Stolle Machinery Company, LLC 401(K) Retirement Plan — Form 5500 plan (Stolle Machinery Company, 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, Stolle Machinery Company, LLC 401(K) Retirement Plan is a benefit plan reported by Stolle Machinery Company, LLC under EIN 80-0294712 and plan number 001. The latest loaded filing year is 2023. The filing reports 878 participants and $73,800,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stolle Machinery Company, LLC
- EIN
- 80-0294712
- Plan number
- 001
- Plan type
- 2
- Location
- Centennial, CO
- Latest filing year
- 2023
- Participants
- 878
- End-of-year plan assets
- $73,800,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 878 | H, C | 20240926095058NAL0000494497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,800,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,800,306
- Net assets (BOY)
- $62,655,215
Income & contributions
- Employer contributions
- $2,840,526
- Participant contributions
- $4,611,606
- Total contributions
- $8,460,013
- Total income / additions
- $18,476,813
Expenses & distributions
- Benefits paid
- $6,997,615
- Administrative expenses
- $214,546
- Total expenses
- $7,214,180
- Net increase / (decrease)
- $11,262,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $102,194 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $82,132 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $29,820 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stolle Machinery Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Centennial, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation