How many benefit plans does J. C. Steele And Sons, Inc. report on Form 5500?

J. C. Steele And Sons, Inc. (EIN 56-0495324) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for J. C. Steele And Sons, Inc.?

The Employer Identification Number (EIN) reported for J. C. Steele And Sons, Inc. is 56-0495324.

What is the latest Form 5500 filing year for J. C. Steele And Sons, Inc.?

The latest loaded Form 5500 filing year for J. C. Steele And Sons, Inc. is 2023.

J. C. Steele And Sons, 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, J. C. Steele And Sons, Inc. (EIN 56-0495324) is a plan sponsor located in Statesville, NC 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: 56-0495324
Location: Statesville, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $26,885,154
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $26,885,154

Contributions & income

Employer contributions: $534,746
Participant contributions: $714,772
Total income / additions: $5,691,159

Expenses & distributions

Benefits paid / distributions: $2,771,620
Total expenses: $2,832,513
Net increase / (decrease): $2,858,646

Coverage

Total reported participants: 273
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

J. C. Steele And Sons, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
J.C. Steele & Sons,Inc Profit Sharing And Retirement Savings Plan	002	148	$26,885,154	2023
J. C. Steele And Sons, Inc. Welfare Benefits Plan	602	125	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for J. C. Steele And Sons, Inc.
Year	Plan	Participants	Schedules	Filing
2023	J. C. Steele And Sons, Inc. Welfare Benefits Plan	125	—	20240418133905NAL0002499571001
2023	J.C. Steele & Sons,Inc Profit Sharing And Retirement Savings Plan	148	H, C	20240801073856NAL0013316387001