2023 Form 5500 filing — Sorella Stone, LLC Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708111850NAL0007873075001) for Sorella Stone, LLC Retirement Plan, reported by Sorella Stone, LLC under EIN 72-1131843 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240708111850NAL0007873075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sorella Stone, LLC
- EIN
- 72-1131843
- Plan number
- 001
- Location
- Jefferson, LA
- Participants
- 26
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,049,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,049,300
- Employer contributions
- $31,235
- Participant contributions
- $65,697
- Total income / additions
- $511,370
- Benefits paid
- $15,041
- Administrative expenses
- $19,107
- Total expenses
- $34,148
- Net increase / (decrease)
- $477,222
- Schedule source
- Schedule I