2023 Form 5500 filing — Stevens Aerospace & Def 401(K) Savings And Retirement 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 20241122094519NAL0001554113001) for Stevens Aerospace & Def 401(K) Savings And Retirement Plan, reported by Stevens Aerospace And Defense Systems, LLC under EIN 82-3002064 and plan number 001. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122094519NAL0001554113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevens Aerospace And Defense Systems, LLC
- EIN
- 82-3002064
- Plan number
- 001
- Location
- Conestee, SC
- Participants
- 464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,469,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,469,513
- Employer contributions
- $458,724
- Participant contributions
- $1,247,131
- Total income / additions
- $4,388,954
- Benefits paid
- $1,943,425
- Administrative expenses
- $57,257
- Total expenses
- $2,026,658
- Net increase / (decrease)
- $2,362,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,874 | $0 |
| Independent Advisor Alliance | INVESTMENT ADVISORY | $8,383 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |