401k Plan data: STEVENS & LEE SAVINGS PLAN plan

STEVENS & LEE SAVINGS PLAN 401k Plan overview

Plan Name	STEVENS & LEE SAVINGS PLAN
Plan identification number	002

STEVENS & LEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

STEVENS & LEE has sponsored the creation of one or more 401k plans.

Company Name: STEVENS & LEE

Employer identification number (EIN): 231886296

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVENS & LEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 CHARLES HARENZA JOHN DUROFCHALK 2018-10-12
002 2016-01-01 CHARLES HARENZA JOHN DUROFCHALK 2017-10-13
002 2015-01-01 CHARLES HARENZA JOHN DUROFCHALK 2016-10-14
002 2014-01-01 CHARLES HARENZA JOHN DUROFCHALK 2015-10-15
002 2013-01-01 CHARLES HARENZA JOHN DUROFCHALK 2014-10-15
002 2012-01-01 CHARLES HARENZA JOHN DUROFCHALK 2013-10-15
002 2011-01-01 CHARLES HARENZA JOHN DUROFCHALK 2012-10-15
002 2010-01-01 CHARLES F. HARENZA JOHN M. DUROFCHALK 2011-10-17
002 2009-01-01 CHARLES F. HARENZA JOHN M. DUROFCHALK 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	CHARLES HARENZA	JOHN DUROFCHALK	2018-10-12
002	2016-01-01	CHARLES HARENZA	JOHN DUROFCHALK	2017-10-13
002	2015-01-01	CHARLES HARENZA	JOHN DUROFCHALK	2016-10-14
002	2014-01-01	CHARLES HARENZA	JOHN DUROFCHALK	2015-10-15
002	2013-01-01	CHARLES HARENZA	JOHN DUROFCHALK	2014-10-15
002	2012-01-01	CHARLES HARENZA	JOHN DUROFCHALK	2013-10-15
002	2011-01-01	CHARLES HARENZA	JOHN DUROFCHALK	2012-10-15
002	2010-01-01	CHARLES F. HARENZA	JOHN M. DUROFCHALK	2011-10-17
002	2009-01-01	CHARLES F. HARENZA	JOHN M. DUROFCHALK	2010-10-12

Plan Statistics for STEVENS & LEE SAVINGS PLAN

401k plan membership statisitcs for STEVENS & LEE SAVINGS PLAN

Measure Date Value
2022: STEVENS & LEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 437
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 343
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 127
Total of all active and inactive participants 2022-01-01 476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 480
Number of participants with account balances 2022-01-01 480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 29
2021: STEVENS & LEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 319
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 103
Total of all active and inactive participants 2021-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 435
Number of participants with account balances 2021-01-01 434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 23
2020: STEVENS & LEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 319
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 92
Total of all active and inactive participants 2020-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 421
Number of participants with account balances 2020-01-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: STEVENS & LEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 310
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 87
Total of all active and inactive participants 2019-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 4
Total participants 2019-01-01 408
Number of participants with account balances 2019-01-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 32
2018: STEVENS & LEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 303
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 71
Total of all active and inactive participants 2018-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 382
Number of participants with account balances 2018-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: STEVENS & LEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 288
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 67
Total of all active and inactive participants 2017-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 362
Number of participants with account balances 2017-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: STEVENS & LEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 278
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 63
Total of all active and inactive participants 2016-01-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 4
Total participants 2016-01-01 347
Number of participants with account balances 2016-01-01 347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: STEVENS & LEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 377
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 277
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 65
Total of all active and inactive participants 2015-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 5
Total participants 2015-01-01 349
Number of participants with account balances 2015-01-01 349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 37
2014: STEVENS & LEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 323
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 48
Total of all active and inactive participants 2014-01-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 377
Number of participants with account balances 2014-01-01 377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: STEVENS & LEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 326
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 38
Total of all active and inactive participants 2013-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 371
Number of participants with account balances 2013-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 13
2012: STEVENS & LEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 325
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 46
Total of all active and inactive participants 2012-01-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 376
Number of participants with account balances 2012-01-01 376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 35
2011: STEVENS & LEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 336
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 44
Total of all active and inactive participants 2011-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 383
Number of participants with account balances 2011-01-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 25
2010: STEVENS & LEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 337
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 42
Total of all active and inactive participants 2010-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 381
Number of participants with account balances 2010-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: STEVENS & LEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 331
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 36
Total of all active and inactive participants 2009-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 368
Number of participants with account balances 2009-01-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 12

Measure	Date	Value
2022: STEVENS & LEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	437
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	343
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	127
Total of all active and inactive participants	2022-01-01	476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	480
Number of participants with account balances	2022-01-01	480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	29
2021: STEVENS & LEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	319
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	103
Total of all active and inactive participants	2021-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	435
Number of participants with account balances	2021-01-01	434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	23
2020: STEVENS & LEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	319
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	92
Total of all active and inactive participants	2020-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	421
Number of participants with account balances	2020-01-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: STEVENS & LEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	310
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	87
Total of all active and inactive participants	2019-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	4
Total participants	2019-01-01	408
Number of participants with account balances	2019-01-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	32
2018: STEVENS & LEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	303
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	71
Total of all active and inactive participants	2018-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	382
Number of participants with account balances	2018-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: STEVENS & LEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	288
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	67
Total of all active and inactive participants	2017-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	362
Number of participants with account balances	2017-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: STEVENS & LEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	278
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	63
Total of all active and inactive participants	2016-01-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	4
Total participants	2016-01-01	347
Number of participants with account balances	2016-01-01	347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: STEVENS & LEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	377
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	277
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	65
Total of all active and inactive participants	2015-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	5
Total participants	2015-01-01	349
Number of participants with account balances	2015-01-01	349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	37
2014: STEVENS & LEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	323
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	48
Total of all active and inactive participants	2014-01-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	377
Number of participants with account balances	2014-01-01	377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: STEVENS & LEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	326
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	38
Total of all active and inactive participants	2013-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	371
Number of participants with account balances	2013-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	13
2012: STEVENS & LEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	325
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	46
Total of all active and inactive participants	2012-01-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	376
Number of participants with account balances	2012-01-01	376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	35
2011: STEVENS & LEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	336
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	44
Total of all active and inactive participants	2011-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	383
Number of participants with account balances	2011-01-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	25
2010: STEVENS & LEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	337
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	42
Total of all active and inactive participants	2010-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	381
Number of participants with account balances	2010-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: STEVENS & LEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	331
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	36
Total of all active and inactive participants	2009-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	368
Number of participants with account balances	2009-01-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	12

