What is the most recent Form 5500 filing year for Stolle Machinery Company Union Employee 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Stolle Machinery Company Union Employee 401(K) Profit Sharing Plan is 2023.

How many participants does Stolle Machinery Company Union Employee 401(K) Profit Sharing Plan report?

Stolle Machinery Company Union Employee 401(K) Profit Sharing Plan reports 234 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Stolle Machinery Company Union Employee 401(K) Profit Sharing Plan?

Stolle Machinery Company Union Employee 401(K) Profit Sharing Plan reports $10,268,047 in end-of-year plan assets in its latest loaded Form 5500 filing.

Stolle Machinery Company Union Employee 401(K) Profit Sharing Plan — Form 5500 plan (Stolle Machinery Company, LLC)

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, Stolle Machinery Company Union Employee 401(K) Profit Sharing Plan is a benefit plan reported by Stolle Machinery Company, LLC under EIN 80-0294712 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $10,268,047 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.3MPlan net assets, end of year$10,268,047

Participants234Covered participants reported

Assets / participant$43.9KComputed: assets ÷ participants$43,881 (computed)

Provider compensation$35.2K3 Schedule C provider row(s)$35,209

Plan sponsor: Stolle Machinery Company, LLC
EIN: 80-0294712
Plan number: 002
Plan type: 2
Location: Centennial, CO
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	234	H, C	20240926100720NAL0000920064001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.3M total assets

Net assets$10.3MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$831.4K

Benefits paid / distributions$782.3K

Contributions

Employer$375.3K

Participant$492.6K

Full reported line items

Net assets

Total assets (EOY): $10,268,047
Total liabilities (EOY): $0
Net assets (EOY): $10,268,047
Net assets (BOY): $8,795,939

Income & contributions

Employer contributions: $375,311
Participant contributions: $492,600
Total contributions: $867,911
Total income / additions: $2,185,986

Expenses & distributions

Benefits paid: $782,344
Administrative expenses: $35,209
Total expenses: $831,420
Net increase / (decrease): $1,354,566

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

43%57%

Employer 43%Participant 57%

Total expenses ÷ net assets8%Computed ratio

Benefits paid ÷ total income36%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Insurance Company O	RECORDKEEPER	$16,329	$0	2023
Morgan Stanley	INVESTMENT ADVISOR	$11,292	not reported in the loaded dataset	2023
Empower Advisory Group, LLC	INVESTMENT MGMT	$7,588	not reported in the loaded dataset	2023