Stevenson-Weir/Southern, LLC Employee Benefits Plan — Form 5500 plan (Stevenson-Weir/Southern, 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, Stevenson-Weir/Southern, LLC Employee Benefits Plan is a benefit plan reported by Stevenson-Weir/Southern, LLC under EIN 87-1327110 and plan number 501. The latest loaded filing year is 2023. The filing reports 170 participants and $121,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevenson-Weir/Southern, LLC
- EIN
- 87-1327110
- Plan number
- 501
- Plan type
- 2
- Location
- Rock Hill, SC
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $121,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250820104443NAL0005983282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,087
- Total liabilities (EOY)
- $758,575
- Net assets (EOY)
- -$637,488
- Net assets (BOY)
- $31,116
Income & contributions
- Employer contributions
- $746,326
- Participant contributions
- $466,148
- Total contributions
- $1,332,838
- Total income / additions
- $1,332,838
Expenses & distributions
- Benefits paid
- $1,838,195
- Administrative expenses
- $163,247
- Total expenses
- $2,001,442
- Net increase / (decrease)
- -$668,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medcost | ADMIN | $73,287 | not reported in the loaded dataset | 2023 |
| Ima Financial Group (Ecm Solutions) | BROKER | $38,060 | not reported in the loaded dataset | 2023 |
| E. K. Mcconkey & Co., Inc. | BROKER | $25,950 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $25,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stevenson-Weir/Southern, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Rock Hill, SC
- Medcost — Schedule C compensation
- Ima Financial Group (Ecm Solutions) — Schedule C compensation
- E. K. Mcconkey & Co., Inc. — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation