2023 Form 5500 filing — Stagnaro Distributing 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 20240906131455NAL0000602643001) for Stagnaro Distributing 401(K) Plan, reported by Stagnaro Holdings, Inc. under EIN 27-1822334 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240906131455NAL0000602643001
Filing year
2023
Form type
2
Plan sponsor
Stagnaro Holdings, Inc.
EIN
27-1822334
Plan number
001
Location
Cincinnati, OH
Participants
272
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,165,344
Total liabilities (EOY)
$0
Net assets (EOY)
$10,165,344
Employer contributions
$208,829
Participant contributions
$697,827
Total income / additions
$2,402,162
Benefits paid
$1,571,687
Administrative expenses
$83,969
Total expenses
$1,655,656
Net increase / (decrease)
$746,506
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch Pierce Fenner & SmithCONSULTANT$42,703$115
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$37,655$0
Creative Retirement Systems, IncCONTRACT ADMINISTRATOR$3,611$4,899

Related Form 5500 pages