2023 Form 5500 filing — Stewart Stainless Supply, 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 20241015154844NAL0015005939001) for Stewart Stainless Supply, Inc. 401(K) Profit Sharing Plan, reported by Stewart Stainless Supply, Inc. under EIN 58-1497878 and plan number 001. It reports 167 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)$11.2MReported net assets$11,180,724
Participants167
Provider compensation$49.8K3 Schedule C row(s)$49,750
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015154844NAL0015005939001
Plan sponsor
Stewart Stainless Supply, Inc.
EIN
58-1497878
Plan number
001
Location
Braselton, GA
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)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$301.5K
Participant$558.7K
Full reported line items
Total assets (EOY)
$11,180,724
Total liabilities (EOY)
$0
Net assets (EOY)
$11,180,724
Employer contributions
$301,537
Participant contributions
$558,669
Total income / additions
$2,562,779
Benefits paid
$1,266,166
Administrative expenses
$52,736
Total expenses
$1,318,902
Net increase / (decrease)
$1,243,877
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $26.2K
  2. 2
    RECORD KEEPER · Direct $17K · Indirect $0
  3. 3
    CONTRACT ADMINISTRATOR · Direct $6.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015154844NAL0015005939001 cover?
It is the 2023 Form 5500 filing for Stewart Stainless Supply, Inc. 401(K) Profit Sharing Plan, reported by Stewart Stainless Supply, Inc. (EIN 58-1497878).
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