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, Stephen Joseph, Inc. 401(K) Plan is a benefit plan reported by Stephen Joseph, Inc. under EIN 75-2146463 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $2,223,955 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,223,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,223,955
- Net assets (BOY)
- $3,166,143
Income & contributions
- Participant contributions
- $130,808
- Total contributions
- $185,955
- Total income / additions
- $620,016
Expenses & distributions
- Benefits paid
- $1,532,312
- Administrative expenses
- $29,892
- Total expenses
- $1,562,204
- Net increase / (decrease)
- -$942,188