Plan5500

Stanley Member Stock Bonus Plan — Form 5500 plan (S.C. Companies, 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, Stanley Member Stock Bonus Plan is a benefit plan reported by S.C. Companies, Inc. under EIN 42-1269893 and plan number 002. The latest loaded filing year is 2023. The filing reports 849 participants and $76,152,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S.C. Companies, Inc.
EIN
42-1269893
Plan number
002
Plan type
2
Location
Muscatine, IA
Latest filing year
2023
Participants
849
End-of-year plan assets
$76,152,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023849H, C20240909164508NAL0004695649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,152,795
Total liabilities (EOY)
$37,500
Net assets (EOY)
$76,115,295
Net assets (BOY)
$63,697,813

Income & contributions

Employer contributions
$911,014
Total contributions
$911,014
Total income / additions
$15,438,526

Expenses & distributions

Benefits paid
$2,959,760
Administrative expenses
$61,284
Total expenses
$3,021,044
Net increase / (decrease)
$12,417,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Trust CompanyNONE$25,000not reported in the loaded dataset2023
Chartwell Financial Advisory, Inc.NONE$25,000not reported in the loaded dataset2023
Anderson, Lower, Whitlow, P.C.NONE$11,025not reported in the loaded dataset2023

Related Form 5500 pages