STEVENS ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVENS ASSOCIATES 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : STEVENS ASSOCIATES 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-16 | 12468 |
| Net assets as of the end of the plan year | 2025-09-16 | 2404614 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 1895918 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 230000 |
| Participant contributions to plan in this plan year | 2025-09-16 | 143450 |
| Other expenses paid from plan in this plan year | 2025-09-16 | 0 |
| Other contributions to plan in this plan year | 2025-09-16 | 0 |
| Other income to plan in this plan year | 2025-09-16 | 338492 |
| Plan net income in this plan year | 2025-09-16 | 508696 |
| Net assets as of the end of the plan year | 2025-09-16 | 2404614 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 1895918 |
| Employer contributions to plan in this plan year | 2025-09-16 | 39222 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-16 | 513 |
| 2024 : STEVENS ASSOCIATES 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-01 | 15042 |
| Net assets as of the end of the plan year | 2024-07-01 | 1895918 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 1060055 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 160000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 136129 |
| Other expenses paid from plan in this plan year | 2024-07-01 | 585 |
| Other contributions to plan in this plan year | 2024-07-01 | 334984 |
| Other income to plan in this plan year | 2024-07-01 | 343923 |
| Plan net income in this plan year | 2024-07-01 | 835863 |
| Net assets as of the end of the plan year | 2024-07-01 | 1895918 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 1060055 |
| Employer contributions to plan in this plan year | 2024-07-01 | 35869 |
| 2022 : STEVENS ASSOCIATES 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-19 | 1036 |
| Net assets as of the end of the plan year | 2022-09-19 | 1204401 |
| Total assets as of the beginning of the plan year | 2022-09-19 | 920786 |
| Value of plan covered by a fidelity bond | 2022-09-19 | 135000 |
| Participant contributions to plan in this plan year | 2022-09-19 | 119718 |
| Other expenses paid from plan in this plan year | 2022-09-19 | 465 |
| Other income to plan in this plan year | 2022-09-19 | 125740 |
| Plan net income in this plan year | 2022-09-19 | 283615 |
| Net assets as of the end of the plan year | 2022-09-19 | 1204401 |
| Net assets as of the beginning of the plan year | 2022-09-19 | 920786 |
| Employer contributions to plan in this plan year | 2022-09-19 | 39193 |
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