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JOHN S STONE RETIREMENT PLAN 401k Plan overview

Plan NameJOHN S STONE RETIREMENT PLAN
Plan identification number 001

JOHN S STONE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

JOHN S STONE, LLC has sponsored the creation of one or more 401k plans.

Company Name:JOHN S STONE, LLC
Employer identification number (EIN):201981793
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN S STONE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JOHN S STONE
0012014-01-01DEBRA A DIMONE
0012013-01-01JOHN STONE

Plan Statistics for JOHN S STONE RETIREMENT PLAN

401k plan membership statisitcs for JOHN S STONE RETIREMENT PLAN

Measure Date Value
2015: JOHN S STONE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN S STONE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN S STONE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011

Financial Data on JOHN S STONE RETIREMENT PLAN

Measure Date Value
2013 : JOHN S STONE RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,398
Expenses. Total of all expenses incurred2013-12-31$10,270
Benefits paid (including direct rollovers)2013-12-31$10,000
Total plan assets at end of year2013-12-31$12,580
Total plan assets at beginning of year2013-12-31$20,452
Expenses. Other expenses not covered elsewhere2013-12-31$270
Other income received2013-12-31$2,398
Net income (gross income less expenses)2013-12-31$-7,872
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,580
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$20,452

Form 5500 Responses for JOHN S STONE RETIREMENT PLAN

2015: JOHN S STONE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN S STONE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN S STONE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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