2023 Form 5500 filing — Stoneridge Meat & Country Market, Inc. 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 20241009134237NAL0038043330002) for Stoneridge Meat & Country Market, Inc. Retirement Plan, reported by Stoneridge Meat & Country Market, Inc. under EIN 20-1272774 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009134237NAL0038043330002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoneridge Meat & Country Market, Inc.
- EIN
- 20-1272774
- Plan number
- 001
- Location
- Wautoma, WI
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,226,391
- Net assets (EOY)
- $4,226,391
- Employer contributions
- $192,537
- Participant contributions
- $364,771
- Total income / additions
- $1,241,994
- Benefits paid
- $638,864
- Administrative expenses
- $22,153
- Total expenses
- $661,017
- Net increase / (decrease)
- $580,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $19,553 | not reported in the loaded dataset |
| Pension Consultants Co., Inc. | THIRD PARTY ADMINISTRATOR | $1,800 | $1,956 |
| Capital Group Retirement Plan Svc | RECORDKEEPER | $800 | not reported in the loaded dataset |