2023 Form 5500 filing — Stafford-Smith, Inc. Retirement And Salary Deferral 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 20240912090224NAL0013784624001) for Stafford-Smith, Inc. Retirement And Salary Deferral Plan, reported by Stafford-Smith Inc under EIN 38-1059585 and plan number 003. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912090224NAL0013784624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stafford-Smith Inc
- EIN
- 38-1059585
- Plan number
- 003
- Location
- Kalamazoo, MI
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,499,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,499,645
- Employer contributions
- $159,277
- Participant contributions
- $1,064,641
- Total income / additions
- $2,988,668
- Benefits paid
- $519,740
- Administrative expenses
- $4,718
- Total expenses
- $525,711
- Net increase / (decrease)
- $2,462,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baird Insurance Services Inc | OTHER SERVICES | $0 | $11,657 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,718 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |