Stamptech Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Stamptech 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, Stamptech Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Stamptech Inc. under EIN 54-1798373 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $8,903,422 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,903,422
Participants358Covered participants reported
Assets / participant$24.9KComputed: assets ÷ participants$24,870 (computed)
Provider compensation$45.5K2 Schedule C provider row(s)$45,516
Plan sponsor
Stamptech Inc.
EIN
54-1798373
Plan number
001
Plan type
2
Location
Chester, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20241004072545NAL0011098017001
Schedule H · 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)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$512.3K
Benefits paid / distributions$477.9K
Contributions
Employer$335.6K
Participant$620.9K
Full reported line items

Net assets

Total assets (EOY)
$8,903,422
Total liabilities (EOY)
$0
Net assets (EOY)
$8,903,422
Net assets (BOY)
$7,178,977

Income & contributions

Employer contributions
$335,554
Participant contributions
$620,894
Total contributions
$1,023,133
Total income / additions
$2,236,754

Expenses & distributions

Benefits paid
$477,922
Administrative expenses
$45,516
Total expenses
$512,309
Net increase / (decrease)
$1,724,445
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.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,160not reported in the loaded dataset2023
Ubs Financial Services IncADVISOR$18,356not reported in the loaded dataset2023

Related Form 5500 pages