Stewart Home & School, LLC Retirement Plan — Form 5500 plan (Stewart Home & School, LLC)
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, Stewart Home & School, LLC Retirement Plan is a benefit plan reported by Stewart Home & School, LLC under EIN 61-0715171 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $11,058,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stewart Home & School, LLC
- EIN
- 61-0715171
- Plan number
- 001
- Plan type
- 2
- Location
- Frankfort, KY
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $11,058,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241002090242NAL0008064577003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,058,060
- Net assets (EOY)
- $11,058,060
- Net assets (BOY)
- $9,492,949
Income & contributions
- Employer contributions
- $319,721
- Participant contributions
- $403,050
- Total contributions
- $726,040
- Total income / additions
- $2,174,875
Expenses & distributions
- Benefits paid
- $574,265
- Administrative expenses
- $35,499
- Total expenses
- $609,764
- Net increase / (decrease)
- $1,565,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcf Advisors LLC | NONE | $16,314 | not reported in the loaded dataset | 2023 |
| Fidelity Invstsinstinaloprascmpllc | RECORDKEEPER | $11,754 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $7,104 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stewart Home & School, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Frankfort, KY
- Mcf Advisors LLC — Schedule C compensation
- Fidelity Invstsinstinaloprascmpllc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation