THE STEPHENSON COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE STEPHENSON COMPANY 401(K) PLAN
Measure | Date | Value |
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2022: THE STEPHENSON COMPANY 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE STEPHENSON COMPANY 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 5 |
Number of participants with account balances | 2021-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2018: THE STEPHENSON COMPANY 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE STEPHENSON COMPANY 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: THE STEPHENSON COMPANY 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE STEPHENSON COMPANY 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2022 : THE STEPHENSON COMPANY 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $41,112 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-154,234 |
Expenses. Total of all expenses incurred | 2022-12-31 | $734,312 |
Benefits paid (including direct rollovers) | 2022-12-31 | $734,187 |
Total plan assets at end of year | 2022-12-31 | $599,726 |
Total plan assets at beginning of year | 2022-12-31 | $1,447,160 |
Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
Total contributions received or receivable from participants | 2022-12-31 | $29,393 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $267,357 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-190,937 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $125 |
2021 : THE STEPHENSON COMPANY 401(K) PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $33,894 |
Expenses. Total of all expenses incurred | 2021-12-31 | $40,302 |
Benefits paid (including direct rollovers) | 2021-12-31 | $38,000 |
Total plan assets at end of year | 2021-12-31 | $1,447,160 |
Total plan assets at beginning of year | 2021-12-31 | $1,453,568 |
Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
Total contributions received or receivable from participants | 2021-12-31 | $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 received | 2021-12-31 | $-62,717 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $2,302 |
Value of corrective distributions | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2018 : THE STEPHENSON COMPANY 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $52,688 |
Expenses. Total of all expenses incurred | 2018-12-31 | $57,081 |
Benefits paid (including direct rollovers) | 2018-12-31 | $55,088 |
Total plan assets at end of year | 2018-12-31 | $881,202 |
Total plan assets at beginning of year | 2018-12-31 | $885,595 |
Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
Total contributions received or receivable from participants | 2018-12-31 | $35,019 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $294,980 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $700 |
Other income received | 2018-12-31 | $-33,246 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : THE STEPHENSON COMPANY 401(K) PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $169,177 |
Expenses. Total of all expenses incurred | 2017-12-31 | $19,911 |
Benefits paid (including direct rollovers) | 2017-12-31 | $18,000 |
Total plan assets at end of year | 2017-12-31 | $885,595 |
Total plan assets at beginning of year | 2017-12-31 | $736,329 |
Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
Total contributions received or receivable from participants | 2017-12-31 | $35,059 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $75,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $88,023 |
Noncash contributions received | 2017-12-31 | $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 interests | 2017-12-31 | $31,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $46,095 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $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 |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $12,414 |
Expenses. Total of all expenses incurred | 2016-12-31 | $19,844 |
Benefits paid (including direct rollovers) | 2016-12-31 | $18,000 |
Total plan assets at end of year | 2016-12-31 | $736,329 |
Total plan assets at beginning of year | 2016-12-31 | $743,759 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Total contributions received or receivable from participants | 2016-12-31 | $34,363 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $-72,210 |
Noncash contributions received | 2016-12-31 | $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 interests | 2016-12-31 | $62,500 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $50,261 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $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 |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $58,617 |
Expenses. Total of all expenses incurred | 2015-12-31 | $17,709 |
Benefits paid (including direct rollovers) | 2015-12-31 | $16,000 |
Total plan assets at end of year | 2015-12-31 | $743,759 |
Total plan assets at beginning of year | 2015-12-31 | $702,851 |
Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
Total contributions received or receivable from participants | 2015-12-31 | $32,923 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-24,923 |
Noncash contributions received | 2015-12-31 | $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 interests | 2015-12-31 | $125,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $50,617 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,709 |
2022: THE STEPHENSON COMPANY 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE STEPHENSON COMPANY 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE STEPHENSON COMPANY 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE STEPHENSON COMPANY 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE STEPHENSON COMPANY 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE STEPHENSON COMPANY 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |