2023 Form 5500 filing — The Stephenson Agency, 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 20250630175409NAL0006401779001) for The Stephenson Agency, Inc. 401(K) Plan, reported by The Stephenson Agency, Inc. under EIN 87-1159326 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250630175409NAL0006401779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Stephenson Agency, Inc.
- EIN
- 87-1159326
- Plan number
- 001
- Location
- Lithia Springs, GA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,655
- Employer contributions
- $8,399
- Participant contributions
- $9,600
- Total income / additions
- -$45,347
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$45,347
- Schedule source
- Schedule I