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, Stambaugh Ness 401(K) Plan is a benefit plan reported by Stambaugh Ness, Inc. under EIN 23-2846715 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $27,822,916 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,822,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,822,916
- Net assets (BOY)
- $23,112,409
Income & contributions
- Employer contributions
- $819,452
- Participant contributions
- $1,870,830
- Total contributions
- $3,770,846
- Total income / additions
- $7,242,280
Expenses & distributions
- Benefits paid
- $2,445,780
- Administrative expenses
- $85,993
- Total expenses
- $2,531,773
- Net increase / (decrease)
- $4,710,507