2023 Form 5500 filing — Stewart Engineering, 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 20241017144614NAL0018522723001) for Stewart Engineering, Inc. 401(K) Plan, reported by Stewart Engineering Inc. under EIN 56-1854766 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017144614NAL0018522723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart Engineering Inc.
- EIN
- 56-1854766
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,880,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,880,983
- Employer contributions
- $513,890
- Participant contributions
- $1,034,777
- Total income / additions
- $3,657,317
- Benefits paid
- $2,082,314
- Administrative expenses
- $45,977
- Total expenses
- $2,128,291
- Net increase / (decrease)
- $1,529,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $28,813 | $0 |
| Pnc Bank Amg Ops Fee Group | ADVISOR | $15,291 | not reported in the loaded dataset |