2023 Form 5500 filing — Stevens & Stevens Investment Group Inc. Retirement 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 20250402142435NAL0013497040001) for Stevens & Stevens Investment Group Inc. Retirement Plan, reported by Stevens & Stevens Investment Group Inc. under EIN 83-4607305 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250402142435NAL0013497040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevens & Stevens Investment Group Inc.
- EIN
- 83-4607305
- Plan number
- 001
- Location
- Dunedin, FL
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,585,360
- Net assets (EOY)
- $1,585,360
- Employer contributions
- $10,000
- Total income / additions
- $150,473
- Total expenses
- $312
- Net increase / (decrease)
- $150,161
- Schedule source
- Schedule I