Independent Stave Company, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Independent Stave Company, LLC)

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, Independent Stave Company, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Independent Stave Company, LLC under EIN 44-0515123 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,764 participants and $93,286,481 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Independent Stave Company, LLC
EIN
44-0515123
Plan number
002
Plan type
2
Location
Lebanon, MO
Latest filing year
2023
Participants
1,764
End-of-year plan assets
$93,286,481

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,764H, C20241002101800NAL0004713251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,286,481
Total liabilities (EOY)
$24,338
Net assets (EOY)
$93,262,143
Net assets (BOY)
$74,954,667

Income & contributions

Employer contributions
$3,619,966
Participant contributions
$7,349,171
Total contributions
$11,480,609
Total income / additions
$25,122,530

Expenses & distributions

Benefits paid
$6,497,241
Administrative expenses
$293,475
Total expenses
$6,815,054
Net increase / (decrease)
$18,307,476

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Correll Co.RECORDKEEPER$202,238$02023
Pension Consultants, Inc.ADVISOR$76,504$02023
Matrix Financial Solutions, Inc.NONE$9,640$02023

Related Form 5500 pages