2023 Form 5500 filing — Stevens Engineers & Constructors, Inc. Employee Stock Ownership 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 20250616134449NAL0000999041001) for Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan, reported by Stevens Engineers & Constructors, Inc. under EIN 34-1048714 and plan number 003. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616134449NAL0000999041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stevens Engineers & Constructors, Inc.
- EIN
- 34-1048714
- Plan number
- 003
- Location
- Middleburg Heights, OH
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,624,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,624,015
- Total income / additions
- $347,296
- Benefits paid
- $1,048,765
- Administrative expenses
- $10,767
- Total expenses
- $1,059,532
- Net increase / (decrease)
- -$712,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Retirement Plan Services | N/A | $10,767 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $9,034 | $0 |