Mel Stevenson And Associates, Inc. 401(K) Plan — Form 5500 plan (Mel Stevenson And Associates, 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, Mel Stevenson And Associates, Inc. 401(K) Plan is a benefit plan reported by Mel Stevenson And Associates, Inc. under EIN 43-1369879 and plan number 003. The latest loaded filing year is 2023. The filing reports 501 participants and $41,511,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mel Stevenson And Associates, Inc.
- EIN
- 43-1369879
- Plan number
- 003
- Plan type
- 2
- Location
- Kansas City, KS
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $41,511,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20241008135241NAL0008427235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,511,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,511,249
- Net assets (BOY)
- $34,447,876
Income & contributions
- Employer contributions
- $1,215,000
- Participant contributions
- $1,874,333
- Total contributions
- $3,500,854
- Total income / additions
- $9,037,543
Expenses & distributions
- Benefits paid
- $1,885,999
- Administrative expenses
- $88,171
- Total expenses
- $1,974,170
- Net increase / (decrease)
- $7,063,373
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compensation Benefit Plannings Inc | CONTRACT ADMIN | $21,269 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $20,511 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $15,600 | not reported in the loaded dataset | 2023 |
| Cetera Investments Advisers LLC | INVESTMENT ADVISOR | $15,566 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,532 | $0 | 2023 |
| Erp National LLC Dba Erp Retirement | CONTRACT ADMIN | $1,520 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $174 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mel Stevenson And Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Kansas City, KS
- Compensation Benefit Plannings Inc — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Cetera Investments Advisers LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Erp National LLC Dba Erp Retirement — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation