2023 Form 5500 filing — Stifel Financial Profit Sharing 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 20241004103503NAL0011312177001) for Stifel Financial Profit Sharing 401(K) Plan, reported by Stifel Financial Corp. under EIN 43-1273600 and plan number 001. It reports 10,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004103503NAL0011312177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stifel Financial Corp.
- EIN
- 43-1273600
- Plan number
- 001
- Location
- St Louis, MO
- Participants
- 10,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,982,716,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,982,716,271
- Employer contributions
- $14,145,308
- Participant contributions
- $126,684,007
- Total income / additions
- $466,488,932
- Benefits paid
- $177,335,317
- Administrative expenses
- $539,066
- Total expenses
- $178,032,974
- Net increase / (decrease)
- $288,455,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $493,850 | $0 |
| Forvis Mazars, Llp | NONE | $38,735 | not reported in the loaded dataset |
| The Ultimate Software Group Inc | NONE | $375 | not reported in the loaded dataset |
| Stifel Financial Corp. | NONE | $75 | not reported in the loaded dataset |