Steuart Investment Company 401(K) Plan — Form 5500 plan (Steuart Investment Company)
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, Steuart Investment Company 401(K) Plan is a benefit plan reported by Steuart Investment Company under EIN 53-0257200 and plan number 002. The latest loaded filing year is 2023. The filing reports 35 participants and $17,754,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steuart Investment Company
- EIN
- 53-0257200
- Plan number
- 002
- Plan type
- 2
- Location
- Chevy Chase, MD
- Latest filing year
- 2023
- Participants
- 35
- End-of-year plan assets
- $17,754,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35 | I | 20240520085046NAL0001997410001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $17,754,665
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,754,665
- Net assets (BOY)
- $15,176,449
Income & contributions
- Employer contributions
- $283,943
- Participant contributions
- $125,314
- Total income / additions
- $2,743,331
Expenses & distributions
- Benefits paid
- $164,934
- Administrative expenses
- $181
- Total expenses
- $165,115
- Net increase / (decrease)
- $2,578,216
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.