Stier Supply Company 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Stier Supply Company)
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, Stier Supply Company 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Stier Supply Company under EIN 57-0283944 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $6,763,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stier Supply Company
- EIN
- 57-0283944
- Plan number
- 001
- Plan type
- 2
- Location
- Gaston, SC
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $6,763,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20241014134316NAL0015034051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,763,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,763,647
- Net assets (BOY)
- $4,909,080
Income & contributions
- Employer contributions
- $507,794
- Participant contributions
- $983,428
- Total contributions
- $1,576,371
- Total income / additions
- $2,485,445
Expenses & distributions
- Benefits paid
- $592,981
- Administrative expenses
- $37,897
- Total expenses
- $630,878
- Net increase / (decrease)
- $1,854,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cornerstone Wealth Group LLC | ADVISOR | $19,361 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $15,835 | not reported in the loaded dataset | 2023 |