2023 Form 5500 filing — Stewart Home & School, LLC 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 20241002090242NAL0008064577003) for Stewart Home & School, LLC Retirement Plan, reported by Stewart Home & School, LLC under EIN 61-0715171 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090242NAL0008064577003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart Home & School, LLC
- EIN
- 61-0715171
- Plan number
- 001
- Location
- Frankfort, KY
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,058,060
- Net assets (EOY)
- $11,058,060
- Employer contributions
- $319,721
- Participant contributions
- $403,050
- Total income / additions
- $2,174,875
- Benefits paid
- $574,265
- Administrative expenses
- $35,499
- Total expenses
- $609,764
- Net increase / (decrease)
- $1,565,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors LLC | NONE | $16,314 | not reported in the loaded dataset |
| Fidelity Invstsinstinaloprascmpllc | RECORDKEEPER | $11,754 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $7,104 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |