Stratford Homes 401(K) Plan — Form 5500 plan (Stratford Homes Limited Partnership)
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, Stratford Homes 401(K) Plan is a benefit plan reported by Stratford Homes Limited Partnership under EIN 39-1649158 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $7,059,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stratford Homes Limited Partnership
- EIN
- 39-1649158
- Plan number
- 002
- Plan type
- 2
- Location
- Stratford, WI
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $7,059,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20240715141159NAL0000917843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,059,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,059,254
- Net assets (BOY)
- $6,349,104
Income & contributions
- Employer contributions
- $81,866
- Participant contributions
- $446,844
- Total contributions
- $528,710
- Total income / additions
- $1,689,626
Expenses & distributions
- Benefits paid
- $938,080
- Administrative expenses
- $41,396
- Total expenses
- $979,476
- Net increase / (decrease)
- $710,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $16,627 | not reported in the loaded dataset | 2023 |
| The Hays Financial Group | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $12,269 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stratford Homes Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Stratford, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- The Hays Financial Group — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation