2023 Form 5500 filing — The Stevens Family 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709131326NAL0029073234001) for The Stevens Family 401(K) Retirement Plan, reported by The Cold Heading Company under EIN 38-1418830 and plan number 001. It reports 2,737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709131326NAL0029073234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cold Heading Company
- EIN
- 38-1418830
- Plan number
- 001
- Location
- Warren, MI
- Participants
- 2,737
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,656,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,656,208
- Employer contributions
- $1,575,971
- Participant contributions
- $8,356,551
- Total income / additions
- $23,108,205
- Benefits paid
- $5,850,914
- Administrative expenses
- $178,553
- Total expenses
- $6,029,467
- Net increase / (decrease)
- $17,078,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $178,847 | $0 |
| Schwartz And Co Inc | NONE | $136,932 | not reported in the loaded dataset |
| Doeren Mayhew Cpas And Advisors | NONE | $17,500 | not reported in the loaded dataset |