2023 Form 5500 filing — Stafford Management, LLC 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 20241009081908NAL0018904593001) for Stafford Management, LLC 401(K) Plan, reported by Stafford Management, LLC under EIN 20-5511698 and plan number 001. It reports 1,468 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)$16.6MReported net assets$16,572,358
Participants1.5K1,468
Provider compensation$125.9K3 Schedule C row(s)$125,923
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009081908NAL0018904593001
- Plan sponsor
- Stafford Management, LLC
- EIN
- 20-5511698
- Plan number
- 001
- Location
- Burlington, MA
- 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)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,572,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,572,358
- Employer contributions
- $426,669
- Participant contributions
- $2,732,593
- Total income / additions
- $5,726,357
- Benefits paid
- $1,625,086
- Administrative expenses
- $118,759
- Total expenses
- $1,743,845
- Net increase / (decrease)
- $3,982,512
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $94,834 | not reported in the loaded dataset |
| Pinnacle Pension Consultants, LLC | BROKER | $24,000 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $0 | $7,089 |