2023 Form 5500 filing — Stein Fibers, Ltd. Profit Sharing 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 20240815142209NAL0007547987001) for Stein Fibers, Ltd. Profit Sharing Plan, reported by Sfi Aip Holdings, LLC under EIN 14-1584173 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815142209NAL0007547987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sfi Aip Holdings, LLC
- EIN
- 14-1584173
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,897,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,897,525
- Employer contributions
- $552,305
- Participant contributions
- $666,209
- Total income / additions
- $3,807,628
- Benefits paid
- $2,104,467
- Administrative expenses
- $58,339
- Total expenses
- $2,214,037
- Net increase / (decrease)
- $1,593,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,795 | $0 |
| Janney Montgomery Scott LLC | ADVISOR | $15,223 | $0 |
| Strategic Pension Services, LLC | TPA | $14,821 | not reported in the loaded dataset |
| Teal Becker And Chiaramonte Cpas Pc | AUDITOR | $12,500 | not reported in the loaded dataset |