Stepan Company Employee Stock Ownership Plan Ii — Form 5500 plan (Stepan 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, Stepan Company Employee Stock Ownership Plan Ii is a benefit plan reported by Stepan Company under EIN 36-1823834 and plan number 013. The latest loaded filing year is 2023. The filing reports 1,726 participants and $67,952,882 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stepan Company
EIN
36-1823834
Plan number
013
Plan type
2
Location
Northbrook, IL
Latest filing year
2023
Participants
1,726
End-of-year plan assets
$67,952,882

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,726H, C20241014222801NAL0027265521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,952,882
Total liabilities (EOY)
$0
Net assets (EOY)
$67,952,882
Net assets (BOY)
$82,058,951

Income & contributions

Employer contributions
$1,328,963
Total contributions
$1,328,963
Total income / additions
-$7,006,595

Expenses & distributions

Benefits paid
$4,711,903
Administrative expenses
$50,743
Total expenses
$4,762,646
Net increase / (decrease)
-$11,769,241

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv. Inst. Ops. Co.NONE$47,410$02023

Related Form 5500 pages