Plan5500

Steffes Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Steffes, 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, Steffes Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Steffes, LLC under EIN 45-0320555 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $47,234,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steffes, LLC
EIN
45-0320555
Plan number
001
Plan type
2
Location
Dickinson, ND
Latest filing year
2023
Participants
691
End-of-year plan assets
$47,234,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023691H, C20240913142744NAL0016403712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,234,464
Total liabilities (EOY)
$0
Net assets (EOY)
$47,234,464
Net assets (BOY)
$37,768,025

Income & contributions

Employer contributions
$1,669,890
Participant contributions
$2,444,199
Total contributions
$4,718,106
Total income / additions
$11,405,572

Expenses & distributions

Benefits paid
$1,706,523
Administrative expenses
$232,610
Total expenses
$1,939,133
Net increase / (decrease)
$9,466,439

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bravera WealthTRUSTEE/ RECORDKEEPER$232,610$02023

Related Form 5500 pages