401k Plan data: JOHN A. STEER COMPANY PROFIT SHARING 401K PLAN plan

JOHN A. STEER COMPANY PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	JOHN A. STEER COMPANY PROFIT SHARING 401K PLAN
Plan identification number	002

JOHN A. STEER COMPANY PROFIT SHARING 401K 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
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN A. STEER COMPANY has sponsored the creation of one or more 401k plans.

Company Name: JOHN A. STEER COMPANY

Employer identification number (EIN): 231902358

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. STEER COMPANY PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 AL DUTCH 2022-10-13
002 2021-01-01
002 2020-01-01 AL DUTCH 2021-07-28
002 2019-01-01 AL DUTCH 2020-10-13
002 2018-01-01
002 2017-01-01 JOHN POOLE 2018-07-10
002 2016-01-01 JOHN POOLE 2017-04-12
002 2015-01-01 JOHN POOLE 2016-07-18
002 2014-01-01 JOHN POOLE 2015-10-12
002 2013-01-01 JOHN POOLE 2014-06-03
002 2012-01-01 JOHN POOLE 2013-04-22
002 2011-01-01 JOHN POOLE 2012-05-15
002 2010-01-01 JOHN POOLE 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	AL DUTCH	2022-10-13
002	2021-01-01
002	2020-01-01	AL DUTCH	2021-07-28
002	2019-01-01	AL DUTCH	2020-10-13
002	2018-01-01
002	2017-01-01	JOHN POOLE	2018-07-10
002	2016-01-01	JOHN POOLE	2017-04-12
002	2015-01-01	JOHN POOLE	2016-07-18
002	2014-01-01	JOHN POOLE	2015-10-12
002	2013-01-01	JOHN POOLE	2014-06-03
002	2012-01-01	JOHN POOLE	2013-04-22
002	2011-01-01	JOHN POOLE	2012-05-15
002	2010-01-01	JOHN POOLE	2011-10-12

Financial Data on JOHN A. STEER COMPANY PROFIT SHARING 401K PLAN

Measure	Date	Value
2024 : JOHN A. STEER COMPANY PROFIT SHARING 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-10-10	0
Total liabilities as of the beginning of the plan year	2024-10-10	0
Total expenses incurred by plan in this plan year	2024-10-10	562141
Net assets as of the end of the plan year	2024-10-10	14968298
Total assets as of the beginning of the plan year	2024-10-10	11615027
Value of plan covered by a fidelity bond	2024-10-10	500000
Participant contributions to plan in this plan year	2024-10-10	413479
Other contributions to plan in this plan year	2024-10-10	30204
Other income to plan in this plan year	2024-10-10	2077552
Plan net income in this plan year	2024-10-10	3353271
Net assets as of the end of the plan year	2024-10-10	14968298
Net assets as of the beginning of the plan year	2024-10-10	11615027
Employer contributions to plan in this plan year	2024-10-10	1394177
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-10	58903
2023 : JOHN A. STEER COMPANY PROFIT SHARING 401K PLAN 2023 401k financial data
Total liabilities as of the end of the plan year	2023-10-12	0
Total liabilities as of the beginning of the plan year	2023-10-12	0
Total expenses incurred by plan in this plan year	2023-10-12	3559954
Net assets as of the end of the plan year	2023-10-12	15258527
Total assets as of the beginning of the plan year	2023-10-12	15642234
Value of plan covered by a fidelity bond	2023-10-12	500000
Participant contributions to plan in this plan year	2023-10-12	1168000
Other income to plan in this plan year	2023-10-12	1679971
Plan net income in this plan year	2023-10-12	-383707
Net assets as of the end of the plan year	2023-10-12	15258527
Net assets as of the beginning of the plan year	2023-10-12	15642234
Employer contributions to plan in this plan year	2023-10-12	328276
Expensese paid to adminstrative service provicers from plan in this plan year	2023-10-12	82154

Potentially related plans

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Company Name:	JOHN A. STEER COMPANY
Employer identification number (EIN):	231902358
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate