Stevens Strategic Analytics Inc. Retirement Plan — Form 5500 plan (Stevens Strategic Analytics 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, Stevens Strategic Analytics Inc. Retirement Plan is a benefit plan reported by Stevens Strategic Analytics Inc. under EIN 93-2236185 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $128,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevens Strategic Analytics Inc.
- EIN
- 93-2236185
- Plan number
- 001
- Plan type
- 2
- Location
- Apex, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240914114016NAL0019052752001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $128,039
- Net assets (EOY)
- $128,039
- Net assets (BOY)
- $0
Income & contributions
- Total income / additions
- $128,054
Expenses & distributions
- Administrative expenses
- $15
- Total expenses
- $15
- Net increase / (decrease)
- $128,039
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.