Plan5500

Stannah Stairlifts, Inc. 401k Plan — Form 5500 plan (Stannah Stairlifts, Inc)

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, Stannah Stairlifts, Inc. 401k Plan is a benefit plan reported by Stannah Stairlifts, Inc under EIN 04-3141946 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $5,643,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stannah Stairlifts, Inc
EIN
04-3141946
Plan number
001
Plan type
2
Location
Franklin, MA
Latest filing year
2023
Participants
128
End-of-year plan assets
$5,643,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20241002121156NAL0004777251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,643,339
Total liabilities (EOY)
$0
Net assets (EOY)
$5,643,339
Net assets (BOY)
$5,421,305

Income & contributions

Employer contributions
$215,065
Participant contributions
$335,311
Total contributions
$550,998
Total income / additions
$1,163,484

Expenses & distributions

Benefits paid
$919,685
Administrative expenses
$21,765
Total expenses
$941,450
Net increase / (decrease)
$222,034

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gray, Gray & Gray, LlpNONE$20,028not reported in the loaded dataset2023
Fidelity Investments InstitutionalNONE$1,737not reported in the loaded dataset2023

Related Form 5500 pages