Stoney Creek 401k) Plan — Form 5500 plan (Stoney Creek Hospitality Corporation)
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, Stoney Creek 401k) Plan is a benefit plan reported by Stoney Creek Hospitality Corporation under EIN 42-1428649 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $4,392,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoney Creek Hospitality Corporation
- EIN
- 42-1428649
- Plan number
- 001
- Plan type
- 2
- Location
- Mason City, IA
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $4,392,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241010150320NAL0036203712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,392,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,392,641
- Net assets (BOY)
- $4,029,406
Income & contributions
- Employer contributions
- $133,109
- Participant contributions
- $254,608
- Total contributions
- $399,022
- Total income / additions
- $1,182,142
Expenses & distributions
- Benefits paid
- $787,296
- Administrative expenses
- $31,611
- Total expenses
- $818,907
- Net increase / (decrease)
- $363,235
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,418 | $0 | 2023 |
| Visionpoint Advisory Group | ADVISOR | $11,193 | not reported in the loaded dataset | 2023 |