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, Indian Nation Wholesale Employee 401(K) Plan is a benefit plan reported by Stephenson Wholesale Company, Inc. under EIN 73-0968950 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $6,721,451 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,721,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,721,451
- Net assets (BOY)
- $6,459,890
Income & contributions
- Employer contributions
- $158,545
- Participant contributions
- $307,930
- Total contributions
- $493,693
- Total income / additions
- $1,375,559
Expenses & distributions
- Benefits paid
- $1,111,273
- Administrative expenses
- $2,725
- Total expenses
- $1,113,998
- Net increase / (decrease)
- $261,561