2023 Form 5500 filing — Stiles Machinery, Inc. 401(K) Retirement 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 20241015123655NAL0016404691001) for Stiles Machinery, Inc. 401(K) Retirement Plan, reported by Stiles Machinery, Inc. under EIN 38-2078017 and plan number 001. It reports 737 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)$74.6MReported net assets$74,591,334
Participants737
Provider compensation$53.9K1 Schedule C row(s)$53,913
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015123655NAL0016404691001
Plan sponsor
Stiles Machinery, Inc.
EIN
38-2078017
Plan number
001
Location
Grand Rapids, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$74.6M total assets
Net assets$74.6MLiabilities$0
Money in vs. money out
Total income / additions$18.1M
Total expenses$7M
Benefits paid / distributions$7M
Contributions
Employer$1.5M
Participant$4.8M
Full reported line items
Total assets (EOY)
$74,591,334
Total liabilities (EOY)
$0
Net assets (EOY)
$74,591,334
Employer contributions
$1,506,135
Participant contributions
$4,763,497
Total income / additions
$18,137,097
Benefits paid
$6,987,576
Administrative expenses
$57,832
Total expenses
$7,045,312
Net increase / (decrease)
$11,091,785
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $53.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015123655NAL0016404691001 cover?
It is the 2023 Form 5500 filing for Stiles Machinery, Inc. 401(K) Retirement Plan, reported by Stiles Machinery, Inc. (EIN 38-2078017).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages