2023 Form 5500 filing — Indian Nation Wholesale Employee 401(K) 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 20240930090544NAL0002519891001) for Indian Nation Wholesale Employee 401(K) Plan, reported by Stephenson Wholesale Company, Inc. under EIN 73-0968950 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930090544NAL0002519891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephenson Wholesale Company, Inc.
- EIN
- 73-0968950
- Plan number
- 001
- Location
- Durant, OK
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,721,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,721,451
- Employer contributions
- $158,545
- Participant contributions
- $307,930
- Total income / additions
- $1,375,559
- Benefits paid
- $1,111,273
- Administrative expenses
- $2,725
- Total expenses
- $1,113,998
- Net increase / (decrease)
- $261,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $0 | $16,777 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,725 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |