2023 Form 5500 filing — Stier Supply Company 401(K) Profit Sharing Plan & Trust
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 20241014134316NAL0015034051001) for Stier Supply Company 401(K) Profit Sharing Plan & Trust, reported by Stier Supply Company under EIN 57-0283944 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134316NAL0015034051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stier Supply Company
- EIN
- 57-0283944
- Plan number
- 001
- Location
- Gaston, SC
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,763,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,763,647
- Employer contributions
- $507,794
- Participant contributions
- $983,428
- Total income / additions
- $2,485,445
- Benefits paid
- $592,981
- Administrative expenses
- $37,897
- Total expenses
- $630,878
- Net increase / (decrease)
- $1,854,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Wealth Group LLC | ADVISOR | $19,361 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $15,835 | not reported in the loaded dataset |