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THE STONE MAN 401k Plan overview

Plan NameTHE STONE MAN
Plan identification number 001

THE STONE MAN 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.
  • 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

THIRTEEN HOLDINGS INC., DBA THE STONE MAN has sponsored the creation of one or more 401k plans.

Company Name:THIRTEEN HOLDINGS INC., DBA THE STONE MAN
Employer identification number (EIN):831024173
NAIC Classification:327300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STONE MAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALAN LOCHRIDGE2024-06-17
0012022-01-01ALAN LOCHRIDGE2023-07-24
0012021-02-24
0012021-02-24ALAN B. LOCHRIDGE
0012021-01-01ALAN LOCHRIDGE2022-09-01

Financial Data on THE STONE MAN

Measure Date Value
2025 : THE STONE MAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-11100
Net assets as of the end of the plan year2025-06-11357633
Total assets as of the beginning of the plan year2025-06-11265388
Value of plan covered by a fidelity bond2025-06-11385000
Participant contributions to plan in this plan year2025-06-1132787
Other income to plan in this plan year2025-06-1137713
Plan net income in this plan year2025-06-1192245
Net assets as of the end of the plan year2025-06-11357633
Net assets as of the beginning of the plan year2025-06-11265388
Employer contributions to plan in this plan year2025-06-1121845
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-11100
2024 : THE STONE MAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1715822
Net assets as of the end of the plan year2024-06-17265388
Total assets as of the beginning of the plan year2024-06-17187646
Value of plan covered by a fidelity bond2024-06-17385000
Participant contributions to plan in this plan year2024-06-1730859
Other income to plan in this plan year2024-06-1740665
Plan net income in this plan year2024-06-1777742
Net assets as of the end of the plan year2024-06-17265388
Net assets as of the beginning of the plan year2024-06-17187646
Employer contributions to plan in this plan year2024-06-1722040
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-17315
2022 : THE STONE MAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-0176859
Net assets as of the end of the plan year2022-09-0169362
Total assets as of the beginning of the plan year2022-09-0183307
Value of plan covered by a fidelity bond2022-09-011000
Participant contributions to plan in this plan year2022-09-0136551
Other income to plan in this plan year2022-09-019358
Plan net income in this plan year2022-09-01-13945
Net assets as of the end of the plan year2022-09-0169362
Net assets as of the beginning of the plan year2022-09-0183307
Employer contributions to plan in this plan year2022-09-0117005
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-01350
2021 : THE STONE MAN 2021 401k financial data
Total income from all sources2021-12-31$749,387
Expenses. Total of all expenses incurred2021-12-31$15
Total plan assets at end of year2021-12-31$749,372
Value of fidelity bond covering the plan2021-12-31$385,000
Expenses. Other expenses not covered elsewhere2021-12-31$15
Contributions received from other sources (not participants or employers)2021-12-31$350,015
Other income received2021-12-31$399,372
Net income (gross income less expenses)2021-12-31$749,372
Net plan assets at end of year (total assets less liabilities)2021-12-31$749,372
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$0
Assets. Value of employer securities2021-12-31$749,372

Form 5500 Responses for THE STONE MAN

2021: THE STONE MAN 2021 form 5500 responses
2021-02-24Type of plan entitySingle employer plan
2021-02-24First time form 5500 has been submittedYes
2021-02-24Submission has been amendedNo
2021-02-24This submission is the final filingNo
2021-02-24This return/report is a short plan year return/report (less than 12 months)Yes
2021-02-24Plan is a collectively bargained planNo
2021-02-24Plan funding arrangement – TrustYes
2021-02-24Plan benefit arrangement - TrustYes

Potentially related plans

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