Stewart-Macdonald Mfg. Co., Inc. 401(K) Retirement Plan — Form 5500 plan (Stewart-Macdonald Mfg. Co., Inc.)
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, Stewart-Macdonald Mfg. Co., Inc. 401(K) Retirement Plan is a benefit plan reported by Stewart-Macdonald Mfg. Co., Inc. under EIN 31-0783143 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $6,497,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stewart-Macdonald Mfg. Co., Inc.
- EIN
- 31-0783143
- Plan number
- 001
- Plan type
- 2
- Location
- Athens, OH
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $6,497,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | I | 20241014153206NAL0046603792001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,497,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,497,275
- Net assets (BOY)
- $5,324,600
Income & contributions
- Employer contributions
- $91,876
- Participant contributions
- $262,639
- Total income / additions
- $1,252,324
Expenses & distributions
- Benefits paid
- $36,369
- Administrative expenses
- $27,567
- Total expenses
- $79,649
- Net increase / (decrease)
- $1,172,675
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.