Stellantis Financial Services, Inc. 401(K) Plan — Form 5500 plan (Stellantis Financial Services, Inc.)
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, Stellantis Financial Services, Inc. 401(K) Plan is a benefit plan reported by Stellantis Financial Services, Inc. under EIN 76-0273052 and plan number 001. The latest loaded filing year is 2023. The filing reports 867 participants and $32,063,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stellantis Financial Services, Inc.
- EIN
- 76-0273052
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 867
- End-of-year plan assets
- $32,063,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 867 | H, C | 20240821144650NAL0008242626003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,063,872
- Net assets (EOY)
- $32,063,872
- Net assets (BOY)
- $20,669,440
Income & contributions
- Employer contributions
- $2,288,914
- Participant contributions
- $4,353,607
- Total contributions
- $9,448,157
- Total income / additions
- $13,519,692
Expenses & distributions
- Benefits paid
- $1,966,177
- Administrative expenses
- $153,385
- Total expenses
- $2,125,260
- Net increase / (decrease)
- $11,394,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $73,548 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $60,921 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $20,984 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $18,160 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stellantis Financial Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation