2023 Form 5500 filing — Stacy And Witbeck, Inc. Employee Stock Ownership 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 20250812173339NAL0008396657001) for Stacy And Witbeck, Inc. Employee Stock Ownership Plan, reported by Stacy And Witbeck, Inc. under EIN 94-2787950 and plan number 001. It reports 619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250812173339NAL0008396657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stacy And Witbeck, Inc.
- EIN
- 94-2787950
- Plan number
- 001
- Location
- Alameda, CA
- Participants
- 619
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $371,647,232
- Total liabilities (EOY)
- $20,380,134
- Net assets (EOY)
- $351,267,098
- Employer contributions
- $7,172,357
- Total income / additions
- $32,886,035
- Benefits paid
- $61,457,733
- Administrative expenses
- $0
- Total expenses
- $62,454,486
- Net increase / (decrease)
- -$29,568,451
- Schedule source
- Schedule H