401k Plan data: STONERIDGE COMPANIES, LLC 401(K) PLAN plan

STONERIDGE COMPANIES, LLC 401(K) PLAN 401k Plan overview

Plan Name	STONERIDGE COMPANIES, LLC 401(K) PLAN
Plan identification number	001

STONERIDGE COMPANIES, LLC 401(K) 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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STONERIDGE COMPANIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: STONERIDGE COMPANIES, LLC

Employer identification number (EIN): 301123712

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONERIDGE COMPANIES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 NICHOLE BARRETT 2022-10-11
001 2020-01-01 NICHOLE BARRETT 2021-09-24
001 2019-01-01 HOLLY FUGLIE 2020-12-04
001 2019-01-01 HOLLY FUGLIE 2020-10-14
001 2018-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	NICHOLE BARRETT	2022-10-11
001	2020-01-01	NICHOLE BARRETT	2021-09-24
001	2019-01-01	HOLLY FUGLIE	2020-12-04
001	2019-01-01	HOLLY FUGLIE	2020-10-14
001	2018-01-01

Plan Statistics for STONERIDGE COMPANIES, LLC 401(K) PLAN

401k plan membership statisitcs for STONERIDGE COMPANIES, LLC 401(K) PLAN

Measure Date Value
2022: STONERIDGE COMPANIES, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 276
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 63
Total of all active and inactive participants 2022-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 339
Number of participants with account balances 2022-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: STONERIDGE COMPANIES, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 243
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 43
Total of all active and inactive participants 2021-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 288
Number of participants with account balances 2021-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: STONERIDGE COMPANIES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 188
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 215
Number of participants with account balances 2020-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: STONERIDGE COMPANIES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 171
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 200
Number of participants with account balances 2019-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: STONERIDGE COMPANIES, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	276
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	63
Total of all active and inactive participants	2022-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	339
Number of participants with account balances	2022-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: STONERIDGE COMPANIES, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	243
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	43
Total of all active and inactive participants	2021-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	288
Number of participants with account balances	2021-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: STONERIDGE COMPANIES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	188
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	215
Number of participants with account balances	2020-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: STONERIDGE COMPANIES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	171
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	200
Number of participants with account balances	2019-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on STONERIDGE COMPANIES, LLC 401(K) PLAN

Measure	Date	Value
2022 : STONERIDGE COMPANIES, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$1,847,968
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,313,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,257,689
Value of total corrective distributions	2022-12-31	$1,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,755,457
Value of total assets at end of year	2022-12-31	$17,245,509
Value of total assets at beginning of year	2022-12-31	$16,710,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$54,093
Total interest from all sources	2022-12-31	$5,631
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$325,305
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	$325,305
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	$2,462,553
Participant contributions at end of year	2022-12-31	$126,949
Participant contributions at beginning of year	2022-12-31	$137,461
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,282,792
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	$534,922
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,245,509
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,710,587
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,242,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,364,529
Interest on participant loans	2022-12-31	$5,631
Value of interest in common/collective trusts at end of year	2022-12-31	$3,875,609
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,208,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,612,659
Net investment gain or loss from common/collective trusts	2022-12-31	$-625,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
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	$1,010,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,257,689
Contract administrator fees	2022-12-31	$54,093
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2022-12-31	450250958
2021 : STONERIDGE COMPANIES, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,594,051
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,095,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,044,911
Value of total corrective distributions	2021-12-31	$1,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,479,566
Value of total assets at end of year	2021-12-31	$16,710,587
Value of total assets at beginning of year	2021-12-31	$13,212,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$49,654
Total interest from all sources	2021-12-31	$3,669
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$908,822
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	$908,822
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	$1,981,909
Participant contributions at end of year	2021-12-31	$137,461
Participant contributions at beginning of year	2021-12-31	$71,057
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$706,054
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	$3,498,260
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,710,587
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,212,327
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,364,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,371,116
Interest on participant loans	2021-12-31	$3,669
Value of interest in common/collective trusts at end of year	2021-12-31	$4,208,597
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,770,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$795,826
Net investment gain or loss from common/collective trusts	2021-12-31	$406,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
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	$791,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,044,911
Contract administrator fees	2021-12-31	$49,654
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : STONERIDGE COMPANIES, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,235,281
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$702,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$664,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,431,867
Value of total assets at end of year	2020-12-31	$13,212,327
Value of total assets at beginning of year	2020-12-31	$8,679,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$38,394
Total interest from all sources	2020-12-31	$3,609
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$201,926
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	$201,926
Administrative expenses professional fees incurred	2020-12-31	$38,394
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	$1,631,567
Participant contributions at end of year	2020-12-31	$71,057
Participant contributions at beginning of year	2020-12-31	$64,821
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,141,548
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	$4,532,844
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,212,327
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,679,483
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,371,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,226,600
Interest on participant loans	2020-12-31	$3,609
Value of interest in common/collective trusts at end of year	2020-12-31	$3,770,154
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,388,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,162,665
Net investment gain or loss from common/collective trusts	2020-12-31	$435,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
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	$658,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$664,043
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : STONERIDGE COMPANIES, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$970,914
Total transfer of assets to this plan	2019-12-31	$970,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end 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 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	$3,998,630
Total income from all sources (including contributions)	2019-12-31	$3,998,630
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$807,338
Total of all expenses incurred	2019-12-31	$807,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$780,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$780,621
Value of total corrective distributions	2019-12-31	$888
Value of total corrective distributions	2019-12-31	$888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,644,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,644,063
Value of total assets at end of year	2019-12-31	$8,679,483
Value of total assets at end of year	2019-12-31	$8,679,483
Value of total assets at beginning of year	2019-12-31	$4,517,277
Value of total assets at beginning of year	2019-12-31	$4,517,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,829
Total interest from all sources	2019-12-31	$3,192
Total interest from all sources	2019-12-31	$3,192
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$115,852
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$115,852
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	$115,852
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$115,852
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	$452,000
Value of fidelity bond cover	2019-12-31	$452,000
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	$1,217,206
Contributions received from participants	2019-12-31	$1,217,206
Participant contributions at end of year	2019-12-31	$64,821
Participant contributions at end of year	2019-12-31	$64,821
Participant contributions at beginning of year	2019-12-31	$18,366
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$927,028
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$927,028
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	$3,191,292
Value of net income/loss	2019-12-31	$3,191,292
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,679,483
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,679,483
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,517,277
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,517,277
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,226,600
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,226,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,997,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,997,399
Interest on participant loans	2019-12-31	$3,192
Interest on participant loans	2019-12-31	$3,192
Value of interest in common/collective trusts at end of year	2019-12-31	$3,388,062
Value of interest in common/collective trusts at end of year	2019-12-31	$3,388,062
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,501,512
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,501,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$840,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$840,014
Net investment gain or loss from common/collective trusts	2019-12-31	$395,509
Net investment gain or loss from common/collective trusts	2019-12-31	$395,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	$499,829
Contributions received in cash from employer	2019-12-31	$499,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$780,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$780,621
Contract administrator fees	2019-12-31	$25,829
Contract administrator fees	2019-12-31	$25,829
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
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	EIDE BAILLY LLP
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2019-12-31	450250958
Accountancy firm EIN	2019-12-31	450250958

Form 5500 Responses for STONERIDGE COMPANIES, LLC 401(K) PLAN

2022: STONERIDGE COMPANIES, LLC 401(K) 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: STONERIDGE COMPANIES, LLC 401(K) 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: STONERIDGE COMPANIES, LLC 401(K) 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: STONERIDGE COMPANIES, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STONERIDGE COMPANIES, LLC
Employer identification number (EIN):	301123712
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services