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STEPHEN BADER & COMPANY,INC.DEFINED BENEFIT PLAN 401k Plan overview

Plan NameSTEPHEN BADER & COMPANY,INC.DEFINED BENEFIT PLAN
Plan identification number 001

STEPHEN BADER & COMPANY,INC.DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

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

Company Name:STEPHEN BADER & COMPANY,INC.
Employer identification number (EIN):141471350
NAIC Classification:333610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN BADER & COMPANY,INC.DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL JOHNSON2024-07-17 DANIEL JOHNSON2024-07-17
0012022-01-01DANIEL S JOHNSON2023-05-31 DANIEL S JOHNSON2023-05-31
0012021-01-01DANIEL JOHNSON2022-04-28 DANIEL JOHNSON2022-04-28
0012021-01-01DANIEL JOHNSON2022-05-03 DANIEL JOHNSON2022-05-03
0012020-01-01DANIEL JOHNSON2021-04-08 DANIEL JOHNSON2021-04-08
0012019-01-01DANIEL JOHNSON2020-06-25 DANIEL JOHNSON2020-06-25
0012018-01-01DANIEL W. JOHNSON2019-05-07 DANIEL W. JOHNSON2019-05-07
0012017-01-01DANIEL JOHNSON2018-04-19 DANIEL JOHNSON2018-04-19
0012016-01-01DANIEL JOHNSON2017-04-25 DANIEL JOHNSON2017-04-25
0012015-01-01DANIEL W.JOHNSON2016-03-30 DANIEL W.JOHNSON2016-03-30
0012014-01-01DANIEL W. JOHNSON2015-04-21 DANIEL W. JOHNSON2015-04-21
0012013-01-01DANIEL W. JOHNSON2014-08-05 DANIEL W. JOHNSON2014-08-05
0012012-01-01DANIEL JOHNSON2013-06-05 DANIEL JOHNSON2013-06-05
0012011-01-01DANIEL W JOHNSON2012-07-27 DANIEL W JOHNSON2012-07-27
0012010-01-01DANIEL W. JOHNSON2011-08-18 DANIEL W. JOHNSON2011-08-18

Financial Data on STEPHEN BADER & COMPANY,INC.DEFINED BENEFIT PLAN

Measure Date Value
2025 : STEPHEN BADER & COMPANY,INC.DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-240
Total liabilities as of the beginning of the plan year2025-02-240
Total expenses incurred by plan in this plan year2025-02-2413
Net assets as of the end of the plan year2025-02-24973791
Total assets as of the beginning of the plan year2025-02-24787668
Value of plan covered by a fidelity bond2025-02-24250000
Other income to plan in this plan year2025-02-24186136
Plan net income in this plan year2025-02-24186123
Net assets as of the end of the plan year2025-02-24973791
Net assets as of the beginning of the plan year2025-02-24787668
Employer contributions to plan in this plan year2025-02-240
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-2413
2024 : STEPHEN BADER & COMPANY,INC.DEFINED BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-17108
Net assets as of the end of the plan year2024-07-17787668
Total assets as of the beginning of the plan year2024-07-17550763
Value of plan covered by a fidelity bond2024-07-17250000
Other income to plan in this plan year2024-07-17187013
Plan net income in this plan year2024-07-17236905
Net assets as of the end of the plan year2024-07-17787668
Net assets as of the beginning of the plan year2024-07-17550763
Employer contributions to plan in this plan year2024-07-1750000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-17108

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