Stafford Management, LLC 401(K) Plan — Form 5500 plan (Stafford Management, LLC)
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, Stafford Management, LLC 401(K) Plan is a benefit plan reported by Stafford Management, LLC under EIN 20-5511698 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,468 participants and $16,572,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stafford Management, LLC
- EIN
- 20-5511698
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 1,468
- End-of-year plan assets
- $16,572,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,468 | H, C | 20241009081908NAL0018904593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,572,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,572,358
- Net assets (BOY)
- $12,589,846
Income & contributions
- Employer contributions
- $426,669
- Participant contributions
- $2,732,593
- Total contributions
- $3,231,113
- Total income / additions
- $5,726,357
Expenses & distributions
- Benefits paid
- $1,625,086
- Administrative expenses
- $118,759
- Total expenses
- $1,743,845
- Net increase / (decrease)
- $3,982,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $94,834 | not reported in the loaded dataset | 2023 |
| Pinnacle Pension Consultants, LLC | BROKER | $24,000 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | NONE | $0 | $7,089 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stafford Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Stancorp Financial Group — Schedule C compensation
- Pinnacle Pension Consultants, LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation