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SBC 401(K) SAVINGS PLAN 401k Plan overview

Plan NameSBC 401(K) SAVINGS PLAN
Plan identification number 001

SBC 401(K) SAVINGS PLAN 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.
  • 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.
  • 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

STONE BROTHERS CONSTRUCTION & EXCAVATING LLC has sponsored the creation of one or more 401k plans.

Company Name:STONE BROTHERS CONSTRUCTION & EXCAVATING LLC
Employer identification number (EIN):465339919
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ADRIAN STONE2024-10-01 ADRIAN STONE2024-10-01
0012022-01-01ADRIAN STONE2023-05-02 ADRIAN STONE2023-05-02

Financial Data on SBC 401(K) SAVINGS PLAN

Measure Date Value
2025 : SBC 401(K) SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-0623317
Net assets as of the end of the plan year2025-08-06191842
Total assets as of the beginning of the plan year2025-08-06146486
Value of plan covered by a fidelity bond2025-08-0610000
Participant contributions to plan in this plan year2025-08-0632718
Other expenses paid from plan in this plan year2025-08-060
Other income to plan in this plan year2025-08-0616152
Plan net income in this plan year2025-08-0645356
Net assets as of the end of the plan year2025-08-06191842
Net assets as of the beginning of the plan year2025-08-06146486
Employer contributions to plan in this plan year2025-08-0619803
Fees paid to broker by Benefit Provider2025-08-06204
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-060
2024 : SBC 401(K) SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-010
Net assets as of the end of the plan year2024-10-01146486
Total assets as of the beginning of the plan year2024-10-0161810
Value of plan covered by a fidelity bond2024-10-0110000
Participant contributions to plan in this plan year2024-10-0156980
Other expenses paid from plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-0116224
Plan net income in this plan year2024-10-0184676
Net assets as of the end of the plan year2024-10-01146486
Net assets as of the beginning of the plan year2024-10-0161810
Employer contributions to plan in this plan year2024-10-0111472
Fees paid to broker by Benefit Provider2024-10-01170
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-010

Potentially related plans

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