2023 Form 5500 filing — Stoneeagle, F&I, Inc. 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 20240927094256NAL0002050017001) for Stoneeagle, F&I, Inc. 401k Plan, reported by Stoneeagle, F&I, Inc. under EIN 83-3555555 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$10,014,079

Participants145

Provider compensation$48.6K2 Schedule C row(s)$48,569

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240927094256NAL0002050017001
Plan sponsor: Stoneeagle, F&I, Inc.
EIN: 83-3555555
Plan number: 001
Location: Richardson, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10M total assets

Net assets$10MLiabilities$0

Money in vs. money out

Total income / additions$3.7M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$403.9K

Participant$1.1M

Full reported line items

Total assets (EOY): $10,014,079
Total liabilities (EOY): $0
Net assets (EOY): $10,014,079
Employer contributions: $403,899
Participant contributions: $1,078,628
Total income / additions: $3,695,812
Benefits paid: $1,560,379
Administrative expenses: $52,754
Total expenses: $1,613,133
Net increase / (decrease): $2,082,679

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$27.2K
RECORDKEEPER · Direct $27.2K
2
Wells Fargo Clearing Services LLC$21.4K
ADVISOR · Direct $21.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927094256NAL0002050017001 cover?: It is the 2023 Form 5500 filing for Stoneeagle, F&I, Inc. 401k Plan, reported by Stoneeagle, F&I, Inc. (EIN 83-3555555).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).