Original filing (PDF)20240802132415NAL0040832800001

Stepherson Incorporated

Name: Stepherson Incorporated — Stepherson's, Inc. Profit, Form 5500 (2023)
Creator: Stepherson Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stepherson's, Inc. Profit Sharing Plan

401(k) retirement plan · Stepherson Incorporated's Stepherson's, Inc. Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

James Stepherson signed Stepherson Incorporated's 2023 Form 5500 as plan administrator.

James Stepherson — 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

Stepherson Incorporated's EIN is 62-0536130.

EIN 62-0536130

Plan number 001

Plan year 2023

ACK ID 20240802132415NAL0040832800001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Stepherson Incorporated'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 STEPHERSON INCORPORATED.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score