2023 Form 5500 filing — Stephens And Smith Construction 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 20241015135241NAL0014762339001) for Stephens And Smith Construction 401(K) Plan, reported by Stephens And Smith Construction under EIN 47-0558429 and plan number 002. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135241NAL0014762339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephens And Smith Construction
- EIN
- 47-0558429
- Plan number
- 002
- Location
- Lincoln, NE
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,293,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,293,468
- Employer contributions
- $327,974
- Participant contributions
- $677,630
- Total income / additions
- $2,773,456
- Benefits paid
- $1,062,033
- Administrative expenses
- $29,924
- Total expenses
- $1,091,957
- Net increase / (decrease)
- $1,681,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D.A. Davidson & Co. | NONE | $11,087 | not reported in the loaded dataset |
| July Business Services LLC | RECORDKEEPER | $2,480 | not reported in the loaded dataset |
| Digital Retirement Solutions, Inc. | NONE | $0 | $0 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 |