2023 Form 5500 filing — Stiles & Company Inc. 401k 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 20241030133521NAL0000432947001) for Stiles & Company Inc. 401k Plan, reported by Stiles & Company Inc. under EIN 20-3987427 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241030133521NAL0000432947001
Plan sponsor
Stiles & Company Inc.
EIN
20-3987427
Plan number
001
Location
New Port Richey, FL
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 I · 2023

Reported financial snapshot

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

Money in vs. money out
Total income / additions$23.9K
Total expenses$252.6K
Benefits paid / distributions$252.6K
Contributions
Employer$0
Participant$2.3K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$0
Participant contributions
$2,317
Total income / additions
$23,868
Benefits paid
$252,613
Administrative expenses
$0
Total expenses
$252,613
Net increase / (decrease)
-$228,745

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241030133521NAL0000432947001 cover?
It is the 2023 Form 5500 filing for Stiles & Company Inc. 401k Plan, reported by Stiles & Company Inc. (EIN 20-3987427).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages