STONE HARBOR, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-02 | 0 |
| Net assets as of the end of the plan year | 2025-08-02 | 45867 |
| Value of plan covered by a fidelity bond | 2025-08-02 | 1000 |
| Participant contributions to plan in this plan year | 2025-08-02 | 37495 |
| Other income to plan in this plan year | 2025-08-02 | 293 |
| Plan net income in this plan year | 2025-08-02 | 45867 |
| Net assets as of the end of the plan year | 2025-08-02 | 45867 |
| Net assets as of the beginning of the plan year | 2025-08-02 | 0 |
| Employer contributions to plan in this plan year | 2025-08-02 | 8079 |
| 2020 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-09-30 | $0 |
| Total plan liabilities at beginning of year | 2020-09-30 | $0 |
| Total income from all sources | 2020-09-30 | $0 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $333,821 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $333,608 |
| Total plan assets at end of year | 2020-09-30 | $0 |
| Total plan assets at beginning of year | 2020-09-30 | $333,821 |
| Value of fidelity bond covering the plan | 2020-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
| Other income received | 2020-09-30 | $0 |
| Noncash contributions received | 2020-09-30 | $0 |
| Net income (gross income less expenses) | 2020-09-30 | $-333,821 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $333,821 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2020-09-30 | $0 |
| Value of corrective distributions | 2020-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-09-30 | $0 |
| 2019 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $64,886 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $64,607 |
| Total plan assets at end of year | 2019-12-31 | $333,821 |
| Total plan assets at beginning of year | 2019-12-31 | $398,707 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $0 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-64,886 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $333,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $398,707 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $279 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-37,303 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $414,519 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $413,796 |
| Total plan assets at end of year | 2018-12-31 | $398,707 |
| Total plan assets at beginning of year | 2018-12-31 | $850,529 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $723 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-37,303 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-451,822 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $398,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $850,529 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $-15,062 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $650,709 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $646,316 |
| Total plan assets at end of year | 2017-12-31 | $850,529 |
| Total plan assets at beginning of year | 2017-12-31 | $1,516,300 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $4,393 |
| Other income received | 2017-12-31 | $-15,062 |
| Net income (gross income less expenses) | 2017-12-31 | $-665,771 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $850,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,516,300 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $46,539 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $54,859 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,827 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,963 |
| Total plan assets at end of year | 2016-12-31 | $1,516,300 |
| Total plan assets at beginning of year | 2016-12-31 | $1,467,268 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,864 |
| Other income received | 2016-12-31 | $54,859 |
| Net income (gross income less expenses) | 2016-12-31 | $49,032 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,516,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,467,268 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $251,914 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-37,841 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $8,258 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $7,812 |
| Total plan assets at end of year | 2015-12-31 | $1,467,268 |
| Total plan assets at beginning of year | 2015-12-31 | $1,513,367 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $446 |
| Other income received | 2015-12-31 | $-37,841 |
| Net income (gross income less expenses) | 2015-12-31 | $-46,099 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,467,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,513,367 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $216,057 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $-69,533 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,029 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $749 |
| Total plan assets at end of year | 2014-12-31 | $1,513,367 |
| Total plan assets at beginning of year | 2014-12-31 | $1,583,929 |
| Value of fidelity bond covering the plan | 2014-12-31 | $700,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $280 |
| Other income received | 2014-12-31 | $-129,533 |
| Net income (gross income less expenses) | 2014-12-31 | $-70,562 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,513,367 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,583,929 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $175,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $60,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $249,896 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $214 |
| Total plan assets at end of year | 2013-12-31 | $1,583,929 |
| Total plan assets at beginning of year | 2013-12-31 | $1,334,247 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $38,415 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $214 |
| Other income received | 2013-12-31 | $135,555 |
| Net income (gross income less expenses) | 2013-12-31 | $249,682 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,583,929 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,334,247 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $168,321 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $114,341 |
| 2012 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $156,601 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $9,068 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $8,848 |
| Total plan assets at end of year | 2012-12-31 | $1,334,247 |
| Total plan assets at beginning of year | 2012-12-31 | $1,186,714 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $38,415 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $220 |
| Other income received | 2012-12-31 | $46,249 |
| Net income (gross income less expenses) | 2012-12-31 | $147,533 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,334,247 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,186,714 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $143,321 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $110,352 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $102,032 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $270 |
| Total plan assets at end of year | 2011-12-31 | $1,186,714 |
| Total plan assets at beginning of year | 2011-12-31 | $1,084,952 |
| Value of fidelity bond covering the plan | 2011-12-31 | $700,000 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $38,415 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $270 |
| Other income received | 2011-12-31 | $-7,855 |
| Net income (gross income less expenses) | 2011-12-31 | $101,762 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,186,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,084,952 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $143,321 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $109,887 |
| 2010 : STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $2,550 |
| Total income from all sources | 2010-12-31 | $181,709 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $14,621 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $14,598 |
| Total plan assets at end of year | 2010-12-31 | $1,084,952 |
| Total plan assets at beginning of year | 2010-12-31 | $920,414 |
| Value of fidelity bond covering the plan | 2010-12-31 | $700,000 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $215,736 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $23 |
| Other income received | 2010-12-31 | $72,965 |
| Net income (gross income less expenses) | 2010-12-31 | $167,088 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,084,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $917,864 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $47,513 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $108,744 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2020: STONE HARBOR, INC. EMPLOYEES' 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 | Yes |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: STONE HARBOR, INC. EMPLOYEES' 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: STONE HARBOR, INC. EMPLOYEES' 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: STONE HARBOR, INC. EMPLOYEES' 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: STONE HARBOR, INC. EMPLOYEES' 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 |
| 2015: STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STONE HARBOR, INC. EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |