Stewart Efi 401(K) Plan — Form 5500 plan (Stewart Efi)
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 Efi 401(K) Plan is a benefit plan reported by Stewart Efi under EIN 71-0918038 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $18,255,844 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stewart Efi
- EIN
- 71-0918038
- Plan number
- 001
- Plan type
- 2
- Location
- Thomaston, CT
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $18,255,844
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241001125816NAL0011592336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,255,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,255,844
- Net assets (BOY)
- $16,120,382
Income & contributions
- Employer contributions
- $302,765
- Participant contributions
- $1,048,677
- Total contributions
- $1,688,817
- Total income / additions
- $4,530,107
Expenses & distributions
- Benefits paid
- $2,382,078
- Administrative expenses
- $4,634
- Total expenses
- $2,394,645
- Net increase / (decrease)
- $2,135,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $27,377 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,630 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |