401k Plan data: STEWART & ASSOCIATES INC. 401(K) PLAN plan

STEWART & ASSOCIATES INC. 401(K) PLAN 401k Plan overview

Plan Name	STEWART & ASSOCIATES INC. 401(K) PLAN
Plan identification number	001

STEWART & ASSOCIATES INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRIAN W. STEWART & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: BRIAN W. STEWART & ASSOCIATES

Employer identification number (EIN): 363672447

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWART & ASSOCIATES INC. 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
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 BECKY PUDWILL
001 2016-01-01 BECKY PUDWILL
001 2015-01-01 BECKY PUDWILL
001 2014-01-01 BECKY PUDWILL
001 2013-01-01 BECKY PUDWILL 2014-06-10
001 2012-01-01 BECKY PUDWILL 2013-07-06
001 2011-01-01 BECKY PUDWILL 2012-07-05
001 2010-01-01 BECKY PUDWILL 2011-06-16
001 2009-01-01 BRIAN W. STEWART
001 2009-01-01 BRIAN STEWART

Plan Statistics for STEWART & ASSOCIATES INC. 401(K) PLAN

401k plan membership statisitcs for STEWART & ASSOCIATES INC. 401(K) PLAN

Measure Date Value
2022: STEWART & ASSOCIATES INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 197
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 3
Total of all active and inactive participants 2022-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 200
Number of participants with account balances 2022-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEWART & ASSOCIATES INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 204
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 211
Number of participants with account balances 2021-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: STEWART & ASSOCIATES INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 202
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 208
Number of participants with account balances 2020-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: STEWART & ASSOCIATES INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 202
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 3
Total of all active and inactive participants 2019-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 205
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: STEWART & ASSOCIATES INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 184
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 190
Number of participants with account balances 2018-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: STEWART & ASSOCIATES INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 164
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 169
Number of participants with account balances 2017-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: STEWART & ASSOCIATES INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 158
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 162
Number of participants with account balances 2016-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEWART & ASSOCIATES INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 137
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 144
Number of participants with account balances 2015-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: STEWART & ASSOCIATES INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 135
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 141
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2009: STEWART & ASSOCIATES INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 109
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 113
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: STEWART & ASSOCIATES INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	197
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	3
Total of all active and inactive participants	2022-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	200
Number of participants with account balances	2022-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEWART & ASSOCIATES INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	204
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	211
Number of participants with account balances	2021-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: STEWART & ASSOCIATES INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	202
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	208
Number of participants with account balances	2020-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: STEWART & ASSOCIATES INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	202
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	3
Total of all active and inactive participants	2019-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	205
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: STEWART & ASSOCIATES INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	184
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	190
Number of participants with account balances	2018-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: STEWART & ASSOCIATES INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	164
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	169
Number of participants with account balances	2017-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: STEWART & ASSOCIATES INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	158
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	162
Number of participants with account balances	2016-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEWART & ASSOCIATES INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	137
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	144
Number of participants with account balances	2015-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: STEWART & ASSOCIATES INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	135
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	141
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2009: STEWART & ASSOCIATES INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	109
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	113
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on STEWART & ASSOCIATES INC. 401(K) PLAN

Measure	Date	Value
2022 : STEWART & ASSOCIATES INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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	$-91,833
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$330,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$327,564
Expenses. Certain deemed distributions of participant loans	2022-12-31	$32
Value of total corrective distributions	2022-12-31	$1,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$198,394
Value of total assets at end of year	2022-12-31	$1,548,079
Value of total assets at beginning of year	2022-12-31	$1,970,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,211
Total interest from all sources	2022-12-31	$3,319
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$34,137
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	$34,137
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$198,000
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	$169,387
Participant contributions at end of year	2022-12-31	$48,027
Participant contributions at beginning of year	2022-12-31	$3,474
Other income not declared elsewhere	2022-12-31	$1,753
Administrative expenses (other) incurred	2022-12-31	$1,211
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	$-421,955
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,548,079
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,970,034
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	$987,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,203,557
Interest on participant loans	2022-12-31	$1,828
Value of interest in common/collective trusts at end of year	2022-12-31	$382,026
Value of interest in common/collective trusts at beginning of year	2022-12-31	$684,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$130,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$78,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$78,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-217,818
Net investment gain or loss from common/collective trusts	2022-12-31	$-111,618
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	$29,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$327,564
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	WIPFLI LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : STEWART & ASSOCIATES INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	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	$451,872
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$31,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$29,665
Expenses. Certain deemed distributions of participant loans	2021-12-31	$129
Value of total corrective distributions	2021-12-31	$1,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$190,009
Value of total assets at end of year	2021-12-31	$1,970,034
Value of total assets at beginning of year	2021-12-31	$1,550,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$732
Total interest from all sources	2021-12-31	$358
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$95,670
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	$95,670
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$156,000
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	$163,805
Participant contributions at end of year	2021-12-31	$3,474
Participant contributions at beginning of year	2021-12-31	$3,624
Other income not declared elsewhere	2021-12-31	$1,203
Administrative expenses (other) incurred	2021-12-31	$732
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	$419,998
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,970,034
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,550,036
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	$1,203,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$976,672
Interest on participant loans	2021-12-31	$357
Value of interest in common/collective trusts at end of year	2021-12-31	$684,559
Value of interest in common/collective trusts at beginning of year	2021-12-31	$525,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$78,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$43,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$43,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$67,950
Net investment gain or loss from common/collective trusts	2021-12-31	$96,682
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	$26,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$29,665
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	WIPFLI LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : STEWART & ASSOCIATES INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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	$341,355
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$76,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$73,095
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,841
Value of total corrective distributions	2020-12-31	$1,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$146,866
Value of total assets at end of year	2020-12-31	$1,550,036
Value of total assets at beginning of year	2020-12-31	$1,285,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$413
Total interest from all sources	2020-12-31	$497
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$32,074
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	$32,074
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$129,000
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	$126,318
Participant contributions at end of year	2020-12-31	$3,624
Participant contributions at beginning of year	2020-12-31	$7,248
Administrative expenses (other) incurred	2020-12-31	$413
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	$264,548
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,550,036
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,285,488
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	$976,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$827,696
Interest on participant loans	2020-12-31	$457
Value of interest in common/collective trusts at end of year	2020-12-31	$525,839
Value of interest in common/collective trusts at beginning of year	2020-12-31	$431,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$43,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$19,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$19,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$95,312
Net investment gain or loss from common/collective trusts	2020-12-31	$66,606
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	$20,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$73,095
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	Disclaimer
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : STEWART & ASSOCIATES INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	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 income from all sources (including contributions)	2019-12-31	$352,311
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$14,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$12,568
Value of total corrective distributions	2019-12-31	$1,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$120,370
Value of total assets at end of year	2019-12-31	$1,285,488
Value of total assets at beginning of year	2019-12-31	$947,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$650
Total interest from all sources	2019-12-31	$438
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$48,635
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	$48,635
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$95,000
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
Contributions received from participants	2019-12-31	$105,420
Participant contributions at end of year	2019-12-31	$7,248
Participant contributions at beginning of year	2019-12-31	$1,568
Other income not declared elsewhere	2019-12-31	$1,268
Administrative expenses (other) incurred	2019-12-31	$650
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	$337,620
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,285,488
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$947,868
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 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	$827,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$608,268
Interest on participant loans	2019-12-31	$241
Value of interest in common/collective trusts at end of year	2019-12-31	$431,041
Value of interest in common/collective trusts at beginning of year	2019-12-31	$330,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$19,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$197
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$102,048
Net investment gain or loss from common/collective trusts	2019-12-31	$79,552
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
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	$14,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$12,568
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : STEWART & ASSOCIATES INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$17,644
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$59,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$57,268
Value of total corrective distributions	2018-12-31	$1,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$94,806
Value of total assets at end of year	2018-12-31	$947,868
Value of total assets at beginning of year	2018-12-31	$989,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$400
Total interest from all sources	2018-12-31	$198
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$63,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$63,192
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$99,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$80,971
Participant contributions at end of year	2018-12-31	$1,568
Participant contributions at beginning of year	2018-12-31	$1,867
Administrative expenses (other) incurred	2018-12-31	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-41,447
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$947,868
