2023 Form 5500 filing — Stevens Industries, Inc. Employee Stock Ownership 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 20241015171914NAL0015161011001) for Stevens Industries, Inc. Employee Stock Ownership Plan, reported by Stevens Industries, Inc. under EIN 37-0899991 and plan number 002. It reports 511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015171914NAL0015161011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevens Industries, Inc.
- EIN
- 37-0899991
- Plan number
- 002
- Location
- Teutopolis, IL
- Participants
- 511
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,871,708
- Total liabilities (EOY)
- $1,500,005
- Net assets (EOY)
- $19,371,703
- Employer contributions
- $1,088,774
- Total income / additions
- $3,603,459
- Benefits paid
- $1,678,292
- Administrative expenses
- $477
- Total expenses
- $1,759,982
- Net increase / (decrease)
- $1,843,477
- Schedule source
- Schedule H