2023 Form 5500 filing — Saxton & Stump, LLC 401(K) Profit Sharing 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 20241011095343NAL0021627745001) for Saxton & Stump, LLC 401(K) Profit Sharing Plan, reported by Saxton & Stump, LLC under EIN 47-3639234 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095343NAL0021627745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saxton & Stump, LLC
- EIN
- 47-3639234
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,773,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,773,859
- Employer contributions
- $1,624,886
- Participant contributions
- $1,453,612
- Total income / additions
- $5,674,032
- Benefits paid
- $3,801,945
- Administrative expenses
- $68,592
- Total expenses
- $3,870,537
- Net increase / (decrease)
- $1,803,495
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Bank | NONE | $68,592 | not reported in the loaded dataset |
| Applied Finance Advisors LLC | NONE | $0 | $0 |
| Federated Hermes | NONE | $0 | $0 |
| Fuller & Thaler Asset Management In | NONE | $0 | $0 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 |
| Goldman Sachs Asset Management, L.P | NONE | $0 | $0 |
| Gqg Partners LLC | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 |
| Nationwide Fund Advisors | NONE | $0 | $0 |
| Pacific Investment Company LLC | NONE | $0 | $0 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 |