How big is Stage 1 Financial, LLC's plan?

Stage 1 Financial, LLC's plan reported $531K in assets and 55 participants for 2023.

Original filing (PDF)20240930082853NAL0003119971001

Stage 1 Financial, LLC

Name: Stage 1 Financial, LLC — Stage 1 Financial 401(k), Form 5500 (2023)
Creator: Stage 1 Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stage 1 Financial 401(k) Plan

401(k) retirement plan · Stage 1 Financial, LLC's Stage 1 Financial 401(k) Plan held $531K in plan assets for 55 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$531K

Net assets (EOY)

$531K

People on this filing

Gaston Dubrovsky signed Stage 1 Financial, LLC's 2023 Form 5500 as plan administrator.

Gaston Dubrovsky — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stage 1 Financial, LLC's EIN is 46-4576570.

EIN 46-4576570

Plan number 001

Plan year 2023

ACK ID 20240930082853NAL0003119971001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stage 1 Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stage 1 Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STAGE 1 FINANCIAL, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score