Stbw 401(K) Plan — Form 5500 plan (Seals, Tacia And Bartz, Od, Pc)
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, Stbw 401(K) Plan is a benefit plan reported by Seals, Tacia And Bartz, Od, Pc under EIN 38-3021450 and plan number 001. The latest loaded filing year is 2023. The filing reports 76 participants and $1,931,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seals, Tacia And Bartz, Od, Pc
- EIN
- 38-3021450
- Plan number
- 001
- Plan type
- 2
- Location
- Alma, MI
- Latest filing year
- 2023
- Participants
- 76
- End-of-year plan assets
- $1,931,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 76 | I | 20240828080038NAL0024031922001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,931,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,931,230
- Net assets (BOY)
- $1,512,269
Income & contributions
- Employer contributions
- $79,334
- Participant contributions
- $200,037
- Total income / additions
- $554,747
Expenses & distributions
- Benefits paid
- $125,981
- Administrative expenses
- $9,805
- Total expenses
- $135,786
- Net increase / (decrease)
- $418,961
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.