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STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 401k Plan overview

Plan NameSTEVENS & BRAND, LLP VIP PLUS 401(K) PLAN
Plan identification number 001

STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

STEVENS & BRAND, LLP has sponsored the creation of one or more 401k plans.

Company Name:STEVENS & BRAND, LLP
Employer identification number (EIN):481178199
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WEBSTER L. GOLDEN2023-07-12 WEBSTER L. GOLDEN2023-07-12
0012021-01-01WEBSTER L. GOLDEN2022-03-29 WEBSTER L. GOLDEN2022-03-29
0012020-01-01WEBSTER L. GOLDEN2021-06-10 WEBSTER L. GOLDEN2021-06-10
0012019-01-01WEBSTER L. GOLDEN2020-08-18 WEBSTER L. GOLDEN2020-08-18
0012018-01-01WEBSTER L. GOLDEN2019-10-09 WEBSTER L. GOLDEN2019-10-09
0012018-01-01WEBSTER L. GOLDEN2019-12-05 WEBSTER L. GOLDEN2019-12-05
0012017-01-01WEBSTER L. GOLDEN2018-07-25 WEBSTER L. GOLDEN2018-07-25
0012016-01-01WEBSTER L. GOLDEN2017-07-17 WEBSTER L. GOLDEN2017-07-17
0012015-01-01WEBSTER L. GOLDEN2016-08-25 WEBSTER L. GOLDEN2016-08-25
0012014-01-01WEBSTER L. GOLDEN2015-09-21 WEBSTER L. GOLDEN2015-09-21
0012013-01-01WEBSTER L. GOLDEN WEBSTER L. GOLDEN2014-10-07
0012012-01-01WEBSTER L. GOLDEN WEBSTER L. GOLDEN2013-10-14
0012011-01-01WEBSTER L. GOLDEN
0012009-01-01WEBSTER L. GOLDEN

Plan Statistics for STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN

401k plan membership statisitcs for STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN

Measure Date Value
2013: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0127
Total of all active and inactive participants2013-01-0127
Total participants2013-01-0127
Number of participants with account balances2013-01-0127
2012: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Total of all active and inactive participants2012-01-0124
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Total of all active and inactive participants2011-01-0127
Total participants2011-01-0127
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0121
Total number of active participants reported on line 7a of the Form 55002009-01-0123
Total of all active and inactive participants2009-01-0123
Total participants2009-01-0123
Number of participants with account balances2009-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN

Measure Date Value
2013 : STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$572,616
Expenses. Total of all expenses incurred2013-12-31$35,970
Benefits paid (including direct rollovers)2013-12-31$30,126
Total plan assets at end of year2013-12-31$2,923,346
Total plan assets at beginning of year2013-12-31$2,386,700
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$163,612
Contributions received from other sources (not participants or employers)2013-12-31$21,770
Other income received2013-12-31$301,756
Net income (gross income less expenses)2013-12-31$536,646
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,923,346
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,386,700
Assets. Value of participant loans2013-12-31$78,641
Total contributions received or receivable from employer(s)2013-12-31$85,478
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,844
2012 : STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$435,246
Expenses. Total of all expenses incurred2012-12-31$147,621
Benefits paid (including direct rollovers)2012-12-31$141,027
Total plan assets at end of year2012-12-31$2,386,700
Total plan assets at beginning of year2012-12-31$2,099,075
Value of fidelity bond covering the plan2012-12-31$265,000
Total contributions received or receivable from participants2012-12-31$163,522
Other income received2012-12-31$185,187
Net income (gross income less expenses)2012-12-31$287,625
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,386,700
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,099,075
Assets. Value of participant loans2012-12-31$73,798
Total contributions received or receivable from employer(s)2012-12-31$86,537
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,594
2011 : STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$141,282
Expenses. Total of all expenses incurred2011-12-31$60,924
Benefits paid (including direct rollovers)2011-12-31$60,924
Total plan assets at end of year2011-12-31$2,099,075
Total plan assets at beginning of year2011-12-31$2,018,717
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$136,494
Other income received2011-12-31$-66,820
Net income (gross income less expenses)2011-12-31$80,358
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,099,075
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,018,717
Assets. Value of participant loans2011-12-31$50,273
Total contributions received or receivable from employer(s)2011-12-31$71,608
2010 : STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$318,219
Expenses. Total of all expenses incurred2010-12-31$5,557
Benefits paid (including direct rollovers)2010-12-31$5,557
Total plan assets at end of year2010-12-31$1,993,693
Total plan assets at beginning of year2010-12-31$1,681,031
Total contributions received or receivable from participants2010-12-31$123,632
Other income received2010-12-31$124,961
Net income (gross income less expenses)2010-12-31$312,662
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,993,693
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,681,031
Assets. Value of participant loans2010-12-31$24,974
Total contributions received or receivable from employer(s)2010-12-31$69,626

Form 5500 Responses for STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN

2013: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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