Stats LLC Savings Plan — Form 5500 plan (Stats 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, Stats LLC Savings Plan is a benefit plan reported by Stats LLC under EIN 84-1686415 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $34,769,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stats LLC
- EIN
- 84-1686415
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $34,769,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20241007093429NAL0014989649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,769,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,769,594
- Net assets (BOY)
- $30,178,248
Income & contributions
- Employer contributions
- $10,414
- Participant contributions
- $1,295,164
- Total contributions
- $1,360,026
- Total income / additions
- $7,059,568
Expenses & distributions
- Benefits paid
- $2,392,150
- Administrative expenses
- $76,072
- Total expenses
- $2,468,222
- Net increase / (decrease)
- $4,591,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,308 | $0 | 2023 |
| Marcum Llp | ACCOUNTANT | $30,112 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | ACCOUNTANT | $5,500 | not reported in the loaded dataset | 2023 |