Stakeholder Payroll Services, LLC. 401(K) Plan — Form 5500 plan (Stakeholder Payroll Services, 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, Stakeholder Payroll Services, LLC. 401(K) Plan is a benefit plan reported by Stakeholder Payroll Services, LLC under EIN 26-0588250 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,867 participants and $113,518,296 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stakeholder Payroll Services, LLC
EIN
26-0588250
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
11,867
End-of-year plan assets
$113,518,296

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,867H, C20240926110653NAL0000358691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,518,296
Total liabilities (EOY)
$0
Net assets (EOY)
$113,518,296
Net assets (BOY)
$103,202,059

Income & contributions

Employer contributions
$2,569
Participant contributions
$12,008,648
Total contributions
$12,876,094
Total income / additions
$30,114,204

Expenses & distributions

Benefits paid
$19,228,231
Administrative expenses
$419,637
Total expenses
$19,797,967
Net increase / (decrease)
$10,316,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$274,536$02023
Robert W Baird & CoADVISOR$137,451not reported in the loaded dataset2023
Usi AdvisorsADVISOR$7,650not reported in the loaded dataset2023

Related Form 5500 pages