2023 Form 5500 filing — Stolle Machinery Company, LLC 401(K) Retirement 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 20240926095058NAL0000494497001) for Stolle Machinery Company, LLC 401(K) Retirement Plan, reported by Stolle Machinery Company, LLC under EIN 80-0294712 and plan number 001. It reports 878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926095058NAL0000494497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stolle Machinery Company, LLC
- EIN
- 80-0294712
- Plan number
- 001
- Location
- Centennial, CO
- Participants
- 878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,800,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,800,306
- Employer contributions
- $2,840,526
- Participant contributions
- $4,611,606
- Total income / additions
- $18,476,813
- Benefits paid
- $6,997,615
- Administrative expenses
- $214,546
- Total expenses
- $7,214,180
- Net increase / (decrease)
- $11,262,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $102,194 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $82,132 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $29,820 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |