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STUART DEAN CO. , INC. PENSION PLAN & TRUST 401k Plan overview

Plan NameSTUART DEAN CO. , INC. PENSION PLAN & TRUST
Plan identification number 001

STUART DEAN CO. , INC. PENSION PLAN & TRUST 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).
  • 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 DEAN COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:STUART DEAN COMPANY, INC.
Employer identification number (EIN):131354550
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUART DEAN CO. , INC. PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT COOK2023-10-16
0012021-01-01ROBERT COOK2022-10-11
0012020-01-01ROBERT COOK2021-10-15
0012019-01-01ROBERT COOK2020-10-14
0012019-01-01ROBERT COOK2021-04-16
0012018-01-01ROBERT COOK2019-10-14
0012017-01-01ROBERT COOK2018-10-17
0012016-01-01ROBERT COOK2017-10-13
0012015-01-01ROBERT COOK2016-10-17
0012014-01-01ROBERT COOK2015-10-08
0012013-01-01ROBERT COOK2014-10-15
0012012-01-01ROBERT COOK
0012011-01-01ROBERT COOK
0012010-01-01ROBERT COOK
0012009-01-01ROBERT COOK

Plan Statistics for STUART DEAN CO. , INC. PENSION PLAN & TRUST

401k plan membership statisitcs for STUART DEAN CO. , INC. PENSION PLAN & TRUST

Measure Date Value
2022: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets2022-12-315,616,950
Acturial value of plan assets2022-12-315,616,950
Funding target for retired participants and beneficiaries receiving payment2022-12-311,866,786
Number of terminated vested participants2022-12-3133
Fundng target for terminated vested participants2022-12-311,575,033
Active participant vested funding target2022-12-31645,624
Number of active participants2022-12-3117
Total funding liabilities for active participants2022-12-31645,624
Total participant count2022-12-3162
Total funding target for all participants2022-12-314,087,443
Balance at beginning of prior year after applicable adjustments2022-12-314,208
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3197,371
Amount remaining of carryover balance2022-12-314,208
Amount remaining of prefunding balance2022-12-3197,371
Present value of excess contributions2022-12-311,403,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,478,817
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-314,622
Balance of prefunding at beginning of current year2022-12-31106,942
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3127,368
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets2021-12-314,328,008
Acturial value of plan assets2021-12-314,328,008
Funding target for retired participants and beneficiaries receiving payment2021-12-311,608,264
Number of terminated vested participants2021-12-3130
Fundng target for terminated vested participants2021-12-311,026,229
Active participant vested funding target2021-12-311,423,251
Number of active participants2021-12-3122
Total funding liabilities for active participants2021-12-311,423,251
Total participant count2021-12-3163
Total funding target for all participants2021-12-314,057,744
Balance at beginning of prior year after applicable adjustments2021-12-313,635
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3184,122
Amount remaining of carryover balance2021-12-313,635
Amount remaining of prefunding balance2021-12-3184,122
Present value of excess contributions2021-12-3113,033
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3113,686
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-314,208
Balance of prefunding at beginning of current year2021-12-3197,371
Total employer contributions2021-12-311,473,545
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,403,585
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3159,416
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,403,585
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets2020-12-313,756,744
Acturial value of plan assets2020-12-313,756,744
Funding target for retired participants and beneficiaries receiving payment2020-12-311,374,894
Number of terminated vested participants2020-12-3131
Fundng target for terminated vested participants2020-12-311,322,599
Active participant vested funding target2020-12-311,353,691
Number of active participants2020-12-3122
Total funding liabilities for active participants2020-12-311,353,691
Total participant count2020-12-3162
Total funding target for all participants2020-12-314,051,184
Balance at beginning of prior year after applicable adjustments2020-12-313,023
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3169,950
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-313,023
Amount remaining of prefunding balance2020-12-3169,950
Present value of excess contributions2020-12-31181
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31190
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-313,635
Balance of prefunding at beginning of current year2020-12-3184,122
Total employer contributions2020-12-31187,976
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31178,221
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3157,928
Net shortfall amortization installment of oustanding balance2020-12-31382,197
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31164,508
Additional cash requirement2020-12-31164,508
Contributions allocatedtoward minimum required contributions for current year2020-12-31178,221
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-313,163,857
Acturial value of plan assets2019-12-313,163,857
Funding target for retired participants and beneficiaries receiving payment2019-12-311,076,656
Number of terminated vested participants2019-12-3133
Fundng target for terminated vested participants2019-12-311,687,888
Active participant vested funding target2019-12-311,246,085
Number of active participants2019-12-3122
Total funding liabilities for active participants2019-12-311,246,085
Total participant count2019-12-3163
Total funding target for all participants2019-12-314,010,629
Balance at beginning of prior year after applicable adjustments2019-12-313,180
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3173,585
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-313,180
Amount remaining of prefunding balance2019-12-3173,585
Present value of excess contributions2019-12-319,713
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3110,212
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-313,023
Balance of prefunding at beginning of current year2019-12-3169,950
Total employer contributions2019-12-31102,544
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3199,288
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3157,123
Net shortfall amortization installment of oustanding balance2019-12-31919,745
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31268,888
Carryover balance elected to use to offset funding requirement2019-12-313,023
Prefunding balance elected to use to offset funding requirement2019-12-3169,950
Additional cash requirement2019-12-31195,915
Contributions allocatedtoward minimum required contributions for current year2019-12-3199,288
Unpaid minimum required contributions for current year2019-12-3196,627
Unpaid minimum required contributions for all years2019-12-3196,627
2018: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-313,459,221
Acturial value of plan assets2018-12-313,459,221
Funding target for retired participants and beneficiaries receiving payment2018-12-31387,814
Number of terminated vested participants2018-12-3137
Fundng target for terminated vested participants2018-12-311,615,725
Active participant vested funding target2018-12-311,574,123
Number of active participants2018-12-3127
Total funding liabilities for active participants2018-12-311,574,123
Total participant count2018-12-3168
Total funding target for all participants2018-12-313,577,662
Balance at beginning of prior year after applicable adjustments2018-12-312,671
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3161,694
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-312,671
Amount remaining of prefunding balance2018-12-3161,694
Present value of excess contributions2018-12-31137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31144
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31144
Balance of carryovers at beginning of current year2018-12-313,180
Balance of prefunding at beginning of current year2018-12-3173,585
Total employer contributions2018-12-31115,972
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31112,258
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3157,596
Net shortfall amortization installment of oustanding balance2018-12-31195,206
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31102,545
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31102,545
Contributions allocatedtoward minimum required contributions for current year2018-12-31112,258
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-313,232,042
Acturial value of plan assets2017-12-313,232,042
Funding target for retired participants and beneficiaries receiving payment2017-12-31262,722
Number of terminated vested participants2017-12-3151
Fundng target for terminated vested participants2017-12-311,144,960
Active participant vested funding target2017-12-312,160,365
Number of active participants2017-12-3132
Total funding liabilities for active participants2017-12-312,160,365
Total participant count2017-12-3186
Total funding target for all participants2017-12-313,568,047
Balance at beginning of prior year after applicable adjustments2017-12-312,452
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3156,631
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-312,452
Amount remaining of prefunding balance2017-12-3156,631
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-312,671
Balance of prefunding at beginning of current year2017-12-3161,694
Total employer contributions2017-12-31120,677
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31116,109
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3115,000
Net shortfall amortization installment of oustanding balance2017-12-31400,370
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31115,972
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31115,972
Contributions allocatedtoward minimum required contributions for current year2017-12-31116,109
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-312,967,281
Acturial value of plan assets2016-12-312,967,281
Funding target for retired participants and beneficiaries receiving payment2016-12-31168,403
Number of terminated vested participants2016-12-3152
Fundng target for terminated vested participants2016-12-311,026,983
Active participant vested funding target2016-12-312,207,225
Number of active participants2016-12-3135
Total funding liabilities for active participants2016-12-312,207,225
Total participant count2016-12-3189
Total funding target for all participants2016-12-313,402,611
Balance at beginning of prior year after applicable adjustments2016-12-312,466
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3156,949
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-312,466
Amount remaining of prefunding balance2016-12-3156,949
Present value of excess contributions2016-12-317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-317
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-317
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-312,452
Balance of prefunding at beginning of current year2016-12-3156,631
Total employer contributions2016-12-31115,739
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31108,693
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3115,000
Net shortfall amortization installment of oustanding balance2016-12-31494,413
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31108,693
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31108,693
Contributions allocatedtoward minimum required contributions for current year2016-12-31108,693
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2012: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01101
Total number of active participants reported on line 7a of the Form 55002012-01-0142
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01103
Total number of active participants reported on line 7a of the Form 55002011-01-0144
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01106
Total number of active participants reported on line 7a of the Form 55002010-01-0150
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0152
Total of all active and inactive participants2010-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-0150
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STUART DEAN CO. , INC. PENSION PLAN & TRUST

