2023 Form 5500 filing — Stephenson Equipment, Inc. 401(K) 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 20240802073334NAL0015822323001) for Stephenson Equipment, Inc. 401(K) Plan, reported by Stephenson Equipment, Inc. under EIN 25-1511922 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802073334NAL0015822323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephenson Equipment, Inc.
- EIN
- 25-1511922
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,888,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,888,461
- Employer contributions
- $421,746
- Participant contributions
- $1,788,617
- Total income / additions
- $5,004,317
- Benefits paid
- $537,064
- Administrative expenses
- $10,212
- Total expenses
- $693,905
- Net increase / (decrease)
- $4,310,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trout, Ebersole & Groff, Llp | AUDITOR | $9,265 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $947 | $0 |