Stouse, LLC Profit Sharing / 401(K) Savings Plan — Form 5500 plan (Stouse, 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, Stouse, LLC Profit Sharing / 401(K) Savings Plan is a benefit plan reported by Stouse, LLC under EIN 47-5521700 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $21,847,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stouse, LLC
EIN
47-5521700
Plan number
001
Plan type
2
Location
New Century, KS
Latest filing year
2023
Participants
524
End-of-year plan assets
$21,847,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023524H, C20240919151759NAL0008517728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,847,485
Total liabilities (EOY)
$0
Net assets (EOY)
$21,847,485
Net assets (BOY)
$19,211,709

Income & contributions

Employer contributions
$450,193
Participant contributions
$1,231,073
Total contributions
$1,880,267
Total income / additions
$4,957,376

Expenses & distributions

Benefits paid
$3,041,473
Administrative expenses
$119,215
Total expenses
$3,187,290
Net increase / (decrease)
$1,770,086

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$119,215$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$37,7192023

Related Form 5500 pages