Stonetown Capital Group LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Stonetown Capital Group LLC)
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, Stonetown Capital Group LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Stonetown Capital Group LLC under EIN 45-2353219 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $5,901,645 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.9MPlan net assets, end of year$5,901,645
Participants319Covered participants reported
Assets / participant$18.5KComputed: assets ÷ participants$18,500 (computed)
Provider compensation$12.2K1 Schedule C provider row(s)$12,181
- Plan sponsor
- Stonetown Capital Group LLC
- EIN
- 45-2353219
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20241014142310NAL0013444035001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,901,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,901,645
- Net assets (BOY)
- $4,261,319
Income & contributions
- Employer contributions
- $383,884
- Participant contributions
- $746,074
- Total contributions
- $1,129,958
- Total income / additions
- $1,907,377
Expenses & distributions
- Benefits paid
- $254,710
- Administrative expenses
- $12,341
- Total expenses
- $267,051
- Net increase / (decrease)
- $1,640,326
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $12,181 | not reported in the loaded dataset | 2023 |