2023 Form 5500 filing — Stacy And Witbeck, Inc. 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 20250812174412NAL0007416899001) for Stacy And Witbeck, Inc. Retirement Savings Plan, reported by Stacy And Witbeck, Inc. under EIN 94-2787950 and plan number 003. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812174412NAL0007416899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stacy And Witbeck, Inc.
- EIN
- 94-2787950
- Plan number
- 003
- Location
- Alameda, CA
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,748,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,748,155
- Employer contributions
- $4,689,724
- Participant contributions
- $3,504,795
- Total income / additions
- $33,994,479
- Benefits paid
- $7,852,940
- Administrative expenses
- $50,432
- Total expenses
- $7,903,372
- Net increase / (decrease)
- $26,091,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,206 | $0 |
| Carlson, Quinn & Associates, Inc. | OTHER SERVICES | $0 | $25,000 |
| Morningstar Investment Mgmt LLC | INV ADV PARTICIPANTS | $0 | $0 |