2023 Form 5500 filing — Warners Stellian Co. , Inc. 401(K) Profit Sharing Plan And Trust
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 20241010151301NAL0034561056001) for Warners Stellian Co. , Inc. 401(K) Profit Sharing Plan And Trust, reported by Warners Stellian Co., Inc. under EIN 41-0971741 and plan number 002. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151301NAL0034561056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warners Stellian Co., Inc.
- EIN
- 41-0971741
- Plan number
- 002
- Location
- St. Paul, MN
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,294,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,294,658
- Employer contributions
- $762,000
- Participant contributions
- $1,735,344
- Total income / additions
- $7,598,769
- Benefits paid
- $2,398,401
- Administrative expenses
- $74,880
- Total expenses
- $2,517,286
- Net increase / (decrease)
- $5,081,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisers, Inc | INVESTMENT ADVISOR | $47,055 | not reported in the loaded dataset |