401k Plan data: plan

Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-07-01 GREGORY STEFANON
001 2023-07-01 GREGORY STEFANON
001 2022-07-01 GREGORY STEFANON
001 2021-07-01
001 2021-07-01 GREGORY STEFANON
001 2020-07-01
001 2020-07-01
001 2020-07-01 GREGORY STEFANON
001 2019-07-01
001 2019-07-01 GREGORY STEFANON

Plan Statistics for

401k plan membership statisitcs for

Measure Date Value
2021: 2021 401k membership
Total participants, beginning-of-year 2021-07-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 13
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 13
Number of participants with account balances 2021-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: 2020 401k membership
Total participants, beginning-of-year 2020-07-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 13
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 13
Number of participants with account balances 2020-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: 2019 401k membership
Total participants, beginning-of-year 2019-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 17
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 17
Number of participants with account balances 2019-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0

Measure	Date	Value
2021: 2021 401k membership
Total participants, beginning-of-year	2021-07-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	13
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	13
Number of participants with account balances	2021-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: 2020 401k membership
Total participants, beginning-of-year	2020-07-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	13
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	13
Number of participants with account balances	2020-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: 2019 401k membership
Total participants, beginning-of-year	2019-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	17
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	17
Number of participants with account balances	2019-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0

Financial Data on

Measure	Date	Value
2022 : 2022 401k financial data
Transfers to/from the plan	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$-84,289
Expenses. Total of all expenses incurred	2022-06-30	$0
Benefits paid (including direct rollovers)	2022-06-30	$0
Total plan assets at end of year	2022-06-30	$836,495
Total plan assets at beginning of year	2022-06-30	$920,784
Value of fidelity bond covering the plan	2022-06-30	$75,000
Total contributions received or receivable from participants	2022-06-30	$71,000
Expenses. Other expenses not covered elsewhere	2022-06-30	$0
Contributions received from other sources (not participants or employers)	2022-06-30	$0
Other income received	2022-06-30	$-155,289
Noncash contributions received	2022-06-30	$0
Net income (gross income less expenses)	2022-06-30	$-84,289
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$836,495
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$920,784
Assets. Value of employer securities	2022-06-30	$393,601
Total contributions received or receivable from employer(s)	2022-06-30	$0
Value of certain deemed distributions of participant loans	2022-06-30	$0
Value of corrective distributions	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$0
2021 : 2021 401k financial data
Transfers to/from the plan	2021-07-01	$0
Total plan liabilities at beginning of year	2021-07-01	$0
Total income from all sources	2021-07-01	$-84,289
Expenses. Total of all expenses incurred	2021-07-01	$0
Benefits paid (including direct rollovers)	2021-07-01	$0
Total plan assets at end of year	2021-07-01	$871,146
Total plan assets at beginning of year	2021-07-01	$955,435
Value of fidelity bond covering the plan	2021-07-01	$75,000
Total contributions received or receivable from participants	2021-07-01	$0
Expenses. Other expenses not covered elsewhere	2021-07-01	$0
Contributions received from other sources (not participants or employers)	2021-07-01	$0
Other income received	2021-07-01	$-84,289
Noncash contributions received	2021-07-01	$0
Net income (gross income less expenses)	2021-07-01	$-84,289
Net plan assets at end of year (total assets less liabilities)	2021-07-01	$871,146
Net plan assets at beginning of year (total assets less liabilities)	2021-07-01	$955,435
Assets. Value of employer securities	2021-07-01	$393,601
Total contributions received or receivable from employer(s)	2021-07-01	$0
Value of certain deemed distributions of participant loans	2021-07-01	$0
Value of corrective distributions	2021-07-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-07-01	$0
Transfers to/from the plan	2021-06-30	$0
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$217,324
Expenses. Total of all expenses incurred	2021-06-30	$0
Benefits paid (including direct rollovers)	2021-06-30	$0
Total plan assets at end of year	2021-06-30	$920,784
Total plan assets at beginning of year	2021-06-30	$703,460
Value of fidelity bond covering the plan	2021-06-30	$75,000
Total contributions received or receivable from participants	2021-06-30	$68,000
Expenses. Other expenses not covered elsewhere	2021-06-30	$0
Contributions received from other sources (not participants or employers)	2021-06-30	$0
Other income received	2021-06-30	$149,324
Noncash contributions received	2021-06-30	$0
Net income (gross income less expenses)	2021-06-30	$217,324
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$920,784
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$703,460
Assets. Value of employer securities	2021-06-30	$346,467
Total contributions received or receivable from employer(s)	2021-06-30	$0
Value of certain deemed distributions of participant loans	2021-06-30	$0
Value of corrective distributions	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$0
2020 : 2020 401k financial data
Transfers to/from the plan	2020-07-01	$0
Total plan liabilities at beginning of year	2020-07-01	$0
Total income from all sources	2020-07-01	$141,862
Expenses. Total of all expenses incurred	2020-07-01	$0
Benefits paid (including direct rollovers)	2020-07-01	$0
Total plan assets at end of year	2020-07-01	$955,435
Total plan assets at beginning of year	2020-07-01	$813,573
Value of fidelity bond covering the plan	2020-07-01	$75,000
Total contributions received or receivable from participants	2020-07-01	$68,000
Expenses. Other expenses not covered elsewhere	2020-07-01	$0
Contributions received from other sources (not participants or employers)	2020-07-01	$0
Other income received	2020-07-01	$58,852
Noncash contributions received	2020-07-01	$0
Net income (gross income less expenses)	2020-07-01	$141,862
Net plan assets at end of year (total assets less liabilities)	2020-07-01	$955,435
Net plan assets at beginning of year (total assets less liabilities)	2020-07-01	$813,573
Assets. Value of employer securities	2020-07-01	$346,467
Total contributions received or receivable from employer(s)	2020-07-01	$15,010
Value of certain deemed distributions of participant loans	2020-07-01	$0
Value of corrective distributions	2020-07-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-07-01	$0
Transfers to/from the plan	2020-06-30	$0
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$102,661
Expenses. Total of all expenses incurred	2020-06-30	$0
Benefits paid (including direct rollovers)	2020-06-30	$0
Total plan assets at end of year	2020-06-30	$703,460
Total plan assets at beginning of year	2020-06-30	$600,799
Value of fidelity bond covering the plan	2020-06-30	$75,000
Total contributions received or receivable from participants	2020-06-30	$40,000
Expenses. Other expenses not covered elsewhere	2020-06-30	$0
Contributions received from other sources (not participants or employers)	2020-06-30	$0
Other income received	2020-06-30	$62,661
Noncash contributions received	2020-06-30	$0
Net income (gross income less expenses)	2020-06-30	$102,661
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$703,460
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$600,799
Assets. Value of employer securities	2020-06-30	$355,901
Total contributions received or receivable from employer(s)	2020-06-30	$0
Value of certain deemed distributions of participant loans	2020-06-30	$0
Value of corrective distributions	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$0
2019 : 2019 401k financial data
Transfers to/from the plan	2019-07-01	$0
Total plan liabilities at beginning of year	2019-07-01	$0
Total income from all sources	2019-07-01	$212,774
Expenses. Total of all expenses incurred	2019-07-01	$0
Benefits paid (including direct rollovers)	2019-07-01	$0
Total plan assets at end of year	2019-07-01	$813,573
Total plan assets at beginning of year	2019-07-01	$600,799
Value of fidelity bond covering the plan	2019-07-01	$75,000
Total contributions received or receivable from participants	2019-07-01	$61,000
Expenses. Other expenses not covered elsewhere	2019-07-01	$0
Contributions received from other sources (not participants or employers)	2019-07-01	$0
Other income received	2019-07-01	$141,734
Noncash contributions received	2019-07-01	$0
Net income (gross income less expenses)	2019-07-01	$212,774
Net plan assets at end of year (total assets less liabilities)	2019-07-01	$813,573
Net plan assets at beginning of year (total assets less liabilities)	2019-07-01	$600,799
Assets. Value of employer securities	2019-07-01	$355,906
Total contributions received or receivable from employer(s)	2019-07-01	$10,040
Value of certain deemed distributions of participant loans	2019-07-01	$0
Value of corrective distributions	2019-07-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-07-01	$0
Transfers to/from the plan	2019-06-30	$0
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$590,112
Expenses. Total of all expenses incurred	2019-06-30	$120
Benefits paid (including direct rollovers)	2019-06-30	$0
Total plan assets at end of year	2019-06-30	$589,992
Total plan assets at beginning of year	2019-06-30	$0
Total contributions received or receivable from participants	2019-06-30	$41,500
Expenses. Other expenses not covered elsewhere	2019-06-30	$120
Contributions received from other sources (not participants or employers)	2019-06-30	$714,180
Other income received	2019-06-30	$-165,568
Noncash contributions received	2019-06-30	$0
Net income (gross income less expenses)	2019-06-30	$589,992
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$589,992
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$0
Assets. Value of employer securities	2019-06-30	$293,245
Total contributions received or receivable from employer(s)	2019-06-30	$0
Value of certain deemed distributions of participant loans	2019-06-30	$0
Value of corrective distributions	2019-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$0

Form 5500 Responses for

2021: 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes

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

Plan id#	Filing Submission Date	Name of Administrator
001	2023-07-01	GREGORY STEFANON
001	2023-07-01	GREGORY STEFANON
001	2022-07-01	GREGORY STEFANON
001	2021-07-01
001	2021-07-01	GREGORY STEFANON
001	2020-07-01
001	2020-07-01
001	2020-07-01	GREGORY STEFANON
001	2019-07-01
001	2019-07-01	GREGORY STEFANON