Plan5500

Stevens Industries, Inc. 401(K) Plan — Form 5500 plan (Stevens Industries, Inc.)

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, Stevens Industries, Inc. 401(K) Plan is a benefit plan reported by Stevens Industries, Inc. under EIN 37-0899991 and plan number 001. The latest loaded filing year is 2023. The filing reports 548 participants and $30,381,803 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stevens Industries, Inc.
EIN
37-0899991
Plan number
001
Plan type
2
Location
Teutopolis, IL
Latest filing year
2023
Participants
548
End-of-year plan assets
$30,381,803

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023548H, C20240916154337NAL0001683521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,381,803
Total liabilities (EOY)
$0
Net assets (EOY)
$30,381,803
Net assets (BOY)
$26,266,708

Income & contributions

Participant contributions
$1,508,906
Total contributions
$2,293,553
Total income / additions
$6,358,647

Expenses & distributions

Benefits paid
$2,128,734
Administrative expenses
$114,818
Total expenses
$2,243,552
Net increase / (decrease)
$4,115,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Smith, Moore & Co.NONE$67,367not reported in the loaded dataset2023
Cpi Qualified Plan Consultants, IncNONE$47,451not reported in the loaded dataset2023

Related Form 5500 pages