How many benefit plans does Ted Stevens, Inc. report on Form 5500?

Ted Stevens, Inc. (EIN 68-0083197) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Ted Stevens, Inc.?

The Employer Identification Number (EIN) reported for Ted Stevens, Inc. is 68-0083197.

What is the latest Form 5500 filing year for Ted Stevens, Inc.?

The latest loaded Form 5500 filing year for Ted Stevens, Inc. is 2023.

Ted Stevens, 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, Ted Stevens, Inc. (EIN 68-0083197) is a plan sponsor located in Morgan Hill, CA 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: 68-0083197
Location: Morgan Hill, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $6,436,076
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $6,436,076

Contributions & income

Participant contributions: $495,004
Total income / additions: $1,734,930

Expenses & distributions

Benefits paid / distributions: $1,042,173
Total expenses: $1,090,674
Net increase / (decrease): $644,256

Coverage

Total reported participants: 354
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

Ted Stevens, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Ted Stevens, Inc. 401(K) Plan	001	168	$6,436,076	2023
Ted Stevens, Inc. Health & Welfare Plan	501	186	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 Ted Stevens, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Ted Stevens, Inc. Health & Welfare Plan	186	—	20240222125817NAL0002109939001
2023	Ted Stevens, Inc. 401(K) Plan	168	H, C	20241010123924NAL0035707968001