2023 Form 5500 filing — Stewart Bros., Inc. 401(K) Profit Sharing 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 20241015131953NAL0049580512001) for Stewart Bros., Inc. 401(K) Profit Sharing Plan, reported by Stewart Bros., Inc. under EIN 58-0623571 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131953NAL0049580512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart Bros., Inc.
- EIN
- 58-0623571
- Plan number
- 001
- Location
- Doraville, GA
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,685,920
- Total liabilities (EOY)
- $49
- Net assets (EOY)
- $21,685,871
- Employer contributions
- $445,150
- Participant contributions
- $964,378
- Total income / additions
- $4,729,607
- Benefits paid
- $977,652
- Administrative expenses
- $71,542
- Total expenses
- $1,049,194
- Net increase / (decrease)
- $3,680,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | RIA | $21,892 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $4,587 | not reported in the loaded dataset |