Stone Distributing Company 401(K) Plan — Form 5500 plan (Stone Distributing Company)
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, Stone Distributing Company 401(K) Plan is a benefit plan reported by Stone Distributing Company under EIN 88-3291069 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $9,194,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stone Distributing Company
- EIN
- 88-3291069
- Plan number
- 001
- Plan type
- 2
- Location
- San Marcos, CA
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $9,194,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20241015123433NAL0056158162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,194,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,194,073
- Net assets (BOY)
- $6,033,456
Income & contributions
- Employer contributions
- $640,729
- Participant contributions
- $905,803
- Total contributions
- $2,126,228
- Total income / additions
- $3,388,783
Expenses & distributions
- Benefits paid
- $342,016
- Administrative expenses
- $2,322
- Total expenses
- $344,568
- Net increase / (decrease)
- $3,044,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,210 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,112 | $0 | 2023 |
| Mma Securities LLC | OTHER | $0 | not reported in the loaded dataset | 2023 |