Sa Stone Wealth Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sa Stone Wealth Management is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $115,654 and reported indirect compensation totals $12,588.
Reported compensation summary
- Reported direct compensation
- $115,654
- Reported indirect compensation
- $12,588
- Total reported compensation
- $128,242
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Pennsylvania Tool Sales & Services | OH | 1 | $77,104 |
| Talbert House | OH | 1 | $31,382 |
| Vector Resources, Inc. | CA | 1 | $12,588 |
| Glunt Industries, Inc. | OH | 1 | $7,168 |
State footprint
Plans reporting Sa Stone Wealth Management are sponsored in OH (3), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pennsylvania Tool Sales & Services | Pennsylvania Tool Sales & Services Profit Sharing Plan | 2023 | $77,104 | not reported in the loaded dataset |
| Talbert House | Talbert House 403(B) Plan | 2023 | $31,382 | not reported in the loaded dataset |
| Vector Resources, Inc. | Vector Resources, Inc. 401(K) Plan | 2023 | $0 | $12,588 |
| Glunt Industries, Inc. | Glunt Industries, Inc. 401(K) Profit Sharing Plan | 2023 | $7,168 | not reported in the loaded dataset |
Related Form 5500 pages
- Pennsylvania Tool Sales & Services Profit Sharing Plan (plan 003)
- Pennsylvania Tool Sales & Services — all reported plans
- Talbert House 403(B) Plan (plan 008)
- Talbert House — all reported plans
- Vector Resources, Inc. 401(K) Plan (plan 001)
- Vector Resources, Inc. — all reported plans
- Glunt Industries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Glunt Industries, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources