Stephens Pipe And Steel 401(K) Plan — Form 5500 plan (Stephens Pipe And Steel, LLC)
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, Stephens Pipe And Steel 401(K) Plan is a benefit plan reported by Stephens Pipe And Steel, LLC under EIN 26-2319757 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,155 participants and $16,089,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephens Pipe And Steel, LLC
- EIN
- 26-2319757
- Plan number
- 001
- Plan type
- 2
- Location
- Russell Springs, KY
- Latest filing year
- 2023
- Participants
- 1,155
- End-of-year plan assets
- $16,089,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,155 | H, C | 20241015163842NAL0029133393004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,089,205
- Net assets (EOY)
- $16,089,205
- Net assets (BOY)
- $11,824,003
Income & contributions
- Employer contributions
- $1,065,589
- Participant contributions
- $2,782,072
- Total contributions
- $3,849,615
- Total income / additions
- $5,671,764
Expenses & distributions
- Benefits paid
- $1,249,197
- Administrative expenses
- $157,365
- Total expenses
- $1,406,562
- Net increase / (decrease)
- $4,265,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $71,496 | $0 | 2023 |
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $51,597 | $9 | 2023 |
| Principal Life Insurance Company | CONTACT ADMINISTRATOR | $28,562 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMINISTRATOR | $0 | $17,933 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,786 | $0 | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stephens Pipe And Steel, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Russell Springs, KY
- Empower Annuity Insurance Company — Schedule C compensation
- Robert W Baird & Co Incorporated — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation