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STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSTAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING 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.
  • 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.
  • 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

STAHL SHEAFFER ENGINEERING, LLC has sponsored the creation of one or more 401k plans.

Company Name:STAHL SHEAFFER ENGINEERING, LLC
Employer identification number (EIN):113759367
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROD STAHL2018-10-12
0012017-01-01ROD STAHL2019-01-02
0012016-01-01ROD STAHL2017-10-11
0012015-01-01ROD STAHL2016-10-12
0012014-01-01ROD STAHL2015-10-15
0012013-01-01ROD STAHL2014-07-28
0012012-01-01ROD STAHL2013-06-13
0012011-01-01ROD STAHL2012-09-26
0012010-01-01ROD STAHL2011-10-17

Plan Statistics for STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01134
Total number of active participants reported on line 7a of the Form 55002022-01-0195
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01134
Number of participants with account balances2022-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01144
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01134
Number of participants with account balances2021-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01177
Total number of active participants reported on line 7a of the Form 55002020-01-01113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01143
Number of participants with account balances2020-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01180
Number of participants with account balances2019-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01170
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01184
Number of participants with account balances2018-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015

Financial Data on STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-172,579
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$459,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$387,413
Expenses. Certain deemed distributions of participant loans2022-12-31$18,873
Value of total corrective distributions2022-12-31$1,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,095,546
Value of total assets at end of year2022-12-31$7,596,166
Value of total assets at beginning of year2022-12-31$8,228,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,013
Total interest from all sources2022-12-31$59,149
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$67,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$67,285
Administrative expenses professional fees incurred2022-12-31$25,906
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$576,237
Participant contributions at end of year2022-12-31$131,781
Participant contributions at beginning of year2022-12-31$115,761
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,426,122
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,607,681
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$309,996
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-632,404
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,596,166
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,228,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,764,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,081,109
Value of interest in pooled separate accounts at end of year2022-12-31$221,646
Value of interest in pooled separate accounts at beginning of year2022-12-31$235,175
Interest on participant loans2022-12-31$7,301
Income. Interest from loans (other than to participants)2022-12-31$46
Interest earned on other investments2022-12-31$18,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$33,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,051,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,047,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,358,667
Net investment gain/loss from pooled separate accounts2022-12-31$-35,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$209,313
Employer contributions (assets) at end of year2022-12-31$587
Employer contributions (assets) at beginning of year2022-12-31$141,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$387,413
Contract administrator fees2022-12-31$14,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEONARD J. MILLER & ASSOCIATES
Accountancy firm EIN2022-12-31521193166
2021 : STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,661,525
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$857,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$804,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$777,240
Value of total assets at end of year2021-12-31$8,228,570
Value of total assets at beginning of year2021-12-31$7,424,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,655
Total interest from all sources2021-12-31$5,697
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$33,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$33,580
Administrative expenses professional fees incurred2021-12-31$5,111
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$571,373
Participant contributions at end of year2021-12-31$115,761
Participant contributions at beginning of year2021-12-31$89,593
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,607,681
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,327,202
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$64,376
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$14,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$804,122
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,228,570
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,424,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,081,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,992,884
Value of interest in pooled separate accounts at end of year2021-12-31$235,175
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$5,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,047,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$643,040
Net investment gain/loss from pooled separate accounts2021-12-31$201,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$141,491
Employer contributions (assets) at end of year2021-12-31$141,491
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$804,748
Contract administrator fees2021-12-31$23,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2021-12-31251644159
2020 : STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,976,444
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,274,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,146,988
Value of total corrective distributions2020-12-31$66,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$878,911
Value of total assets at end of year2020-12-31$7,424,448
Value of total assets at beginning of year2020-12-31$6,722,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,957
Total interest from all sources2020-12-31$4,202
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$29,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$29,136
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$652,327
Participant contributions at end of year2020-12-31$89,593
Participant contributions at beginning of year2020-12-31$62,769
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,327,202
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,218,227
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,258
Total non interest bearing cash at end of year2020-12-31$14,769
Total non interest bearing cash at beginning of year2020-12-31$3,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$702,031
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,424,448
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,722,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$33,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,992,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,437,624
Income. Interest from loans (other than to participants)2020-12-31$4,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$998,314
Net investment gain/loss from pooled separate accounts2020-12-31$65,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$192,326
