Stifel Financial Profit Sharing 401(K) Plan — Form 5500 plan (Stifel Financial Corp.)
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, Stifel Financial Profit Sharing 401(K) Plan is a benefit plan reported by Stifel Financial Corp. under EIN 43-1273600 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,021 participants and $1,982,716,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stifel Financial Corp.
- EIN
- 43-1273600
- Plan number
- 001
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
- Participants
- 10,021
- End-of-year plan assets
- $1,982,716,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,021 | H, C | 20241004103503NAL0011312177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,982,716,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,982,716,271
- Net assets (BOY)
- $1,692,036,588
Income & contributions
- Employer contributions
- $14,145,308
- Participant contributions
- $126,684,007
- Total contributions
- $163,853,638
- Total income / additions
- $466,488,932
Expenses & distributions
- Benefits paid
- $177,335,317
- Administrative expenses
- $539,066
- Total expenses
- $178,032,974
- Net increase / (decrease)
- $288,455,958
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $493,850 | $0 | 2023 |
| Forvis Mazars, Llp | NONE | $38,735 | not reported in the loaded dataset | 2023 |
| The Ultimate Software Group Inc | NONE | $375 | not reported in the loaded dataset | 2023 |
| Stifel Financial Corp. | NONE | $75 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stifel Financial Corp.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Louis, MO
- Empower Annuity Insurance Company — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- The Ultimate Software Group Inc — Schedule C compensation
- Stifel Financial Corp. — Schedule C compensation