2023 Form 5500 filing — The Stebbins Engineering And Manufacturing Company 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 20251031161523NAL0002083027001) for The Stebbins Engineering And Manufacturing Company Retirement Plan, reported by The Stebbins Engineering And Manufacturing Company under EIN 15-0458520 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251031161523NAL0002083027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Stebbins Engineering And Manufacturing Company
- EIN
- 15-0458520
- Plan number
- 001
- Location
- Watertown, NY
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,298,580
- Net assets (EOY)
- $35,298,580
- Total income / additions
- $4,405,354
- Benefits paid
- $1,559,171
- Administrative expenses
- $292,529
- Total expenses
- $1,851,700
- Net increase / (decrease)
- $2,553,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier Advisors | INVESTMENT ADVISOR | $252,065 | not reported in the loaded dataset |
| Exeter Trust Company | CUSTODIAN | $40,464 | not reported in the loaded dataset |