2023 Form 5500 filing — Stella & Chewy'S LLC 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 20240910192848NAL0010678544001) for Stella & Chewy'S LLC 401(K) Plan, reported by Stella & Chewys LLC under EIN 35-2199593 and plan number 001. It reports 726 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910192848NAL0010678544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stella & Chewys LLC
- EIN
- 35-2199593
- Plan number
- 001
- Location
- Oak Creek, WI
- Participants
- 726
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,269,572
- Total liabilities (EOY)
- $495
- Net assets (EOY)
- $16,269,077
- Employer contributions
- $1,290,060
- Participant contributions
- $2,814,389
- Total income / additions
- $6,905,927
- Benefits paid
- $2,000,134
- Administrative expenses
- $120,373
- Total expenses
- $2,136,895
- Net increase / (decrease)
- $4,769,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $59,403 | $0 |
| Peak Retirement Group Dba Tg Benefi | CONTRACT ADMIN | $34,471 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISER | $32,653 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,708 | not reported in the loaded dataset |