Stella & Chewy'S LLC 401(K) Plan — Form 5500 plan (Stella & Chewys 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, Stella & Chewy'S LLC 401(K) Plan is a benefit plan reported by Stella & Chewys LLC under EIN 35-2199593 and plan number 001. The latest loaded filing year is 2023. The filing reports 726 participants and $16,269,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stella & Chewys LLC
- EIN
- 35-2199593
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Creek, WI
- Latest filing year
- 2023
- Participants
- 726
- End-of-year plan assets
- $16,269,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 726 | H, C | 20240910192848NAL0010678544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,269,572
- Total liabilities (EOY)
- $495
- Net assets (EOY)
- $16,269,077
- Net assets (BOY)
- $11,500,045
Income & contributions
- Employer contributions
- $1,290,060
- Participant contributions
- $2,814,389
- Total contributions
- $4,688,617
- Total income / additions
- $6,905,927
Expenses & distributions
- Benefits paid
- $2,000,134
- Administrative expenses
- $120,373
- Total expenses
- $2,136,895
- Net increase / (decrease)
- $4,769,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $59,403 | $0 | 2023 |
| Peak Retirement Group Dba Tg Benefi | CONTRACT ADMIN | $34,471 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISER | $32,653 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,708 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stella & Chewys LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oak Creek, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Peak Retirement Group Dba Tg Benefi — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation