Stevenson-Weir/Southern LLC Retirement Savings Plan — Form 5500 plan (Stevenson-Weir/Southern LLC)
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, Stevenson-Weir/Southern LLC Retirement Savings Plan is a benefit plan reported by Stevenson-Weir/Southern LLC under EIN 87-1327110 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $4,091,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevenson-Weir/Southern LLC
- EIN
- 87-1327110
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Hill, SC
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $4,091,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20250120050428NAL0001714865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,091,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,091,884
- Net assets (BOY)
- $2,958,064
Income & contributions
- Employer contributions
- $290,583
- Participant contributions
- $588,612
- Total contributions
- $884,033
- Total income / additions
- $1,406,655
Expenses & distributions
- Benefits paid
- $255,081
- Administrative expenses
- $6,938
- Total expenses
- $272,835
- Net increase / (decrease)
- $1,133,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $6,938 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Lpl Financial | ADVISOR | $0 | $0 | 2023 |