Stepper Equipment Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Stepper Equipment 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, Stepper Equipment Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Stepper Equipment Inc under EIN 77-0281081 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $2,474,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stepper Equipment Inc
- EIN
- 77-0281081
- Plan number
- 001
- Plan type
- 2
- Location
- Rocklin, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $2,474,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240529115749NAL0019511920001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,474,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,474,420
- Net assets (BOY)
- $2,207,073
Income & contributions
- Employer contributions
- $7,142
- Participant contributions
- $30,411
- Total income / additions
- $417,834
Expenses & distributions
- Benefits paid
- $150,292
- Administrative expenses
- $195
- Total expenses
- $150,487
- Net increase / (decrease)
- $267,347
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.