Sorella Stone, LLC Retirement Plan — Form 5500 plan (Sorella Stone, 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, Sorella Stone, LLC Retirement Plan is a benefit plan reported by Sorella Stone, LLC under EIN 72-1131843 and plan number 001. The latest loaded filing year is 2023. The filing reports 26 participants and $3,049,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sorella Stone, LLC
- EIN
- 72-1131843
- Plan number
- 001
- Plan type
- 2
- Location
- Jefferson, LA
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $3,049,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20240708111850NAL0007873075001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,049,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,049,300
- Net assets (BOY)
- $2,572,078
Income & contributions
- Employer contributions
- $31,235
- Participant contributions
- $65,697
- Total income / additions
- $511,370
Expenses & distributions
- Benefits paid
- $15,041
- Administrative expenses
- $19,107
- Total expenses
- $34,148
- Net increase / (decrease)
- $477,222
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.