The Stephenson Agency, Inc. 401(K) Plan — Form 5500 plan (The Stephenson Agency, 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, The Stephenson Agency, Inc. 401(K) Plan is a benefit plan reported by The Stephenson Agency, Inc. under EIN 87-1159326 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $67,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Stephenson Agency, Inc.
- EIN
- 87-1159326
- Plan number
- 001
- Plan type
- 2
- Location
- Lithia Springs, GA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $67,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20250630175409NAL0006401779001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $67,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,655
- Net assets (BOY)
- $113,002
Income & contributions
- Employer contributions
- $8,399
- Participant contributions
- $9,600
- Total income / additions
- -$45,347
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$45,347
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.