Stoelzle Glass Usa, Inc. 401(K) Plan — Form 5500 plan (Stoelzle Glass Usa, 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, Stoelzle Glass Usa, Inc. 401(K) Plan is a benefit plan reported by Stoelzle Glass Usa, Inc. under EIN 27-1766515 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $14,686,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoelzle Glass Usa, Inc.
- EIN
- 27-1766515
- Plan number
- 001
- Plan type
- 2
- Location
- Monaca, PA
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $14,686,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241014074132NAL0012977955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,686,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,686,888
- Net assets (BOY)
- $13,939,913
Income & contributions
- Employer contributions
- $549,534
- Participant contributions
- $1,167,766
- Total contributions
- $1,741,845
- Total income / additions
- $3,807,012
Expenses & distributions
- Benefits paid
- $2,944,507
- Administrative expenses
- $44,461
- Total expenses
- $3,060,037
- Net increase / (decrease)
- $746,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,711 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,466 | not reported in the loaded dataset | 2023 |
| Everhart Financial Group Inc | ADVISOR | $5,284 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stoelzle Glass Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Monaca, PA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Everhart Financial Group Inc — Schedule C compensation