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, Stafford-Smith, Inc. Retirement And Salary Deferral Plan is a benefit plan reported by Stafford-Smith Inc under EIN 38-1059585 and plan number 003. The latest loaded filing year is 2023. The filing reports 306 participants and $11,499,645 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,499,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,499,645
- Net assets (BOY)
- $9,036,688
Income & contributions
- Employer contributions
- $159,277
- Participant contributions
- $1,064,641
- Total contributions
- $1,336,174
- Total income / additions
- $2,988,668
Expenses & distributions
- Benefits paid
- $519,740
- Administrative expenses
- $4,718
- Total expenses
- $525,711
- Net increase / (decrease)
- $2,462,957