The Stebbins Engineering And Manufacturing Company Non-Union 401(K) Plan — Form 5500 plan (The Stebbins Engineering And Manufacturing Company)

Plain-English plan 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, The Stebbins Engineering And Manufacturing Company Non-Union 401(K) Plan is a benefit plan reported by The Stebbins Engineering And Manufacturing Company under EIN 15-0458520 and plan number 002. The latest loaded filing year is 2023. The filing reports 101 participants and $2,368,452 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.4MPlan net assets, end of year$2,368,452
Participants101Covered participants reported
Assets / participant$23.5KComputed: assets ÷ participants$23,450 (computed)
Provider compensationNone reported
Plan sponsor
The Stebbins Engineering And Manufacturing Company
EIN
15-0458520
Plan number
002
Plan type
2
Location
Watertown, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023101I20240820141941NAL0002752417001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$562K
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$10.2K
Participant$150.4K
Full reported line items

Net assets

Total assets (EOY)
$2,368,452
Total liabilities (EOY)
$0
Net assets (EOY)
$2,368,452
Net assets (BOY)
$3,706,027

Income & contributions

Employer contributions
$10,227
Participant contributions
$150,382
Total income / additions
$562,028

Expenses & distributions

Benefits paid
$1,899,403
Administrative expenses
$200
Total expenses
$1,899,603
Net increase / (decrease)
-$1,337,575
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 6%Participant 94%
Total expenses ÷ net assets80%Computed ratio
Benefits paid ÷ total income338%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages