STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview
| Plan Name | STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Profit-sharing
- 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.
- Participant-directed brokerage accounts provided as an investment option under the plan.
- 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.
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401k Sponsoring company profile
STEWART & SONS INSURANCE, INC. has sponsored the creation of one or more 401k plans.
Additional information about STEWART & SONS INSURANCE, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1957-12-11 |
| Company Identification Number: | 208155 |
| Legal Registered Office Address: |
16190 Forest Oaks Drive
Fort Myers
33908
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More information about STEWART & SONS INSURANCE, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST
| 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 | JIM R STEWART | 2021-01-28 | JIM R STEWART | 2021-01-28 |
| 001 | 2019-01-01 | JIM STEWART | 2020-07-30 | JIM STEWART | 2020-07-30 |
| 001 | 2018-01-01 | JIM STEWART | 2019-09-19 | JIM STEWART | 2019-09-19 |
| 001 | 2017-01-01 | JIM STEWART | 2018-07-25 | JIM STEWART | 2018-07-25 |
| 001 | 2016-01-01 | JIM STEWART | 2017-04-13 | JIM STEWART | 2017-04-13 |
| 001 | 2015-01-01 | JIM STEWART | 2016-05-17 | JIM STEWART | 2016-05-17 |
| 001 | 2014-01-01 | JIM STEWART | 2015-07-22 | JIM STEWART | 2015-07-22 |
| 001 | 2013-01-01 | JIM STEWART | 2014-10-11 | JIM STEWART | 2014-10-11 |
| 001 | 2012-01-01 | JIM STEWART | 2013-06-28 | JIM STEWART | 2013-06-28 |
| 001 | 2011-01-01 | JIM STEWART | 2012-06-11 | JIM STEWART | 2012-06-11 |
| 001 | 2009-01-01 | JIM STEWART | | JIM STEWART | 2010-10-14 |
Plan Statistics for STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2009: STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 13 |
| Number of participants with account balances | 2009-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Financial Data on STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2010 : STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $129,980 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $28,186 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $28,000 |
| Total plan assets at end of year | 2010-12-31 | $782,981 |
| Total plan assets at beginning of year | 2010-12-31 | $681,187 |
| Total contributions received or receivable from participants | 2010-12-31 | $47,152 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $186 |
| Other income received | 2010-12-31 | $76,468 |
| Net income (gross income less expenses) | 2010-12-31 | $101,794 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $782,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $681,187 |
| Assets. Value of participant loans | 2010-12-31 | $12,128 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,360 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Form 5500 Responses for STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST
| 2009: STEWART & SONS INSURANCE, INC., 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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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