Stacy And Witbeck, Inc. Retirement Savings 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. Retirement Savings Plan is a benefit plan reported by Stacy And Witbeck, Inc. under EIN 94-2787950 and plan number 003. The latest loaded filing year is 2023. The filing reports 537 participants and $106,748,155 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
- 003
- Plan type
- 2
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $106,748,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20250812174412NAL0007416899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,748,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,748,155
- Net assets (BOY)
- $80,657,048
Income & contributions
- Employer contributions
- $4,689,724
- Participant contributions
- $3,504,795
- Total contributions
- $15,453,772
- Total income / additions
- $33,994,479
Expenses & distributions
- Benefits paid
- $7,852,940
- Administrative expenses
- $50,432
- Total expenses
- $7,903,372
- Net increase / (decrease)
- $26,091,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,206 | $0 | 2023 |
| Carlson, Quinn & Associates, Inc. | OTHER SERVICES | $0 | $25,000 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stacy And Witbeck, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Principal Life Insurance Company — Schedule C compensation
- Carlson, Quinn & Associates, Inc. — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation