Stiles Corporation 401(K) Plan — Form 5500 plan (Stiles Corporation)
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, Stiles Corporation 401(K) Plan is a benefit plan reported by Stiles Corporation under EIN 65-0036314 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $47,473,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stiles Corporation
- EIN
- 65-0036314
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $47,473,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20241011125641NAL0043732306001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,473,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,473,450
- Net assets (BOY)
- $40,411,681
Income & contributions
- Employer contributions
- $342,743
- Participant contributions
- $2,507,004
- Total contributions
- $3,187,176
- Total income / additions
- $10,518,343
Expenses & distributions
- Benefits paid
- $3,443,048
- Administrative expenses
- $12,250
- Total expenses
- $3,456,574
- Net increase / (decrease)
- $7,061,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $50,762 | 2023 |
| Templeton & Company | PLAN SPONSOR | $10,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,250 | $0 | 2023 |