Stewart Welding & Fabricating, Inc. Employee Benefit Plan — Form 5500 plan (Stewart Welding & Fabricating, 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, Stewart Welding & Fabricating, Inc. Employee Benefit Plan is a benefit plan reported by Stewart Welding & Fabricating, Inc. under EIN 23-2526025 and plan number 501. The latest loaded filing year is 2023. The filing reports 153 participants and $1,216,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stewart Welding & Fabricating, Inc.
- EIN
- 23-2526025
- Plan number
- 501
- Plan type
- 2
- Location
- Wrightsville, PA
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $1,216,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20250225091555NAL0010696993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,216,035
- Total liabilities (EOY)
- $1,216,035
- Net assets (EOY)
- $0
- Net assets (BOY)
- $521,820
Income & contributions
- Employer contributions
- $1,775,663
- Participant contributions
- $477,470
- Total contributions
- $2,253,133
- Total income / additions
- $3,644,185
Expenses & distributions
- Benefits paid
- $4,089,388
- Administrative expenses
- $76,617
- Total expenses
- $4,166,005
- Net increase / (decrease)
- -$521,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Pennsylvania | BROKER | $47,135 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $29,990 | not reported in the loaded dataset | 2023 |
| Connectcare3 | OTHER | $7,541 | not reported in the loaded dataset | 2023 |
| Innovu | BROKER | $5,971 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stewart Welding & Fabricating, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wrightsville, PA
- Brown & Brown Of Pennsylvania — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Innovu — Schedule C compensation