Original filing (PDF)20250402150314NAL0014467216001

STEFFES FINANCIAL, LTD.

Name: STEFFES FINANCIAL, LTD. — STEFFES FINANCIAL, LTD. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: STEFFES FINANCIAL, LTD.

Form 5500-SF

FILING_RECEIVED

STEFFES FINANCIAL, LTD. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 STEFFES FINANCIAL, LTD..

Plan sponsor

Name

STEFFES FINANCIAL, LTD.

EIN

74-2834375

Address

8655 COLLEGE BOULEVARD · OVERLAND PARK, KS · 66210

Phone

(913) 722-1111

Industry

Finance & Insurancesee 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

2025-04-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NORTHBORNE PARTNERS LLC

NORTHBORNE PARTNERS 401(K) PLAN

$6.2M · 24 participants

ARGONAUT SECURITIES COMPANY

ARGONAUT SECURITIES COMPANY DEFINED BENEFIT PENSION PLAN

$6.1M · 8 participants

NELSON SECURITIES, INC.

NELSON SECURITIES, INC. 401(K) PLAN

$6.1M · 14 participants

SMITH SALLEY & ASSOCIATES LLC

SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST

$6.1M · 17 participants

JFC ADVISOR NETWORK, INC.

JFC ADVISOR NETWORK, INC. 401(K) PLAN