2023 Form 5500 filing — Stephens Pipe And Steel 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 20241015163842NAL0029133393004) for Stephens Pipe And Steel 401(K) Plan, reported by Stephens Pipe And Steel, LLC under EIN 26-2319757 and plan number 001. It reports 1,155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163842NAL0029133393004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephens Pipe And Steel, LLC
- EIN
- 26-2319757
- Plan number
- 001
- Location
- Russell Springs, KY
- Participants
- 1,155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,089,205
- Net assets (EOY)
- $16,089,205
- Employer contributions
- $1,065,589
- Participant contributions
- $2,782,072
- Total income / additions
- $5,671,764
- Benefits paid
- $1,249,197
- Administrative expenses
- $157,365
- Total expenses
- $1,406,562
- Net increase / (decrease)
- $4,265,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $71,496 | $0 |
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $51,597 | $9 |
| Principal Life Insurance Company | CONTACT ADMINISTRATOR | $28,562 | $0 |
| Nova 401(K) Associates | CONTRACT ADMINISTRATOR | $0 | $17,933 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,786 | $0 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |