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, Stewart'S Shops Corp Employee Stock Ownership Plan is a benefit plan reported by Stewart'S Shops Corp under EIN 14-1323607 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,921 participants and $876,575,830 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $876,575,830
- Total liabilities (EOY)
- $26,301,624
- Net assets (EOY)
- $850,274,206
- Net assets (BOY)
- $781,606,340
Income & contributions
- Employer contributions
- $29,101,602
- Total contributions
- $29,101,602
- Total income / additions
- $151,046,001
Expenses & distributions
- Benefits paid
- $82,273,539
- Administrative expenses
- $104,596
- Total expenses
- $82,378,135
- Net increase / (decrease)
- $68,667,866