2023 Form 5500 filing — Stambaugh Ness 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 20241015152516NAL0028925777001) for Stambaugh Ness 401(K) Plan, reported by Stambaugh Ness, Inc. under EIN 23-2846715 and plan number 002. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152516NAL0028925777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stambaugh Ness, Inc.
- EIN
- 23-2846715
- Plan number
- 002
- Location
- York, PA
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,822,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,822,916
- Employer contributions
- $819,452
- Participant contributions
- $1,870,830
- Total income / additions
- $7,242,280
- Benefits paid
- $2,445,780
- Administrative expenses
- $85,993
- Total expenses
- $2,531,773
- Net increase / (decrease)
- $4,710,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Triad Hybrid Solutions, LLC | INVESTMENT ADVISORY | $48,288 | $13 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,195 | $0 |
| Pa Retirement Solutions, Inc. | THIRD PARTY ADMINISTRATO | $650 | $8,432 |