?>
Logo

STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameSTUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN
Plan identification number 001

STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • 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

STUART PORTFOLIO CONSULTANTS L.P. has sponsored the creation of one or more 401k plans.

Company Name:STUART PORTFOLIO CONSULTANTS L.P.
Employer identification number (EIN):113418653
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01STUART OLTCHICK
0012014-01-01STUART OLTCHICK
0012013-01-01STUART OLTCHICK
0012012-01-01STUART OLTCHICK
0012011-01-01STUART OLTCHICK
0012009-01-01STUART OLTCHICK

Plan Statistics for STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN

401k plan membership statisitcs for STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN

Measure Date Value
2015: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN

Measure Date Value
2015 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-16,800
Expenses. Total of all expenses incurred2015-12-31$1,168,894
Benefits paid (including direct rollovers)2015-12-31$1,161,684
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$1,185,694
Value of fidelity bond covering the plan2015-12-31$1,100,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-16,800
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,185,694
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,185,694
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,210
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$168,226
Expenses. Total of all expenses incurred2014-12-31$113,580
Benefits paid (including direct rollovers)2014-12-31$104,139
Total plan assets at end of year2014-12-31$1,185,694
Total plan assets at beginning of year2014-12-31$1,131,048
Value of fidelity bond covering the plan2014-12-31$1,100,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$165,674
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$54,646
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,185,694
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,131,048
Assets. Value of assets in partnership/joint-venture interests2014-12-31$1,064,476
Total contributions received or receivable from employer(s)2014-12-31$2,552
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,441
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$122,059
Expenses. Total of all expenses incurred2013-12-31$104,371
Benefits paid (including direct rollovers)2013-12-31$104,139
Total plan assets at end of year2013-12-31$1,131,048
Total plan assets at beginning of year2013-12-31$1,113,360
Value of fidelity bond covering the plan2013-12-31$1,080,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$110,768
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$17,688
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,131,048
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,113,360
Assets. Value of assets in partnership/joint-venture interests2013-12-31$1,040,340
Total contributions received or receivable from employer(s)2013-12-31$11,291
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$232
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$73,033
Expenses. Total of all expenses incurred2012-12-31$298,283
Benefits paid (including direct rollovers)2012-12-31$298,032
Total plan assets at end of year2012-12-31$1,113,360
Total plan assets at beginning of year2012-12-31$1,338,610
Value of fidelity bond covering the plan2012-12-31$1,080,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$73,033
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-225,250
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,113,360
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,338,610
Assets. Value of assets in partnership/joint-venture interests2012-12-31$893,405
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$251
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-183,803
Expenses. Total of all expenses incurred2011-12-31$104,361
Benefits paid (including direct rollovers)2011-12-31$104,139
Total plan assets at end of year2011-12-31$1,338,610
Total plan assets at beginning of year2011-12-31$1,626,774
Value of fidelity bond covering the plan2011-12-31$1,080,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-183,803
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-288,164
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,338,610
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,626,774
Assets. Value of assets in partnership/joint-venture interests2011-12-31$1,048,629
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$288,343
Expenses. Total of all expenses incurred2010-12-31$138
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,626,774
Total plan assets at beginning of year2010-12-31$1,338,569
Value of fidelity bond covering the plan2010-12-31$900,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$275,893
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$288,205
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,626,774
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,338,569
Assets. Value of assets in partnership/joint-venture interests2010-12-31$887,293
Total contributions received or receivable from employer(s)2010-12-31$12,450
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$138
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN

2015: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3