Plan5500

Stubbe & Associates, Inc. Savings Plan — Form 5500 plan (Stubbe & Associates, 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, Stubbe & Associates, Inc. Savings Plan is a benefit plan reported by Stubbe & Associates, Inc. under EIN 41-1546926 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $13,513,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stubbe & Associates, Inc.
EIN
41-1546926
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
142
End-of-year plan assets
$13,513,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20241015090717NAL0055303714001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,513,286
Total liabilities (EOY)
$28,729
Net assets (EOY)
$13,484,557
Net assets (BOY)
$12,272,906

Income & contributions

Employer contributions
$187,267
Participant contributions
$1,003,854
Total contributions
$1,577,486
Total income / additions
$3,489,234

Expenses & distributions

Benefits paid
$2,221,608
Administrative expenses
$55,975
Total expenses
$2,277,583
Net increase / (decrease)
$1,211,651

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$55,975$02023
Visionpoint Advisory Group LLCINVESTMENT ADVISORY$0$29,3032023

Related Form 5500 pages