2023 Form 5500 filing — Stewart & Tate Employees 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 20241015123723NAL0028443953001) for Stewart & Tate Employees Profit Sharing Plan, reported by Stewart & Tate, Inc. under EIN 23-1624612 and plan number 002. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123723NAL0028443953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart & Tate, Inc.
- EIN
- 23-1624612
- Plan number
- 002
- Location
- York, PA
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,268,763
- Total liabilities (EOY)
- $10,553
- Net assets (EOY)
- $26,258,210
- Employer contributions
- $943,071
- Participant contributions
- $451,618
- Total income / additions
- $4,328,998
- Benefits paid
- $1,249,106
- Administrative expenses
- $141,362
- Total expenses
- $1,396,154
- Net increase / (decrease)
- $2,932,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Glenmede Trust Company, N.A. | NONE | $36,460 | not reported in the loaded dataset |
| Conrad Siegel Inc | NONE | $35,182 | not reported in the loaded dataset |
| D. F. Dent & Company, Inc. | NONE | $22,143 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $10,764 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $10,214 | not reported in the loaded dataset |
| Rkl | NONE | $8,545 | not reported in the loaded dataset |
| Lombard Securities Inc | NONE | $6,837 | not reported in the loaded dataset |
| Srs Capital Advisors, Inc. | NONE | $6,487 | not reported in the loaded dataset |
| Blackrock Fund Advisors | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 |
| Invesco Advisers Inc | NONE | $0 | $0 |
| Janus Capital LLC | NONE | $0 | $0 |
| Massachusetts Financial Services Co | NONE | $0 | $0 |
| American Century Investment Inc | NONE | $0 | $0 |
| Legg Mason Partners Fund Advisor Ll | NONE | $0 | $0 |
| Blackrock Advisors LLC | NONE | $0 | $0 |
| American Beacon Advisors Inc | NONE | $0 | $0 |
| Angel Oak Capital Advisors, LLC | NONE | $0 | $0 |
| D.F. Dent And Company, Inc | NONE | $0 | $0 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| First Pacific Advisors, LLC | NONE | $0 | $0 |
| Grantham, Mayo, Van Otterloo & Co., | NONE | $0 | $0 |
| Gqg Partners LLC | NONE | $0 | $0 |
| Harris Associates Lp | NONE | $0 | $0 |
| Vanguard Group Inc | NONE | $0 | $0 |
| Nexpoint Residential Trust, Inc. | NONE | $0 | $0 |
| Versus Capital, LLC. | NONE | $0 | $0 |