2023 Form 5500 filing — Stewart Builders, Inc. 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 20241004111656NAL0006638243002) for Stewart Builders, Inc. 401(K) Savings Plan, reported by Stewart Builders, Inc. under EIN 76-0362047 and plan number 001. It reports 344 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)$19.8MReported net assets$19,789,773
Participants344
Provider compensation$92.6K2 Schedule C row(s)$92,569
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004111656NAL0006638243002
- Plan sponsor
- Stewart Builders, Inc.
- EIN
- 76-0362047
- Plan number
- 001
- 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)$19.8M total assets
Net assets$19.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $19,789,773
- Net assets (EOY)
- $19,789,773
- Employer contributions
- $369,497
- Participant contributions
- $1,079,533
- Total income / additions
- $4,215,252
- Benefits paid
- $591,500
- Administrative expenses
- $91,423
- Total expenses
- $683,882
- Net increase / (decrease)
- $3,531,370
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORD KEEPER | $48,171 | $750 |
| Raymond James Insurance Group, Inc. | INVESTMENT ADVISOR | $43,648 | $0 |