Stevens Industries, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Stevens Industries, Inc. under EIN 37-0899991 and plan number 002. The latest loaded filing year is 2023. The filing reports 511 participants and $20,871,708 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
- 002
- Plan type
- 2
- Location
- Teutopolis, IL
- Latest filing year
- 2023
- Participants
- 511
- End-of-year plan assets
- $20,871,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 511 | H | 20241015171914NAL0015161011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,871,708
- Total liabilities (EOY)
- $1,500,005
- Net assets (EOY)
- $19,371,703
- Net assets (BOY)
- $17,528,226
Income & contributions
- Employer contributions
- $1,088,774
- Total contributions
- $1,088,774
- Total income / additions
- $3,603,459
Expenses & distributions
- Benefits paid
- $1,678,292
- Administrative expenses
- $477
- Total expenses
- $1,759,982
- Net increase / (decrease)
- $1,843,477
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.