2023 Form 5500 filing — Stafford Management, LLC 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 20241009081908NAL0018904593001) for Stafford Management, LLC 401(K) Plan, reported by Stafford Management, LLC under EIN 20-5511698 and plan number 001. It reports 1,468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009081908NAL0018904593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stafford Management, LLC
- EIN
- 20-5511698
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 1,468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,572,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,572,358
- Employer contributions
- $426,669
- Participant contributions
- $2,732,593
- Total income / additions
- $5,726,357
- Benefits paid
- $1,625,086
- Administrative expenses
- $118,759
- Total expenses
- $1,743,845
- Net increase / (decrease)
- $3,982,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $94,834 | not reported in the loaded dataset |
| Pinnacle Pension Consultants, LLC | BROKER | $24,000 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | NONE | $0 | $7,089 |