Stockwell, Sievert, Viccellio, Clements & Shaddock, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Stockwell, Sievert, Viccellio, Clements & Shaddock)
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, Stockwell, Sievert, Viccellio, Clements & Shaddock, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Stockwell, Sievert, Viccellio, Clements & Shaddock under EIN 72-0289580 and plan number 001. The latest loaded filing year is 2023. The filing reports 56 participants and $21,673,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stockwell, Sievert, Viccellio, Clements & Shaddock
- EIN
- 72-0289580
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 56
- End-of-year plan assets
- $21,673,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 56 | I | 20240920151306NAL0003019587001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $21,673,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,673,170
- Net assets (BOY)
- $18,249,022
Income & contributions
- Employer contributions
- $506,383
- Participant contributions
- $396,706
- Total income / additions
- $4,788,242
Expenses & distributions
- Benefits paid
- $1,368,388
- Administrative expenses
- -$4,294
- Total expenses
- $1,364,094
- Net increase / (decrease)
- $3,424,148
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.