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G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN 401k Plan overview

Plan NameG STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN
Plan identification number 501

G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

G. STEPHENS, INC. has sponsored the creation of one or more 401k plans.

Company Name:G. STEPHENS, INC.
Employer identification number (EIN):341732984
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01STEPHEN MILLARD2024-03-29

Plan Statistics for G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN

401k plan membership statisitcs for G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN

Measure Date Value
2025: G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-2725
Total number of particpants at end of year2025-03-2719
2024: G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-2925
Total number of particpants at end of year2024-03-2925

Financial Data on G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN

Measure Date Value
2025 : G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-2720762
Total liabilities as of the beginning of the plan year2025-03-276939
Total expenses incurred by plan in this plan year2025-03-27320344
Net assets as of the end of the plan year2025-03-2726799
Total assets as of the beginning of the plan year2025-03-278771
Value of plan covered by a fidelity bond2025-03-27500000
Participant contributions to plan in this plan year2025-03-2796726
Other expenses paid from plan in this plan year2025-03-270
Other contributions to plan in this plan year2025-03-270
Other income to plan in this plan year2025-03-272129
Plan net income in this plan year2025-03-274205
Net assets as of the end of the plan year2025-03-276037
Net assets as of the beginning of the plan year2025-03-271832
Employer contributions to plan in this plan year2025-03-27225694
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2727718
2024 : G STEPHENS INC CHAMBER BENEFIT ARRANGEMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-03-296939
Total liabilities as of the beginning of the plan year2024-03-290
Total expenses incurred by plan in this plan year2024-03-29249639
Net assets as of the end of the plan year2024-03-298771
Total assets as of the beginning of the plan year2024-03-290
Value of plan covered by a fidelity bond2024-03-29500000
Participant contributions to plan in this plan year2024-03-2975263
Other expenses paid from plan in this plan year2024-03-290
Other contributions to plan in this plan year2024-03-290
Other income to plan in this plan year2024-03-29596
Plan net income in this plan year2024-03-291832
Net assets as of the end of the plan year2024-03-291832
Net assets as of the beginning of the plan year2024-03-290
Employer contributions to plan in this plan year2024-03-29175612
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-2925455

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