Stone And Associates Law Firm, P.A. 401(K) Retirement Plan — Form 5500 plan (Stone And Associates Law Firm Pa)
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, Stone And Associates Law Firm, P.A. 401(K) Retirement Plan is a benefit plan reported by Stone And Associates Law Firm Pa under EIN 26-0239488 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $1,848,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stone And Associates Law Firm Pa
- EIN
- 26-0239488
- Plan number
- 001
- Plan type
- 2
- Location
- Palmetto Bay, FL
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $1,848,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20241028153146NAL0003927265001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,848,897
- Net assets (EOY)
- $1,848,897
- Net assets (BOY)
- $1,597,781
Income & contributions
- Employer contributions
- $69,989
- Participant contributions
- $55,130
- Total income / additions
- $319,915
Expenses & distributions
- Benefits paid
- $68,771
- Administrative expenses
- $28
- Total expenses
- $68,799
- Net increase / (decrease)
- $251,116
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.