2023 Form 5500 filing — Stone And Excel 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 20240912110557NAL0016943090001) for Stone And Excel 401(K) Plan, reported by Stone Transport Limited Partnership under EIN 20-2609942 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,416,895
Participants283
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912110557NAL0016943090001
Plan sponsor
Stone Transport Limited Partnership
EIN
20-2609942
Plan number
001
Location
Saginaw, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$911.8K
Total expenses$100.7K
Benefits paid / distributions$78.5K
Contributions
Employer$85.6K
Participant$357.8K
Full reported line items
Total assets (EOY)
$3,416,895
Total liabilities (EOY)
$0
Net assets (EOY)
$3,416,895
Employer contributions
$85,588
Participant contributions
$357,812
Total income / additions
$911,810
Benefits paid
$78,527
Administrative expenses
$22,151
Total expenses
$100,678
Net increase / (decrease)
$811,132

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912110557NAL0016943090001 cover?
It is the 2023 Form 5500 filing for Stone And Excel 401(K) Plan, reported by Stone Transport Limited Partnership (EIN 20-2609942).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages