2023 Form 5500 filing — Stewart Manufacturing 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 20241014081508NAL0025706465004) for Stewart Manufacturing LLC 401(K) Profit Sharing Plan, reported by Stewart Manufacturing, LLC under EIN 47-0893741 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081508NAL0025706465004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart Manufacturing, LLC
- EIN
- 47-0893741
- Plan number
- 001
- Location
- Hermansville, MI
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,156,277
- Net assets (EOY)
- $6,156,277
- Employer contributions
- $114,547
- Participant contributions
- $303,794
- Total income / additions
- $1,288,795
- Benefits paid
- $113,076
- Administrative expenses
- $49,192
- Total expenses
- $163,518
- Net increase / (decrease)
- $1,125,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | RECORDKEEPER | $24,674 | not reported in the loaded dataset |
| First Bank Upper Michigan | TRUSTEE | $13,032 | not reported in the loaded dataset |
| Anderson Tackman | AUDITOR | $10,100 | not reported in the loaded dataset |
| Charles Scwhab Trust Bank | CUSTODIAN | $1,386 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |