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, Stonex Group Inc. 401(K) Plan is a benefit plan reported by Stonex Group Inc. under EIN 59-2921318 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,187 participants and $265,581,419 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $265,581,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $265,581,419
- Net assets (BOY)
- $213,318,301
Income & contributions
- Employer contributions
- $11,069,751
- Participant contributions
- $20,750,678
- Total contributions
- $35,297,585
- Total income / additions
- $67,080,784
Expenses & distributions
- Benefits paid
- $14,740,713
- Administrative expenses
- $76,953
- Total expenses
- $14,817,666
- Net increase / (decrease)
- $52,263,118