THE STEPHENSON COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE STEPHENSON COMPANY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023: THE STEPHENSON COMPANY 401(K) PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 1 |
| Number of participants with account balances | 2023-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: THE STEPHENSON COMPANY 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 1 |
| Number of participants with account balances | 2022-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: THE STEPHENSON COMPANY 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2018: THE STEPHENSON COMPANY 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: THE STEPHENSON COMPANY 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: THE STEPHENSON COMPANY 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: THE STEPHENSON COMPANY 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : THE STEPHENSON COMPANY 401(K) PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $41,112 |
| Total income from all sources | 2023-12-31 | $-213,859 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $27,654 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $27,654 |
| Total plan assets at end of year | 2023-12-31 | $317,101 |
| Total plan assets at beginning of year | 2023-12-31 | $599,726 |
| Value of fidelity bond covering the plan | 2023-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $16,618 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $-213,859 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-241,513 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $317,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $558,614 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : THE STEPHENSON COMPANY 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $41,112 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-154,234 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $734,312 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $734,187 |
| Total plan assets at end of year | 2022-12-31 | $599,726 |
| Total plan assets at beginning of year | 2022-12-31 | $1,447,160 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $29,393 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $267,357 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-190,937 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-888,546 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $558,614 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,447,160 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $7,310 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $125 |
| 2021 : THE STEPHENSON COMPANY 401(K) PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $33,894 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $40,302 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $38,000 |
| Total plan assets at end of year | 2021-12-31 | $1,447,160 |
| Total plan assets at beginning of year | 2021-12-31 | $1,453,568 |
| Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $42,516 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $343,953 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $-62,717 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-6,408 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,447,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,453,568 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $54,095 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $2,302 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2018 : THE STEPHENSON COMPANY 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $52,688 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $57,081 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $55,088 |
| Total plan assets at end of year | 2018-12-31 | $881,202 |
| Total plan assets at beginning of year | 2018-12-31 | $885,595 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $35,019 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $294,980 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $700 |
| Other income received | 2018-12-31 | $-33,246 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-4,393 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $881,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $885,595 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $50,215 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,993 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THE STEPHENSON COMPANY 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $169,177 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $19,911 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $18,000 |
| Total plan assets at end of year | 2017-12-31 | $885,595 |
| Total plan assets at beginning of year | 2017-12-31 | $736,329 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $35,059 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $75,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $88,023 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $149,266 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $885,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $736,329 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $31,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $46,095 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,911 |
| 2016 : THE STEPHENSON COMPANY 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $12,414 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $19,844 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $18,000 |
| Total plan assets at end of year | 2016-12-31 | $736,329 |
| Total plan assets at beginning of year | 2016-12-31 | $743,759 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $34,363 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $-72,210 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-7,430 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $736,329 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $743,759 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $62,500 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $50,261 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,844 |
| 2015 : THE STEPHENSON COMPANY 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $58,617 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $17,709 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $16,000 |
| Total plan assets at end of year | 2015-12-31 | $743,759 |
| Total plan assets at beginning of year | 2015-12-31 | $702,851 |
| Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $32,923 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-24,923 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $40,908 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $743,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $702,851 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $50,617 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,709 |
| 2023: THE STEPHENSON COMPANY 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE STEPHENSON COMPANY 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE STEPHENSON COMPANY 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE STEPHENSON COMPANY 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE STEPHENSON COMPANY 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE STEPHENSON COMPANY 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE STEPHENSON COMPANY 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
