2023 Form 5500 filing — Stein Industries, Inc. 401(K) And 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 20240819144044NAL0001651761001) for Stein Industries, Inc. 401(K) And Profit Sharing Plan, reported by Stein Industries, Inc. under EIN 39-0977289 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819144044NAL0001651761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stein Industries, Inc.
- EIN
- 39-0977289
- Plan number
- 002
- Location
- Brooklyn Park, MN
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,925,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,925,179
- Employer contributions
- $213,922
- Participant contributions
- $1,008,358
- Total income / additions
- $3,653,453
- Benefits paid
- $1,234,656
- Administrative expenses
- $47,200
- Total expenses
- $1,281,856
- Net increase / (decrease)
- $2,371,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,052 | $0 |
| Christensen Group Financial LLC | ADVISOR | $15,000 | not reported in the loaded dataset |