2023 Form 5500 filing — Stevenson-Weir/Southern, LLC Employee Benefits 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 20250820104443NAL0005983282001) for Stevenson-Weir/Southern, LLC Employee Benefits Plan, reported by Stevenson-Weir/Southern, LLC under EIN 87-1327110 and plan number 501. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250820104443NAL0005983282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevenson-Weir/Southern, LLC
- EIN
- 87-1327110
- Plan number
- 501
- Location
- Rock Hill, SC
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,087
- Total liabilities (EOY)
- $758,575
- Net assets (EOY)
- -$637,488
- Employer contributions
- $746,326
- Participant contributions
- $466,148
- Total income / additions
- $1,332,838
- Benefits paid
- $1,838,195
- Administrative expenses
- $163,247
- Total expenses
- $2,001,442
- Net increase / (decrease)
- -$668,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Medcost | ADMIN | $73,287 | not reported in the loaded dataset |
| Ima Financial Group (Ecm Solutions) | BROKER | $38,060 | not reported in the loaded dataset |
| E. K. Mcconkey & Co., Inc. | BROKER | $25,950 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $25,950 | not reported in the loaded dataset |