Plan5500

Stokes Automotive, Inc. 401(K) Savings Plan — Form 5500 plan (Stokes Automotive, 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, Stokes Automotive, Inc. 401(K) Savings Plan is a benefit plan reported by Stokes Automotive, Inc. under EIN 57-0540053 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $11,075,983 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.1MPlan net assets, end of year$11,075,983
Participants567Covered participants reported
Assets / participant$19.5KComputed: assets ÷ participants$19,534 (computed)
Provider compensation$39.7K4 Schedule C provider row(s)$39,724
Plan sponsor
Stokes Automotive, Inc.
EIN
57-0540053
Plan number
001
Plan type
2
Location
North Charleston, SC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    567 participants · 2Sch HSch C
    View filing →
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)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
Employer$151.6K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$11,075,983
Total liabilities (EOY)
$0
Net assets (EOY)
$11,075,983
Net assets (BOY)
$11,617,296

Income & contributions

Employer contributions
$151,624
Participant contributions
$1,240,182
Total contributions
$1,523,518
Total income / additions
$2,896,117

Expenses & distributions

Benefits paid
$3,396,776
Administrative expenses
$39,724
Total expenses
$3,437,430
Net increase / (decrease)
-$541,313
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 11%Participant 89%
Total expenses ÷ net assets31%Computed ratio
Benefits paid ÷ total income117%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Stancorp Financial Group$21.8K
    NONE · Direct $21.8K
  2. 2
    Gallagher Fiduciary Advisors, LLC$9.6K
    NONE · Direct $9.6K
  3. 3
    Futureplan By Ascensus$5.1K
    RECORDKEEPER · Direct $5.1K · Indirect $0
  4. 4
    Transamerica Life Insurance Company$3.2K
    RECORDKEEPER · Direct $3.2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Stokes Automotive, Inc. 401(K) Savings Plan?
Stokes Automotive, Inc. 401(K) Savings Plan is reported as sponsored by Stokes Automotive, Inc. (EIN 57-0540053, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Stokes Automotive, Inc. 401(K) Savings Plan?
The latest Form 5500 filing year loaded for Stokes Automotive, Inc. 401(K) Savings Plan is 2023.
How many participants does Stokes Automotive, Inc. 401(K) Savings Plan report?
Stokes Automotive, Inc. 401(K) Savings Plan reports 567 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Stokes Automotive, Inc. 401(K) Savings Plan?
Stokes Automotive, Inc. 401(K) Savings Plan reports $11,075,983 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages