Stellant Systems, Inc. Retirement Plan — Form 5500 plan (Stellant Systems, 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, Stellant Systems, Inc. Retirement Plan is a benefit plan reported by Stellant Systems, Inc. under EIN 91-2046609 and plan number 001. The latest loaded filing year is 2023. The filing reports 974 participants and $56,697,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stellant Systems, Inc.
- EIN
- 91-2046609
- Plan number
- 001
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 974
- End-of-year plan assets
- $56,697,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 974 | H, C | 20241015140345NAL0029903185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,697,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,697,594
- Net assets (BOY)
- $24,369,823
Income & contributions
- Employer contributions
- $4,768,631
- Participant contributions
- $9,098,325
- Total contributions
- $28,981,877
- Total income / additions
- $35,454,214
Expenses & distributions
- Benefits paid
- $2,976,509
- Administrative expenses
- $138,199
- Total expenses
- $3,126,443
- Net increase / (decrease)
- $32,327,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,654 | not reported in the loaded dataset | 2023 |
| Creative Planning Inc. | CONSULTANT | $30,000 | not reported in the loaded dataset | 2023 |
| Pbmares, Llp | ACCOUNTANT/AUDITOR | $20,076 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco, LLC | CONSULTANT | $10,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,469 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stellant Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning Inc. — Schedule C compensation
- Pbmares, Llp — Schedule C compensation
- Creative Planning Holdco, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation