Stella & Dot, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Stella & Dot, 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, Stella & Dot, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Stella & Dot, LLC under EIN 83-0405362 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $7,468,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stella & Dot, LLC
- EIN
- 83-0405362
- Plan number
- 001
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $7,468,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20241015132715NAL0016486819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,468,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,468,619
- Net assets (BOY)
- $7,874,266
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $50,499
- Total contributions
- $50,499
- Total income / additions
- $1,394,366
Expenses & distributions
- Benefits paid
- $1,751,045
- Administrative expenses
- $44,871
- Total expenses
- $1,800,013
- Net increase / (decrease)
- -$405,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Portico Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $22,283 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $16,088 | $0 | 2023 |
| Turner, Warren, Hwang, & Conrad Ac | ACCOUNTANT | $6,500 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stella & Dot, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burlingame, CA
- Portico Wealth Advisors, LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Turner, Warren, Hwang, & Conrad Ac — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation