2023 Form 5500 filing — Stahl Specialty Company/Watry Industries Employees' Pension 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 20241011101020NAL0021649377001) for Stahl Specialty Company/Watry Industries Employees' Pension Plan, reported by Stahl Specialty Company under EIN 44-0609809 and plan number 002. It reports 1,069 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)$73.3MReported net assets$73,272,028
Participants1.1K1,069
Provider compensation$310.2K4 Schedule C row(s)$310,163
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011101020NAL0021649377001
Plan sponsor
Stahl Specialty Company
EIN
44-0609809
Plan number
002
Location
Kingsville, MO
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)$73.3M total assets
Net assets$73.3MLiabilities$0
Money in vs. money out
Total income / additions$11.7M
Total expenses$3M
Benefits paid / distributions$2.7M
Full reported line items
Total assets (EOY)
$73,272,028
Total liabilities (EOY)
$0
Net assets (EOY)
$73,272,028
Total income / additions
$11,679,872
Benefits paid
$2,687,415
Administrative expenses
$314,712
Total expenses
$3,002,127
Net increase / (decrease)
$8,677,745

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$115,252$0
Nbc Securities IncOTHER SERVICES$0$100,763
Pearce, Bevill Leesburg,ACCOUNTANT$58,148not reported in the loaded dataset
PricewaterhousecoopersACTUARY$36,000not reported in the loaded dataset

Related Form 5500 pages