2023 Form 5500 filing — Stanley Foundation Retirement Plan & Trust Agreeme
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 20241014161919NAL0054393826005) for Stanley Foundation Retirement Plan & Trust Agreeme, reported by The Stanley Foundation under EIN 42-6071036 and plan number 003. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014161919NAL0054393826005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Stanley Foundation
- EIN
- 42-6071036
- Plan number
- 003
- Location
- Muscatine, IA
- Participants
- 49
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,668,197
- Net assets (EOY)
- $4,668,197
- Employer contributions
- $232,643
- Total income / additions
- $997,235
- Benefits paid
- $389,405
- Administrative expenses
- $10,897
- Total expenses
- $400,302
- Net increase / (decrease)
- $596,933
- Schedule source
- Schedule I