How big is G. Stephens Inc.'s plan?

G. Stephens Inc.'s plan reported $1.9M in assets and 30 participants for 2022.

Original filing (PDF)20240124105336NAL0007540163001

G. Stephens Inc.

Name: G. Stephens Inc. — G. Stephens Inc. 401 (K), Form 5500 (2022)
Creator: G. Stephens Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

G. Stephens Inc. 401 (K) Retirement Plan

401(k) retirement plan · G. Stephens Inc.'s G. Stephens Inc. 401 (K) Retirement Plan held $1.9M in plan assets for 30 participants in 2022.

Signals · 1

Late filing · 2.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Glen Stephens signed G. Stephens Inc.'s 2022 Form 5500 as plan administrator.

Glen Stephens — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

G. Stephens Inc.'s EIN is 34-1732984.

EIN 34-1732984

Plan number 001

Plan year 2022

ACK ID 20240124105336NAL0007540163001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for G. Stephens Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

G. Stephens 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 G. STEPHENS INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off