Stewart Builders, Inc. 401(K) Savings Plan — Form 5500 plan (Stewart Builders, 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, Stewart Builders, Inc. 401(K) Savings Plan is a benefit plan reported by Stewart Builders, Inc. under EIN 76-0362047 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $19,789,773 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stewart Builders, Inc.
EIN
76-0362047
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
344
End-of-year plan assets
$19,789,773

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20241004111656NAL0006638243002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,789,773
Net assets (EOY)
$19,789,773
Net assets (BOY)
$16,258,403

Income & contributions

Employer contributions
$369,497
Participant contributions
$1,079,533
Total contributions
$1,461,983
Total income / additions
$4,215,252

Expenses & distributions

Benefits paid
$591,500
Administrative expenses
$91,423
Total expenses
$683,882
Net increase / (decrease)
$3,531,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORD KEEPER$48,171$7502023
Raymond James Insurance Group, Inc.INVESTMENT ADVISOR$43,648$02023

Related Form 5500 pages