Stolt-Nielsen Us 401(K) Savings Plan — Form 5500 plan (Stolt-Nielsen Usa 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, Stolt-Nielsen Us 401(K) Savings Plan is a benefit plan reported by Stolt-Nielsen Usa Inc. under EIN 13-1932470 and plan number 002. The latest loaded filing year is 2023. The filing reports 681 participants and $121,730,530 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$121.7MPlan net assets, end of year$121,730,530
Participants681Covered participants reported
Assets / participant$178.8KComputed: assets ÷ participants$178,753 (computed)
Provider compensation$134.1K4 Schedule C provider row(s)$134,138
- Plan sponsor
- Stolt-Nielsen Usa Inc.
- EIN
- 13-1932470
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 681 | H, C | 20241001111717NAL0012197792001 |
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)$121.7M total assets
Net assets$121.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $121,730,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,730,530
- Net assets (BOY)
- $102,799,430
Income & contributions
- Employer contributions
- $6,602,355
- Participant contributions
- $3,826,411
- Total contributions
- $10,868,666
- Total income / additions
- $32,613,086
Expenses & distributions
- Benefits paid
- $13,507,730
- Administrative expenses
- $134,138
- Total expenses
- $13,681,986
- Net increase / (decrease)
- $18,931,100
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.
63%37%
Employer 63%Participant 37%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $69,525 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $27,300 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | ACCOUNTANT/AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,313 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stolt-Nielsen Usa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Strategic Advisors, Inc. — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation