Stewart & Tate Employees Profit Sharing Plan — Form 5500 plan (Stewart & Tate, 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, Stewart & Tate Employees Profit Sharing Plan is a benefit plan reported by Stewart & Tate, Inc. under EIN 23-1624612 and plan number 002. The latest loaded filing year is 2023. The filing reports 302 participants and $26,268,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stewart & Tate, Inc.
- EIN
- 23-1624612
- Plan number
- 002
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $26,268,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20241015123723NAL0028443953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,268,763
- Total liabilities (EOY)
- $10,553
- Net assets (EOY)
- $26,258,210
- Net assets (BOY)
- $23,325,366
Income & contributions
- Employer contributions
- $943,071
- Participant contributions
- $451,618
- Total contributions
- $1,452,839
- Total income / additions
- $4,328,998
Expenses & distributions
- Benefits paid
- $1,249,106
- Administrative expenses
- $141,362
- Total expenses
- $1,396,154
- Net increase / (decrease)
- $2,932,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Glenmede Trust Company, N.A. | NONE | $36,460 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Inc | NONE | $35,182 | not reported in the loaded dataset | 2023 |
| D. F. Dent & Company, Inc. | NONE | $22,143 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $10,764 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | NONE | $10,214 | not reported in the loaded dataset | 2023 |
| Rkl | NONE | $8,545 | not reported in the loaded dataset | 2023 |
| Lombard Securities Inc | NONE | $6,837 | not reported in the loaded dataset | 2023 |
| Srs Capital Advisors, Inc. | NONE | $6,487 | not reported in the loaded dataset | 2023 |
| Blackrock Fund Advisors | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 | 2023 |
| Invesco Advisers Inc | NONE | $0 | $0 | 2023 |
| Janus Capital LLC | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Legg Mason Partners Fund Advisor Ll | NONE | $0 | $0 | 2023 |
| Blackrock Advisors LLC | NONE | $0 | $0 | 2023 |
| American Beacon Advisors Inc | NONE | $0 | $0 | 2023 |
| Angel Oak Capital Advisors, LLC | NONE | $0 | $0 | 2023 |
| D.F. Dent And Company, Inc | NONE | $0 | $0 | 2023 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| First Pacific Advisors, LLC | NONE | $0 | $0 | 2023 |
| Grantham, Mayo, Van Otterloo & Co., | NONE | $0 | $0 | 2023 |
| Gqg Partners LLC | NONE | $0 | $0 | 2023 |
| Harris Associates Lp | NONE | $0 | $0 | 2023 |
| Vanguard Group Inc | NONE | $0 | $0 | 2023 |
| Nexpoint Residential Trust, Inc. | NONE | $0 | $0 | 2023 |
| Versus Capital, LLC. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stewart & Tate, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- The Glenmede Trust Company, N.A. — Schedule C compensation
- Conrad Siegel Inc — Schedule C compensation
- D. F. Dent & Company, Inc. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation
- Rkl — Schedule C compensation
- Lombard Securities Inc — Schedule C compensation
- Srs Capital Advisors, Inc. — Schedule C compensation
- Blackrock Fund Advisors — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Invesco Advisers Inc — Schedule C compensation
- Janus Capital LLC — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Legg Mason Partners Fund Advisor Ll — Schedule C compensation
- Blackrock Advisors LLC — Schedule C compensation
- American Beacon Advisors Inc — Schedule C compensation
- Angel Oak Capital Advisors, LLC — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- First Pacific Advisors, LLC — Schedule C compensation
- Grantham, Mayo, Van Otterloo & Co., — Schedule C compensation
- Gqg Partners LLC — Schedule C compensation
- Harris Associates Lp — Schedule C compensation
- Vanguard Group Inc — Schedule C compensation
- Nexpoint Residential Trust, Inc. — Schedule C compensation
- Versus Capital, LLC. — Schedule C compensation