How big is Stephenson & Warner, Inc. CPA'S' plan?

Stephenson & Warner, Inc. CPA'S' plan reported $2.1M in assets and 14 participants for 2025.

Original filing (PDF)20260522075016NAL0002672273001

Stephenson & Warner, Inc. CPA'S

Name: Stephenson & Warner, Inc. CPA'S — Stephenson &, Form 5500 (2025)
Creator: Stephenson & Warner, Inc. CPA'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephenson & Warner, Inc. CPA'S 401(k) Profit Sharing Plan

401(k) retirement plan · Stephenson & Warner, Inc. CPA'S' Stephenson & Warner, Inc. CPA'S 401(k) Profit Sharing Plan held $2.1M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Stephenson & Warner, Inc. CPA'S' EIN is 31-1452851.

EIN 31-1452851

Plan number 001

Plan year 2025

ACK ID 20260522075016NAL0002672273001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stephenson & Warner, Inc. CPA'S from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stephenson & Warner, Inc. CPA'S' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHENSON & WARNER, INC. CPA'S.

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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