2023 Form 5500 filing — Stupp Bros., Inc. 401(K) And Employee Thrift 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 20240730121825NAL0011804243001) for Stupp Bros., Inc. 401(K) And Employee Thrift Plan, reported by Stupp Bros., Inc. under EIN 43-0542490 and plan number 004. It reports 547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240730121825NAL0011804243001
Filing year
2023
Form type
2
Plan sponsor
Stupp Bros., Inc.
EIN
43-0542490
Plan number
004
Location
Saint Louis, MO
Participants
547
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$43,994,721
Total liabilities (EOY)
$0
Net assets (EOY)
$43,994,721
Employer contributions
$1,039,744
Participant contributions
$2,179,646
Total income / additions
$10,239,094
Benefits paid
$12,814,091
Administrative expenses
$110,951
Total expenses
$12,953,286
Net increase / (decrease)
-$2,714,192
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$57,779$0
Old National Wealth ManagementADVISOR$45,349not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$7,823not reported in the loaded dataset

Related Form 5500 pages