Stein Industries, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Stein Industries, 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, Stein Industries, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Stein Industries, Inc. under EIN 39-0977289 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $15,925,179 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stein Industries, Inc.
EIN
39-0977289
Plan number
002
Plan type
2
Location
Brooklyn Park, MN
Latest filing year
2023
Participants
213
End-of-year plan assets
$15,925,179

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20240819144044NAL0001651761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,925,179
Total liabilities (EOY)
$0
Net assets (EOY)
$15,925,179
Net assets (BOY)
$13,553,582

Income & contributions

Employer contributions
$213,922
Participant contributions
$1,008,358
Total contributions
$1,247,125
Total income / additions
$3,653,453

Expenses & distributions

Benefits paid
$1,234,656
Administrative expenses
$47,200
Total expenses
$1,281,856
Net increase / (decrease)
$2,371,597

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$28,052$02023
Christensen Group Financial LLCADVISOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages