2023 Form 5500 filing — Stoneham Motors Co., Inc. Retirement 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 20240925141249NAL0029314274001) for Stoneham Motors Co., Inc. Retirement Plan, reported by Stoneham Motors Co., Inc. under EIN 04-2532202 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925141249NAL0029314274001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoneham Motors Co., Inc.
- EIN
- 04-2532202
- Plan number
- 001
- Location
- Stoneham, MA
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,442,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,442,401
- Employer contributions
- $108,368
- Participant contributions
- $863,105
- Total income / additions
- $4,138,459
- Benefits paid
- $2,336,007
- Administrative expenses
- $111,098
- Total expenses
- $2,458,574
- Net increase / (decrease)
- $1,679,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $111,097 | $0 |
| Paskowski, Michael B. | OTHER SERVICES | $0 | $2,987 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |