Stuller, Inc. 401(K) Retirement And Savings Plan — Form 5500 plan (Stuller, 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, Stuller, Inc. 401(K) Retirement And Savings Plan is a benefit plan reported by Stuller, Inc. under EIN 72-0694251 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,730 participants and $88,501,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stuller, Inc.
- EIN
- 72-0694251
- Plan number
- 001
- Plan type
- 2
- Location
- Lafayette, LA
- Latest filing year
- 2023
- Participants
- 1,730
- End-of-year plan assets
- $88,501,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,730 | H, C | 20241009103419NAL0010528947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,501,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,501,727
- Net assets (BOY)
- $73,279,620
Income & contributions
- Employer contributions
- $1,355,489
- Participant contributions
- $4,807,043
- Total contributions
- $6,736,461
- Total income / additions
- $19,549,628
Expenses & distributions
- Benefits paid
- $4,116,523
- Administrative expenses
- $189,445
- Total expenses
- $4,327,521
- Net increase / (decrease)
- $15,222,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $87,531 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $60,957 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $29,456 | not reported in the loaded dataset | 2023 |
| Eisneramper Llp | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stuller, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Lafayette, LA
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Eisneramper Llp — Schedule C compensation