Eden Stone Co., Inc. Employee Retirement Savings Plan — Form 5500 plan (Eden Stone Company, 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, Eden Stone Co., Inc. Employee Retirement Savings Plan is a benefit plan reported by Eden Stone Company, Inc. under EIN 39-1077054 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $12,527,028 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eden Stone Company, Inc.
EIN
39-1077054
Plan number
002
Plan type
2
Location
Eden, WI
Latest filing year
2023
Participants
232
End-of-year plan assets
$12,527,028

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241009150234NAL0019489921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,527,028
Total liabilities (EOY)
$0
Net assets (EOY)
$12,527,028
Net assets (BOY)
$10,533,527

Income & contributions

Employer contributions
$209,094
Participant contributions
$614,558
Total contributions
$823,652
Total income / additions
$2,558,363

Expenses & distributions

Benefits paid
$492,037
Administrative expenses
$63,458
Total expenses
$564,862
Net increase / (decrease)
$1,993,501

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth Management/Mark CapomaccSERVICE PROVIDER$34,594$02023
Lincoln National CorporationSERVICE PROVIDER$24,204$02023
Lincoln National CorporationSERVICE PROVIDER$4,660$02023

Related Form 5500 pages