93-0612566 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916120706NAL0002728128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoner Electric, LLC
- EIN
- 93-0612566
- Plan number
- 001
- Location
- Milwaukie, OR
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,507,454
- Net assets (EOY)
- $12,507,454
- Employer contributions
- $175,775
- Participant contributions
- $1,063,504
- Total income / additions
- $4,388,104
- Benefits paid
- $913,598
- Administrative expenses
- $105,313
- Total expenses
- $1,018,911
- Net increase / (decrease)
- $3,369,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sloy Dahl & Holst, Inc. | NONE | $57,450 | $0 |
| Hoffman, Stewart And Schmidt, P.C. | NONE | $22,500 | $0 |
| Retirement LLC | NONE | $19,318 | $0 |
| Definiti, LLC | NONE | $6,506 | $0 |