2023 Form 5500 filing — Stevens Industries, 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 20240916154337NAL0001683521001) for Stevens Industries, Inc. 401(K) Plan, reported by Stevens Industries, Inc. under EIN 37-0899991 and plan number 001. It reports 548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916154337NAL0001683521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevens Industries, Inc.
- EIN
- 37-0899991
- Plan number
- 001
- Location
- Teutopolis, IL
- Participants
- 548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,381,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,381,803
- Participant contributions
- $1,508,906
- Total income / additions
- $6,358,647
- Benefits paid
- $2,128,734
- Administrative expenses
- $114,818
- Total expenses
- $2,243,552
- Net increase / (decrease)
- $4,115,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith, Moore & Co. | NONE | $67,367 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $47,451 | not reported in the loaded dataset |