Stewart Engineering, Inc. 401(K) Plan — Form 5500 plan (Stewart Engineering 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, Stewart Engineering, Inc. 401(K) Plan is a benefit plan reported by Stewart Engineering Inc. under EIN 56-1854766 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $13,880,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stewart Engineering Inc.
EIN
56-1854766
Plan number
001
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
240
End-of-year plan assets
$13,880,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20241017144614NAL0018522723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,880,983
Total liabilities (EOY)
$0
Net assets (EOY)
$13,880,983
Net assets (BOY)
$12,351,957

Income & contributions

Employer contributions
$513,890
Participant contributions
$1,034,777
Total contributions
$1,708,170
Total income / additions
$3,657,317

Expenses & distributions

Benefits paid
$2,082,314
Administrative expenses
$45,977
Total expenses
$2,128,291
Net increase / (decrease)
$1,529,026

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$28,813$02023
Pnc Bank Amg Ops Fee GroupADVISOR$15,291not reported in the loaded dataset2023

Related Form 5500 pages