Kay Stephens Md 401k Profit Sharing Plan — Form 5500 plan (Kay Stephens Md)
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, Kay Stephens Md 401k Profit Sharing Plan is a benefit plan reported by Kay Stephens Md under EIN 68-0364792 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,924,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kay Stephens Md
- EIN
- 68-0364792
- Plan number
- 001
- Plan type
- 2
- Location
- Red Bluff, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,924,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241011113357NAL0043503666001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,924,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,924,568
- Net assets (BOY)
- $1,666,445
Income & contributions
- Employer contributions
- $52,451
- Participant contributions
- $7,500
- Total income / additions
- $281,849
Expenses & distributions
- Administrative expenses
- $23,070
- Total expenses
- $23,726
- Net increase / (decrease)
- $258,123
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.