2023 Form 5500 filing — Ted Stevens, Inc. 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 20241010123924NAL0035707968001) for Ted Stevens, Inc. 401(K) Plan, reported by Ted Stevens, Inc. under EIN 68-0083197 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123924NAL0035707968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ted Stevens, Inc.
- EIN
- 68-0083197
- Plan number
- 001
- Location
- Morgan Hill, CA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,436,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,436,076
- Participant contributions
- $495,004
- Total income / additions
- $1,734,930
- Benefits paid
- $1,042,173
- Administrative expenses
- $9,197
- Total expenses
- $1,090,674
- Net increase / (decrease)
- $644,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $20,722 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,197 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |