Stonefield Engineering And Design 401(K) & Profit Sharing Plan — Form 5500 plan (Stonefield Engineering And Design, 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, Stonefield Engineering And Design 401(K) & Profit Sharing Plan is a benefit plan reported by Stonefield Engineering And Design, LLC under EIN 27-1586538 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $6,440,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stonefield Engineering And Design, LLC
- EIN
- 27-1586538
- Plan number
- 001
- Plan type
- 2
- Location
- Rutherford, NJ
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $6,440,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241009073035NAL0010409411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,440,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,440,642
- Net assets (BOY)
- $4,620,270
Income & contributions
- Employer contributions
- $330,613
- Participant contributions
- $739,723
- Total contributions
- $1,070,336
- Total income / additions
- $2,136,218
Expenses & distributions
- Benefits paid
- $314,723
- Administrative expenses
- $1,123
- Total expenses
- $315,846
- Net increase / (decrease)
- $1,820,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $20,606 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,112 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stonefield Engineering And Design, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Rutherford, NJ
- Northwestern Mutual Investment Serv — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation