Stellar Industrial Supply, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Stellar Industrial Supply, 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, Stellar Industrial Supply, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Stellar Industrial Supply, Inc. under EIN 52-7256516 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $14,034,410 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stellar Industrial Supply, Inc.
EIN
52-7256516
Plan number
001
Plan type
2
Location
Tacoma, WA
Latest filing year
2023
Participants
308
End-of-year plan assets
$14,034,410

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241014131744NAL0046093184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,034,410
Total liabilities (EOY)
$59,337
Net assets (EOY)
$13,975,073
Net assets (BOY)
$10,726,604

Income & contributions

Employer contributions
$187,714
Participant contributions
$1,018,975
Total contributions
$1,606,772
Total income / additions
$4,020,024

Expenses & distributions

Benefits paid
$699,258
Administrative expenses
$72,297
Total expenses
$771,555
Net increase / (decrease)
$3,248,469

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch-EpsRIA$12,930not reported in the loaded dataset2023
Merrill Lynch-FasRIA$6,034not reported in the loaded dataset2023
John Hancock Life Insurance CompanyNONE$524$02023

Related Form 5500 pages