2023 Form 5500 filing — Stakeholder Payroll Services, 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 20240926110653NAL0000358691001) for Stakeholder Payroll Services, LLC. 401(K) Plan, reported by Stakeholder Payroll Services, LLC under EIN 26-0588250 and plan number 001. It reports 11,867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926110653NAL0000358691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stakeholder Payroll Services, LLC
- EIN
- 26-0588250
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 11,867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,518,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,518,296
- Employer contributions
- $2,569
- Participant contributions
- $12,008,648
- Total income / additions
- $30,114,204
- Benefits paid
- $19,228,231
- Administrative expenses
- $419,637
- Total expenses
- $19,797,967
- Net increase / (decrease)
- $10,316,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $274,536 | $0 |
| Robert W Baird & Co | ADVISOR | $137,451 | not reported in the loaded dataset |
| Usi Advisors | ADVISOR | $7,650 | not reported in the loaded dataset |