2023 Form 5500 filing — Stone Industries, Inc. 401(K) Profit-Sharing 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 20241014090654NAL0025787873001) for Stone Industries, Inc. 401(K) Profit-Sharing Plan, reported by Stone Industries, Inc. under EIN 22-2177220 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090654NAL0025787873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stone Industries, Inc.
- EIN
- 22-2177220
- Plan number
- 001
- Location
- Haledon, NJ
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,231,313
- Total liabilities (EOY)
- $16,065
- Net assets (EOY)
- $22,215,248
- Employer contributions
- $700,156
- Participant contributions
- $1,001,353
- Total income / additions
- $4,477,551
- Benefits paid
- $396,395
- Administrative expenses
- $70,395
- Total expenses
- $466,790
- Net increase / (decrease)
- $4,010,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northeast Financial Group | FINANCIAL ADVISOR | $50,910 | not reported in the loaded dataset |
| Charles Schwab | CUSTODIAL | $10,780 | not reported in the loaded dataset |
| Penserv Plan Service, Inc. | RECORDKEEPER | $8,705 | not reported in the loaded dataset |