Stepherson Incorporated 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Stepherson Incorporated 401(k) Plan Facts (plan year 2024)

Plan name
STEPHERSON'S, INC. PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
STEPHERSON INCORPORATED
Participants
73
Plan year
Jan 1, 2024 – Mar 5, 2024
Plan established
Jan 1, 1984
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Mar 5, 2024), filed Aug 2, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.39 million was paid out to participants.
  • Investment and other income added $1,034.

How the Stepherson Incorporated 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019374$3.99 million$0$240,705
2020396$4.63 million$0$112,480
2021408$4.75 million—$434,850
2022400$3.37 million—$646,665
2023396$3.39 million—$466,204
2024 (final)73$0—$3.39 million

Stepherson Incorporated 401(k) Contact Information

Phone
901-794-0058
Mailing address
5150 AMERICAN WAY, MEMPHIS TN 38115
Plan sponsor
STEPHERSON INCORPORATED
Employer identification number (EIN)
62-0536130
Plan number
001

Questions about the Stepherson Incorporated 401(k)

Is the Stepherson Incorporated 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024.

Does Stepherson Incorporated contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Stepherson Incorporated 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Stepherson Incorporated 401(k) plan?

73 participants at the start of plan year 2024.

Who manages the Stepherson Incorporated 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

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