401k Plan data: D STEVENS 401(K) PLAN plan

D STEVENS 401(K) PLAN 401k Plan overview

Plan Name	D STEVENS 401(K) PLAN
Plan identification number	001

D STEVENS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

D STEVENS, LLC has sponsored the creation of one or more 401k plans.

Company Name: D STEVENS, LLC

Employer identification number (EIN): 261228346

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D STEVENS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01

Plan Statistics for D STEVENS 401(K) PLAN

401k plan membership statisitcs for D STEVENS 401(K) PLAN

Measure Date Value
2023: D STEVENS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: D STEVENS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Total of all active and inactive participants 2022-01-01 5
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
2021: D STEVENS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Total of all active and inactive participants 2021-01-01 7
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
2020: D STEVENS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Total of all active and inactive participants 2020-01-01 7
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7

Measure	Date	Value
2023: D STEVENS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: D STEVENS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Total of all active and inactive participants	2022-01-01	5
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
2021: D STEVENS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Total of all active and inactive participants	2021-01-01	7
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
2020: D STEVENS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Total of all active and inactive participants	2020-01-01	7
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7

Financial Data on D STEVENS 401(K) PLAN

Measure	Date	Value
2023 : D STEVENS 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$141,349
Expenses. Total of all expenses incurred	2023-12-31	$64
Total plan assets at end of year	2023-12-31	$661,734
Total plan assets at beginning of year	2023-12-31	$520,449
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$25,970
Expenses. Other expenses not covered elsewhere	2023-12-31	$64
Contributions received from other sources (not participants or employers)	2023-12-31	$180
Other income received	2023-12-31	$44,936
Net income (gross income less expenses)	2023-12-31	$141,285
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$661,734
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$520,449
Total contributions received or receivable from employer(s)	2023-12-31	$70,263
2022 : D STEVENS 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$87,776
Expenses. Total of all expenses incurred	2022-12-31	$29,850
Benefits paid (including direct rollovers)	2022-12-31	$29,700
Total plan assets at end of year	2022-12-31	$520,449
Total plan assets at beginning of year	2022-12-31	$462,523
Total contributions received or receivable from participants	2022-12-31	$69,986
Expenses. Other expenses not covered elsewhere	2022-12-31	$150
Other income received	2022-12-31	$121
Net income (gross income less expenses)	2022-12-31	$57,926
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$520,449
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$462,523
Total contributions received or receivable from employer(s)	2022-12-31	$17,669
2021 : D STEVENS 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$100,972
Expenses. Total of all expenses incurred	2021-12-31	$26,619
Benefits paid (including direct rollovers)	2021-12-31	$26,344
Total plan assets at end of year	2021-12-31	$462,523
Total plan assets at beginning of year	2021-12-31	$388,170
Total contributions received or receivable from participants	2021-12-31	$68,659
Other income received	2021-12-31	$13,314
Net income (gross income less expenses)	2021-12-31	$74,353
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$462,523
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$388,170
Total contributions received or receivable from employer(s)	2021-12-31	$18,999
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$275
2020 : D STEVENS 401(K) PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$3,859
Total income from all sources	2020-12-31	$93,150
Expenses. Total of all expenses incurred	2020-12-31	$40,564
Benefits paid (including direct rollovers)	2020-12-31	$36,272
Total plan assets at end of year	2020-12-31	$388,170
Total plan assets at beginning of year	2020-12-31	$339,443
Total contributions received or receivable from participants	2020-12-31	$25,558
Expenses. Other expenses not covered elsewhere	2020-12-31	$4,092
Other income received	2020-12-31	$50,410
Net income (gross income less expenses)	2020-12-31	$52,586
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$388,170
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$335,584
Total contributions received or receivable from employer(s)	2020-12-31	$17,182
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$200

Form 5500 Responses for D STEVENS 401(K) PLAN

2023: D STEVENS 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: D STEVENS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: D STEVENS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: D STEVENS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	D STEVENS, LLC
Employer identification number (EIN):	261228346
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers