2023 Form 5500 filing — Stage Capital LLC 401(K) 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 20241004071214NAL0019857312001) for Stage Capital LLC 401(K) Retirement Plan, reported by Stage Capital Florida LLC under EIN 87-3239898 and plan number 001. It reports 163 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)$1.8MReported net assets$1,820,393
Participants163
Provider compensation$25.7K4 Schedule C row(s)$25,704
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004071214NAL0019857312001
Plan sponsor
Stage Capital Florida LLC
EIN
87-3239898
Plan number
001
Location
Naples, FL
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)$1.8M total assets
Net assets$1.8MLiabilities$3K
Money in vs. money out
Total income / additions$552.5K
Total expenses$749.2K
Benefits paid / distributions$725.1K
Contributions
Employer$66.2K
Participant$217.9K
Full reported line items
Total assets (EOY)
$1,823,348
Total liabilities (EOY)
$2,955
Net assets (EOY)
$1,820,393
Employer contributions
$66,247
Participant contributions
$217,948
Total income / additions
$552,500
Benefits paid
$725,140
Administrative expenses
$23,499
Total expenses
$749,154
Net increase / (decrease)
-$196,654
Schedule C

Reported service provider compensation

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

  1. 1
    TRUSTEE · Direct $10.9K
  2. 2
    CONTRACT ADMIN · Direct $7K
  3. 3
    RECORDKEEPER · Direct $5.7K · Indirect $0
  4. 4
    BROKER/ADVISOR · Direct $0 · Indirect $2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004071214NAL0019857312001 cover?
It is the 2023 Form 5500 filing for Stage Capital LLC 401(K) Retirement Plan, reported by Stage Capital Florida LLC (EIN 87-3239898).
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).

Related Form 5500 pages