?>
Logo

THE STEPHENSON COMPANY 401(K) PLAN 401k Plan overview

Plan NameTHE STEPHENSON COMPANY 401(K) PLAN
Plan identification number 001

THE STEPHENSON COMPANY 401(K) 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

THE STEPHENSON COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE STEPHENSON COMPANY
Employer identification number (EIN):680141313
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STEPHENSON COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01HAROLD STEPHENSON2021-06-21 HAROLD STEPHENSON2021-06-21
0012019-01-01HAROLD STEPHENSON2020-04-28 HAROLD STEPHENSON2020-04-28
0012018-01-01
0012017-01-01HAROLD STEPHENSON
0012016-01-01HAROLD STEPHENSON
0012015-01-01HAROLD STEPHENSON
0012015-01-01HAROLD STEPHENSON2016-07-05
0012014-01-01HAROLD STEPHENSON2015-09-22

Plan Statistics for THE STEPHENSON COMPANY 401(K) PLAN

401k plan membership statisitcs for THE STEPHENSON COMPANY 401(K) PLAN

Measure Date Value
2022: THE STEPHENSON COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE STEPHENSON COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2018: THE STEPHENSON COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE STEPHENSON COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE STEPHENSON COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE STEPHENSON COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on THE STEPHENSON COMPANY 401(K) PLAN

Measure Date Value
2022 : THE STEPHENSON COMPANY 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$41,112
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-154,234
Expenses. Total of all expenses incurred2022-12-31$734,312
Benefits paid (including direct rollovers)2022-12-31$734,187
Total plan assets at end of year2022-12-31$599,726
Total plan assets at beginning of year2022-12-31$1,447,160
Value of fidelity bond covering the plan2022-12-31$300,000
Total contributions received or receivable from participants2022-12-31$29,393
Assets. Value of loans (other than to participants)2022-12-31$267,357
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-190,937
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-888,546
Net plan assets at end of year (total assets less liabilities)2022-12-31$558,614
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,447,160
Total contributions received or receivable from employer(s)2022-12-31$7,310
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$125
2021 : THE STEPHENSON COMPANY 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total income from all sources2021-12-31$33,894
Expenses. Total of all expenses incurred2021-12-31$40,302
Benefits paid (including direct rollovers)2021-12-31$38,000
Total plan assets at end of year2021-12-31$1,447,160
Total plan assets at beginning of year2021-12-31$1,453,568
Value of fidelity bond covering the plan2021-12-31$300,000
Total contributions received or receivable from participants2021-12-31$42,516
Assets. Value of loans (other than to participants)2021-12-31$343,953
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-62,717
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-6,408
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,447,160
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,453,568
Total contributions received or receivable from employer(s)2021-12-31$54,095
Value of certain deemed distributions of participant loans2021-12-31$2,302
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2018 : THE STEPHENSON COMPANY 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$52,688
Expenses. Total of all expenses incurred2018-12-31$57,081
Benefits paid (including direct rollovers)2018-12-31$55,088
Total plan assets at end of year2018-12-31$881,202
Total plan assets at beginning of year2018-12-31$885,595
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$35,019
Assets. Value of loans (other than to participants)2018-12-31$294,980
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$700
Other income received2018-12-31$-33,246
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-4,393
Net plan assets at end of year (total assets less liabilities)2018-12-31$881,202
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$885,595
Total contributions received or receivable from employer(s)2018-12-31$50,215
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,993
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE STEPHENSON COMPANY 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$169,177
Expenses. Total of all expenses incurred2017-12-31$19,911
Benefits paid (including direct rollovers)2017-12-31$18,000
Total plan assets at end of year2017-12-31$885,595
Total plan assets at beginning of year2017-12-31$736,329
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$35,059
Assets. Value of loans (other than to participants)2017-12-31$75,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$88,023
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$149,266
Net plan assets at end of year (total assets less liabilities)2017-12-31$885,595
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$736,329
Assets. Value of assets in partnership/joint-venture interests2017-12-31$31,000
Total contributions received or receivable from employer(s)2017-12-31$46,095
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,911
2016 : THE STEPHENSON COMPANY 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$12,414
Expenses. Total of all expenses incurred2016-12-31$19,844
Benefits paid (including direct rollovers)2016-12-31$18,000
Total plan assets at end of year2016-12-31$736,329
Total plan assets at beginning of year2016-12-31$743,759
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$34,363
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-72,210
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-7,430
Net plan assets at end of year (total assets less liabilities)2016-12-31$736,329
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$743,759
Assets. Value of assets in partnership/joint-venture interests2016-12-31$62,500
Total contributions received or receivable from employer(s)2016-12-31$50,261
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,844
2015 : THE STEPHENSON COMPANY 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$58,617
Expenses. Total of all expenses incurred2015-12-31$17,709
Benefits paid (including direct rollovers)2015-12-31$16,000
Total plan assets at end of year2015-12-31$743,759
Total plan assets at beginning of year2015-12-31$702,851
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$32,923
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-24,923
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$40,908
Net plan assets at end of year (total assets less liabilities)2015-12-31$743,759
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$702,851
Assets. Value of assets in partnership/joint-venture interests2015-12-31$125,000
Total contributions received or receivable from employer(s)2015-12-31$50,617
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,709

Form 5500 Responses for THE STEPHENSON COMPANY 401(K) PLAN

2022: THE STEPHENSON COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE STEPHENSON COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2018: THE STEPHENSON COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE STEPHENSON COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE STEPHENSON COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE STEPHENSON COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3