2023 Form 5500 filing — Stellar Industrial Supply, 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 20241014131744NAL0046093184001) for Stellar Industrial Supply, Inc. 401(K) Profit Sharing Plan, reported by Stellar Industrial Supply, Inc. under EIN 52-7256516 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014131744NAL0046093184001
Filing year
2023
Form type
2
Plan sponsor
Stellar Industrial Supply, Inc.
EIN
52-7256516
Plan number
001
Location
Tacoma, WA
Participants
308
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,034,410
Total liabilities (EOY)
$59,337
Net assets (EOY)
$13,975,073
Employer contributions
$187,714
Participant contributions
$1,018,975
Total income / additions
$4,020,024
Benefits paid
$699,258
Administrative expenses
$72,297
Total expenses
$771,555
Net increase / (decrease)
$3,248,469
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch-EpsRIA$12,930not reported in the loaded dataset
Merrill Lynch-FasRIA$6,034not reported in the loaded dataset
John Hancock Life Insurance CompanyNONE$524$0

Related Form 5500 pages