Plan5500

Stagnaro Distributing 401(K) Plan — Form 5500 plan (Stagnaro Holdings, 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, Stagnaro Distributing 401(K) Plan is a benefit plan reported by Stagnaro Holdings, Inc. under EIN 27-1822334 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $10,165,344 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stagnaro Holdings, Inc.
EIN
27-1822334
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
272
End-of-year plan assets
$10,165,344

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20240906131455NAL0000602643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,165,344
Total liabilities (EOY)
$0
Net assets (EOY)
$10,165,344
Net assets (BOY)
$9,418,838

Income & contributions

Employer contributions
$208,829
Participant contributions
$697,827
Total contributions
$960,077
Total income / additions
$2,402,162

Expenses & distributions

Benefits paid
$1,571,687
Administrative expenses
$83,969
Total expenses
$1,655,656
Net increase / (decrease)
$746,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithCONSULTANT$42,703$1152023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$37,655$02023
Creative Retirement Systems, IncCONTRACT ADMINISTRATOR$3,611$4,8992023

Related Form 5500 pages