2023 Form 5500 filing — Stoelzle Glass Usa, Inc. 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 20241014074132NAL0012977955001) for Stoelzle Glass Usa, Inc. 401(K) Plan, reported by Stoelzle Glass Usa, Inc. under EIN 27-1766515 and plan number 001. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074132NAL0012977955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoelzle Glass Usa, Inc.
- EIN
- 27-1766515
- Plan number
- 001
- Location
- Monaca, PA
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,686,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,686,888
- Employer contributions
- $549,534
- Participant contributions
- $1,167,766
- Total income / additions
- $3,807,012
- Benefits paid
- $2,944,507
- Administrative expenses
- $44,461
- Total expenses
- $3,060,037
- Net increase / (decrease)
- $746,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,711 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $7,466 | not reported in the loaded dataset |
| Everhart Financial Group Inc | ADVISOR | $5,284 | not reported in the loaded dataset |