Financial Data on STEVENS & LEE SAVINGS PLAN

Measure	Date	Value
2022 : STEVENS & LEE SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-27,647,861
Total unrealized appreciation/depreciation of assets	2022-12-31	$-27,647,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$4,018,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,531,020
Total income from all sources (including contributions)	2022-12-31	$-27,569,460
Total loss/gain on sale of assets	2022-12-31	$-267,679
Total of all expenses incurred	2022-12-31	$20,788,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$19,529,282
Value of total corrective distributions	2022-12-31	$10,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$11,502,506
Value of total assets at end of year	2022-12-31	$224,462,846
Value of total assets at beginning of year	2022-12-31	$271,333,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,249,140
Total interest from all sources	2022-12-31	$694,298
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,524,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$5,014,271
Administrative expenses professional fees incurred	2022-12-31	$183,405
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,997,324
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$12,576,164
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$14,956,668
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$372,168
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$343,014
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$264,955
Other income not declared elsewhere	2022-12-31	$410,841
Liabilities. Value of operating payables at end of year	2022-12-31	$37,909
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$99,195
Total non interest bearing cash at beginning of year	2022-12-31	$147,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-48,358,080
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$220,443,967
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$268,802,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$2,874,776
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$2,622,685
Investment advisory and management fees	2022-12-31	$1,065,735
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$82,059,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$95,418,499
Interest earned on other investments	2022-12-31	$64,997
Income. Interest from US Government securities	2022-12-31	$311,283
Income. Interest from corporate debt instruments	2022-12-31	$318,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$17,157,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$15,148,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$15,148,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$16
Asset value of US Government securities at end of year	2022-12-31	$14,400,158
Asset value of US Government securities at beginning of year	2022-12-31	$17,662,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-18,785,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$8,133,014
Employer contributions (assets) at end of year	2022-12-31	$8,133,014
Employer contributions (assets) at beginning of year	2022-12-31	$5,752,549
Income. Dividends from common stock	2022-12-31	$1,510,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$19,529,282
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$8,246,641
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$11,037,355
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$78,572,905
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$108,321,709
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$3,980,970
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$2,531,020
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$50,008,918
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$50,276,597
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TOMASI & COMPANY PC
Accountancy firm EIN	2022-12-31	830664781
2021 : STEVENS & LEE SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$6,280,612
Total unrealized appreciation/depreciation of assets	2021-12-31	$6,280,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,531,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$15,146
Total income from all sources (including contributions)	2021-12-31	$46,404,438
Total loss/gain on sale of assets	2021-12-31	$15,296,956
Total of all expenses incurred	2021-12-31	$17,489,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$16,144,423
Value of total corrective distributions	2021-12-31	$1,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$12,120,969
Value of total assets at end of year	2021-12-31	$271,333,067
Value of total assets at beginning of year	2021-12-31	$239,902,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,343,732
Total interest from all sources	2021-12-31	$715,962
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$8,539,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$7,269,596
Administrative expenses professional fees incurred	2021-12-31	$149,224
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,676,126
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$14,956,668
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$14,199,474
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,182,638
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$264,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$257,400
Other income not declared elsewhere	2021-12-31	$462,144
Total non interest bearing cash at end of year	2021-12-31	$147,233
Total non interest bearing cash at beginning of year	2021-12-31	$172,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$28,914,868
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$268,802,047
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$239,887,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$2,622,685
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$2,158,195
Investment advisory and management fees	2021-12-31	$1,194,508
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$95,418,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$83,329,990
Interest earned on other investments	2021-12-31	$68,188
Income. Interest from US Government securities	2021-12-31	$319,807
Income. Interest from corporate debt instruments	2021-12-31	$327,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$15,148,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$10,517,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$10,517,979
Asset value of US Government securities at end of year	2021-12-31	$17,662,475
Asset value of US Government securities at beginning of year	2021-12-31	$17,386,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,988,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$7,262,205
Employer contributions (assets) at end of year	2021-12-31	$5,752,549
Employer contributions (assets) at beginning of year	2021-12-31	$6,220,916
Income. Dividends from common stock	2021-12-31	$1,270,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$16,144,423
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$11,037,355
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$11,366,683
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$108,321,709
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$94,292,613
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$2,531,020
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$15,146
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$54,918,296
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$39,621,340
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	TOMASI & COMPANY PC
Accountancy firm EIN	2021-12-31	830664781
2020 : STEVENS & LEE SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$10,639,379
Total unrealized appreciation/depreciation of assets	2020-12-31	$10,639,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$15,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$195
Total income from all sources (including contributions)	2020-12-31	$32,433,376
Total loss/gain on sale of assets	2020-12-31	$749,133
Total of all expenses incurred	2020-12-31	$13,305,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$12,139,345
Value of total corrective distributions	2020-12-31	$4,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$9,617,572
Value of total assets at end of year	2020-12-31	$239,902,325
Value of total assets at beginning of year	2020-12-31	$220,759,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,162,040
Total interest from all sources	2020-12-31	$836,840
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,933,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,762,284
Administrative expenses professional fees incurred	2020-12-31	$174,417
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,641,866
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$1,570
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$14,199,474
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$15,686,487
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$173,223
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$257,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$316,514
Other income not declared elsewhere	2020-12-31	$406,736
Total non interest bearing cash at end of year	2020-12-31	$172,665
Total non interest bearing cash at beginning of year	2020-12-31	$88,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$19,127,831
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$239,887,179
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$220,759,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$2,158,195
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$2,159,482
Investment advisory and management fees	2020-12-31	$987,623
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$83,329,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$64,979,736
Interest earned on other investments	2020-12-31	$82,275
Income. Interest from US Government securities	2020-12-31	$423,749
Income. Interest from corporate debt instruments	2020-12-31	$330,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$10,517,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$9,670,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$9,670,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$535
Asset value of US Government securities at end of year	2020-12-31	$17,386,410
Asset value of US Government securities at beginning of year	2020-12-31	$17,705,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,250,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$6,802,483
Employer contributions (assets) at end of year	2020-12-31	$6,220,916
Employer contributions (assets) at beginning of year	2020-12-31	$6,388,443
Income. Dividends from common stock	2020-12-31	$1,171,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$12,139,345
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$11,366,683
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$10,387,993
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$94,292,613
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$93,374,590
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$15,146
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$195
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$69,144,871
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$68,395,738
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TOMASI & COMPANY PC
Accountancy firm EIN	2020-12-31	830664781
2019 : STEVENS & LEE SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$21,281,028
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$21,281,028
Total unrealized appreciation/depreciation of assets	2019-12-31	$21,281,028
Total unrealized appreciation/depreciation of assets	2019-12-31	$21,281,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$44,336,593
Total income from all sources (including contributions)	2019-12-31	$44,336,593
Total loss/gain on sale of assets	2019-12-31	$770,969
Total loss/gain on sale of assets	2019-12-31	$770,969
Total of all expenses incurred	2019-12-31	$2,973,043
Total of all expenses incurred	2019-12-31	$2,973,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,941,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,941,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$9,038,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$9,038,834
Value of total assets at end of year	2019-12-31	$220,759,543
Value of total assets at end of year	2019-12-31	$220,759,543
Value of total assets at beginning of year	2019-12-31	$179,395,798
Value of total assets at beginning of year	2019-12-31	$179,395,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,031,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,031,724
Total interest from all sources	2019-12-31	$836,395
Total interest from all sources	2019-12-31	$836,395
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,268,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,650,512
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$3,650,512
Administrative expenses professional fees incurred	2019-12-31	$110,845
Administrative expenses professional fees incurred	2019-12-31	$110,845
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,420,477
Contributions received from participants	2019-12-31	$2,420,477
Participant contributions at end of year	2019-12-31	$1,570
Participant contributions at end of year	2019-12-31	$1,570
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$15,686,487
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$15,686,487
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$14,433,004
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$14,433,004
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$229,914
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$229,914
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$316,514
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$316,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$296,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$296,935
Other income not declared elsewhere	2019-12-31	$404,146
Other income not declared elsewhere	2019-12-31	$404,146
Total non interest bearing cash at end of year	2019-12-31	$88,972
Total non interest bearing cash at end of year	2019-12-31	$88,972
Total non interest bearing cash at beginning of year	2019-12-31	$146,732
Total non interest bearing cash at beginning of year	2019-12-31	$146,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$41,363,550
Value of net income/loss	2019-12-31	$41,363,550
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$220,759,348
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$220,759,348
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$179,395,798
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$179,395,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$2,159,482
Assets. partnership/joint venture interests at end of year	2019-12-31	$2,159,482
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$2,048,879
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$2,048,879
Investment advisory and management fees	2019-12-31	$920,879
Investment advisory and management fees	2019-12-31	$920,879
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$64,979,736
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$64,979,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$52,356,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$52,356,171
Interest earned on other investments	2019-12-31	$80,555
Interest earned on other investments	2019-12-31	$80,555
Income. Interest from US Government securities	2019-12-31	$427,829
Income. Interest from US Government securities	2019-12-31	$427,829
Income. Interest from corporate debt instruments	2019-12-31	$321,154
Income. Interest from corporate debt instruments	2019-12-31	$321,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$9,670,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$9,670,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$6,623,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$6,623,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$6,623,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$6,623,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,857
Asset value of US Government securities at end of year	2019-12-31	$17,705,458
Asset value of US Government securities at end of year	2019-12-31	$17,705,458
Asset value of US Government securities at beginning of year	2019-12-31	$14,993,033
Asset value of US Government securities at beginning of year	2019-12-31	$14,993,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,736,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,736,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$6,388,443
Contributions received in cash from employer	2019-12-31	$6,388,443
Employer contributions (assets) at end of year	2019-12-31	$6,388,443
Employer contributions (assets) at end of year	2019-12-31	$6,388,443
