2023 Form 5500 filing — Stack Construction Technologies 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 20241001114256NAL0007010289001) for Stack Construction Technologies 401(K) Plan, reported by Stack Construction Technologies Inc under EIN 82-3692025 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001114256NAL0007010289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stack Construction Technologies Inc
- EIN
- 82-3692025
- Plan number
- 001
- Location
- Blue Ash, OH
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,202,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,202,314
- Employer contributions
- $229,688
- Participant contributions
- $879,414
- Total income / additions
- $1,506,872
- Benefits paid
- $203,062
- Administrative expenses
- $4,665
- Total expenses
- $207,727
- Net increase / (decrease)
- $1,299,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Financial Advisors, Inc. | INVESTMENT ADVISORY-PLAN | $12,378 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $2,350 | $0 |