Stoneridge Companies, LLC 401(K) Plan — Form 5500 plan (Stoneridge Companies, LLC)

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, Stoneridge Companies, LLC 401(K) Plan is a benefit plan reported by Stoneridge Companies, LLC under EIN 30-1123712 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $25,851,428 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stoneridge Companies, LLC
EIN
30-1123712
Plan number
001
Plan type
2
Location
Barnesville, MN
Latest filing year
2023
Participants
343
End-of-year plan assets
$25,851,428

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241009143015NAL0033046368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,851,428
Total liabilities (EOY)
$0
Net assets (EOY)
$25,851,428
Net assets (BOY)
$17,245,509

Income & contributions

Employer contributions
$1,252,223
Participant contributions
$2,905,503
Total contributions
$6,522,213
Total income / additions
$10,194,443

Expenses & distributions

Benefits paid
$1,523,562
Administrative expenses
$64,962
Total expenses
$1,588,524
Net increase / (decrease)
$8,605,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bell BankNONE$64,962$02023

Related Form 5500 pages