Employer contributions (assets) at beginning of year	2019-12-31	$6,306,222
Employer contributions (assets) at beginning of year	2019-12-31	$6,306,222
Income. Dividends from common stock	2019-12-31	$1,617,799
Income. Dividends from common stock	2019-12-31	$1,617,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,941,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,941,319
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$10,387,993
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$10,387,993
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$9,521,560
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$9,521,560
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$93,374,590
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$93,374,590
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$72,669,995
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$72,669,995
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$195
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$195
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$64,146,661
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$63,375,692
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$63,375,692
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TOMASI & COMPANY PC
Accountancy firm name	2019-12-31	TOMASI & COMPANY PC
Accountancy firm EIN	2019-12-31	830664781
Accountancy firm EIN	2019-12-31	830664781
2018 : STEVENS & LEE SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-10,641,499
Total unrealized appreciation/depreciation of assets	2018-12-31	$-10,641,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10,454
Total income from all sources (including contributions)	2018-12-31	$-3,473,238
Total loss/gain on sale of assets	2018-12-31	$-2,144,032
Total of all expenses incurred	2018-12-31	$6,045,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,990,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,998,691
Value of total assets at end of year	2018-12-31	$179,395,798
Value of total assets at beginning of year	2018-12-31	$188,924,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,055,214
Total interest from all sources	2018-12-31	$865,937
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,587,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,062,192
Administrative expenses professional fees incurred	2018-12-31	$129,725
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,222,595
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$14,433,004
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$15,112,715
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$469,511
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$296,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$206,780
Other income not declared elsewhere	2018-12-31	$461,054
Total non interest bearing cash at end of year	2018-12-31	$146,732
Total non interest bearing cash at beginning of year	2018-12-31	$120,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-9,518,594
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$179,395,798
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$188,914,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$2,048,879
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$925,489
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$52,356,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$54,845,019
Interest earned on other investments	2018-12-31	$74,251
Income. Interest from US Government securities	2018-12-31	$389,546
Income. Interest from corporate debt instruments	2018-12-31	$343,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$6,623,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$4,527,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$4,527,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$58,231
Asset value of US Government securities at end of year	2018-12-31	$14,993,033
Asset value of US Government securities at beginning of year	2018-12-31	$14,869,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,600,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$6,306,585
Employer contributions (assets) at end of year	2018-12-31	$6,306,222
Employer contributions (assets) at beginning of year	2018-12-31	$5,919,819
Income. Dividends from preferred stock	2018-12-31	$20,328
Income. Dividends from common stock	2018-12-31	$1,504,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,990,142
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$9,521,560
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$7,765,471
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$72,669,995
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$85,557,499
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$10,454
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$82,279,522
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$84,423,554
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TOMASI & COMPANY PC
Accountancy firm EIN	2018-12-31	830664781
2017 : STEVENS & LEE SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$11,279,451
Total unrealized appreciation/depreciation of assets	2017-12-31	$11,279,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$10,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$33,494,752
Total loss/gain on sale of assets	2017-12-31	$5,883,851
Total of all expenses incurred	2017-12-31	$5,940,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,983,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,933,181
Value of total assets at end of year	2017-12-31	$188,924,846
Value of total assets at beginning of year	2017-12-31	$161,360,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$956,525
Total interest from all sources	2017-12-31	$642,892
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,480,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,725,817
Administrative expenses professional fees incurred	2017-12-31	$122,761
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,984,320
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$15,112,715
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$14,025,485
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$28,757
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$206,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$184,136
Other income not declared elsewhere	2017-12-31	$295,097
Total non interest bearing cash at end of year	2017-12-31	$120,668
Total non interest bearing cash at beginning of year	2017-12-31	$84,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$27,554,311
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$188,914,392
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$161,360,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$833,764
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$54,845,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$37,498,244
Interest earned on other investments	2017-12-31	$69,121
Income. Interest from US Government securities	2017-12-31	$317,597
Income. Interest from corporate debt instruments	2017-12-31	$237,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$4,527,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$4,811,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$4,811,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$18,214
Asset value of US Government securities at end of year	2017-12-31	$14,869,486
Asset value of US Government securities at beginning of year	2017-12-31	$13,690,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,979,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$5,920,104
Employer contributions (assets) at end of year	2017-12-31	$5,919,819
Employer contributions (assets) at beginning of year	2017-12-31	$6,115,987
Income. Dividends from common stock	2017-12-31	$1,755,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,983,916
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$7,765,471
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$6,835,087
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$85,557,499
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$78,113,848
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$10,454
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$51,533,246
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$45,649,395
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TOMASI & COMPANY LLP
Accountancy firm EIN	2017-12-31	010782706
2016 : STEVENS & LEE SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,851,774
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,851,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$15,020,900
Total loss/gain on sale of assets	2016-12-31	$1,068,403
Total of all expenses incurred	2016-12-31	$5,850,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,184,666
Value of total corrective distributions	2016-12-31	$8,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$8,061,838
Value of total assets at end of year	2016-12-31	$161,360,081
Value of total assets at beginning of year	2016-12-31	$152,189,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$657,384
Total interest from all sources	2016-12-31	$432,000
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,459,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,085,358
Administrative expenses professional fees incurred	2016-12-31	$120,881
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$289,638
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,866,424
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$14,025,485
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$10,918,083
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$79,427
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$184,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$114,803
Other income not declared elsewhere	2016-12-31	$209,128
Total non interest bearing cash at end of year	2016-12-31	$84,381
Total non interest bearing cash at beginning of year	2016-12-31	$37,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$9,170,258
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$161,360,081
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$152,189,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$536,503
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$37,498,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$37,021,175
Interest earned on other investments	2016-12-31	$22,422
Income. Interest from US Government securities	2016-12-31	$238,896
Income. Interest from corporate debt instruments	2016-12-31	$164,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$4,811,983
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$15,884,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$15,884,348
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$6,290
Asset value of US Government securities at end of year	2016-12-31	$13,690,930
Asset value of US Government securities at beginning of year	2016-12-31	$11,706,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$938,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$6,115,987
Employer contributions (assets) at end of year	2016-12-31	$6,115,987
Employer contributions (assets) at beginning of year	2016-12-31	$5,518,192
Income. Dividends from preferred stock	2016-12-31	$8,875
Income. Dividends from common stock	2016-12-31	$1,365,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,184,666
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$6,835,087
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$3,398,188
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$78,113,848
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$67,300,535
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$54,599,557
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$53,531,154
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TOMASI & COMPANY LLP
Accountancy firm EIN	2016-12-31	010782706
2015 : STEVENS & LEE SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-6,960,843
Total unrealized appreciation/depreciation of assets	2015-12-31	$-6,960,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$373,535
Total income from all sources (including contributions)	2015-12-31	$6,100,634
Total loss/gain on sale of assets	2015-12-31	$-2,388,398
Total of all expenses incurred	2015-12-31	$9,070,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$8,283,207
Value of total corrective distributions	2015-12-31	$18,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,594,181
Value of total assets at end of year	2015-12-31	$152,189,823
Value of total assets at beginning of year	2015-12-31	$155,533,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$768,419
Total interest from all sources	2015-12-31	$311,550
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,537,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,008,918
Administrative expenses professional fees incurred	2015-12-31	$111,301
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$289,638
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$392,082
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,939,844
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$10,918,083
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$10,614,581
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$136,145
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$114,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$134,530
Other income not declared elsewhere	2015-12-31	$322,082
Total non interest bearing cash at end of year	2015-12-31	$37,993
Total non interest bearing cash at beginning of year	2015-12-31	$66,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,969,933
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$152,189,823
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$155,159,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$657,118
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$37,021,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$35,863,207
Income. Interest from US Government securities	2015-12-31	$181,324
Income. Interest from corporate debt instruments	2015-12-31	$128,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$15,884,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$4,429,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$4,429,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2,015
Asset value of US Government securities at end of year	2015-12-31	$11,706,868
Asset value of US Government securities at beginning of year	2015-12-31	$10,276,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$3,684,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$5,518,192
Employer contributions (assets) at end of year	2015-12-31	$5,518,192
Employer contributions (assets) at beginning of year	2015-12-31	$6,301,567
Income. Dividends from preferred stock	2015-12-31	$19,464
Income. Dividends from common stock	2015-12-31	$1,508,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$8,283,207
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$3,398,188
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$4,137,791
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$67,300,535
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$83,316,310
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$373,535
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$76,088,352
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$78,476,750
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TOMASI & COMPANY LLP
Accountancy firm EIN	2015-12-31	010782706
2014 : STEVENS & LEE SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-1,455,706
Total unrealized appreciation/depreciation of assets	2014-12-31	$-1,455,706
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$373,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$91,324
Total income from all sources (including contributions)	2014-12-31	$16,567,398
Total loss/gain on sale of assets	2014-12-31	$6,125,208
Total of all expenses incurred	2014-12-31	$5,765,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,967,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$8,146,699
Value of total assets at end of year	2014-12-31	$155,533,291
Value of total assets at beginning of year	2014-12-31	$144,449,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$798,068
Total interest from all sources	2014-12-31	$307,769
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,513,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,935,309
Administrative expenses professional fees incurred	2014-12-31	$110,123
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$392,082
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$382,964
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,811,023
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$10,614,581
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$9,333,590
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$34,035
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$134,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$119,717
Other income not declared elsewhere	2014-12-31	$111,204
Total non interest bearing cash at end of year	2014-12-31	$66,953
Total non interest bearing cash at beginning of year	2014-12-31	$24,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$10,801,782
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$155,159,756
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$144,357,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$687,945
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$35,863,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$34,982,259
Income. Interest from US Government securities	2014-12-31	$168,468
Income. Interest from corporate debt instruments	2014-12-31	$138,055
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$4,429,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$3,591,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$3,591,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,246
Asset value of US Government securities at end of year	2014-12-31	$10,276,873
Asset value of US Government securities at beginning of year	2014-12-31	$9,564,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-181,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$6,301,641
Employer contributions (assets) at end of year	2014-12-31	$6,301,567
Employer contributions (assets) at beginning of year	2014-12-31	$6,253,745
Income. Dividends from preferred stock	2014-12-31	$24,550
Income. Dividends from common stock	2014-12-31	$1,553,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,967,548
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$4,137,791
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$3,226,239
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$83,316,310
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$76,970,735
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$373,535
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$91,324
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$55,760,610
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$49,635,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TOMASI & COMPANY LLP
Accountancy firm EIN	2014-12-31	010782706
2013 : STEVENS & LEE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$9,184,141
Total unrealized appreciation/depreciation of assets	2013-12-31	$9,184,141
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$91,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$29,467,005
Total loss/gain on sale of assets	2013-12-31	$7,090,439
Total of all expenses incurred	2013-12-31	$5,218,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,336,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,986,613
Value of total assets at end of year	2013-12-31	$144,449,298
Value of total assets at beginning of year	2013-12-31	$120,109,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$882,192
Total interest from all sources	2013-12-31	$378,755
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,692,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,262,886
Administrative expenses professional fees incurred	2013-12-31	$116,162
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$382,964
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$370,375
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,732,868
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$22,832
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$9,333,590
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$5,507,339
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$119,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$124,143
Other income not declared elsewhere	2013-12-31	$246,776
Total non interest bearing cash at end of year	2013-12-31	$24,392
Total non interest bearing cash at beginning of year	2013-12-31	$25,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$24,248,405
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$144,357,974
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$120,109,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$766,030
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$34,982,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$23,662,539
Income. Interest from US Government securities	2013-12-31	$234,303
Income. Interest from corporate debt instruments	2013-12-31	$143,215
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$3,591,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$3,753,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$3,753,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,237
Asset value of US Government securities at end of year	2013-12-31	$9,564,626
Asset value of US Government securities at beginning of year	2013-12-31	$14,623,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,887,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$6,253,745
Employer contributions (assets) at end of year	2013-12-31	$6,253,745
Employer contributions (assets) at beginning of year	2013-12-31	$6,198,634
Income. Dividends from preferred stock	2013-12-31	$24,950
Income. Dividends from common stock	2013-12-31	$1,404,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,336,408
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$3,226,239
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$4,006,002
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$76,970,735
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$61,815,582
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$91,324
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$74,340,656
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$67,250,217
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TOMASI & COMPANY LLP
Accountancy firm EIN	2013-12-31	010782706
2012 : STEVENS & LEE SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$6,369,331
Total unrealized appreciation/depreciation of assets	2012-12-31	$6,369,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$21,670,806
Total loss/gain on sale of assets	2012-12-31	$2,882,336
Total of all expenses incurred	2012-12-31	$4,911,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,226,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$8,034,288
Value of total assets at end of year	2012-12-31	$120,109,569
Value of total assets at beginning of year	2012-12-31	$103,350,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$685,096
Total interest from all sources	2012-12-31	$467,471
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,118,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$681,791
Administrative expenses professional fees incurred	2012-12-31	$64,200
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$370,375
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$402,196
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,758,186
Participant contributions at end of year	2012-12-31	$22,832
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$5,507,339
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$3,699,266
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$77,468
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$124,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$152,892
Other income not declared elsewhere	2012-12-31	$23,152
Total non interest bearing cash at end of year	2012-12-31	$25,115
Total non interest bearing cash at beginning of year	2012-12-31	$37,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$16,759,111
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$120,109,569
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$103,350,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$620,896
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$23,662,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,855,754
Income. Interest from US Government securities	2012-12-31	$324,212
Income. Interest from corporate debt instruments	2012-12-31	$141,837
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$3,753,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$4,542,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$4,542,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,422
Asset value of US Government securities at end of year	2012-12-31	$14,623,285
Asset value of US Government securities at beginning of year	2012-12-31	$13,934,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,776,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$6,198,634
