Stevice Investments Inc. 401(K) Plan — Form 5500 plan (Stevice Investments Inc.)
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, Stevice Investments Inc. 401(K) Plan is a benefit plan reported by Stevice Investments Inc. under EIN 27-2768274 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $227,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevice Investments Inc.
- EIN
- 27-2768274
- Plan number
- 001
- Plan type
- 2
- Location
- Prescott, AZ
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $227,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240315152509NAL0001390882001 |
| 2023 | 22 | I | 20240315152609NAL0000848961001 |
| 2023 | 18 | I | 20240227162809NAL0006385843001 |
| 2023 | 16 | I | 20260204170629NAL0006070192001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $834,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $834,383
- Net assets (BOY)
- $1,679,636
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$776,288
Expenses & distributions
- Benefits paid
- $68,280
- Administrative expenses
- $0
- Total expenses
- $68,965
- Net increase / (decrease)
- -$845,253
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.