The Stoner Electric Group 401k Plan — Form 5500 plan (Stoner Electric, 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, The Stoner Electric Group 401k Plan is a benefit plan reported by Stoner Electric, LLC under EIN 93-0612566 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $12,507,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoner Electric, LLC
- EIN
- 93-0612566
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukie, OR
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $12,507,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20240916120706NAL0002728128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,507,454
- Net assets (EOY)
- $12,507,454
- Net assets (BOY)
- $9,138,261
Income & contributions
- Employer contributions
- $175,775
- Participant contributions
- $1,063,504
- Total contributions
- $1,239,279
- Total income / additions
- $4,388,104
Expenses & distributions
- Benefits paid
- $913,598
- Administrative expenses
- $105,313
- Total expenses
- $1,018,911
- Net increase / (decrease)
- $3,369,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sloy Dahl & Holst, Inc. | NONE | $57,450 | $0 | 2023 |
| Hoffman, Stewart And Schmidt, P.C. | NONE | $22,500 | $0 | 2023 |
| Retirement LLC | NONE | $19,318 | $0 | 2023 |
| Definiti, LLC | NONE | $6,506 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stoner Electric, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Milwaukie, OR
- Sloy Dahl & Holst, Inc. — Schedule C compensation
- Hoffman, Stewart And Schmidt, P.C. — Schedule C compensation
- Retirement LLC — Schedule C compensation
- Definiti, LLC — Schedule C compensation