Steere Enterprises, Inc. — 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, Steere Enterprises, Inc. (EIN 34-0751401) is a plan sponsor located in Tallmadge, OH with 2 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
34-0751401
Location
Tallmadge, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,195,750
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,195,750

Contributions & income

Employer contributions
$270,116
Participant contributions
$747,337
Total income / additions
$3,569,687

Expenses & distributions

Benefits paid / distributions
$1,340,947
Total expenses
$1,377,842
Net increase / (decrease)
$2,191,845

Coverage

Total reported participants
584
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Steere Enterprises, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Steere Enterprises, Inc. 401(K) Retirement Savings Plan003318$16,195,7502023
Steere Enterprises, Inc. Master Health And Welfare Plan502266not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Steere Enterprises, Inc.
YearPlanParticipantsSchedulesFiling
2023Steere Enterprises, Inc. 401(K) Retirement Savings Plan318H, C20240924092048NAL0012741169001
2023Steere Enterprises, Inc. Master Health And Welfare Plan26620241011151728NAL0022190497005

Related Form 5500 pages