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, Stonegates 401(K) Plan is a benefit plan reported by Greenville Retirement Community, under EIN 51-0267730 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $10,707,361 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,707,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,707,361
- Net assets (BOY)
- $10,950,943
Income & contributions
- Employer contributions
- $391,032
- Participant contributions
- $447,759
- Total contributions
- $838,791
- Total income / additions
- $2,524,757
Expenses & distributions
- Benefits paid
- $2,725,190
- Administrative expenses
- $43,149
- Total expenses
- $2,768,339
- Net increase / (decrease)
- -$243,582