Original filing (PDF)20230119140815NAL0003118353001

STURBRIDGE YANKEE WORKSHOP, CORP.

Name: STURBRIDGE YANKEE WORKSHOP, CORP. — STURBRIDGE YANKEE WORKSHOP, CORP. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: STURBRIDGE YANKEE WORKSHOP, CORP.

Form 5500-SF

FILING_RECEIVED

STURBRIDGE YANKEE WORKSHOP, CORP. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STURBRIDGE YANKEE WORKSHOP, CORP..

Plan sponsor

Name

STURBRIDGE YANKEE WORKSHOP, CORP.

EIN

46-4257889

Address

90 BLUEBERRY ROAD · PORTLAND, ME · 041021989

Phone

(207) 774-9045

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-27

Filed

2023-01-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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