Stewart Welding & Fabricating 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Stewart Welding & Fabricating, 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 Welding & Fabricating 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Stewart Welding & Fabricating, Inc. under EIN 23-2526025 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $8,571,517 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stewart Welding & Fabricating, Inc.
EIN
23-2526025
Plan number
001
Plan type
2
Location
Wrightsville, PA
Latest filing year
2023
Participants
162
End-of-year plan assets
$8,571,517

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240723190524NAL0011944497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,571,517
Total liabilities (EOY)
$0
Net assets (EOY)
$8,571,517
Net assets (BOY)
$6,439,883

Income & contributions

Employer contributions
$261,282
Participant contributions
$762,607
Total contributions
$1,231,077
Total income / additions
$2,561,502

Expenses & distributions

Benefits paid
$390,856
Administrative expenses
$37,035
Total expenses
$429,868
Net increase / (decrease)
$2,131,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLC.NONE$18,575not reported in the loaded dataset2023
Benefit Plans Admin Services, Inc.RECORDKEEPER$18,460$02023

Related Form 5500 pages