Stubbe & Associates, Inc. 2011 Amended And Restated Employee Stock Ownership 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. 2011 Amended And Restated Employee Stock Ownership Plan is a benefit plan reported by Stubbe & Associates, Inc. under EIN 41-1546926 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $2,906,395 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
- 002
- Plan type
- 2
- Location
- Minnetonka, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H | 20241015111154NAL0029360465001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,906,395
- Total liabilities (EOY)
- $458,561
- Net assets (EOY)
- $2,447,834
- Net assets (BOY)
- $2,841,718
Income & contributions
- Employer contributions
- $26,208
- Total contributions
- $26,208
- Total income / additions
- -$281,029
Expenses & distributions
- Benefits paid
- $104,853
- Administrative expenses
- $0
- Total expenses
- $112,855
- Net increase / (decrease)
- -$393,884
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.