2023 Form 5500 filing — Stepan Company Employee Stock Ownership Plan Ii
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 20241014222801NAL0027265521001) for Stepan Company Employee Stock Ownership Plan Ii, reported by Stepan Company under EIN 36-1823834 and plan number 013. It reports 1,726 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014222801NAL0027265521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stepan Company
- EIN
- 36-1823834
- Plan number
- 013
- Location
- Northbrook, IL
- Participants
- 1,726
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,952,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,952,882
- Employer contributions
- $1,328,963
- Total income / additions
- -$7,006,595
- Benefits paid
- $4,711,903
- Administrative expenses
- $50,743
- Total expenses
- $4,762,646
- Net increase / (decrease)
- -$11,769,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Inst. Ops. Co. | NONE | $47,410 | $0 |