Stonehenge 401(K) Plan — Form 5500 plan (Stonehenge Of Orem 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, Stonehenge 401(K) Plan is a benefit plan reported by Stonehenge Of Orem LLC under EIN 26-1325556 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $4,883,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stonehenge Of Orem LLC
- EIN
- 26-1325556
- Plan number
- 001
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $4,883,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20240806164349NAL0005670258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,883,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,883,536
- Net assets (BOY)
- $4,354,536
Income & contributions
- Participant contributions
- $328,206
- Total contributions
- $328,206
- Total income / additions
- $968,369
Expenses & distributions
- Benefits paid
- $376,281
- Administrative expenses
- $63,088
- Total expenses
- $439,369
- Net increase / (decrease)
- $529,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | CONTRACT ADMINISTRATION | $35,926 | $0 | 2023 |
| Intermountain Wealth Management | INVESTMENT ADVISOR | $17,662 | not reported in the loaded dataset | 2023 |
| Larson & Company, Pc | AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |