Plan Ledger DOL Form 5500 · updated monthly

Stephens Manufacturing Co IncESOP

STEPHENS MANUFACTURING EMPLOYEE STOCK OWNERSHIP PLAN · TOMPKINSVILLE, KY · plan year 2024

Employer contribution per participant · 2024
$496

Stephens Manufacturing Co Inc's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $51,583 across 104 participant accounts, with employer contributions averaging $496 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Kentucky (871st of 871), and 13,633rd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$51,583
Participants with balances104
Active participants104
Employer contributions$51,583
Employee contributions$0
Employer contribution per active participant$496
Average account balance$496
Plan auditUnmodified (clean) audit opinion
Employer contributions to the Stephens Manufacturing Co Inc plan · 2024
Employer contribution per active participant$496
Median for plans this size$540

Stephens Manufacturing Co Inc's 2024 employer contribution ran below the $540 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Same employer
Similar plansManufacturing · Kentucky
Wpt Corporation KY$677K · 1.21%
Cox Interior, Inc. KY$197K · 4.10%
Terra Universal, Inc. CA$56K · 0.29%
USA Millwork, LLC. IL$54K · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611083572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.