James Stepherson signed Stepherson, Incorporated's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stepherson, Incorporated's EIN is 62-0536130.
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)Stepherson, Incorporated's plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in employer securities] | Other | — | — | $37.9M | 98.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $265K | 0.7% |
