Stevens Global Logistics, Inc. Employee Stock Ownership Plan — Form 5500 plan (Stevens Global Logistics, 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 Global Logistics, Inc. Employee Stock Ownership Plan is a benefit plan reported by Stevens Global Logistics, Inc. under EIN 95-3967181 and plan number 002. The latest loaded filing year is 2023. The filing reports 66 participants and $1,776,531 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stevens Global Logistics, Inc.
EIN
95-3967181
Plan number
002
Plan type
2
Location
Redondo Beach, CA
Latest filing year
2023
Participants
66
End-of-year plan assets
$1,776,531

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202366I20241014131512NAL0027364129011

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,776,531
Total liabilities (EOY)
$18,645,167
Net assets (EOY)
-$16,868,636
Net assets (BOY)
-$16,303,902

Income & contributions

Employer contributions
$1,655,645
Total income / additions
-$169,044

Expenses & distributions

Benefits paid
$5,123
Administrative expenses
$45
Total expenses
$395,690
Net increase / (decrease)
-$564,734

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages