2023 Form 5500 filing — Stockman Kast Ryan & Co. 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 20250214150603NAL0043184992001) for Stockman Kast Ryan & Co. 401(K) Plan, reported by Stockman Kast Ryan & Co., Llp under EIN 84-1509584 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.7MReported net assets$14,731,782
Participants149
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250214150603NAL0043184992001
Plan sponsor
Stockman Kast Ryan & Co., Llp
EIN
84-1509584
Plan number
001
Location
Colorado Springs, CO
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)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$994.7K
Benefits paid / distributions$989.5K
Contributions
Employer$376.1K
Participant$660.2K
Full reported line items
Total assets (EOY)
$14,731,782
Total liabilities (EOY)
$0
Net assets (EOY)
$14,731,782
Employer contributions
$376,145
Participant contributions
$660,193
Total income / additions
$2,829,104
Benefits paid
$989,480
Administrative expenses
$4,180
Total expenses
$994,656
Net increase / (decrease)
$1,834,448

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250214150603NAL0043184992001 cover?
It is the 2023 Form 5500 filing for Stockman Kast Ryan & Co. 401(K) Plan, reported by Stockman Kast Ryan & Co., Llp (EIN 84-1509584).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages