| Plan Name | STILLWATER CAPITAL INVESTMENTS, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | STILLWATER CAPITAL INVESTMENTS |
| Employer identification number (EIN): | 203524717 |
| NAIC Classification: | 531210 |
| NAIC Description: | Offices of Real Estate Agents and Brokers |
Additional information about STILLWATER CAPITAL INVESTMENTS
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2005-08-30 |
| Company Identification Number: | 0800538303 |
| Legal Registered Office Address: |
2515 MCKINNEY AVE STE 1200 DALLAS United States of America (USA) 75201 |
More information about STILLWATER CAPITAL INVESTMENTS
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | AARON SHERMAN | 2019-09-16 | ||
| 001 | 2017-01-01 | AARON SHERMAN | 2018-07-13 | ||
| 001 | 2016-01-01 | AARON SHERMAN | 2017-10-03 | ||
| 001 | 2015-01-01 | AARON SHERMAN | 2016-07-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : STILLWATER CAPITAL INVESTMENTS, LLC 401(K) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-17 | -1534155 |
| Total liabilities as of the end of the plan year | 2025-09-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-17 | 351656 |
| Net assets as of the end of the plan year | 2025-09-17 | 5102970 |
| Total assets as of the beginning of the plan year | 2025-09-17 | 4862850 |
| Value of plan covered by a fidelity bond | 2025-09-17 | 486285 |
| Participant contributions to plan in this plan year | 2025-09-17 | 658409 |
| Other expenses paid from plan in this plan year | 2025-09-17 | 0 |
| Other contributions to plan in this plan year | 2025-09-17 | 46414 |
| Other income to plan in this plan year | 2025-09-17 | 1019438 |
| Plan net income in this plan year | 2025-09-17 | 1774275 |
| Net assets as of the end of the plan year | 2025-09-17 | 5102970 |
| Net assets as of the beginning of the plan year | 2025-09-17 | 4862850 |
| Employer contributions to plan in this plan year | 2025-09-17 | 401670 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-17 | 6753 |
| 2024 : STILLWATER CAPITAL INVESTMENTS, LLC 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-03 | 212664 |
| Net assets as of the end of the plan year | 2024-09-03 | 4862850 |
| Total assets as of the beginning of the plan year | 2024-09-03 | 3227367 |
| Value of plan covered by a fidelity bond | 2024-09-03 | 322737 |
| Participant contributions to plan in this plan year | 2024-09-03 | 630096 |
| Other expenses paid from plan in this plan year | 2024-09-03 | 0 |
| Other contributions to plan in this plan year | 2024-09-03 | 25107 |
| Other income to plan in this plan year | 2024-09-03 | 809255 |
| Plan net income in this plan year | 2024-09-03 | 1635483 |
| Net assets as of the end of the plan year | 2024-09-03 | 4862850 |
| Net assets as of the beginning of the plan year | 2024-09-03 | 3227367 |
| Employer contributions to plan in this plan year | 2024-09-03 | 383689 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-03 | 3930 |
| 2022 : STILLWATER CAPITAL INVESTMENTS, LLC 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-08-24 | 385629 |
| Net assets as of the end of the plan year | 2022-08-24 | 3141385 |
| Total assets as of the beginning of the plan year | 2022-08-24 | 2457791 |
| Value of plan covered by a fidelity bond | 2022-08-24 | 300000 |
| Participant contributions to plan in this plan year | 2022-08-24 | 336696 |
| Other income to plan in this plan year | 2022-08-24 | 530186 |
| Plan net income in this plan year | 2022-08-24 | 683594 |
| Net assets as of the end of the plan year | 2022-08-24 | 3141385 |
| Net assets as of the beginning of the plan year | 2022-08-24 | 2457791 |
| Employer contributions to plan in this plan year | 2022-08-24 | 202341 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-24 | 450 |