2023 Form 5500 filing — Stratford Homes 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 20240715141159NAL0000917843001) for Stratford Homes 401(K) Plan, reported by Stratford Homes Limited Partnership under EIN 39-1649158 and plan number 002. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715141159NAL0000917843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stratford Homes Limited Partnership
- EIN
- 39-1649158
- Plan number
- 002
- Location
- Stratford, WI
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,059,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,059,254
- Employer contributions
- $81,866
- Participant contributions
- $446,844
- Total income / additions
- $1,689,626
- Benefits paid
- $938,080
- Administrative expenses
- $41,396
- Total expenses
- $979,476
- Net increase / (decrease)
- $710,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $16,627 | not reported in the loaded dataset |
| The Hays Financial Group | NONE | $12,500 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $12,269 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |