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ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

ST. CLAIR ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:ST. CLAIR ADVISORS, LLC
Employer identification number (EIN):261481384
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CRAIG A. STEINBRINK2024-10-08
0012022-01-01CRAIG A. STEINBRINK2023-07-27
0012021-01-01RONALD BATES2022-05-03
0012020-01-01RONALD BATES2021-09-21
0012018-01-01RONALD BATES2019-05-08
0012017-01-01

Plan Statistics for ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1910
Total number of particpants at end of year2025-09-1912
Number of Participants With Account Balances2025-09-1912
2024: ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0810
Total number of particpants at end of year2024-10-0810
Number of Participants With Account Balances2024-10-089
2017: ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-019
Total participants2017-01-019
Number of participants with account balances2017-01-019

Financial Data on ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-09-192483957
Total assets as of the beginning of the plan year2025-09-191756271
Value of plan covered by a fidelity bond2025-09-19200000
Participant contributions to plan in this plan year2025-09-19210845
Other contributions to plan in this plan year2025-09-19149248
Other income to plan in this plan year2025-09-19252025
Plan net income in this plan year2025-09-19727686
Net assets as of the end of the plan year2025-09-192483957
Net assets as of the beginning of the plan year2025-09-191756271
Employer contributions to plan in this plan year2025-09-19115568
2024 : ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-08213561
Net assets as of the end of the plan year2024-10-081756271
Total assets as of the beginning of the plan year2024-10-081473851
Value of plan covered by a fidelity bond2024-10-08200000
Participant contributions to plan in this plan year2024-10-08165031
Other income to plan in this plan year2024-10-08285544
Plan net income in this plan year2024-10-08282420
Net assets as of the end of the plan year2024-10-081756271
Net assets as of the beginning of the plan year2024-10-081473851
Employer contributions to plan in this plan year2024-10-0845406
2017 : ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$405,070
Total plan assets at end of year2017-12-31$405,070
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$63,393
Contributions received from other sources (not participants or employers)2017-12-31$258,124
Other income received2017-12-31$40,660
Net income (gross income less expenses)2017-12-31$405,070
Net plan assets at end of year (total assets less liabilities)2017-12-31$405,070
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$42,893

Form 5500 Responses for ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN

2017: ST. CLAIR ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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