Employer contributions (assets) at end of year	2012-12-31	$6,198,634
Employer contributions (assets) at beginning of year	2012-12-31	$6,285,760
Income. Dividends from preferred stock	2012-12-31	$24,857
Income. Dividends from common stock	2012-12-31	$1,411,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,226,599
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$4,006,002
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$2,622,644
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$61,815,582
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$52,817,611
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$86,455,725
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$83,573,389
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TOMASI & COMPANY LLP
Accountancy firm EIN	2012-12-31	010782706
2011 : STEVENS & LEE SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-4,928,658
Total unrealized appreciation/depreciation of assets	2011-12-31	$-4,928,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$6,500,184
Total loss/gain on sale of assets	2011-12-31	$1,538,486
Total of all expenses incurred	2011-12-31	$2,645,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,017,278
Value of total corrective distributions	2011-12-31	$16,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,029,677
Value of total assets at end of year	2011-12-31	$103,350,458
Value of total assets at beginning of year	2011-12-31	$99,495,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$611,190
Total interest from all sources	2011-12-31	$553,189
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,741,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$580,513
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$402,196
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$683,717
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,741,312
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$3,699,266
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$4,709,606
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,605
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$152,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$131,523
Other income not declared elsewhere	2011-12-31	$1,593
Administrative expenses (other) incurred	2011-12-31	$611,190
Total non interest bearing cash at end of year	2011-12-31	$37,089
Total non interest bearing cash at beginning of year	2011-12-31	$21,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$3,854,826
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$103,350,458
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$99,495,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$18,855,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$18,791,696
Income. Interest from US Government securities	2011-12-31	$426,538
Income. Interest from corporate debt instruments	2011-12-31	$122,889
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$756,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$4,542,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,366,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,366,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,762
Asset value of US Government securities at end of year	2011-12-31	$13,934,797
Asset value of US Government securities at beginning of year	2011-12-31	$13,323,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-435,242
Net investment gain or loss from common/collective trusts	2011-12-31	$40
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$6,285,760
Employer contributions (assets) at end of year	2011-12-31	$6,285,760
Employer contributions (assets) at beginning of year	2011-12-31	$6,106,341
Income. Dividends from preferred stock	2011-12-31	$34,150
Income. Dividends from common stock	2011-12-31	$1,126,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,017,278
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$2,622,644
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$2,807,073
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$52,817,611
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$49,797,203
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$80,332,314
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$78,793,828
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TOMASI & COMPANY LLP
Accountancy firm EIN	2011-12-31	010782706
2010 : STEVENS & LEE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$10,397,919
Total unrealized appreciation/depreciation of assets	2010-12-31	$10,397,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$16,184,528
Total loss/gain on sale of assets	2010-12-31	$-5,172,513
Total of all expenses incurred	2010-12-31	$5,084,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,403,162
Value of total corrective distributions	2010-12-31	$154,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,969,724
Value of total assets at end of year	2010-12-31	$99,495,632
Value of total assets at beginning of year	2010-12-31	$88,395,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$527,352
Total interest from all sources	2010-12-31	$528,987
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,491,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$644,316
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$683,717
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$465,463
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,760,877
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$422,861
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$4,709,606
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$102,506
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$131,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$21,776
Total non interest bearing cash at beginning of year	2010-12-31	$78,270,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$11,099,759
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$99,495,632
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$88,395,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$486,290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$18,791,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$114,578
Income. Interest from US Government securities	2010-12-31	$413,426
Income. Interest from corporate debt instruments	2010-12-31	$113,631
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$756,669
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,366,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$173,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$173,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,930
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$13,323,172
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$957,994
Net investment gain or loss from common/collective trusts	2010-12-31	$10,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$6,106,341
Employer contributions (assets) at end of year	2010-12-31	$6,106,341
Employer contributions (assets) at beginning of year	2010-12-31	$6,043,562
Income. Dividends from preferred stock	2010-12-31	$41,619
Income. Dividends from common stock	2010-12-31	$805,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,403,162
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$2,807,073
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$41,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$49,797,203
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,905,610
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$169,887,634
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$175,060,147
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TOMASI & COMPANY LLP
Accountancy firm EIN	2010-12-31	010782706
2009 : STEVENS & LEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STEVENS & LEE SAVINGS PLAN

2022: STEVENS & LEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEVENS & LEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEVENS & LEE SAVINGS 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	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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: STEVENS & LEE SAVINGS 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

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Company Name:	STEVENS & LEE
Employer identification number (EIN):	231886296
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers