Original filing (PDF)20240501093118NAL0017663827001

Fivestone, LLC

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

Form 5500-SF

FILING_RECEIVED

Fivestone, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Fivestone, LLC's Fivestone, LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Fivestone, LLC's EIN is 75-2977884.

EIN 75-2977884

Plan number 001

Plan year 2023

ACK ID 20240501093118NAL0017663827001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Fivestone, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIVESTONE, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

FIVESTONE, LLC

EIN

all filings

Address

45 LONG HILL ROAD · HIGHLAND MILLS, NY · 12553

Phone

(678) 730-0686

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-15

Filed

2024-05-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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