Plain-English plan 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, Stokes Healthcare, Inc. 401(K) Plan is a benefit plan reported by Stokes Healthcare, Inc. under EIN 01-0578853 and plan number 003. The latest loaded filing year is 2023. The filing reports 155 participants and $9,437,266 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,437,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,437,266
- Net assets (BOY)
- $7,427,759
Income & contributions
- Employer contributions
- $211,238
- Participant contributions
- $482,540
- Total contributions
- $693,778
- Total income / additions
- $2,124,108
Expenses & distributions
- Benefits paid
- $61,916
- Administrative expenses
- $6,582
- Total expenses
- $114,601
- Net increase / (decrease)
- $2,009,507