2023 Form 5500 filing — Stefanini Retirement Savings 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 20241015162650NAL0057229874001) for Stefanini Retirement Savings Plan, reported by Stefanini under EIN 38-2774613 and plan number 001. It reports 1,759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$61.1MReported net assets$61,095,462
Participants1.8K1,759
Provider compensation$113.7K3 Schedule C row(s)$113,724
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015162650NAL0057229874001
Plan sponsor
Stefanini
EIN
38-2774613
Plan number
001
Location
Southfield, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$61.1M total assets
Net assets$61.1MLiabilities
Money in vs. money out
Total income / additions$15.6M
Total expenses$6M
Benefits paid / distributions$5.8M
Contributions
Employer$973.2K
Participant$5.1M
Full reported line items
Total assets (EOY)
$61,095,462
Net assets (EOY)
$61,095,462
Employer contributions
$973,247
Participant contributions
$5,104,495
Total income / additions
$15,586,444
Benefits paid
$5,844,356
Administrative expenses
$113,724
Total expenses
$5,977,216
Net increase / (decrease)
$9,609,228
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $69.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY PLAN · Direct $22.9K
  3. 3
    INVESTMENT ADVISORY PLAN · Direct $21K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015162650NAL0057229874001 cover?
It is the 2023 Form 5500 filing for Stefanini Retirement Savings Plan, reported by Stefanini (EIN 38-2774613).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages