How many benefit plans does Stafford Smith, Inc. report on Form 5500?

Stafford Smith, Inc. (EIN 38-1059585) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Stafford Smith, Inc.?

The Employer Identification Number (EIN) reported for Stafford Smith, Inc. is 38-1059585.

What is the latest Form 5500 filing year for Stafford Smith, Inc.?

The latest loaded Form 5500 filing year for Stafford Smith, Inc. is 2023.

Stafford Smith, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Stafford Smith, Inc. (EIN 38-1059585) is a plan sponsor located in Kalamazoo, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 38-1059585
Location: Kalamazoo, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $11,499,645
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $11,499,645

Contributions & income

Employer contributions: $159,277
Participant contributions: $1,064,641
Total income / additions: $2,988,668

Expenses & distributions

Benefits paid / distributions: $519,740
Total expenses: $525,711
Net increase / (decrease): $2,462,957

Coverage

Total reported participants: 587
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Stafford Smith, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Stafford-Smith, Inc. Retirement And Salary Deferral Plan	003	306	$11,499,645	2023
Stafford Smith, Inc. Health And Welfare Benefit Plan	501	281	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Stafford Smith, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Stafford Smith, Inc. Health And Welfare Benefit Plan	281	—	20240708101505NAL0007837907001
2023	Stafford-Smith, Inc. Retirement And Salary Deferral Plan	306	H, C	20240912090224NAL0013784624001