Stone Harbor, NJ Form 5500 retirement and benefit plan filings
City Form 5500 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 Harbor, NJ has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $34,082,358 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $34,082,358
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $34,082,358
Contributions & income
- Employer contributions
- $760,596
- Participant contributions
- $1,098,615
- Total income / additions
- $5,764,665
Expenses & distributions
- Benefits paid / distributions
- $1,838,673
- Total expenses
- $1,915,607
- Net increase / (decrease)
- $3,849,058
Coverage
- Total reported participants
- 439
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stone Harbor, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sturdy Savings Bank 401k Retirement Savings Plan | Sturdy Savings Bank | $34,014,843 | 2023 |
| Longstreth Family LLC 401(K) Profit Sharing Plan & Trust | Frances Longstreth Wallace 201 | $67,515 | 2023 |
| Sturdy Savings Bank Premium Conversion Plan | Sturdy Savings Bank Premium Conversion Plan | not reported in the loaded dataset | 2023 |
| Sturdy Savings Bank Health Reimbursement Plan | Sturdy Savings Bank | not reported in the loaded dataset | 2023 |
Largest plans in Stone Harbor → · Stone Harbor plans by participants → · Stone Harbor plans with financial data → · Stone Harbor plans with provider compensation → · $1B+ plans in Stone Harbor →
Related Form 5500 pages
- All NJ Form 5500 filings
- Sturdy Savings Bank 401k Retirement Savings Plan (plan 002)
- Sturdy Savings Bank — all reported plans
- Longstreth Family LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Frances Longstreth Wallace 201 — all reported plans
- Sturdy Savings Bank Premium Conversion Plan (plan 501)
- Sturdy Savings Bank Health Reimbursement Plan (plan 502)
- Methodology
- Data sources