Stevens Aerospace & Def 401(K) Savings And Retirement Plan — Form 5500 plan (Stevens Aerospace And Defense Systems, LLC)
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, Stevens Aerospace & Def 401(K) Savings And Retirement Plan is a benefit plan reported by Stevens Aerospace And Defense Systems, LLC under EIN 82-3002064 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $18,469,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevens Aerospace And Defense Systems, LLC
- EIN
- 82-3002064
- Plan number
- 001
- Plan type
- 2
- Location
- Conestee, SC
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $18,469,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20241122094519NAL0001554113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,469,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,469,513
- Net assets (BOY)
- $16,107,217
Income & contributions
- Employer contributions
- $458,724
- Participant contributions
- $1,247,131
- Total contributions
- $1,950,437
- Total income / additions
- $4,388,954
Expenses & distributions
- Benefits paid
- $1,943,425
- Administrative expenses
- $57,257
- Total expenses
- $2,026,658
- Net increase / (decrease)
- $2,362,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,874 | $0 | 2023 |
| Independent Advisor Alliance | INVESTMENT ADVISORY | $8,383 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stevens Aerospace And Defense Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Conestee, SC
- Principal Life Insurance Company — Schedule C compensation
- Independent Advisor Alliance — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation