2023 Form 5500 filing — Stewart'S Shops Corp Employee Stock Ownership 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 20240726135805NAL0016097441001) for Stewart'S Shops Corp Employee Stock Ownership Plan, reported by Stewart'S Shops Corp under EIN 14-1323607 and plan number 001. It reports 4,921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726135805NAL0016097441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart'S Shops Corp
- EIN
- 14-1323607
- Plan number
- 001
- Location
- Saratoga Springs, NY
- Participants
- 4,921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $876,575,830
- Total liabilities (EOY)
- $26,301,624
- Net assets (EOY)
- $850,274,206
- Employer contributions
- $29,101,602
- Total income / additions
- $151,046,001
- Benefits paid
- $82,273,539
- Administrative expenses
- $104,596
- Total expenses
- $82,378,135
- Net increase / (decrease)
- $68,667,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | N/A | $0 | $10,414 |
| Charles Schwab & Co., Inc. | N/A | $0 | $0 |