2023 Form 5500 filing — Wendell H. Stone Co., Inc. 401(K) 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 20240711082750NAL0009189139001) for Wendell H. Stone Co., Inc. 401(K) Plan, reported by Wendell H. Stone Co., Inc. under EIN 25-1363321 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711082750NAL0009189139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wendell H. Stone Co., Inc.
- EIN
- 25-1363321
- Plan number
- 001
- Location
- Connellsville, PA
- Participants
- 107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,973,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,973,230
- Employer contributions
- $350,129
- Participant contributions
- $300,413
- Total income / additions
- $2,237,697
- Benefits paid
- $437,271
- Administrative expenses
- $49,491
- Total expenses
- $492,594
- Net increase / (decrease)
- $1,745,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dunbar, Bender & Zapf | TPA | $4,393 | $0 |
| John Hancock Life Insurancy Company | RECORDKEEPER | $272 | not reported in the loaded dataset |