Ted Stevens, Inc. 401(K) Plan — Form 5500 plan (Ted Stevens, 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, Ted Stevens, Inc. 401(K) Plan is a benefit plan reported by Ted Stevens, Inc. under EIN 68-0083197 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $6,436,076 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ted Stevens, Inc.
EIN
68-0083197
Plan number
001
Plan type
2
Location
Morgan Hill, CA
Latest filing year
2023
Participants
168
End-of-year plan assets
$6,436,076

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241010123924NAL0035707968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,436,076
Total liabilities (EOY)
$0
Net assets (EOY)
$6,436,076
Net assets (BOY)
$5,791,820

Income & contributions

Participant contributions
$495,004
Total contributions
$652,947
Total income / additions
$1,734,930

Expenses & distributions

Benefits paid
$1,042,173
Administrative expenses
$9,197
Total expenses
$1,090,674
Net increase / (decrease)
$644,256

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Securities IncOTHER SERVICES$0$20,7222023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$9,197$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages