Stevens & Stevens Investment Group Inc. Retirement Plan — Form 5500 plan (Stevens & Stevens Investment Group 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, Stevens & Stevens Investment Group Inc. Retirement Plan is a benefit plan reported by Stevens & Stevens Investment Group Inc. under EIN 83-4607305 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $1,585,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevens & Stevens Investment Group Inc.
- EIN
- 83-4607305
- Plan number
- 001
- Plan type
- 2
- Location
- Dunedin, FL
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $1,585,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20250402142435NAL0013497040001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,585,360
- Net assets (EOY)
- $1,585,360
- Net assets (BOY)
- $1,435,199
Income & contributions
- Employer contributions
- $10,000
- Total income / additions
- $150,473
Expenses & distributions
- Total expenses
- $312
- Net increase / (decrease)
- $150,161
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.