2023 Form 5500 filing — Stellant Systems, Inc. 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 20241015140345NAL0029903185001) for Stellant Systems, Inc. Retirement Plan, reported by Stellant Systems, Inc. under EIN 91-2046609 and plan number 001. It reports 974 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140345NAL0029903185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stellant Systems, Inc.
- EIN
- 91-2046609
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 974
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,697,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,697,594
- Employer contributions
- $4,768,631
- Participant contributions
- $9,098,325
- Total income / additions
- $35,454,214
- Benefits paid
- $2,976,509
- Administrative expenses
- $138,199
- Total expenses
- $3,126,443
- Net increase / (decrease)
- $32,327,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,654 | not reported in the loaded dataset |
| Creative Planning Inc. | CONSULTANT | $30,000 | not reported in the loaded dataset |
| Pbmares, Llp | ACCOUNTANT/AUDITOR | $20,076 | not reported in the loaded dataset |
| Creative Planning Holdco, LLC | CONSULTANT | $10,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,469 | not reported in the loaded dataset |