Stradley, Ronon, Stevens & Young Llp 401(K) Plan — Form 5500 plan (Stradley, Ronon, Stevens & Young, Llp)
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, Stradley, Ronon, Stevens & Young Llp 401(K) Plan is a benefit plan reported by Stradley, Ronon, Stevens & Young, Llp under EIN 23-1130381 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $14,265,255 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.3MPlan net assets, end of year$14,265,255
Participants186Covered participants reported
Assets / participant$76.7KComputed: assets ÷ participants$76,695 (computed)
Provider compensation$571 Schedule C provider row(s)
- Plan sponsor
- Stradley, Ronon, Stevens & Young, Llp
- EIN
- 23-1130381
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20240920102401NAL0007278721002 |
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)$14.3M total assets
Net assets$14.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $14,265,255
- Net assets (EOY)
- $14,265,255
- Net assets (BOY)
- $11,890,526
Income & contributions
- Participant contributions
- $1,616,278
- Total contributions
- $1,761,637
- Total income / additions
- $4,054,920
Expenses & distributions
- Benefits paid
- $1,084,412
- Administrative expenses
- $1,873
- Total expenses
- $1,087,166
- Net increase / (decrease)
- $2,967,754
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.
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $57 | $0 | 2023 |