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Original filing (PDF)20251010070952NAL0012557712001

STOCKWELL ELASTOMERICS, INC.

Form 5500
FILING_RECEIVED
STOCKWELL ELASTOMERICS PERPETUITY EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding100% employer stock
Active participants
87
Accounts w/ balance
136
Plan assets (EOY)
$11.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "Stockwell Elastomerics, Inc. common stock 72,500 shares" is 100% of plan.
  • 100% of plan in employer / sponsor stock.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOCKWELL ELASTOMERICS, INC..
Plan sponsor
Name
STOCKWELL ELASTOMERICS, INC.
EIN
23-1127920
Address
4749 TOLBUT STREET · PHILADELPHIA, PA · 19136
Phone
(215) 335-3005
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
KREISHCER MILLER
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $11.7M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Stockwell Elastomerics, Inc. common stock 72,500 shares$12.3M$11.7M100.0%

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