Measure Date Value
2012 : STUART DEAN CO. , INC. PENSION PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$144,447
Total unrealized appreciation/depreciation of assets2012-12-31$144,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$386,502
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$151,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$127,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$141,380
Value of total assets at end of year2012-12-31$2,923,307
Value of total assets at beginning of year2012-12-31$2,682,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,607
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$65,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$65,067
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$5,351
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$234,973
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,917,956
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,682,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,323,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,084,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$564,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$528,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$528,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$35,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$141,380
Employer contributions (assets) at end of year2012-12-31$35,345
Employer contributions (assets) at beginning of year2012-12-31$70,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$127,922
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MARKS PANETH & SHRON
Accountancy firm EIN2012-12-31113518842
2011 : STUART DEAN CO. , INC. PENSION PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-40,942
Total unrealized appreciation/depreciation of assets2011-12-31$-40,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$179,285
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$31,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$149,008
Value of total assets at end of year2011-12-31$2,682,983
Value of total assets at beginning of year2011-12-31$2,535,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,892
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$66,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$66,489
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$147,481
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,682,983
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,535,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$10,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,084,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,830,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$528,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$441,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$441,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$4,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$149,008
Employer contributions (assets) at end of year2011-12-31$70,252
Employer contributions (assets) at beginning of year2011-12-31$29,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$20,912
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$234,931
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MARKS PANETH & SHRON
Accountancy firm EIN2011-12-31113518842
2010 : STUART DEAN CO. , INC. PENSION PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$7,504
Total unrealized appreciation/depreciation of assets2010-12-31$7,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$343,213
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$164,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$141,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$116,336
Value of total assets at end of year2010-12-31$2,535,502
Value of total assets at beginning of year2010-12-31$2,357,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,544
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$178,458
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,535,502
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,357,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$23,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,830,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,620,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$441,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$452,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$452,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$219,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$116,336
Employer contributions (assets) at end of year2010-12-31$29,084
Employer contributions (assets) at beginning of year2010-12-31$57,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$141,211
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$234,931
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$227,022
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MARKS PANETH & SHRON
Accountancy firm EIN2010-12-31113518842

Form 5500 Responses for STUART DEAN CO. , INC. PENSION PLAN & TRUST

2012: STUART DEAN CO. , INC. PENSION PLAN & TRUST 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 DEAN CO. , INC. PENSION PLAN & TRUST 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
2010: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STUART DEAN CO. , INC. PENSION PLAN & TRUST 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

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