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STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameSTONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • 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

STONE TREE, INC. has sponsored the creation of one or more 401k plans.

Company Name:STONE TREE, INC.
Employer identification number (EIN):680362472
NAIC Classification:111300
NAIC Description:Fruit and Tree Nut Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01

Plan Statistics for STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-03-2026
Total number of particpants at end of year2025-03-2026
Number of Participants With Account Balances2025-03-2011
2024: STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-03-2023
Total number of particpants at end of year2024-03-2023
Number of Participants With Account Balances2024-03-2012

Financial Data on STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-2020034
Net assets as of the end of the plan year2025-03-20197892
Total assets as of the beginning of the plan year2025-03-20133689
Value of plan covered by a fidelity bond2025-03-2025000
Participant contributions to plan in this plan year2025-03-2042953
Other income to plan in this plan year2025-03-2023345
Plan net income in this plan year2025-03-2064203
Net assets as of the end of the plan year2025-03-20197892
Net assets as of the beginning of the plan year2025-03-20133689
Employer contributions to plan in this plan year2025-03-2017939
Fees paid to broker by Benefit Provider2025-03-20651
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-202877
2024 : STONE TREE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-201736
Net assets as of the end of the plan year2024-03-20133689
Total assets as of the beginning of the plan year2024-03-2057702
Value of plan covered by a fidelity bond2024-03-2025000
Participant contributions to plan in this plan year2024-03-2041932
Other income to plan in this plan year2024-03-2017944
Plan net income in this plan year2024-03-2075987
Net assets as of the end of the plan year2024-03-20133689
Net assets as of the beginning of the plan year2024-03-2057702
Employer contributions to plan in this plan year2024-03-2017847
Fees paid to broker by Benefit Provider2024-03-20326
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-201736

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