2023 Form 5500 filing — Stbw 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 20240828080038NAL0024031922001) for Stbw 401(K) Plan, reported by Seals, Tacia And Bartz, Od, Pc under EIN 38-3021450 and plan number 001. It reports 76 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240828080038NAL0024031922001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seals, Tacia And Bartz, Od, Pc
- EIN
- 38-3021450
- Plan number
- 001
- Location
- Alma, MI
- Participants
- 76
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,931,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,931,230
- Employer contributions
- $79,334
- Participant contributions
- $200,037
- Total income / additions
- $554,747
- Benefits paid
- $125,981
- Administrative expenses
- $9,805
- Total expenses
- $135,786
- Net increase / (decrease)
- $418,961
- Schedule source
- Schedule I