2023 Form 5500 filing — Stova Group, LLC 401(K) Profit Sharing & Trust

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 20241015205048NAL0029649889001) for Stova Group, LLC 401(K) Profit Sharing & Trust, reported by Stova Group, LLC under EIN 92-0440466 and plan number 001. It reports 286 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)$11.5MReported net assets$11,471,432
Participants286
Provider compensation$54.3K3 Schedule C row(s)$54,300
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015205048NAL0029649889001
Plan sponsor
Stova Group, LLC
EIN
92-0440466
Plan number
001
Location
Bluffdale, UT
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$544.1K
Participant$1.3M
Full reported line items
Total assets (EOY)
$11,471,432
Total liabilities (EOY)
$0
Net assets (EOY)
$11,471,432
Employer contributions
$544,125
Participant contributions
$1,297,018
Total income / additions
$3,759,033
Benefits paid
$2,333,428
Administrative expenses
$54,301
Total expenses
$2,400,662
Net increase / (decrease)
$1,358,371
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$27.6K
    RECORD KEEPER · Direct $27.6K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $26.7K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015205048NAL0029649889001 cover?
It is the 2023 Form 5500 filing for Stova Group, LLC 401(K) Profit Sharing & Trust, reported by Stova Group, LLC (EIN 92-0440466).
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