2023 Form 5500 filing — Stephens Employees' 401(K) 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 20241014084729NAL0025754385003) for Stephens Employees' 401(K) Profit Sharing Plan And Trust, reported by Stephens Shared Services LLC under EIN 27-2059091 and plan number 002. It reports 1,828 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084729NAL0025754385003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Stephens Shared Services LLC
- EIN
- 27-2059091
- Plan number
- 002
- Location
- Little Rock, AR
- Participants
- 1,828
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $360,177,688
- Net assets (EOY)
- $360,177,688
- Employer contributions
- $3,272,913
- Participant contributions
- $15,380,773
- Total income / additions
- $70,353,603
- Benefits paid
- $19,105,280
- Administrative expenses
- $206,472
- Total expenses
- $19,311,752
- Net increase / (decrease)
- $51,041,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $185,434 | $0 |
| Friday Eldredge & Clark | ADMINISTRATOR | $18,845 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |