STEVENS & STEVENS INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN
401k plan membership statisitcs for STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN
Measure | Date | Value |
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2022: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
Total of all active and inactive participants | 2022-07-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 0 |
Number of participants with account balances | 2022-07-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
2021: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
Total of all active and inactive participants | 2021-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 2 |
Number of participants with account balances | 2021-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
Total of all active and inactive participants | 2020-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 2 |
Number of participants with account balances | 2020-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 2 |
Number of participants with account balances | 2019-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 3 |
Number of participants with account balances | 2018-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 3 |
Number of participants with account balances | 2017-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 3 |
Number of participants with account balances | 2016-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 2 |
Number of participants with account balances | 2015-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-11-24 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-24 | 2 |
Number of retired or separated participants receiving benefits | 2014-11-24 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-24 | 0 |
Total of all active and inactive participants | 2014-11-24 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-24 | 0 |
Total participants | 2014-11-24 | 2 |
Number of participants with account balances | 2014-11-24 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-24 | 0 |
Measure | Date | Value |
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2023 : STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-02-16 | $0 |
Expenses. Total of all expenses incurred | 2023-02-16 | $15,002 |
Benefits paid (including direct rollovers) | 2023-02-16 | $15,002 |
Total plan assets at end of year | 2023-02-16 | $0 |
Total plan assets at beginning of year | 2023-02-16 | $15,002 |
Value of fidelity bond covering the plan | 2023-02-16 | $10,000 |
Net income (gross income less expenses) | 2023-02-16 | $-15,002 |
Net plan assets at end of year (total assets less liabilities) | 2023-02-16 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-02-16 | $15,002 |
Assets. Value of employer securities | 2023-02-16 | $0 |
2022 : STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-06-30 | $-50,214 |
Expenses. Total of all expenses incurred | 2022-06-30 | $0 |
Total plan assets at end of year | 2022-06-30 | $15,002 |
Total plan assets at beginning of year | 2022-06-30 | $65,216 |
Value of fidelity bond covering the plan | 2022-06-30 | $10,000 |
Other income received | 2022-06-30 | $-50,214 |
Net income (gross income less expenses) | 2022-06-30 | $-50,214 |
Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $15,002 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $65,216 |
Assets. Value of employer securities | 2022-06-30 | $15,002 |
2021 : STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-06-30 | $-3,153 |
Expenses. Total of all expenses incurred | 2021-06-30 | $0 |
Total plan assets at end of year | 2021-06-30 | $65,216 |
Total plan assets at beginning of year | 2021-06-30 | $68,369 |
Value of fidelity bond covering the plan | 2021-06-30 | $10,000 |
Other income received | 2021-06-30 | $-3,153 |
Net income (gross income less expenses) | 2021-06-30 | $-3,153 |
Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $65,216 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $68,369 |
Assets. Value of employer securities | 2021-06-30 | $65,216 |
2020 : STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-06-30 | $-1,196 |
Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
Total plan assets at end of year | 2020-06-30 | $68,369 |
Total plan assets at beginning of year | 2020-06-30 | $69,565 |
Value of fidelity bond covering the plan | 2020-06-30 | $10,000 |
Other income received | 2020-06-30 | $-1,196 |
Net income (gross income less expenses) | 2020-06-30 | $-1,196 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $68,369 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $69,565 |
Assets. Value of employer securities | 2020-06-30 | $68,369 |
2019 : STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-06-30 | $-18,435 |
Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
Total plan assets at end of year | 2019-06-30 | $69,565 |
Total plan assets at beginning of year | 2019-06-30 | $88,000 |
Value of fidelity bond covering the plan | 2019-06-30 | $10,000 |
Other income received | 2019-06-30 | $-18,435 |
Net income (gross income less expenses) | 2019-06-30 | $-18,435 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $69,565 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $88,000 |
Assets. Value of employer securities | 2019-06-30 | $69,565 |
2018 : STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-06-30 | $17,667 |
Expenses. Total of all expenses incurred | 2018-06-30 | $0 |
Total plan assets at end of year | 2018-06-30 | $88,000 |
Total plan assets at beginning of year | 2018-06-30 | $70,333 |
Value of fidelity bond covering the plan | 2018-06-30 | $10,000 |
Other income received | 2018-06-30 | $17,667 |
Net income (gross income less expenses) | 2018-06-30 | $17,667 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $88,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $70,333 |
Assets. Value of employer securities | 2018-06-30 | $88,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
2017 : STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-06-30 | $-11,816 |
Expenses. Total of all expenses incurred | 2017-06-30 | $0 |
Total plan assets at end of year | 2017-06-30 | $70,333 |
Total plan assets at beginning of year | 2017-06-30 | $82,149 |
Value of fidelity bond covering the plan | 2017-06-30 | $10,000 |
Other income received | 2017-06-30 | $-11,816 |
Net income (gross income less expenses) | 2017-06-30 | $-11,816 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $70,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $82,149 |
Assets. Value of employer securities | 2017-06-30 | $70,333 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
2016 : STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-06-30 | $11,549 |
Expenses. Total of all expenses incurred | 2016-06-30 | $0 |
Total plan assets at end of year | 2016-06-30 | $82,149 |
Total plan assets at beginning of year | 2016-06-30 | $70,600 |
Other income received | 2016-06-30 | $11,549 |
Net income (gross income less expenses) | 2016-06-30 | $11,549 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $82,149 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $70,600 |
Assets. Value of employer securities | 2016-06-30 | $82,149 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $70,600 |
Expenses. Total of all expenses incurred | 2015-06-30 | $0 |
Total plan assets at end of year | 2015-06-30 | $70,600 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $75,008 |
Other income received | 2015-06-30 | $-4,408 |
Net income (gross income less expenses) | 2015-06-30 | $70,600 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $70,600 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $0 |
Assets. Value of employer securities | 2015-06-30 | $70,600 |
2022: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2022 form 5500 responses |
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2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | Yes |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2021 form 5500 responses |
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2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2020 form 5500 responses |
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2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2019 form 5500 responses |
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2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2018 form 5500 responses |
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2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: STEVENS & STEVENS INSURANCE AGENCY RETIREMENT PLAN 2014 form 5500 responses |
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2014-11-24 | Type of plan entity | Single employer plan |
2014-11-24 | First time form 5500 has been submitted | Yes |
2014-11-24 | Submission has been amended | No |
2014-11-24 | This submission is the final filing | No |
2014-11-24 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-11-24 | Plan is a collectively bargained plan | No |
2014-11-24 | Plan funding arrangement – Trust | Yes |
2014-11-24 | Plan benefit arrangement - Trust | Yes |