Stephens Employees' 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Stephens Shared Services LLC)
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, Stephens Employees' 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Stephens Shared Services LLC under EIN 27-2059091 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,828 participants and $360,177,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephens Shared Services LLC
- EIN
- 27-2059091
- Plan number
- 002
- Plan type
- 3
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 1,828
- End-of-year plan assets
- $360,177,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,828 | H, C | 20241014084729NAL0025754385003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $360,177,688
- Net assets (EOY)
- $360,177,688
- Net assets (BOY)
- $309,135,837
Income & contributions
- Employer contributions
- $3,272,913
- Participant contributions
- $15,380,773
- Total contributions
- $21,072,441
- Total income / additions
- $70,353,603
Expenses & distributions
- Benefits paid
- $19,105,280
- Administrative expenses
- $206,472
- Total expenses
- $19,311,752
- Net increase / (decrease)
- $51,041,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $185,434 | $0 | 2023 |
| Friday Eldredge & Clark | ADMINISTRATOR | $18,845 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stephens Shared Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Transamerica Retirement Solutions — Schedule C compensation
- Friday Eldredge & Clark — Schedule C compensation
- National Financial Services — Schedule C compensation