2023 Form 5500 filing — Stevenson-Weir/Southern LLC Retirement Savings 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 20250120050428NAL0001714865001) for Stevenson-Weir/Southern LLC Retirement Savings Plan, reported by Stevenson-Weir/Southern LLC under EIN 87-1327110 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250120050428NAL0001714865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevenson-Weir/Southern LLC
- EIN
- 87-1327110
- Plan number
- 001
- Location
- Rock Hill, SC
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,091,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,091,884
- Employer contributions
- $290,583
- Participant contributions
- $588,612
- Total income / additions
- $1,406,655
- Benefits paid
- $255,081
- Administrative expenses
- $6,938
- Total expenses
- $272,835
- Net increase / (decrease)
- $1,133,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $6,938 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Lpl Financial | ADVISOR | $0 | $0 |