Stolt-Nielsen Us 401(K) Savings Plan — Form 5500 plan (Stolt-Nielsen Usa 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, Stolt-Nielsen Us 401(K) Savings Plan is a benefit plan reported by Stolt-Nielsen Usa Inc. under EIN 13-1932470 and plan number 002. The latest loaded filing year is 2023. The filing reports 681 participants and $121,730,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stolt-Nielsen Usa Inc.
- EIN
- 13-1932470
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 681
- End-of-year plan assets
- $121,730,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 681 | H, C | 20241001111717NAL0012197792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,730,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,730,530
- Net assets (BOY)
- $102,799,430
Income & contributions
- Employer contributions
- $6,602,355
- Participant contributions
- $3,826,411
- Total contributions
- $10,868,666
- Total income / additions
- $32,613,086
Expenses & distributions
- Benefits paid
- $13,507,730
- Administrative expenses
- $134,138
- Total expenses
- $13,681,986
- Net increase / (decrease)
- $18,931,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $69,525 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $27,300 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | ACCOUNTANT/AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,313 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stolt-Nielsen Usa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Strategic Advisors, Inc. — Schedule C compensation
- Creative Planning, LLC — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation