2023 Form 5500 filing — Stax LLC 401(K) Profit Sharing 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 20241004140035NAL0006753427001) for Stax LLC 401(K) Profit Sharing Plan, reported by Stax, LLC under EIN 04-3282288 and plan number 002. It reports 273 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)$17.7MReported net assets$17,708,313
Participants273
Provider compensation$59K3 Schedule C row(s)$58,953
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004140035NAL0006753427001
Plan sponsor
Stax, LLC
EIN
04-3282288
Plan number
002
Location
Boston, MA
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)$17.7M total assets
Net assets$17.7MLiabilities$0
Money in vs. money out
Total income / additions$5.4M
Total expenses$566K
Benefits paid / distributions$507.1K
Contributions
Employer$1M
Participant$1.7M
Full reported line items
Total assets (EOY)
$17,708,313
Total liabilities (EOY)
$0
Net assets (EOY)
$17,708,313
Employer contributions
$1,011,906
Participant contributions
$1,701,982
Total income / additions
$5,403,341
Benefits paid
$507,141
Administrative expenses
$58,899
Total expenses
$566,040
Net increase / (decrease)
$4,837,301
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT AD VISORY - P · Direct $29.5K
  2. 2
    RECORDKEEPER · Direct $22.8K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $6.6K · Indirect $52

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004140035NAL0006753427001 cover?
It is the 2023 Form 5500 filing for Stax LLC 401(K) Profit Sharing Plan, reported by Stax, LLC (EIN 04-3282288).
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