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, Stephenson Equipment, Inc. 401(K) Plan is a benefit plan reported by Stephenson Equipment, Inc. under EIN 25-1511922 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $19,888,461 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,888,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,888,461
- Net assets (BOY)
- $15,578,049
Income & contributions
- Employer contributions
- $421,746
- Participant contributions
- $1,788,617
- Total contributions
- $2,214,495
- Total income / additions
- $5,004,317
Expenses & distributions
- Benefits paid
- $537,064
- Administrative expenses
- $10,212
- Total expenses
- $693,905
- Net increase / (decrease)
- $4,310,412