Plan5500

Stimpson Employee 401(K) Plan — Form 5500 plan (Edwin B. Stimpson Company, Inc.)

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, Stimpson Employee 401(K) Plan is a benefit plan reported by Edwin B. Stimpson Company, Inc. under EIN 11-1373230 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $25,192,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edwin B. Stimpson Company, Inc.
EIN
11-1373230
Plan number
002
Plan type
2
Location
Pompano Beach, FL
Latest filing year
2023
Participants
222
End-of-year plan assets
$25,192,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20241007072147NAL0008709107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,192,396
Total liabilities (EOY)
$0
Net assets (EOY)
$25,192,396
Net assets (BOY)
$23,943,319

Income & contributions

Participant contributions
$711,383
Total contributions
$711,383
Total income / additions
$3,824,841

Expenses & distributions

Benefits paid
$2,545,200
Administrative expenses
$30,564
Total expenses
$2,575,764
Net increase / (decrease)
$1,249,077

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT MANAGEMENT$40,897not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$30,564$02023
Grassi & Co., Cpas, P.C.ACCOUNTANT$19,266not reported in the loaded dataset2023

Related Form 5500 pages