Stonewall Kitchen, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Stonewall Kitchen)

Plain-English plan 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, Stonewall Kitchen, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Stonewall Kitchen under EIN 01-0544070 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $21,943,264 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.9MPlan net assets, end of year$21,943,264
Participants609Covered participants reported
Assets / participant$36KComputed: assets ÷ participants$36,032 (computed)
Provider compensation$68.3K3 Schedule C provider row(s)$68,296
Plan sponsor
Stonewall Kitchen
EIN
01-0544070
Plan number
001
Plan type
2
Location
York, ME
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20241014095733NAL0014730979002
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.9M total assets
Net assets$21.9MLiabilities
Money in vs. money out
Total income / additions$5.3M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$622.8K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$21,943,264
Net assets (EOY)
$21,943,264
Net assets (BOY)
$19,550,638

Income & contributions

Employer contributions
$622,769
Participant contributions
$1,411,307
Total contributions
$2,128,045
Total income / additions
$5,265,313

Expenses & distributions

Benefits paid
$2,867,205
Administrative expenses
$1,252
Total expenses
$2,872,687
Net increase / (decrease)
$2,392,626
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkINVESTMENT ADVISOR$49,676$02023
Hub International New EnglandTPA- PROFFESIONAL SERVICE$15,041$02023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$3,579$02023

Related Form 5500 pages