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G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameG & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN
Plan identification number 001

G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

G & M STOKES BUSINESS SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:G & M STOKES BUSINESS SERVICES, INC.
Employer identification number (EIN):264467321
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-02-01GARY M. STOKES
0012016-02-01GARY M. STOKES
0012015-02-01GARY M. STOKES
0012014-02-01GARY M. STOKES
0012013-02-01GARY M. STOKES
0012012-02-01GARY M. STOKES
0012011-02-01GARY M. STOKES
0012010-02-01GARY STOKES
0012009-03-09GARY STOKES

Plan Statistics for G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2017: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-011
Total number of active participants reported on line 7a of the Form 55002017-02-010
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-010
Number of participants with account balances2017-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
2016: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-011
Total number of active participants reported on line 7a of the Form 55002016-02-011
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-011
Number of participants with account balances2016-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
2015: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-011
Total number of active participants reported on line 7a of the Form 55002015-02-011
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-011
Number of participants with account balances2015-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-011
Total number of active participants reported on line 7a of the Form 55002014-02-011
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-011
Number of participants with account balances2014-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-011
Total number of active participants reported on line 7a of the Form 55002013-02-011
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-011
Number of participants with account balances2013-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-011
Total number of active participants reported on line 7a of the Form 55002012-02-011
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-011
Number of participants with account balances2012-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-011
Total number of active participants reported on line 7a of the Form 55002011-02-011
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-011
Number of participants with account balances2011-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-012
Total number of active participants reported on line 7a of the Form 55002010-02-011
Total of all active and inactive participants2010-02-011
Total participants2010-02-011
Number of participants with account balances2010-02-011
2009: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-092
Total number of active participants reported on line 7a of the Form 55002009-03-092
Number of retired or separated participants receiving benefits2009-03-090
Number of other retired or separated participants entitled to future benefits2009-03-090
Total of all active and inactive participants2009-03-092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-090
Total participants2009-03-092
Number of participants with account balances2009-03-091

Financial Data on G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2018 : G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-01-31$0
Expenses. Total of all expenses incurred2018-01-31$0
Benefits paid (including direct rollovers)2018-01-31$0
Total plan assets at end of year2018-01-31$0
Total plan assets at beginning of year2018-01-31$0
Total contributions received or receivable from participants2018-01-31$0
Contributions received from other sources (not participants or employers)2018-01-31$0
Other income received2018-01-31$0
Net income (gross income less expenses)2018-01-31$0
Net plan assets at end of year (total assets less liabilities)2018-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$0
Assets. Value of employer securities2018-01-31$0
Total contributions received or receivable from employer(s)2018-01-31$0
Value of certain deemed distributions of participant loans2018-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-31$0
2017 : G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-01-31$-173,381
Expenses. Total of all expenses incurred2017-01-31$0
Benefits paid (including direct rollovers)2017-01-31$0
Total plan assets at end of year2017-01-31$0
Total plan assets at beginning of year2017-01-31$173,381
Total contributions received or receivable from participants2017-01-31$0
Contributions received from other sources (not participants or employers)2017-01-31$0
Other income received2017-01-31$-173,381
Net income (gross income less expenses)2017-01-31$-173,381
Net plan assets at end of year (total assets less liabilities)2017-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$173,381
Assets. Value of employer securities2017-01-31$0
Total contributions received or receivable from employer(s)2017-01-31$0
Value of certain deemed distributions of participant loans2017-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$0
2016 : G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-01-31$-128,227
Expenses. Total of all expenses incurred2016-01-31$0
Benefits paid (including direct rollovers)2016-01-31$0
Total plan assets at end of year2016-01-31$173,381
Total plan assets at beginning of year2016-01-31$301,608
Total contributions received or receivable from participants2016-01-31$0
Contributions received from other sources (not participants or employers)2016-01-31$0
Other income received2016-01-31$-128,227
Net income (gross income less expenses)2016-01-31$-128,227
Net plan assets at end of year (total assets less liabilities)2016-01-31$173,381
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$301,608
Assets. Value of employer securities2016-01-31$173,381
Total contributions received or receivable from employer(s)2016-01-31$0
Value of certain deemed distributions of participant loans2016-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$0
2015 : G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-01-31$151,486
Expenses. Total of all expenses incurred2015-01-31$50
Benefits paid (including direct rollovers)2015-01-31$0
Total plan assets at end of year2015-01-31$301,608
Total plan assets at beginning of year2015-01-31$150,172
Total contributions received or receivable from participants2015-01-31$0
Contributions received from other sources (not participants or employers)2015-01-31$50,050
Other income received2015-01-31$101,436
Net income (gross income less expenses)2015-01-31$151,436
Net plan assets at end of year (total assets less liabilities)2015-01-31$301,608
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$150,172
Assets. Value of employer securities2015-01-31$301,608
Total contributions received or receivable from employer(s)2015-01-31$0
Value of certain deemed distributions of participant loans2015-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$50
2014 : G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-01-31$-11,116
Expenses. Total of all expenses incurred2014-01-31$0
Benefits paid (including direct rollovers)2014-01-31$0
Total plan assets at end of year2014-01-31$150,172
Total plan assets at beginning of year2014-01-31$161,288
Total contributions received or receivable from participants2014-01-31$0
Contributions received from other sources (not participants or employers)2014-01-31$0
Other income received2014-01-31$-11,116
Net income (gross income less expenses)2014-01-31$-11,116
Net plan assets at end of year (total assets less liabilities)2014-01-31$150,172
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$161,288
Assets. Value of employer securities2014-01-31$150,172
Total contributions received or receivable from employer(s)2014-01-31$0
Value of certain deemed distributions of participant loans2014-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$0
2013 : G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-01-31$50,278
Expenses. Total of all expenses incurred2013-01-31$0
Benefits paid (including direct rollovers)2013-01-31$0
Total plan assets at end of year2013-01-31$161,288
Total plan assets at beginning of year2013-01-31$111,010
Total contributions received or receivable from participants2013-01-31$0
Contributions received from other sources (not participants or employers)2013-01-31$0
Other income received2013-01-31$50,278
Net income (gross income less expenses)2013-01-31$50,278
Net plan assets at end of year (total assets less liabilities)2013-01-31$161,288
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$111,010
Assets. Value of employer securities2013-01-31$161,288
Total contributions received or receivable from employer(s)2013-01-31$0
Value of certain deemed distributions of participant loans2013-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-31$0
2012 : G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-01-31$46,910
Expenses. Total of all expenses incurred2012-01-31$0
Benefits paid (including direct rollovers)2012-01-31$0
Total plan assets at end of year2012-01-31$111,010
Total plan assets at beginning of year2012-01-31$64,100
Total contributions received or receivable from participants2012-01-31$0
Contributions received from other sources (not participants or employers)2012-01-31$0
Other income received2012-01-31$46,910
Net income (gross income less expenses)2012-01-31$46,910
Net plan assets at end of year (total assets less liabilities)2012-01-31$111,010
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$64,100
Assets. Value of employer securities2012-01-31$111,010
Total contributions received or receivable from employer(s)2012-01-31$0
Value of certain deemed distributions of participant loans2012-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$0
2011 : G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-01-31$-50,900
Expenses. Total of all expenses incurred2011-01-31$0
Total plan assets at end of year2011-01-31$64,100
Total plan assets at beginning of year2011-01-31$115,000
Contributions received from other sources (not participants or employers)2011-01-31$57,000
Other income received2011-01-31$-107,900
Net income (gross income less expenses)2011-01-31$-50,900
Net plan assets at end of year (total assets less liabilities)2011-01-31$64,100
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$115,000
Assets. Value of employer securities2011-01-31$64,100

Form 5500 Responses for G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN

2017: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01This submission is the final filingYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: G & M STOKES BUSINESS SERVICES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-09Type of plan entitySingle employer plan
2009-03-09First time form 5500 has been submittedYes
2009-03-09Submission has been amendedNo
2009-03-09This submission is the final filingNo
2009-03-09This return/report is a short plan year return/report (less than 12 months)Yes
2009-03-09Plan is a collectively bargained planNo
2009-03-09Plan funding arrangement – TrustYes
2009-03-09Plan benefit arrangement - TrustYes

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