Plan5500

Stackpath Management, Inc. 401(K) Plan — Form 5500 plan (Stackpath Management, 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, Stackpath Management, Inc. 401(K) Plan is a benefit plan reported by Stackpath Management, Inc. under EIN 20-3505361 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $16,367,275 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.4MPlan net assets, end of year$16,367,275
Participants364Covered participants reported
Assets / participant$45KComputed: assets ÷ participants$44,965 (computed)
Provider compensation$67.1K4 Schedule C provider row(s)$67,082
Plan sponsor
Stackpath Management, Inc.
EIN
20-3505361
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    364 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.4M total assets
Net assets$16.4MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$2.6M
Benefits paid / distributions$2.6M
Contributions
Employer$695.4K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$16,367,275
Total liabilities (EOY)
$0
Net assets (EOY)
$16,367,275
Net assets (BOY)
$14,244,105

Income & contributions

Employer contributions
$695,353
Participant contributions
$1,540,850
Total contributions
$2,253,863
Total income / additions
$4,769,743

Expenses & distributions

Benefits paid
$2,560,240
Administrative expenses
$45,784
Total expenses
$2,646,573
Net increase / (decrease)
$2,123,170
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$32.9K
    RECORDKEEPER · Direct $32.9K · Indirect $0
  2. 2
    Empower Advisory Group, LLC$14.2K
    INVESTMENT MGMT · Direct $14.2K
  3. 3
    Alliance Benefit Group Of Houston I$10K
    OTHER · Direct $0 · Indirect $10K
  4. 4
    Global Retirement Partners LLC$10K
    INVESTMENT ADVISOR · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the Stackpath Management, Inc. 401(K) Plan?
Stackpath Management, Inc. 401(K) Plan is reported as sponsored by Stackpath Management, Inc. (EIN 20-3505361, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Stackpath Management, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Stackpath Management, Inc. 401(K) Plan is 2023.
How many participants does Stackpath Management, Inc. 401(K) Plan report?
Stackpath Management, Inc. 401(K) Plan reports 364 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Stackpath Management, Inc. 401(K) Plan?
Stackpath Management, Inc. 401(K) Plan reports $16,367,275 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages