Stuartco 401(K) Profit Sharing Plan — Form 5500 plan (Stuartco)
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, Stuartco 401(K) Profit Sharing Plan is a benefit plan reported by Stuartco under EIN 41-1766226 and plan number 002. The latest loaded filing year is 2023. The filing reports 336 participants and $9,768,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stuartco
- EIN
- 41-1766226
- Plan number
- 002
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $9,768,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20241011143844NAL0012607299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,768,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,768,990
- Net assets (BOY)
- $8,100,452
Income & contributions
- Employer contributions
- $260,236
- Participant contributions
- $844,896
- Total contributions
- $1,152,772
- Total income / additions
- $2,490,319
Expenses & distributions
- Benefits paid
- $745,728
- Administrative expenses
- $75,538
- Total expenses
- $821,781
- Net increase / (decrease)
- $1,668,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,730 | $0 | 2023 |
| Bemanaged | CONTRACT ADMINISTRATOR | $6,886 | not reported in the loaded dataset | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $1,670 | 2023 |