Stites & Harbison, Pllc Restated Security Plan I — Form 5500 plan (Stites & Harbison)
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, Stites & Harbison, Pllc Restated Security Plan I is a benefit plan reported by Stites & Harbison under EIN 61-0680249 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $170,269,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stites & Harbison
- EIN
- 61-0680249
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 455
- End-of-year plan assets
- $170,269,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 455 | H, C | 20241015130216NAL0014678915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,269,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,269,660
- Net assets (BOY)
- $154,898,077
Income & contributions
- Employer contributions
- $2,171,175
- Participant contributions
- $3,322,903
- Total contributions
- $5,687,519
- Total income / additions
- $33,069,862
Expenses & distributions
- Benefits paid
- $17,545,822
- Administrative expenses
- $152,457
- Total expenses
- $17,698,279
- Net increase / (decrease)
- $15,371,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Rps Inc. | NONE | $53,113 | $0 | 2023 |
| Crowe Llp | NONE | $36,480 | not reported in the loaded dataset | 2023 |
| Retirement Management Services, LLC | NONE | $7,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stites & Harbison
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Capfinancial Partners LLC — Schedule C compensation
- T. Rowe Price Rps Inc. — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation