STUART PORTFOLIO CONSULTANTS L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-16,800 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,168,894 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,161,684 |
| Total plan assets at end of year | 2015-12-31 | $0 |
| Total plan assets at beginning of year | 2015-12-31 | $1,185,694 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-16,800 |
| Noncash contributions received | 2015-12-31 | $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 interests | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
| 2014 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $168,226 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $113,580 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $104,139 |
| Total plan assets at end of year | 2014-12-31 | $1,185,694 |
| Total plan assets at beginning of year | 2014-12-31 | $1,131,048 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $165,674 |
| Noncash contributions received | 2014-12-31 | $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 interests | 2014-12-31 | $1,064,476 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $2,552 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
| 2013 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $122,059 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $104,371 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $104,139 |
| Total plan assets at end of year | 2013-12-31 | $1,131,048 |
| Total plan assets at beginning of year | 2013-12-31 | $1,113,360 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,080,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $110,768 |
| Noncash contributions received | 2013-12-31 | $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 interests | 2013-12-31 | $1,040,340 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $11,291 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
| 2012 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $73,033 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $298,283 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $298,032 |
| Total plan assets at end of year | 2012-12-31 | $1,113,360 |
| Total plan assets at beginning of year | 2012-12-31 | $1,338,610 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,080,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $73,033 |
| Noncash contributions received | 2012-12-31 | $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 interests | 2012-12-31 | $893,405 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
| 2011 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-183,803 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $104,361 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $104,139 |
| Total plan assets at end of year | 2011-12-31 | $1,338,610 |
| Total plan assets at beginning of year | 2011-12-31 | $1,626,774 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,080,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-183,803 |
| Noncash contributions received | 2011-12-31 | $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 interests | 2011-12-31 | $1,048,629 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
| 2010 : STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $288,343 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $138 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,626,774 |
| Total plan assets at beginning of year | 2010-12-31 | $1,338,569 |
| Value of fidelity bond covering the plan | 2010-12-31 | $900,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $275,893 |
| Noncash contributions received | 2010-12-31 | $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 interests | 2010-12-31 | $887,293 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,450 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
| 2015: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | Yes |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STUART PORTFOLIO CONSULTANTS L.P. DEFINED BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
