Plan5500

Stanley Martin 401(K) Plan — Form 5500 plan (Stanley Martin Homes, 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, Stanley Martin 401(K) Plan is a benefit plan reported by Stanley Martin Homes, LLC under EIN 20-8046523 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,299 participants and $92,682,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stanley Martin Homes, LLC
EIN
20-8046523
Plan number
001
Plan type
2
Location
Reston, VA
Latest filing year
2023
Participants
1,299
End-of-year plan assets
$92,682,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,299H, C20241010164107NAL0021461873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,682,678
Total liabilities (EOY)
$0
Net assets (EOY)
$92,682,678
Net assets (BOY)
$72,919,140

Income & contributions

Employer contributions
$3,448,724
Participant contributions
$9,790,142
Total contributions
$13,786,703
Total income / additions
$27,691,210

Expenses & distributions

Benefits paid
$7,731,973
Administrative expenses
$195,699
Total expenses
$7,927,672
Net increase / (decrease)
$19,763,538

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$131,363not reported in the loaded dataset2023
Kestra Investment Services LLCADVISOR$64,336not reported in the loaded dataset2023

Related Form 5500 pages