| Plan Name | JOHN J. STEUBY CO. EMPLOYEE PENSION TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JOHN J. STEUBY COMPANY |
| Employer identification number (EIN): | 430787604 |
| NAIC Classification: | 333900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-10-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | KAREN LYON | 2021-05-03 | KAREN LYON | 2021-05-03 |
| 001 | 2019-01-01 | KAREN LYON | 2020-05-01 | ||
| 001 | 2018-01-01 | KAREN LYON | 2019-05-09 | KAREN LYON | 2019-05-09 |
| 001 | 2017-01-01 | TAMMY HAKE | 2018-05-10 | ||
| 001 | 2016-01-01 | TAMMY HAKE | 2017-07-12 | ||
| 001 | 2015-01-01 | TAMMY HAKE | 2016-05-23 | ||
| 001 | 2014-01-01 | JOHN J STEUBY, SR | 2015-04-23 | ||
| 001 | 2013-01-01 | JOHN J STEUBY, SR | 2014-05-14 | ||
| 001 | 2012-01-01 | JOHN STEUBY | 2013-09-26 | ||
| 001 | 2011-01-01 | JOHN STEUBY | 2012-03-15 | ||
| 001 | 2010-01-01 | JOHN STEUBY | 2011-09-22 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JOHN J. STEUBY CO. EMPLOYEE PENSION TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-03-06 | 53919 |
| Net assets as of the end of the plan year | 2025-03-06 | 2151945 |
| Total assets as of the beginning of the plan year | 2025-03-06 | 1578405 |
| Value of plan covered by a fidelity bond | 2025-03-06 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-06 | 170349 |
| Value of participant loans at end of plan year | 2025-03-06 | 18887 |
| Other income to plan in this plan year | 2025-03-06 | 415264 |
| Plan net income in this plan year | 2025-03-06 | 573540 |
| Net assets as of the end of the plan year | 2025-03-06 | 2151945 |
| Net assets as of the beginning of the plan year | 2025-03-06 | 1578405 |
| Employer contributions to plan in this plan year | 2025-03-06 | 41846 |
| Fees paid to broker by Benefit Provider | 2025-03-06 | 1419 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-06 | 2381 |