Commonwealth Savings Plan — Form 5500 plan (E J Stewart 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, Commonwealth Savings Plan is a benefit plan reported by E J Stewart Inc. under EIN 23-1735490 and plan number 001. The latest loaded filing year is 2023. The filing reports 720 participants and $3,163,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E J Stewart Inc.
- EIN
- 23-1735490
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, PA
- Latest filing year
- 2023
- Participants
- 720
- End-of-year plan assets
- $3,163,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 720 | H, C | 20260109125041NAL0011008371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,163,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,163,110
- Net assets (BOY)
- $2,472,821
Income & contributions
- Employer contributions
- $72,022
- Participant contributions
- $448,498
- Total contributions
- $699,321
- Total income / additions
- $1,086,819
Expenses & distributions
- Benefits paid
- $339,968
- Administrative expenses
- $32,750
- Total expenses
- $396,530
- Net increase / (decrease)
- $690,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $27,288 | $0 | 2023 |
| M. Holdings Securities, Inc. | INVESTMENT/FINANCIAL ADVI | $5,460 | $0 | 2023 |