2023 Form 5500 filing — Stately 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 20241015193718NAL0015327987001) for Stately 401(K) Plan, reported by Stately Doors & Windows, LLC under EIN 86-2214509 and plan number 001. It reports 115 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)$404.6KReported net assets$404,639
Participants115
Provider compensation$1K1 Schedule C row(s)$1,030
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015193718NAL0015327987001
Plan sponsor
Stately Doors & Windows, LLC
EIN
86-2214509
Plan number
001
Location
Lafayette, LA
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)$404.6K total assets
Net assets$404.6KLiabilities$0
Money in vs. money out
Total income / additions$409.3K
Total expenses$4.7K
Benefits paid / distributions$3.6K
Contributions
Employer$130.9K
Participant$233.9K
Full reported line items
Total assets (EOY)
$404,639
Total liabilities (EOY)
$0
Net assets (EOY)
$404,639
Employer contributions
$130,902
Participant contributions
$233,884
Total income / additions
$409,305
Benefits paid
$3,636
Administrative expenses
$1,030
Total expenses
$4,666
Net increase / (decrease)
$404,639
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015193718NAL0015327987001 cover?
It is the 2023 Form 5500 filing for Stately 401(K) Plan, reported by Stately Doors & Windows, LLC (EIN 86-2214509).
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