Stein Brothers 401k Trust — Form 5500 plan (Stein Brothers 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, Stein Brothers 401k Trust is a benefit plan reported by Stein Brothers Inc under EIN 47-3464647 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $274,004 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$274KPlan net assets, end of year$274,004
Participants2Covered participants reported
Assets / participant$137KComputed: assets ÷ participants$137,002 (computed)
Provider compensationNone reported
Plan sponsor
Stein Brothers Inc
EIN
47-3464647
Plan number
001
Plan type
2
Location
Holt, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240729103035NAL0031841168001
Schedule I · 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)$274K total assets
Net assets$274KLiabilities
Money in vs. money out
Total income / additions$49K
Total expenses$49.4K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$274,004
Net assets (EOY)
$274,004
Net assets (BOY)
$274,367

Income & contributions

Total income / additions
$49,023

Expenses & distributions

Total expenses
$49,386
Net increase / (decrease)
-$363
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.

Total expenses ÷ net assets18%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages