The Stelter Company 401(K) Plan — Form 5500 plan (The Stelter Company)
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, The Stelter Company 401(K) Plan is a benefit plan reported by The Stelter Company under EIN 42-0931068 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $18,445,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Stelter Company
- EIN
- 42-0931068
- Plan number
- 001
- Plan type
- 2
- Location
- Urbandale, IA
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $18,445,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241015112128NAL0049013056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,445,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,445,942
- Net assets (BOY)
- $15,977,630
Income & contributions
- Employer contributions
- $354,779
- Participant contributions
- $908,262
- Total contributions
- $1,264,785
- Total income / additions
- $4,020,799
Expenses & distributions
- Benefits paid
- $1,475,065
- Administrative expenses
- $77,422
- Total expenses
- $1,552,487
- Net increase / (decrease)
- $2,468,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $74,567 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,855 | $0 | 2023 |