2023 Form 5500 filing — Mel Stevenson And Associates, 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 20241008135241NAL0008427235001) for Mel Stevenson And Associates, Inc. 401(K) Plan, reported by Mel Stevenson And Associates, Inc. under EIN 43-1369879 and plan number 003. It reports 501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008135241NAL0008427235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mel Stevenson And Associates, Inc.
- EIN
- 43-1369879
- Plan number
- 003
- Location
- Kansas City, KS
- Participants
- 501
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,511,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,511,249
- Employer contributions
- $1,215,000
- Participant contributions
- $1,874,333
- Total income / additions
- $9,037,543
- Benefits paid
- $1,885,999
- Administrative expenses
- $88,171
- Total expenses
- $1,974,170
- Net increase / (decrease)
- $7,063,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compensation Benefit Plannings Inc | CONTRACT ADMIN | $21,269 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $20,511 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $15,600 | not reported in the loaded dataset |
| Cetera Investments Advisers LLC | INVESTMENT ADVISOR | $15,566 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,532 | $0 |
| Erp National LLC Dba Erp Retirement | CONTRACT ADMIN | $1,520 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $174 | not reported in the loaded dataset |