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STEPHENSON & COMPANY, INC.

EIN 81-1124741-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
5
241 AVENIDA DEL MAR - SAN CLEMENTE, CA 92672949-727-4255stephensonfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#003ProfitSharing-$2.0M - 5 part

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Retirement#003

STEPHENSON & COMPANY PROFIT SHARING PLAN

ProfitSharing

Assets$2.0M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003STEPHENSON & COMPANY PROFIT SHARING PLANProfitSharing$2.0M52025
Retirement plans
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