How big is Stephen & Burns, Inc.'s plan?

Stephen & Burns, Inc.'s plan reported $1.8M in assets and 19 participants for 2024.

Original filing (PDF)20250714144749NAL0000765571001

Stephen & Burns, Inc.

Name: Stephen & Burns, Inc. — Stephen & Burns, Inc. 401(k), Form 5500 (2024)
Creator: Stephen & Burns, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen & Burns, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Stephen & Burns, Inc.'s Stephen & Burns, Inc. 401(k) Profit Sharing Plan held $1.8M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Stephen & Burns, Inc.'s EIN is 03-0299048.

EIN 03-0299048

Plan number 001

Plan year 2024

ACK ID 20250714144749NAL0000765571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen & Burns, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen & Burns, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN & BURNS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score