Stoltzfus Rvs Inc 401(K) Plan — Form 5500 plan (Stoltzfus Rvs 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, Stoltzfus Rvs Inc 401(K) Plan is a benefit plan reported by Stoltzfus Rvs Inc under EIN 23-2387549 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $2,850,739 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.9MPlan net assets, end of year$2,850,739
Participants18Covered participants reported
Assets / participant$158.4KComputed: assets ÷ participants$158,374 (computed)
Provider compensationNone reported
Plan sponsor
Stoltzfus Rvs Inc
EIN
23-2387549
Plan number
001
Plan type
2
Location
Adamstown, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318I20240613111354NAL0062493506001
Schedule I · 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)$2.9M total assets
Net assets$2.9MLiabilities$0
Money in vs. money out
Total income / additions$574.5K
Total expenses$307.2K
Benefits paid / distributions$307.2K
Contributions
Employer$9.4K
Participant$68.5K
Full reported line items

Net assets

Total assets (EOY)
$2,850,739
Total liabilities (EOY)
$0
Net assets (EOY)
$2,850,739
Net assets (BOY)
$2,583,458

Income & contributions

Employer contributions
$9,421
Participant contributions
$68,511
Total income / additions
$574,496

Expenses & distributions

Benefits paid
$307,215
Administrative expenses
$0
Total expenses
$307,215
Net increase / (decrease)
$267,281
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.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income53%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages