2023 Form 5500 filing — Stolt-Nielsen Us 401(K) Savings 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 20241001111717NAL0012197792001) for Stolt-Nielsen Us 401(K) Savings Plan, reported by Stolt-Nielsen Usa Inc. under EIN 13-1932470 and plan number 002. It reports 681 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)$121.7MReported net assets$121,730,530
Participants681
Provider compensation$134.1K4 Schedule C row(s)$134,138
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001111717NAL0012197792001
- Plan sponsor
- Stolt-Nielsen Usa Inc.
- EIN
- 13-1932470
- Plan number
- 002
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
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)$121.7M total assets
Net assets$121.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $121,730,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,730,530
- Employer contributions
- $6,602,355
- Participant contributions
- $3,826,411
- Total income / additions
- $32,613,086
- Benefits paid
- $13,507,730
- Administrative expenses
- $134,138
- Total expenses
- $13,681,986
- Net increase / (decrease)
- $18,931,100
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $69,525 | not reported in the loaded dataset |
| Creative Planning, LLC | INVESTMENT ADVISOR | $27,300 | not reported in the loaded dataset |
| Mcconnell & Jones Llp | ACCOUNTANT/AUDITOR | $21,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,313 | $0 |