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$989,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$608,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$630,161
Interest on participant loans	2018-12-31	$86
Value of interest in common/collective trusts at end of year	2018-12-31	$330,461
Value of interest in common/collective trusts at beginning of year	2018-12-31	$338,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$7,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$18,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$18,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-118,267
Net investment gain or loss from common/collective trusts	2018-12-31	$-22,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$13,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$57,268
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : STEWART & ASSOCIATES INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$218,869
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$15,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$13,660
Value of total corrective distributions	2017-12-31	$1,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$80,816
Value of total assets at end of year	2017-12-31	$989,315
Value of total assets at beginning of year	2017-12-31	$785,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$285
Total interest from all sources	2017-12-31	$82
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$37,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$37,373
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$79,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$68,944
Participant contributions at end of year	2017-12-31	$1,867
Participant contributions at beginning of year	2017-12-31	$1,603
Other income not declared elsewhere	2017-12-31	$879
Administrative expenses (other) incurred	2017-12-31	$285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$203,551
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$989,315
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$785,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$630,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$484,077
Interest on participant loans	2017-12-31	$55
Value of interest in common/collective trusts at end of year	2017-12-31	$338,587
Value of interest in common/collective trusts at beginning of year	2017-12-31	$282,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$18,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$17,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$17,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$53,809
Net investment gain or loss from common/collective trusts	2017-12-31	$45,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$11,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$13,660
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449
2016 : STEWART & ASSOCIATES INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$152,132
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$106,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$104,387
Value of total corrective distributions	2016-12-31	$1,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$77,411
Value of total assets at end of year	2016-12-31	$785,764
Value of total assets at beginning of year	2016-12-31	$739,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$425
Total interest from all sources	2016-12-31	$72
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$18,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$18,209
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$74,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$61,845
Participant contributions at end of year	2016-12-31	$1,603
Participant contributions at beginning of year	2016-12-31	$1,798
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,632
Administrative expenses (other) incurred	2016-12-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$45,948
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$785,764
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$739,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$484,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$417,223
Interest on participant loans	2016-12-31	$72
Value of interest in common/collective trusts at end of year	2016-12-31	$282,427
Value of interest in common/collective trusts at beginning of year	2016-12-31	$315,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$17,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$4,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$4,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$25,636
Net investment gain or loss from common/collective trusts	2016-12-31	$30,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$12,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$104,387
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLI LLP
Accountancy firm EIN	2016-12-31	390758449
2015 : STEWART & ASSOCIATES INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$50,549
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$87,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$86,096
Value of total corrective distributions	2015-12-31	$1,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$72,068
Value of total assets at end of year	2015-12-31	$739,816
Value of total assets at beginning of year	2015-12-31	$776,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$225
Total interest from all sources	2015-12-31	$9
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$36,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$36,878
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$78,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$62,835
Participant contributions at end of year	2015-12-31	$1,798
Participant contributions at beginning of year	2015-12-31	$355
Other income not declared elsewhere	2015-12-31	$10
Administrative expenses (other) incurred	2015-12-31	$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-37,133
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$739,816
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$776,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$417,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$464,998
Interest on participant loans	2015-12-31	$9
Value of interest in common/collective trusts at end of year	2015-12-31	$315,985
Value of interest in common/collective trusts at beginning of year	2015-12-31	$304,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$4,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$6,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$6,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-56,488
Net investment gain or loss from common/collective trusts	2015-12-31	$-1,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$9,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$86,096
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : STEWART & ASSOCIATES INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$102,216
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$29,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$27,885
Value of total corrective distributions	2014-12-31	$1,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$58,657
Value of total assets at end of year	2014-12-31	$776,949
Value of total assets at beginning of year	2014-12-31	$704,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$200
Total interest from all sources	2014-12-31	$38
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$50,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$50,599
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$71,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$49,508
Participant contributions at end of year	2014-12-31	$355
Participant contributions at beginning of year	2014-12-31	$1,047
Other income not declared elsewhere	2014-12-31	$10
Administrative expenses (other) incurred	2014-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$72,870
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$776,949
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$704,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$464,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$416,276
Interest on participant loans	2014-12-31	$38
Value of interest in common/collective trusts at end of year	2014-12-31	$304,679
Value of interest in common/collective trusts at beginning of year	2014-12-31	$276,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$6,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$10,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$10,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-33,011
Net investment gain or loss from common/collective trusts	2014-12-31	$25,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$9,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$27,885
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WIPFLI LLP
Accountancy firm EIN	2014-12-31	390758449
2009 : STEWART & ASSOCIATES INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STEWART & ASSOCIATES INC. 401(K) PLAN

2022: STEWART & ASSOCIATES INC. 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: STEWART & ASSOCIATES INC. 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: STEWART & ASSOCIATES INC. 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: STEWART & ASSOCIATES INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
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
2018: STEWART & ASSOCIATES INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEWART & ASSOCIATES INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEWART & ASSOCIATES INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEWART & ASSOCIATES INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEWART & ASSOCIATES INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2009: STEWART & ASSOCIATES INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRIAN W. STEWART & ASSOCIATES
Employer identification number (EIN):	363672447
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services