Stack Construction Technologies 401(K) Plan — Form 5500 plan (Stack Construction Technologies 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, Stack Construction Technologies 401(K) Plan is a benefit plan reported by Stack Construction Technologies Inc under EIN 82-3692025 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $3,202,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stack Construction Technologies Inc
- EIN
- 82-3692025
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Ash, OH
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $3,202,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241001114256NAL0007010289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,202,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,202,314
- Net assets (BOY)
- $1,903,169
Income & contributions
- Employer contributions
- $229,688
- Participant contributions
- $879,414
- Total contributions
- $1,109,102
- Total income / additions
- $1,506,872
Expenses & distributions
- Benefits paid
- $203,062
- Administrative expenses
- $4,665
- Total expenses
- $207,727
- Net increase / (decrease)
- $1,299,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | INVESTMENT ADVISORY-PLAN | $12,378 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $2,350 | $0 | 2023 |