2023 Form 5500 filing — Stevens Strategic Analytics Inc. Retirement Plan
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 20240914114016NAL0019052752001) for Stevens Strategic Analytics Inc. Retirement Plan, reported by Stevens Strategic Analytics Inc. under EIN 93-2236185 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$128KReported net assets$128,039
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240914114016NAL0019052752001
- Plan sponsor
- Stevens Strategic Analytics Inc.
- EIN
- 93-2236185
- Plan number
- 001
- Location
- Apex, NC
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$128K total assets
Net assets$128KLiabilities—
Full reported line items
- Total assets (EOY)
- $128,039
- Net assets (EOY)
- $128,039
- Total income / additions
- $128,054
- Administrative expenses
- $15
- Total expenses
- $15
- Net increase / (decrease)
- $128,039