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,146,988
Contract administrator fees2020-12-31$27,663
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2020-12-31251644159
2019 : STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,307,710
Total income from all sources (including contributions)2019-12-31$2,307,710
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$345,642
Total of all expenses incurred2019-12-31$345,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$292,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$292,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,145,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,145,246
Value of total assets at end of year2019-12-31$6,722,417
Value of total assets at end of year2019-12-31$6,722,417
Value of total assets at beginning of year2019-12-31$4,760,349
Value of total assets at beginning of year2019-12-31$4,760,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,872
Total interest from all sources2019-12-31$3,161
Total interest from all sources2019-12-31$3,161
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,520
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$31,520
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$31,520
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$709,850
Contributions received from participants2019-12-31$709,850
Participant contributions at end of year2019-12-31$62,769
Participant contributions at end of year2019-12-31$62,769
Participant contributions at beginning of year2019-12-31$3,214
Participant contributions at beginning of year2019-12-31$3,214
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$22,445
Participant contributions at beginning of year2019-12-31$22,445
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,218,227
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,218,227
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$920,650
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$920,650
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,197
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,197
Total non interest bearing cash at end of year2019-12-31$3,797
Total non interest bearing cash at end of year2019-12-31$3,797
Total non interest bearing cash at beginning of year2019-12-31$1,991
Total non interest bearing cash at beginning of year2019-12-31$1,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,962,068
Value of net income/loss2019-12-31$1,962,068
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,722,417
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,722,417
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,760,349
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,760,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,573
Investment advisory and management fees2019-12-31$10,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,437,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,437,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,806,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,806,340
Interest on participant loans2019-12-31$3,161
Interest on participant loans2019-12-31$3,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,127,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,127,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$347,199
Contributions received in cash from employer2019-12-31$347,199
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$5,709
Employer contributions (assets) at beginning of year2019-12-31$5,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$292,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$292,770
Contract administrator fees2019-12-31$42,299
Contract administrator fees2019-12-31$42,299
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm name2019-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2019-12-31251644159
Accountancy firm EIN2019-12-31251644159
2018 : STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$799,408
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$121,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$104,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,196,552
Value of total assets at end of year2018-12-31$4,760,349
Value of total assets at beginning of year2018-12-31$4,082,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,818
Total interest from all sources2018-12-31$286
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,445
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$624,197
Participant contributions at end of year2018-12-31$3,214
Participant contributions at beginning of year2018-12-31$31,557
Participant contributions at end of year2018-12-31$22,445
Participant contributions at beginning of year2018-12-31$16,370
Assets. Other investments not covered elsewhere at end of year2018-12-31$920,650
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$910,956
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$415,539
Other income not declared elsewhere2018-12-31$-78,230
Total non interest bearing cash at end of year2018-12-31$1,991
Total non interest bearing cash at beginning of year2018-12-31$1,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$678,031
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,760,349
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,082,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,806,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,116,905
Income. Interest from loans (other than to participants)2018-12-31$286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-320,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$156,816
Employer contributions (assets) at end of year2018-12-31$5,709
Employer contributions (assets) at beginning of year2018-12-31$5,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$104,559
Contract administrator fees2018-12-31$6,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROWN SCHULTZ SHERIDAN & FRITZ
Accountancy firm EIN2018-12-31251644159

Form 5500 Responses for STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN

2022: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number821102
Policy instance 1
Insurance contract or identification number821102
Number of Individuals Covered135
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $601
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees601
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number103884
Policy instance 1
Insurance contract or identification number103884
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,814
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1814
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number821102
Policy instance 2
Insurance contract or identification number821102
Number of Individuals Covered129
Insurance policy start date2021-05-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,829
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees12829
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number103884
Policy instance 1
Insurance contract or identification number103884
Number of Individuals Covered123
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,773
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2773
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number103884
Policy instance 1
Insurance contract or identification number103884
Number of Individuals Covered139
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,516
Total amount of fees paid to insurance companyUSD $7,578
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7578
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $4,516
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number103884
Policy instance 1
Insurance contract or identification number103884
Number of Individuals Covered129
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,238
Total amount of fees paid to insurance companyUSD $2,387
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,238
Insurance broker organization code?4
Amount paid for insurance broker fees2387
Additional information about fees paid to insurance brokerTPA COMPENSATION

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