Stoneage 401(K) Retirement Plan — Form 5500 plan (Stoneage, 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, Stoneage 401(K) Retirement Plan is a benefit plan reported by Stoneage, Inc. under EIN 84-0810170 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $17,025,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stoneage, Inc.
EIN
84-0810170
Plan number
001
Plan type
2
Location
Durango, CO
Latest filing year
2023
Participants
186
End-of-year plan assets
$17,025,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20260311170354NAL0005848720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,025,474
Total liabilities (EOY)
$0
Net assets (EOY)
$17,025,474
Net assets (BOY)
$13,049,059

Income & contributions

Employer contributions
$633,023
Participant contributions
$1,315,146
Total contributions
$2,256,798
Total income / additions
$4,771,685

Expenses & distributions

Benefits paid
$998,781
Administrative expenses
$6,653
Total expenses
$1,005,434
Net increase / (decrease)
$3,766,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$19,737$02023

Related Form 5500 pages