How big is Stegner Investment Association's plan?

Stegner Investment Association's plan reported $14K in assets and 10 participants for 2023.

Original filing (PDF)20250430094702NAL0001728033001

Stegner Investment Association

Name: Stegner Investment Association — Stegner Investment, Form 5500 (2023)
Creator: Stegner Investment Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stegner Investment Association CBS Benefit Plan

Health & welfare plan · Stegner Investment Association's Stegner Investment Association CBS Benefit Plan held $14K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

Net assets (EOY)

$3K

People on this filing

Joseph HSU signed Stegner Investment Association's 2023 Form 5500 as plan administrator.

Joseph HSU — 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

Stegner Investment Association's EIN is 61-1253247.

EIN 61-1253247

Plan number 501

Plan year 2023

ACK ID 20250430094702NAL0001728033001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stegner Investment Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stegner Investment Association's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEGNER INVESTMENT ASSOCIATION.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score