2023 Form 5500 filing — D Stevens LLC 401k 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 20240926165745NAL0000531107001) for D Stevens LLC 401k Plan, reported by D Stevens LLC under EIN 26-1228346 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$661.7KReported net assets$661,734
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240926165745NAL0000531107001
Plan sponsor
D Stevens LLC
EIN
26-1228346
Plan number
001
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$661.7K total assets
Net assets$661.7KLiabilities
Money in vs. money out
Total income / additions$141.3K
Total expenses$64
Benefits paid / distributionsNot reported
Contributions
Employer$70.3K
Participant$26K
Full reported line items
Total assets (EOY)
$661,734
Net assets (EOY)
$661,734
Employer contributions
$70,263
Participant contributions
$25,970
Total income / additions
$141,349
Total expenses
$64
Net increase / (decrease)
$141,285

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926165745NAL0000531107001 cover?
It is the 2023 Form 5500 filing for D Stevens LLC 401k Plan, reported by D Stevens LLC (EIN 26-1228346).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages