2023 Form 5500 filing — Stoneridge 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 20241015132719NAL0028572609001) for Stoneridge Inc. 401(K) Retirement Plan, reported by Stoneridge, Inc. under EIN 34-1598949 and plan number 004. It reports 1,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132719NAL0028572609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoneridge, Inc.
- EIN
- 34-1598949
- Plan number
- 004
- Location
- Novi, MI
- Participants
- 1,118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,287,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,287,707
- Employer contributions
- $1,613,977
- Participant contributions
- $3,806,670
- Total income / additions
- $21,791,608
- Benefits paid
- $9,877,890
- Administrative expenses
- $144,268
- Total expenses
- $10,022,158
- Net increase / (decrease)
- $11,769,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $59,751 | $0 |
| Morgan Stanley & Co. Inc | ADVISOR | $56,212 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $28,305 | $0 |