Stein Garden Centers, Inc. 401(K) Plan — Form 5500 plan (Stein Garden Centers, 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, Stein Garden Centers, Inc. 401(K) Plan is a benefit plan reported by Stein Garden Centers, Inc. under EIN 39-0965827 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $14,304,316 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stein Garden Centers, Inc.
EIN
39-0965827
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
280
End-of-year plan assets
$14,304,316

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20240730104837NAL0011739459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,304,316
Total liabilities (EOY)
$0
Net assets (EOY)
$14,304,316
Net assets (BOY)
$13,680,904

Income & contributions

Employer contributions
$258,384
Participant contributions
$584,265
Total contributions
$846,227
Total income / additions
$3,048,335

Expenses & distributions

Benefits paid
$2,355,038
Administrative expenses
$69,885
Total expenses
$2,424,923
Net increase / (decrease)
$623,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$33,327$02023
Robert W. Baird & Co. Inc.INVESTMENT ADVISORY-PLAN$33,037not reported in the loaded dataset2023
Pension Inc.RECORDKEEPER$1,978$02023

Related Form 5500 pages