Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach — 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, Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach (EIN 59-1556109) is a plan sponsor located in Lake Park, FL 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
59-1556109
Location
Lake Park, FL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,069,575
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,069,575

Contributions & income

Participant contributions
$789,137
Total income / additions
$1,497,684

Expenses & distributions

Benefits paid / distributions
$710,877
Total expenses
$764,250
Net increase / (decrease)
$733,434

Coverage

Total reported participants
170
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

Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Employee Benefit Plan Of Stewart Agency, Inc. D/B/A Earl Stewart Toyota001170$5,069,5752023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Stewart Agency, Inc. D/B/A Earl Stewart Toyota North Palm Beach
YearPlanParticipantsSchedulesFiling
2023Employee Benefit Plan Of Stewart Agency, Inc. D/B/A Earl Stewart Toyota170H, C20240729134930NAL0012565715001

Related Form 5500 pages