Stoneridge Meat & Country Market, Inc. Retirement Plan — Form 5500 plan (Stoneridge Meat & Country Market, 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, Stoneridge Meat & Country Market, Inc. Retirement Plan is a benefit plan reported by Stoneridge Meat & Country Market, Inc. under EIN 20-1272774 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $4,226,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoneridge Meat & Country Market, Inc.
- EIN
- 20-1272774
- Plan number
- 001
- Plan type
- 2
- Location
- Wautoma, WI
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $4,226,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241009134237NAL0038043330002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,226,391
- Net assets (EOY)
- $4,226,391
- Net assets (BOY)
- $3,645,414
Income & contributions
- Employer contributions
- $192,537
- Participant contributions
- $364,771
- Total contributions
- $557,308
- Total income / additions
- $1,241,994
Expenses & distributions
- Benefits paid
- $638,864
- Administrative expenses
- $22,153
- Total expenses
- $661,017
- Net increase / (decrease)
- $580,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $19,553 | not reported in the loaded dataset | 2023 |
| Pension Consultants Co., Inc. | THIRD PARTY ADMINISTRATOR | $1,800 | $1,956 | 2023 |
| Capital Group Retirement Plan Svc | RECORDKEEPER | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stoneridge Meat & Country Market, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Wautoma, WI
- Edward Jones — Schedule C compensation
- Pension Consultants Co., Inc. — Schedule C compensation
- Capital Group Retirement Plan Svc — Schedule C compensation