The Stebbins Engineering And Mfg Co Profit-Sharing 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 Mfg Co Profit-Sharing Plan is a benefit plan reported by The Stebbins Engineering And Manufacturing Company under EIN 15-0458520 and plan number 003. The latest loaded filing year is 2023. The filing reports 82 participants and $8,191,661 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.2MPlan net assets, end of year$8,191,661
Participants82Covered participants reported
Assets / participant$99.9KComputed: assets ÷ participants$99,898 (computed)
Provider compensationNone reported
Plan sponsor
The Stebbins Engineering And Manufacturing Company
EIN
15-0458520
Plan number
003
Plan type
2
Location
Watertown, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202382I20240924134527NAL0026296226001
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)$8.2M total assets
Net assets$8.2MLiabilities$0
Money in vs. money out
Total income / additions$898.6K
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$8,191,661
Total liabilities (EOY)
$0
Net assets (EOY)
$8,191,661
Net assets (BOY)
$9,803,402

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$898,586

Expenses & distributions

Benefits paid
$2,476,842
Administrative expenses
$33,485
Total expenses
$2,510,327
Net increase / (decrease)
-$1,611,741
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.

Total expenses ÷ net assets31%Computed ratio
Benefits paid ÷ total income276%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages