2023 Form 5500 filing — Stonex Group Inc. 401(K) 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 20241015115427NAL0014540195001) for Stonex Group Inc. 401(K) Plan, reported by Stonex Group Inc. under EIN 59-2921318 and plan number 004. It reports 2,187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115427NAL0014540195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stonex Group Inc.
- EIN
- 59-2921318
- Plan number
- 004
- Location
- Kansas City, MO
- Participants
- 2,187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $265,581,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $265,581,419
- Employer contributions
- $11,069,751
- Participant contributions
- $20,750,678
- Total income / additions
- $67,080,784
- Benefits paid
- $14,740,713
- Administrative expenses
- $76,953
- Total expenses
- $14,817,666
- Net increase / (decrease)
- $52,263,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Cpas P.C. | AUDITOR | $49,824 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $27,129 | $0 |