2023 Form 5500 filing — Stimpson Employee 401(K) 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 20241007072147NAL0008709107001) for Stimpson Employee 401(K) Plan, reported by Edwin B. Stimpson Company, Inc. under EIN 11-1373230 and plan number 002. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007072147NAL0008709107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edwin B. Stimpson Company, Inc.
- EIN
- 11-1373230
- Plan number
- 002
- Location
- Pompano Beach, FL
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,192,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,192,396
- Participant contributions
- $711,383
- Total income / additions
- $3,824,841
- Benefits paid
- $2,545,200
- Administrative expenses
- $30,564
- Total expenses
- $2,575,764
- Net increase / (decrease)
- $1,249,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT MANAGEMENT | $40,897 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,564 | $0 |
| Grassi & Co., Cpas, P.C. | ACCOUNTANT | $19,266 | not reported in the loaded dataset |