2023 Form 5500 filing — Stewart-Macdonald Mfg. Co., Inc. 401(K) 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 20241014153206NAL0046603792001) for Stewart-Macdonald Mfg. Co., Inc. 401(K) Retirement Plan, reported by Stewart-Macdonald Mfg. Co., Inc. under EIN 31-0783143 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241014153206NAL0046603792001
Filing year
2023
Form type
2
Plan sponsor
Stewart-Macdonald Mfg. Co., Inc.
EIN
31-0783143
Plan number
001
Location
Athens, OH
Participants
139
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,497,275
Total liabilities (EOY)
$0
Net assets (EOY)
$6,497,275
Employer contributions
$91,876
Participant contributions
$262,639
Total income / additions
$1,252,324
Benefits paid
$36,369
Administrative expenses
$27,567
Total expenses
$79,649
Net increase / (decrease)
$1,172,675
Schedule source
Schedule I

Related Form 5500 pages