Stephens And Smith Construction 401(K) Plan — Form 5500 plan (Stephens And Smith Construction)
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 And Smith Construction 401(K) Plan is a benefit plan reported by Stephens And Smith Construction under EIN 47-0558429 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $11,293,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephens And Smith Construction
- EIN
- 47-0558429
- Plan number
- 002
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $11,293,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241015135241NAL0014762339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,293,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,293,468
- Net assets (BOY)
- $9,611,969
Income & contributions
- Employer contributions
- $327,974
- Participant contributions
- $677,630
- Total contributions
- $1,013,680
- Total income / additions
- $2,773,456
Expenses & distributions
- Benefits paid
- $1,062,033
- Administrative expenses
- $29,924
- Total expenses
- $1,091,957
- Net increase / (decrease)
- $1,681,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D.A. Davidson & Co. | NONE | $11,087 | not reported in the loaded dataset | 2023 |
| July Business Services LLC | RECORDKEEPER | $2,480 | not reported in the loaded dataset | 2023 |
| Digital Retirement Solutions, Inc. | NONE | $0 | $0 | 2023 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stephens And Smith Construction
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- D.A. Davidson & Co. — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Digital Retirement Solutions, Inc. — Schedule C compensation
- Matrix Financial Solutions, Inc. — Schedule C compensation