Plan5500

Stanley Retirement Plan — Form 5500 plan (S.C. Companies, 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, Stanley Retirement Plan is a benefit plan reported by S.C. Companies, Inc. under EIN 42-1269893 and plan number 001. The latest loaded filing year is 2023. The filing reports 801 participants and $325,142,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S.C. Companies, Inc.
EIN
42-1269893
Plan number
001
Plan type
2
Location
Muscatine, IA
Latest filing year
2023
Participants
801
End-of-year plan assets
$325,142,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023801H, C20240909164508NAL0004695649002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$325,142,982
Net assets (EOY)
$325,142,982
Net assets (BOY)
$281,350,115

Income & contributions

Employer contributions
$5,057,695
Participant contributions
$9,608,692
Total contributions
$14,666,387
Total income / additions
$65,254,862

Expenses & distributions

Benefits paid
$21,150,388
Administrative expenses
$311,607
Total expenses
$21,461,995
Net increase / (decrease)
$43,792,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Fiduciary Trust CompanyNONE$204,262not reported in the loaded dataset2023
CaptrustNONE$97,170not reported in the loaded dataset2023
Anderson, Lower, Whitlow, P.C.NONE$10,175not reported in the loaded dataset2023

Related Form 5500 pages