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ROBERT STONE, INC. 401(K) PLAN 401k Plan overview

Plan NameROBERT STONE, INC. 401(K) PLAN
Plan identification number 001

ROBERT STONE, INC. 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.
  • 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

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

Company Name:ROBERT STONE, INC.
Employer identification number (EIN):841560907
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT STONE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JANA STEVENS2024-10-11
0012022-01-01JANA STEVENS2023-10-12
0012021-01-01JANA STEVENS2022-10-11
0012020-01-01JANA STEVENS2021-09-01

Plan Statistics for ROBERT STONE, INC. 401(K) PLAN

401k plan membership statisitcs for ROBERT STONE, INC. 401(K) PLAN

Measure Date Value
2025: ROBERT STONE, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-149
Total number of particpants at end of year2025-10-149
Number of Participants With Account Balances2025-10-149
2024: ROBERT STONE, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-118
Total number of particpants at end of year2024-10-119
Number of Participants With Account Balances2024-10-119

Financial Data on ROBERT STONE, INC. 401(K) PLAN

Measure Date Value
2025 : ROBERT STONE, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-144819
Total liabilities as of the beginning of the plan year2025-10-144835
Total expenses incurred by plan in this plan year2025-10-1415073
Net assets as of the end of the plan year2025-10-14758137
Total assets as of the beginning of the plan year2025-10-14599347
Participant contributions to plan in this plan year2025-10-1471485
Other income to plan in this plan year2025-10-1486538
Plan net income in this plan year2025-10-14158806
Net assets as of the end of the plan year2025-10-14753318
Net assets as of the beginning of the plan year2025-10-14594512
Employer contributions to plan in this plan year2025-10-1415856
Fees paid to broker by Benefit Provider2025-10-14643
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-148404
2024 : ROBERT STONE, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-114835
Total liabilities as of the beginning of the plan year2024-10-114587
Total expenses incurred by plan in this plan year2024-10-1121161
Net assets as of the end of the plan year2024-10-11599347
Total assets as of the beginning of the plan year2024-10-11453444
Participant contributions to plan in this plan year2024-10-1168800
Other income to plan in this plan year2024-10-1180626
Plan net income in this plan year2024-10-11145655
Net assets as of the end of the plan year2024-10-11594512
Net assets as of the beginning of the plan year2024-10-11448857
Employer contributions to plan in this plan year2024-10-1117390
Fees paid to broker by Benefit Provider2024-10-11590
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-116283

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