Stein Fibers, Ltd. Profit Sharing Plan — Form 5500 plan (Sfi Aip Holdings, LLC)
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, Stein Fibers, Ltd. Profit Sharing Plan is a benefit plan reported by Sfi Aip Holdings, LLC under EIN 14-1584173 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $14,897,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sfi Aip Holdings, LLC
- EIN
- 14-1584173
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $14,897,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20240815142209NAL0007547987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,897,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,897,525
- Net assets (BOY)
- $13,303,934
Income & contributions
- Employer contributions
- $552,305
- Participant contributions
- $666,209
- Total contributions
- $1,244,652
- Total income / additions
- $3,807,628
Expenses & distributions
- Benefits paid
- $2,104,467
- Administrative expenses
- $58,339
- Total expenses
- $2,214,037
- Net increase / (decrease)
- $1,593,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,795 | $0 | 2023 |
| Janney Montgomery Scott LLC | ADVISOR | $15,223 | $0 | 2023 |
| Strategic Pension Services, LLC | TPA | $14,821 | not reported in the loaded dataset | 2023 |
| Teal Becker And Chiaramonte Cpas Pc | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sfi Aip Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Fidelity Investments Institutional — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Strategic Pension Services, LLC — Schedule C compensation
- Teal Becker And Chiaramonte Cpas Pc — Schedule C compensation