Stanz-Troyer Holdings, LLC — Form 5500 plan (Stanz-Troyer Holdings, 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, Stanz-Troyer Holdings, LLC is a benefit plan reported by Stanz-Troyer Holdings, LLC under EIN 87-1583993 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $22,441,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stanz-Troyer Holdings, LLC
EIN
87-1583993
Plan number
002
Plan type
2
Location
Goshen, IN
Latest filing year
2023
Participants
247
End-of-year plan assets
$22,441,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241015091626NAL0029107745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,441,841
Total liabilities (EOY)
$0
Net assets (EOY)
$22,441,841
Net assets (BOY)
$12,022,921

Income & contributions

Employer contributions
$149,530
Participant contributions
$799,093
Total contributions
$1,397,976
Total income / additions
$5,271,687

Expenses & distributions

Benefits paid
$7,755,658
Administrative expenses
$31,223
Total expenses
$7,787,571
Net increase / (decrease)
-$2,515,884

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ancora Retirement Plan AdvisorsADVISOR$29,154not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,069$02023

Related Form 5500 pages