?>
Logo

STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 401k Plan overview

Plan NameSTEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA
Plan identification number 001

STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 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.
  • 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.

401k Sponsoring company profile

STEVENS & SHOWALTER, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:STEVENS & SHOWALTER, L.L.P.
Employer identification number (EIN):311779777
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about STEVENS & SHOWALTER, L.L.P.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2001-06-20
Company Identification Number: 1237914
Legal Registered Office Address: 7019 CORPORATE WAY
-
CENTERVILLE
United States of America (USA)
45459

More information about STEVENS & SHOWALTER, L.L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRADLEY LIGIBEL2023-06-27
0012021-01-01BRADLEY LIGIBEL2022-06-30 BRADLEY LIGIBEL2022-06-30
0012020-01-01BRADLEY T. LIGIBEL2021-06-17
0012019-01-01BRADLEY LIGIBEL2020-07-13 BRADLEY LIGIBEL2020-07-13
0012018-01-01BRADLEY LIGIBEL2019-07-09 BRADLEY LIGIBEL2019-07-09
0012017-01-01BRADLEY T. LIGIBEL2018-06-14 BRADLEY T. LIGIBEL
0012017-01-01BRADLEY LIGIBEL2018-06-15 BRADLEY LIGIBEL2018-06-15
0012017-01-01BRADLEY T. LIGIBEL2018-06-14 BRADLEY T. LIGIBEL
0012016-01-01BRAD LIGIBEL2017-06-16 BRAD LIGIBEL2017-06-16
0012015-01-01BRADLEY T. LIGIBEL BRADLEY T. LIGIBEL2016-07-12
0012014-01-01BRAD LIGIBEL BRAD LIGIBLE2015-07-17
0012013-01-01SHARON CIARALLO SHARON CIARALLO2014-07-14
0012012-01-01JUDITH DAMEWOOD JUDITH DAMEWOOD2013-07-23
0012011-01-01JUDITH DAMEWOOD
0012010-01-01RICHARD STEVENS2011-07-07

Plan Statistics for STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA

401k plan membership statisitcs for STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA

Measure Date Value
2015: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA

Measure Date Value
2015 : STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2015 401k financial data
Total income from all sources2015-12-31$167,684
Expenses. Total of all expenses incurred2015-12-31$12,785
Total plan assets at end of year2015-12-31$3,464,272
Total plan assets at beginning of year2015-12-31$3,309,373
Total contributions received or receivable from participants2015-12-31$61,503
Other income received2015-12-31$-5,165
Net income (gross income less expenses)2015-12-31$154,899
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,464,272
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,309,373
Total contributions received or receivable from employer(s)2015-12-31$111,346
Value of corrective distributions2015-12-31$12,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2014 401k financial data
Total income from all sources2014-12-31$410,026
Expenses. Total of all expenses incurred2014-12-31$516,735
Benefits paid (including direct rollovers)2014-12-31$516,735
Total plan assets at end of year2014-12-31$3,309,373
Total plan assets at beginning of year2014-12-31$3,416,082
Total contributions received or receivable from participants2014-12-31$75,552
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$219,500
Net income (gross income less expenses)2014-12-31$-106,709
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,309,373
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,416,082
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$114,974
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2013 401k financial data
Total income from all sources2013-12-31$633,423
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,416,082
Total plan assets at beginning of year2013-12-31$2,782,659
Total contributions received or receivable from participants2013-12-31$103,840
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$425,429
Net income (gross income less expenses)2013-12-31$633,423
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,416,082
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,782,659
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$104,154
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2012 401k financial data
Total income from all sources2012-12-31$441,626
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,782,659
Total plan assets at beginning of year2012-12-31$2,341,033
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$86,690
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$251,077
Net income (gross income less expenses)2012-12-31$441,626
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,782,659
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,341,033
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$103,859
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2011 401k financial data
Total income from all sources2011-12-31$172,623
Expenses. Total of all expenses incurred2011-12-31$737
Total plan assets at end of year2011-12-31$2,345,829
Total plan assets at beginning of year2011-12-31$2,173,943
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$69,525
Expenses. Other expenses not covered elsewhere2011-12-31$737
Contributions received from other sources (not participants or employers)2011-12-31$8,680
Other income received2011-12-31$-24,337
Net income (gross income less expenses)2011-12-31$171,886
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,345,829
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,173,943
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$118,755

Form 5500 Responses for STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA

2015: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEVENS & SHOWALTER, L.L.P. SAFE HARBOR 401(K) PLA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3