Plan5500

Stone Resource LLC Employee Benefit Plan — Form 5500 plan (Stone Resource 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, Stone Resource LLC Employee Benefit Plan is a benefit plan reported by Stone Resource LLC under EIN 27-2282672 and plan number 501. The latest loaded filing year is 2023. The filing reports 33 participants and $70,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stone Resource LLC
EIN
27-2282672
Plan number
501
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
33
End-of-year plan assets
$70,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I, C20250507100225NAL0023850258001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$70,769
Total liabilities (EOY)
$22,281
Net assets (EOY)
$48,488
Net assets (BOY)
-$7,769

Income & contributions

Employer contributions
$78,496
Participant contributions
$89,971
Total income / additions
$182,736

Expenses & distributions

Benefits paid
$47,473
Administrative expenses
$2,928
Total expenses
$126,479
Net increase / (decrease)
$56,257

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital (Ga)BROKER$5,201not reported in the loaded dataset2023
The Benecon GroupBROKER$5,181not reported in the loaded dataset2023
Fair American Insurance And ReinsurADMIN$4,582not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$2,928not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,070not reported in the loaded dataset2023

Related Form 5500 pages