Stanley Foundation Retirement Plan & Trust Agreeme — Form 5500 plan (The Stanley Foundation)
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 Foundation Retirement Plan & Trust Agreeme is a benefit plan reported by The Stanley Foundation under EIN 42-6071036 and plan number 003. The latest loaded filing year is 2023. The filing reports 49 participants and $4,668,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Stanley Foundation
- EIN
- 42-6071036
- Plan number
- 003
- Plan type
- 2
- Location
- Muscatine, IA
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $4,668,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20241014161919NAL0054393826005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,668,197
- Net assets (EOY)
- $4,668,197
- Net assets (BOY)
- $4,071,264
Income & contributions
- Employer contributions
- $232,643
- Total income / additions
- $997,235
Expenses & distributions
- Benefits paid
- $389,405
- Administrative expenses
- $10,897
- Total expenses
- $400,302
- Net increase / (decrease)
- $596,933
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.