Plan5500

Stone Industries, Inc. 401(K) Profit-Sharing Plan — Form 5500 plan (Stone Industries, 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, Stone Industries, Inc. 401(K) Profit-Sharing Plan is a benefit plan reported by Stone Industries, Inc. under EIN 22-2177220 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $22,231,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stone Industries, Inc.
EIN
22-2177220
Plan number
001
Plan type
2
Location
Haledon, NJ
Latest filing year
2023
Participants
179
End-of-year plan assets
$22,231,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241014090654NAL0025787873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,231,313
Total liabilities (EOY)
$16,065
Net assets (EOY)
$22,215,248
Net assets (BOY)
$18,204,487

Income & contributions

Employer contributions
$700,156
Participant contributions
$1,001,353
Total contributions
$1,808,099
Total income / additions
$4,477,551

Expenses & distributions

Benefits paid
$396,395
Administrative expenses
$70,395
Total expenses
$466,790
Net increase / (decrease)
$4,010,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northeast Financial GroupFINANCIAL ADVISOR$50,910not reported in the loaded dataset2023
Charles SchwabCUSTODIAL$10,780not reported in the loaded dataset2023
Penserv Plan Service, Inc.RECORDKEEPER$8,705not reported in the loaded dataset2023

Related Form 5500 pages