401k Plan data: STEPHENSON & COMPANY PROFIT SHARING PLAN plan

STEPHENSON & COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHENSON & COMPANY PROFIT SHARING PLAN
Plan identification number	003

STEPHENSON & COMPANY PROFIT SHARING 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).
Profit-sharing
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.
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

STEPHENSON & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHENSON & COMPANY, INC.

Employer identification number (EIN): 811124741

NAIC Classification: 523900

Additional information about STEPHENSON & COMPANY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2012-01-06

Company Identification Number: P12000001958

Legal Registered Office Address: 977 PONCAN

ORANGE CITY

32763

More information about STEPHENSON & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENSON & COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 BRADLEY STEPHENSON 2023-05-17 BRADLEY STEPHENSON 2023-05-17
003 2021-01-01 BRADLEY STEPHENSON 2022-04-20 BRADLEY STEPHENSON 2022-04-20
003 2020-01-01 BRADLEY STEPHENSON 2021-04-15 BRADLEY STEPHENSON 2021-04-15
003 2019-01-01 BRADLEY STEPHENSON 2020-04-29 BRADLEY STEPHENSON 2020-04-29
003 2018-01-01
003 2017-01-01
003 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	BRADLEY STEPHENSON	2023-05-17	BRADLEY STEPHENSON	2023-05-17
003	2021-01-01	BRADLEY STEPHENSON	2022-04-20	BRADLEY STEPHENSON	2022-04-20
003	2020-01-01	BRADLEY STEPHENSON	2021-04-15	BRADLEY STEPHENSON	2021-04-15
003	2019-01-01	BRADLEY STEPHENSON	2020-04-29	BRADLEY STEPHENSON	2020-04-29
003	2018-01-01
003	2017-01-01
003	2016-01-01

Plan Statistics for STEPHENSON & COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHENSON & COMPANY PROFIT SHARING PLAN

Measure Date Value
2022: STEPHENSON & COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEPHENSON & COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STEPHENSON & COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEPHENSON & COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEPHENSON & COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEPHENSON & COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEPHENSON & COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: STEPHENSON & COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEPHENSON & COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STEPHENSON & COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEPHENSON & COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEPHENSON & COMPANY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEPHENSON & COMPANY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEPHENSON & COMPANY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on STEPHENSON & COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2022 : STEPHENSON & COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-120,513
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$1,257,157
Total plan assets at beginning of year	2022-12-31	$1,377,670
Value of fidelity bond covering the plan	2022-12-31	$400,000
Other income received	2022-12-31	$-200,751
Net income (gross income less expenses)	2022-12-31	$-120,513
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,257,157
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,377,670
Assets. Value of real-estate (other than employer real property)	2022-12-31	$122,400
Total contributions received or receivable from employer(s)	2022-12-31	$80,238
2021 : STEPHENSON & COMPANY PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$219,729
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$1,377,670
Total plan assets at beginning of year	2021-12-31	$1,157,941
Value of fidelity bond covering the plan	2021-12-31	$400,000
Other income received	2021-12-31	$148,681
Net income (gross income less expenses)	2021-12-31	$219,729
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,377,670
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,157,941
Assets. Value of real-estate (other than employer real property)	2021-12-31	$178,500
Total contributions received or receivable from employer(s)	2021-12-31	$71,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : STEPHENSON & COMPANY PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$169,977
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,157,941
Total plan assets at beginning of year	2020-12-31	$987,964
Value of fidelity bond covering the plan	2020-12-31	$400,000
Other income received	2020-12-31	$103,739
Net income (gross income less expenses)	2020-12-31	$169,977
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,157,941
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$987,964
Assets. Value of real-estate (other than employer real property)	2020-12-31	$167,254
Total contributions received or receivable from employer(s)	2020-12-31	$66,238
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : STEPHENSON & COMPANY PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$194,104
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$987,964
Total plan assets at beginning of year	2019-12-31	$793,860
Value of fidelity bond covering the plan	2019-12-31	$400,000
Other income received	2019-12-31	$120,596
Net income (gross income less expenses)	2019-12-31	$194,104
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$987,964
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$793,860
Assets. Value of real-estate (other than employer real property)	2019-12-31	$170,361
Total contributions received or receivable from employer(s)	2019-12-31	$73,508
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : STEPHENSON & COMPANY PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$29,943
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$793,860
Total plan assets at beginning of year	2018-12-31	$763,917
Value of fidelity bond covering the plan	2018-12-31	$400,000
Other income received	2018-12-31	$-38,028
Net income (gross income less expenses)	2018-12-31	$29,943
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$793,860
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$763,917
Assets. Value of real-estate (other than employer real property)	2018-12-31	$171,968
Total contributions received or receivable from employer(s)	2018-12-31	$67,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : STEPHENSON & COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$369,231
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$763,917
Total plan assets at beginning of year	2017-12-31	$394,686
Value of fidelity bond covering the plan	2017-12-31	$200,000
Other income received	2017-12-31	$304,987
Net income (gross income less expenses)	2017-12-31	$369,231
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$763,917
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$394,686
Assets. Value of real-estate (other than employer real property)	2017-12-31	$171,968
Total contributions received or receivable from employer(s)	2017-12-31	$64,244
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : STEPHENSON & COMPANY PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$344,467
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$394,686
Total plan assets at beginning of year	2016-12-31	$50,219
Value of fidelity bond covering the plan	2016-12-31	$75,000
Contributions received from other sources (not participants or employers)	2016-12-31	$250,000
Other income received	2016-12-31	$12,093
Net income (gross income less expenses)	2016-12-31	$344,467
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$394,686
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$50,219
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$250,000
Total contributions received or receivable from employer(s)	2016-12-31	$82,374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0

Form 5500 Responses for STEPHENSON & COMPANY PROFIT SHARING PLAN

2022: STEPHENSON & COMPANY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEPHENSON & COMPANY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEPHENSON & COMPANY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEPHENSON & COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEPHENSON & COMPANY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHENSON & COMPANY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHENSON & COMPANY PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHENSON & COMPANY, INC.
Employer identification number (EIN):	811124741
NAIC Classification:	523900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2012-01-06
Company Identification Number:	P12000001958
Legal Registered Office Address:	977 PONCAN ORANGE CITY 32763