Plan5500

The Stebbins Engineering And Manufacturing Company Retirement Plan — Form 5500 plan (The Stebbins Engineering And Manufacturing Company)

Plain-English plan 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, The Stebbins Engineering And Manufacturing Company Retirement Plan is a benefit plan reported by The Stebbins Engineering And Manufacturing Company under EIN 15-0458520 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $35,298,580 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Stebbins Engineering And Manufacturing Company
EIN
15-0458520
Plan number
001
Plan type
2
Location
Watertown, NY
Latest filing year
2023
Participants
275
End-of-year plan assets
$35,298,580

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20251031161523NAL0002083027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,298,580
Net assets (EOY)
$35,298,580
Net assets (BOY)
$32,744,926

Income & contributions

Total income / additions
$4,405,354

Expenses & distributions

Benefits paid
$1,559,171
Administrative expenses
$292,529
Total expenses
$1,851,700
Net increase / (decrease)
$2,553,654

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Manning & Napier AdvisorsINVESTMENT ADVISOR$252,065not reported in the loaded dataset2023
Exeter Trust CompanyCUSTODIAN$40,464not reported in the loaded dataset2023

Related Form 5500 pages