Stacy And Witbeck, Inc. Employee Stock Ownership Plan — Form 5500 plan (Stacy And Witbeck, 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, Stacy And Witbeck, Inc. Employee Stock Ownership Plan is a benefit plan reported by Stacy And Witbeck, Inc. under EIN 94-2787950 and plan number 001. The latest loaded filing year is 2023. The filing reports 619 participants and $371,647,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stacy And Witbeck, Inc.
- EIN
- 94-2787950
- Plan number
- 001
- Plan type
- 2
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 619
- End-of-year plan assets
- $371,647,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 619 | H | 20250812173339NAL0008396657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $371,647,232
- Total liabilities (EOY)
- $20,380,134
- Net assets (EOY)
- $351,267,098
- Net assets (BOY)
- $380,835,549
Income & contributions
- Employer contributions
- $7,172,357
- Total contributions
- $7,172,357
- Total income / additions
- $32,886,035
Expenses & distributions
- Benefits paid
- $61,457,733
- Administrative expenses
- $0
- Total expenses
- $62,454,486
- Net increase / (decrease)
- -$29,568,451
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.