How big is K. B. Stephens Company's plan?

K. B. Stephens Company's plan reported $3.2M in assets and 14 participants for 2024.

Original filing (PDF)20250408124214NAL0018040193001

K. B. Stephens Company

Name: K. B. Stephens Company — K. B. Stephens Company, Form 5500 (2024)
Creator: K. B. Stephens Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K. B. Stephens Company 401(k) Profit Sharing Plan

401(k) retirement plan · K. B. Stephens Company's K. B. Stephens Company 401(k) Profit Sharing Plan held $3.2M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Carter Dickinson signed K. B. Stephens Company's 2024 Form 5500 as plan administrator.

Carter Dickinson — 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

K. B. Stephens Company's EIN is 56-1903895.

EIN 56-1903895

Plan number 001

Plan year 2024

ACK ID 20250408124214NAL0018040193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K. B. Stephens Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K. B. Stephens Company'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 K. B. STEPHENS COMPANY.

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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