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, Wendell H. Stone Co., Inc. 401(K) Plan is a benefit plan reported by Wendell H. Stone Co., Inc. under EIN 25-1363321 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $10,973,230 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,973,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,973,230
- Net assets (BOY)
- $9,228,127
Income & contributions
- Employer contributions
- $350,129
- Participant contributions
- $300,413
- Total contributions
- $650,542
- Total income / additions
- $2,237,697
Expenses & distributions
- Benefits paid
- $437,271
- Administrative expenses
- $49,491
- Total expenses
- $492,594
- Net increase / (decrease)
- $1,745,103