2023 Form 5500 filing — Stonehenge 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 20240806164349NAL0005670258001) for Stonehenge 401(K) Plan, reported by Stonehenge Of Orem LLC under EIN 26-1325556 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.9MReported net assets$4,883,536
Participants444
Provider compensation$63.1K3 Schedule C row(s)$63,088
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240806164349NAL0005670258001
- Plan sponsor
- Stonehenge Of Orem LLC
- EIN
- 26-1325556
- Plan number
- 001
- Location
- Orem, UT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,883,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,883,536
- Participant contributions
- $328,206
- Total income / additions
- $968,369
- Benefits paid
- $376,281
- Administrative expenses
- $63,088
- Total expenses
- $439,369
- Net increase / (decrease)
- $529,000
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATION | $35,926 | $0 |
| Intermountain Wealth Management | INVESTMENT ADVISOR | $17,662 | not reported in the loaded dataset |
| Larson & Company, Pc | AUDITOR | $9,500 | not reported in the loaded dataset |