Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan — Form 5500 plan (Stephens & Smith Construction Co., 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, Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan is a benefit plan reported by Stephens & Smith Construction Co., Inc. under EIN 47-0558429 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $21,617,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephens & Smith Construction Co., Inc.
- EIN
- 47-0558429
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $21,617,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20250818095554NAL0002211506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,617,944
- Total liabilities (EOY)
- $8,250
- Net assets (EOY)
- $21,609,694
- Net assets (BOY)
- $20,609,133
Income & contributions
- Employer contributions
- $1,200,017
- Total contributions
- $1,200,017
- Total income / additions
- $2,582,047
Expenses & distributions
- Benefits paid
- $1,526,451
- Administrative expenses
- $55,035
- Total expenses
- $1,581,486
- Net increase / (decrease)
- $1,000,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First International Bank & Trust | NONE | $27,040 | $0 | 2023 |
| Stern Brothers | NONE | $11,120 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust Company | NONE | $8,475 | $0 | 2023 |
| Buckley & Sitzman, Llp | NONE | $8,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stephens & Smith Construction Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- First International Bank & Trust — Schedule C compensation
- Stern Brothers — Schedule C compensation
- Union Bank & Trust Company — Schedule C compensation
- Buckley & Sitzman, Llp — Schedule C compensation