Stradley, Ronon, Stevens & Young, Llp Retirement Plan Ii — 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 Retirement Plan Ii is a benefit plan reported by Stradley, Ronon, Stevens & Young, Llp under EIN 23-1130381 and plan number 004. The latest loaded filing year is 2023. The filing reports 194 participants and $27,594,842 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.6MPlan net assets, end of year$27,594,842
Participants194Covered participants reported
Assets / participant$142.2KComputed: assets ÷ participants$142,241 (computed)
Provider compensation$6.8K2 Schedule C provider row(s)$6,764
- Plan sponsor
- Stradley, Ronon, Stevens & Young, Llp
- EIN
- 23-1130381
- Plan number
- 004
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20240920122113NAL0002948259001 |
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)$27.6M total assets
Net assets$27.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $27,594,842
- Net assets (EOY)
- $27,594,842
- Net assets (BOY)
- $23,026,867
Income & contributions
- Employer contributions
- $2,491,299
- Total contributions
- $2,491,299
- Total income / additions
- $6,402,672
Expenses & distributions
- Benefits paid
- $1,797,665
- Administrative expenses
- $37,032
- Total expenses
- $1,834,697
- Net increase / (decrease)
- $4,567,975
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 assets7%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Haverford Trust Company | NONE | $6,251 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $513 | $0 | 2023 |