Stewart Manufacturing LLC 401(K) Profit Sharing Plan — Form 5500 plan (Stewart Manufacturing, 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, Stewart Manufacturing LLC 401(K) Profit Sharing Plan is a benefit plan reported by Stewart Manufacturing, LLC under EIN 47-0893741 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $6,156,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stewart Manufacturing, LLC
- EIN
- 47-0893741
- Plan number
- 001
- Plan type
- 2
- Location
- Hermansville, MI
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $6,156,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241014081508NAL0025706465004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,156,277
- Net assets (EOY)
- $6,156,277
- Net assets (BOY)
- $5,031,000
Income & contributions
- Employer contributions
- $114,547
- Participant contributions
- $303,794
- Total contributions
- $418,341
- Total income / additions
- $1,288,795
Expenses & distributions
- Benefits paid
- $113,076
- Administrative expenses
- $49,192
- Total expenses
- $163,518
- Net increase / (decrease)
- $1,125,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | RECORDKEEPER | $24,674 | not reported in the loaded dataset | 2023 |
| First Bank Upper Michigan | TRUSTEE | $13,032 | not reported in the loaded dataset | 2023 |
| Anderson Tackman | AUDITOR | $10,100 | not reported in the loaded dataset | 2023 |
| Charles Scwhab Trust Bank | CUSTODIAN | $1,386 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stewart Manufacturing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Hermansville, MI
- Security National Bank — Schedule C compensation
- First Bank Upper Michigan — Schedule C compensation
- Anderson Tackman — Schedule C compensation
- Charles Scwhab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation