Warners Stellian Co. , Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Warners Stellian Co., 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, Warners Stellian Co. , Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Warners Stellian Co., Inc. under EIN 41-0971741 and plan number 002. The latest loaded filing year is 2023. The filing reports 541 participants and $29,294,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Warners Stellian Co., Inc.
EIN
41-0971741
Plan number
002
Plan type
2
Location
St. Paul, MN
Latest filing year
2023
Participants
541
End-of-year plan assets
$29,294,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023541H, C20241010151301NAL0034561056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,294,658
Total liabilities (EOY)
$0
Net assets (EOY)
$29,294,658
Net assets (BOY)
$24,213,175

Income & contributions

Employer contributions
$762,000
Participant contributions
$1,735,344
Total contributions
$3,261,698
Total income / additions
$7,598,769

Expenses & distributions

Benefits paid
$2,398,401
Administrative expenses
$74,880
Total expenses
$2,517,286
Net increase / (decrease)
$5,081,483

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valmark Advisers, IncINVESTMENT ADVISOR$47,055not reported in the loaded dataset2023

Related Form 5500 pages