D Stevens LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, D Stevens LLC (EIN 26-1228346) is a plan sponsor located in Phoenix, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-1228346
Location
Phoenix, AZ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for D Stevens LLC

  • 1 loaded plans hold $661.7K in reported assets.
  • The largest, D Stevens LLC 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 5 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$661.7KSummed across loaded plans$661,734
Total reported assets$661.7K$661,734
Total reported participants5
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$661.7K total assets
Net assets$661.7KLiabilities
Contributions & income
Employer contributions$70.3K
Participant contributions$26K
Total income / additions$141.3K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$64
Net increase / (decrease)$141.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%D Stevens LLC 401k Plan
Participants per plan5Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 5 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for D Stevens LLC. Open one for its full reported snapshot.

  1. 2023
    D Stevens LLC 401k Plan5 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does D Stevens LLC report on Form 5500?
D Stevens LLC (EIN 26-1228346) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for D Stevens LLC?
The Employer Identification Number (EIN) reported for D Stevens LLC is 26-1228346.
What is the latest Form 5500 filing year for D Stevens LLC?
The latest loaded Form 5500 filing year for D Stevens LLC is 2023.

Related Form 5500 pages