2023 Form 5500 filing — Stone Distributing Company 401(K) 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 20241015123433NAL0056158162001) for Stone Distributing Company 401(K) Plan, reported by Stone Distributing Company under EIN 88-3291069 and plan number 001. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123433NAL0056158162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stone Distributing Company
- EIN
- 88-3291069
- Plan number
- 001
- Location
- San Marcos, CA
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,194,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,194,073
- Employer contributions
- $640,729
- Participant contributions
- $905,803
- Total income / additions
- $3,388,783
- Benefits paid
- $342,016
- Administrative expenses
- $2,322
- Total expenses
- $344,568
- Net increase / (decrease)
- $3,044,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,210 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,112 | $0 |
| Mma Securities LLC | OTHER | $0 | not reported in the loaded dataset |