2023 Form 5500 filing — Stoneage Employee Stock Ownership 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 20250228125048NAL0002070114001) for Stoneage Employee Stock Ownership Plan, reported by Stoneage Holdings, Inc. under EIN 92-1106022 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228125048NAL0002070114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stoneage Holdings, Inc.
- EIN
- 92-1106022
- Plan number
- 002
- Location
- Durango, CO
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,506,184
- Total liabilities (EOY)
- $24,196,627
- Net assets (EOY)
- $15,309,557
- Employer contributions
- $1,077,507
- Total income / additions
- $3,521,626
- Benefits paid
- $1,163,172
- Administrative expenses
- $2,959
- Total expenses
- $2,191,857
- Net increase / (decrease)
- $1,329,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Polsinelli Pc | LEGAL | $70,163 | not reported in the loaded dataset |
| Ventura Esop Fiduciary Servies LLC | TRUSTEE | $26,250 | not reported in the loaded dataset |
| Rsm Us Llp | ACCOUNTANT | $18,000 | not reported in the loaded dataset |
| Prairie Capital | VALUATION SERVICES | $7,500 | not reported in the loaded dataset |
| Newport Group | RECORDKEEPER/BOOKKEEPER | $5,918 | not reported in the loaded dataset |