Original filing (PDF)20250911072608NAL0000105665001

STEVE H. POWELL & COMPANY

Name: STEVE H. POWELL & COMPANY — STEVE H. POWELL & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: STEVE H. POWELL & COMPANY

Form 5500-SF

FILING_RECEIVED

STEVE H. POWELL & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.8M

Net assets (EOY)

$17.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVE H. POWELL & COMPANY.

Plan sponsor

Name

STEVE H. POWELL & COMPANY

EIN

58-2210012

Address

P.O. BOX 2701 · STATESBORO, GA · 30459

Phone

(912) 764-1934

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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