2023 Form 5500 filing — Stephens & Smith Construction Co., 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 20250818095554NAL0002211506001) for Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan, reported by Stephens & Smith Construction Co., Inc. under EIN 47-0558429 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250818095554NAL0002211506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephens & Smith Construction Co., Inc.
- EIN
- 47-0558429
- Plan number
- 001
- Location
- Lincoln, NE
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,617,944
- Total liabilities (EOY)
- $8,250
- Net assets (EOY)
- $21,609,694
- Employer contributions
- $1,200,017
- Total income / additions
- $2,582,047
- Benefits paid
- $1,526,451
- Administrative expenses
- $55,035
- Total expenses
- $1,581,486
- Net increase / (decrease)
- $1,000,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First International Bank & Trust | NONE | $27,040 | $0 |
| Stern Brothers | NONE | $11,120 | not reported in the loaded dataset |
| Union Bank & Trust Company | NONE | $8,475 | $0 |
| Buckley & Sitzman, Llp | NONE | $8,400 | not reported in the loaded dataset |