2023 Form 5500 filing — North Bay Drywall, Inc. Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904122714NAL0019702225001) for North Bay Drywall, Inc. Profit Sharing Plan And Trust, reported by Stephens Properties, Inc. under EIN 68-0223725 and plan number 003. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240904122714NAL0019702225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephens Properties, Inc.
- EIN
- 68-0223725
- Plan number
- 003
- Location
- Petaluma, CA
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,335,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,335,157
- Employer contributions
- $8,738
- Total income / additions
- $821,806
- Benefits paid
- $1,018,836
- Administrative expenses
- $3,964
- Total expenses
- $1,022,800
- Net increase / (decrease)
- -$200,994
- Schedule source
- Schedule I