2023 Form 5500 filing — Stone City Products, 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 20241009085644NAL0010451603001) for Stone City Products, Inc. 401(K) Savings Plan, reported by Stone City Products, Inc. under EIN 35-1183577 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009085644NAL0010451603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stone City Products, Inc.
- EIN
- 35-1183577
- Plan number
- 001
- Location
- Bedford, IN
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,584,552
- Total liabilities (EOY)
- $1,717
- Net assets (EOY)
- $1,582,835
- Employer contributions
- $54,477
- Participant contributions
- $130,601
- Total income / additions
- $337,058
- Benefits paid
- $61,294
- Administrative expenses
- $16,582
- Total expenses
- $77,876
- Net increase / (decrease)
- $259,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $10,984 | $0 |
| Transamerica Financial Life | RECORD KEEPER | $4,970 | $0 |
| Rpsa Financial LLC | INVESTMENT ADV-PLAN | $629 | not reported in the loaded dataset |