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, Stein & Associates, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Stein & Associates, LLC under EIN 64-0913971 and plan number 001. The latest loaded filing year is 2023. The filing reports 950 participants and $36,725,561 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,725,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,725,561
- Net assets (BOY)
- $29,087,503
Income & contributions
- Employer contributions
- $1,014,882
- Participant contributions
- $2,239,326
- Total contributions
- $3,254,866
- Total income / additions
- $8,846,811
Expenses & distributions
- Benefits paid
- $1,070,459
- Administrative expenses
- $128,810
- Total expenses
- $1,208,753
- Net increase / (decrease)
- $7,638,058