Saxton & Stump, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Saxton & Stump, 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, Saxton & Stump, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Saxton & Stump, LLC under EIN 47-3639234 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $17,773,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saxton & Stump, LLC
- EIN
- 47-3639234
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $17,773,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241011095343NAL0021627745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,773,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,773,859
- Net assets (BOY)
- $15,970,364
Income & contributions
- Employer contributions
- $1,624,886
- Participant contributions
- $1,453,612
- Total contributions
- $3,225,956
- Total income / additions
- $5,674,032
Expenses & distributions
- Benefits paid
- $3,801,945
- Administrative expenses
- $68,592
- Total expenses
- $3,870,537
- Net increase / (decrease)
- $1,803,495
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Bank | NONE | $68,592 | not reported in the loaded dataset | 2023 |
| Applied Finance Advisors LLC | NONE | $0 | $0 | 2023 |
| Federated Hermes | NONE | $0 | $0 | 2023 |
| Fuller & Thaler Asset Management In | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset Management, L.P | NONE | $0 | $0 | 2023 |
| Gqg Partners LLC | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 | 2023 |
| Nationwide Fund Advisors | NONE | $0 | $0 | 2023 |
| Pacific Investment Company LLC | NONE | $0 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saxton & Stump, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Fulton Bank — Schedule C compensation
- Applied Finance Advisors LLC — Schedule C compensation
- Federated Hermes — Schedule C compensation
- Fuller & Thaler Asset Management In — Schedule C compensation
- Goldman Sachs Asset Lp — Schedule C compensation
- Goldman Sachs Asset Management, L.P — Schedule C compensation
- Gqg Partners LLC — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- Lord, Abbett & Co LLC — Schedule C compensation
- Nationwide Fund Advisors — Schedule C compensation
- Pacific Investment Company LLC — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation