2023 Form 5500 filing — Stolle Machinery Company Union Employee 401(K) Profit Sharing 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 20240926100720NAL0000920064001) for Stolle Machinery Company Union Employee 401(K) Profit Sharing Plan, reported by Stolle Machinery Company, LLC under EIN 80-0294712 and plan number 002. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.3MReported net assets$10,268,047
Participants234
Provider compensation$35.2K3 Schedule C row(s)$35,209
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926100720NAL0000920064001
- Plan sponsor
- Stolle Machinery Company, LLC
- EIN
- 80-0294712
- Plan number
- 002
- Location
- Centennial, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,268,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,268,047
- Employer contributions
- $375,311
- Participant contributions
- $492,600
- Total income / additions
- $2,185,986
- Benefits paid
- $782,344
- Administrative expenses
- $35,209
- Total expenses
- $831,420
- Net increase / (decrease)
- $1,354,566
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,329 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $11,292 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,588 | not reported in the loaded dataset |