Stephens Independence Ventures, Inc. Retirement Plan — Form 5500 plan (Stephens Independence Ventures, 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, Stephens Independence Ventures, Inc. Retirement Plan is a benefit plan reported by Stephens Independence Ventures, Inc. under EIN 84-4952742 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,395,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephens Independence Ventures, Inc.
- EIN
- 84-4952742
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240811224552NAL0008961617001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,395,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,395,969
- Net assets (BOY)
- $1,248,331
Income & contributions
- Employer contributions
- $12,441
- Participant contributions
- $24,478
- Total income / additions
- $148,682
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,044
- Total expenses
- $1,044
- Net increase / (decrease)
- $147,638
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.