2023 Form 5500 filing — Stonewall Kitchen, LLC 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 20241014095733NAL0014730979002) for Stonewall Kitchen, LLC 401(K) Profit Sharing Plan, reported by Stonewall Kitchen under EIN 01-0544070 and plan number 001. It reports 609 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)$21.9MReported net assets$21,943,264
Participants609
Provider compensation$68.3K3 Schedule C row(s)$68,296
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014095733NAL0014730979002
Plan sponsor
Stonewall Kitchen
EIN
01-0544070
Plan number
001
Location
York, ME
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)$21.9M total assets
Net assets$21.9MLiabilities
Money in vs. money out
Total income / additions$5.3M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$622.8K
Participant$1.4M
Full reported line items
Total assets (EOY)
$21,943,264
Net assets (EOY)
$21,943,264
Employer contributions
$622,769
Participant contributions
$1,411,307
Total income / additions
$5,265,313
Benefits paid
$2,867,205
Administrative expenses
$1,252
Total expenses
$2,872,687
Net increase / (decrease)
$2,392,626
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $49.7K · Indirect $0
  2. 2
    TPA- PROFFESIONAL SERVICE · Direct $15K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $3.6K · Indirect $0

Related Form 5500 pages