2023 Form 5500 filing — Stoney Creek 401k) 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 20241010150320NAL0036203712001) for Stoney Creek 401k) Plan, reported by Stoney Creek Hospitality Corporation under EIN 42-1428649 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150320NAL0036203712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoney Creek Hospitality Corporation
- EIN
- 42-1428649
- Plan number
- 001
- Location
- Mason City, IA
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,392,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,392,641
- Employer contributions
- $133,109
- Participant contributions
- $254,608
- Total income / additions
- $1,182,142
- Benefits paid
- $787,296
- Administrative expenses
- $31,611
- Total expenses
- $818,907
- Net increase / (decrease)
- $363,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,418 | $0 |
| Visionpoint Advisory Group | ADVISOR | $11,193 | not reported in the loaded dataset |