Stoneage Employee Stock Ownership Plan — Form 5500 plan (Stoneage Holdings, 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, Stoneage Employee Stock Ownership Plan is a benefit plan reported by Stoneage Holdings, Inc. under EIN 92-1106022 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $39,506,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoneage Holdings, Inc.
- EIN
- 92-1106022
- Plan number
- 002
- Plan type
- 2
- Location
- Durango, CO
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $39,506,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20250228125048NAL0002070114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,506,184
- Total liabilities (EOY)
- $24,196,627
- Net assets (EOY)
- $15,309,557
- Net assets (BOY)
- $13,979,788
Income & contributions
- Employer contributions
- $1,077,507
- Total contributions
- $2,307,501
- Total income / additions
- $3,521,626
Expenses & distributions
- Benefits paid
- $1,163,172
- Administrative expenses
- $2,959
- Total expenses
- $2,191,857
- Net increase / (decrease)
- $1,329,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Polsinelli Pc | LEGAL | $70,163 | not reported in the loaded dataset | 2023 |
| Ventura Esop Fiduciary Servies LLC | TRUSTEE | $26,250 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | ACCOUNTANT | $18,000 | not reported in the loaded dataset | 2023 |
| Prairie Capital | VALUATION SERVICES | $7,500 | not reported in the loaded dataset | 2023 |
| Newport Group | RECORDKEEPER/BOOKKEEPER | $5,918 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stoneage Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Durango, CO
- Polsinelli Pc — Schedule C compensation
- Ventura Esop Fiduciary Servies LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Prairie Capital — Schedule C compensation
- Newport Group — Schedule C compensation