2023 Form 5500 filing — Stonetown Capital Group LLC 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 20241014142310NAL0013444035001) for Stonetown Capital Group LLC 401(K) Profit Sharing Plan & Trust, reported by Stonetown Capital Group LLC under EIN 45-2353219 and plan number 001. It reports 319 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)$5.9MReported net assets$5,901,645
Participants319
Provider compensation$12.2K1 Schedule C row(s)$12,181
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014142310NAL0013444035001
- Plan sponsor
- Stonetown Capital Group LLC
- EIN
- 45-2353219
- Plan number
- 001
- Location
- Denver, CO
- 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)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,901,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,901,645
- Employer contributions
- $383,884
- Participant contributions
- $746,074
- Total income / additions
- $1,907,377
- Benefits paid
- $254,710
- Administrative expenses
- $12,341
- Total expenses
- $267,051
- Net increase / (decrease)
- $1,640,326
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $12,181 | not reported in the loaded dataset |