2023 Form 5500 filing — Stephen Joseph, 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 20241010144221NAL0010147923001) for Stephen Joseph, Inc. 401(K) Plan, reported by Stephen Joseph, Inc. under EIN 75-2146463 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144221NAL0010147923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephen Joseph, Inc.
- EIN
- 75-2146463
- Plan number
- 002
- Location
- Lubbock, TX
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,223,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,223,955
- Participant contributions
- $130,808
- Total income / additions
- $620,016
- Benefits paid
- $1,532,312
- Administrative expenses
- $29,892
- Total expenses
- $1,562,204
- Net increase / (decrease)
- -$942,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prosperity Bank | NONE | $18,443 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $11,449 | $0 |