Plan Ledger DOL Form 5500 · updated monthly

Stahl & Associates Insurance, Inc.401(k)

STAHL & ASSOCIATES INSURANCE, INC. 401(K) SAVINGS PLAN · ST. PETERSBURG, FL · plan year 2022

Reported admin expense ratio · 2022
0.39%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Stahl & Associates Insurance, Inc. reported $58,422 in plan administrative expenses for 2022: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,079 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,431st-largest of 3,644 plans among Florida employers on file, and 3,594th of 4,798 in finance & insurance. In 2022, employees put in $3.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,040,961
Participants with balances127
Active participants113
Employer contributions$234,880
Employee contributions$906,052
Employer contribution per active participant$2,079
Average account balance$110,559
Benefits paid to participants$436,691
Plan auditUnmodified (clean) audit opinion
AuditorWELLS, HOUSER & SCHATZEL, P.A.
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $258K emplr
2022$14.0M · 127 accts · $235K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$58,422
Total administrative$58,422
The Stahl & Associates Insurance, Inc. 401(k) match · 2022
Employer contribution per active participant$2,079
Median for plans this size$2,266

Stahl & Associates Insurance, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$58,422 · 0.39%
Similar plansFinance & Insurance · Florida
Lsq Group Holdings, LLC FL$14.4M · 0.39%
Envision Credit Union FL$14.3M · 0.13%
We Florida Financial FL$14.1M · 0.39%
Gulf Winds Credit Union FL$14.1M · 0.53%
One Florida Bank FL$13.9M · 0.21%
Siebert Financial Corp. FL$13.8M · 0.11%
Das Talent, LLC FL$12.9M · 0.45%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 592273547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.