North Bay Drywall, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Stephens Properties, 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, North Bay Drywall, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Stephens Properties, Inc. under EIN 68-0223725 and plan number 003. The latest loaded filing year is 2023. The filing reports 5 participants and $20,335,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephens Properties, Inc.
- EIN
- 68-0223725
- Plan number
- 003
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $20,335,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240904122714NAL0019702225001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,335,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,335,157
- Net assets (BOY)
- $20,536,151
Income & contributions
- Employer contributions
- $8,738
- Total income / additions
- $821,806
Expenses & distributions
- Benefits paid
- $1,018,836
- Administrative expenses
- $3,964
- Total expenses
- $1,022,800
- Net increase / (decrease)
- -$200,994
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.