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STATE & BROADWAY, INC. 401(K) PLAN 401k Plan overview

Plan NameSTATE & BROADWAY, INC. 401(K) PLAN
Plan identification number 001

STATE & BROADWAY, INC. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

STATE & BROADWAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:STATE & BROADWAY, INC.
Employer identification number (EIN):263277894
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about STATE & BROADWAY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2008-08-19
Company Identification Number: 3710889
Legal Registered Office Address: 8 FOXGLOVE WAY
OPTIONAL
MALTA
United States of America (USA)
12020

More information about STATE & BROADWAY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE & BROADWAY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAWRENCE EVAN SCHERER2024-09-18
0012022-01-01LAWRENCE SCHERER2023-05-04 LAWRENCE SCHERER2023-05-04
0012021-01-01LAWRENCE SCHERER2022-05-10 LAWRENCE SCHERER2022-05-10
0012020-01-01LAWRENCE SCHERER2021-06-03
0012019-01-01JACQUELINE WILLIAMS2020-06-09
0012018-01-01JACQUELINE WILLIAMS2019-05-22
0012017-01-01JACQUELINE WILLIAMS2018-06-22
0012016-01-01JACQUELINE WILLIAMS2017-02-20
0012015-01-01JACQUELINE WILLIAMS2016-02-15
0012014-01-01JACQUELINE WILLIAMS2015-02-02
0012013-01-01JACQUELINE WILLIAMS2014-01-08
0012012-01-01JACQUELINE WILLIAMS2013-01-26
0012011-01-01JACQUELINE WILLIAMS2012-07-05
0012010-01-01JACQUELINE WILLIAMS2011-01-21

Financial Data on STATE & BROADWAY, INC. 401(K) PLAN

Measure Date Value
2025 : STATE & BROADWAY, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-020
Total expenses incurred by plan in this plan year2025-09-0218000
Net assets as of the end of the plan year2025-09-022668265
Total assets as of the beginning of the plan year2025-09-022207232
Value of plan covered by a fidelity bond2025-09-02150000
Participant contributions to plan in this plan year2025-09-0288234
Other income to plan in this plan year2025-09-02339211
Plan net income in this plan year2025-09-02461033
Net assets as of the end of the plan year2025-09-022668265
Net assets as of the beginning of the plan year2025-09-022207232
Employer contributions to plan in this plan year2025-09-0251588
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0275
2024 : STATE & BROADWAY, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-180
Total expenses incurred by plan in this plan year2024-09-180
Net assets as of the end of the plan year2024-09-182207232
Total assets as of the beginning of the plan year2024-09-181716588
Value of plan covered by a fidelity bond2024-09-18150000
Participant contributions to plan in this plan year2024-09-1883987
Other income to plan in this plan year2024-09-18351537
Plan net income in this plan year2024-09-18490644
Net assets as of the end of the plan year2024-09-182207232
Net assets as of the beginning of the plan year2024-09-181716588
Employer contributions to plan in this plan year2024-09-1855120
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-180
2022 : STATE & BROADWAY, INC. 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-100
Total expenses incurred by plan in this plan year2022-05-100
Net assets as of the end of the plan year2022-05-101944256
Total assets as of the beginning of the plan year2022-05-101600633
Value of plan covered by a fidelity bond2022-05-10150000
Participant contributions to plan in this plan year2022-05-1076045
Other income to plan in this plan year2022-05-10236954
Plan net income in this plan year2022-05-10343623
Net assets as of the end of the plan year2022-05-101944256
Net assets as of the beginning of the plan year2022-05-101600633
Employer contributions to plan in this plan year2022-05-1030624
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-100

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