Employee Benefit Plan Of Stewart Agency, Inc. D/B/A Earl Stewart Toyota — Form 5500 plan (Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach)

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, Employee Benefit Plan Of Stewart Agency, Inc. D/B/A Earl Stewart Toyota is a benefit plan reported by Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach under EIN 59-1556109 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $5,069,575 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach
EIN
59-1556109
Plan number
001
Plan type
2
Location
Lake Park, FL
Latest filing year
2023
Participants
170
End-of-year plan assets
$5,069,575

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240729134930NAL0012565715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,069,575
Total liabilities (EOY)
$0
Net assets (EOY)
$5,069,575
Net assets (BOY)
$4,336,141

Income & contributions

Participant contributions
$789,137
Total contributions
$789,137
Total income / additions
$1,497,684

Expenses & distributions

Benefits paid
$710,877
Administrative expenses
$53,373
Total expenses
$764,250
Net increase / (decrease)
$733,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,703$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$17,669$122023

Related Form 5500 pages