STUART DEAN COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STUART DEAN CO. , INC. PENSION PLAN & TRUST
401k plan membership statisitcs for STUART DEAN CO. , INC. PENSION PLAN & TRUST
Measure | Date | Value |
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2022: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 5,616,950 |
Acturial value of plan assets | 2022-12-31 | 5,616,950 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 1,866,786 |
Number of terminated vested participants | 2022-12-31 | 33 |
Fundng target for terminated vested participants | 2022-12-31 | 1,575,033 |
Active participant vested funding target | 2022-12-31 | 645,624 |
Number of active participants | 2022-12-31 | 17 |
Total funding liabilities for active participants | 2022-12-31 | 645,624 |
Total participant count | 2022-12-31 | 62 |
Total funding target for all participants | 2022-12-31 | 4,087,443 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 4,208 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 97,371 |
Amount remaining of carryover balance | 2022-12-31 | 4,208 |
Amount remaining of prefunding balance | 2022-12-31 | 97,371 |
Present value of excess contributions | 2022-12-31 | 1,403,585 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 1,478,817 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 4,622 |
Balance of prefunding at beginning of current year | 2022-12-31 | 106,942 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 27,368 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 4,328,008 |
Acturial value of plan assets | 2021-12-31 | 4,328,008 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 1,608,264 |
Number of terminated vested participants | 2021-12-31 | 30 |
Fundng target for terminated vested participants | 2021-12-31 | 1,026,229 |
Active participant vested funding target | 2021-12-31 | 1,423,251 |
Number of active participants | 2021-12-31 | 22 |
Total funding liabilities for active participants | 2021-12-31 | 1,423,251 |
Total participant count | 2021-12-31 | 63 |
Total funding target for all participants | 2021-12-31 | 4,057,744 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 3,635 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 84,122 |
Amount remaining of carryover balance | 2021-12-31 | 3,635 |
Amount remaining of prefunding balance | 2021-12-31 | 84,122 |
Present value of excess contributions | 2021-12-31 | 13,033 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 13,686 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 4,208 |
Balance of prefunding at beginning of current year | 2021-12-31 | 97,371 |
Total employer contributions | 2021-12-31 | 1,473,545 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 1,403,585 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 59,416 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 1,403,585 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 3,756,744 |
Acturial value of plan assets | 2020-12-31 | 3,756,744 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 1,374,894 |
Number of terminated vested participants | 2020-12-31 | 31 |
Fundng target for terminated vested participants | 2020-12-31 | 1,322,599 |
Active participant vested funding target | 2020-12-31 | 1,353,691 |
Number of active participants | 2020-12-31 | 22 |
Total funding liabilities for active participants | 2020-12-31 | 1,353,691 |
Total participant count | 2020-12-31 | 62 |
Total funding target for all participants | 2020-12-31 | 4,051,184 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 3,023 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 69,950 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 3,023 |
Amount remaining of prefunding balance | 2020-12-31 | 69,950 |
Present value of excess contributions | 2020-12-31 | 181 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 190 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 3,635 |
Balance of prefunding at beginning of current year | 2020-12-31 | 84,122 |
Total employer contributions | 2020-12-31 | 187,976 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 178,221 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 57,928 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 382,197 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 164,508 |
Additional cash requirement | 2020-12-31 | 164,508 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 178,221 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 3,163,857 |
Acturial value of plan assets | 2019-12-31 | 3,163,857 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,076,656 |
Number of terminated vested participants | 2019-12-31 | 33 |
Fundng target for terminated vested participants | 2019-12-31 | 1,687,888 |
Active participant vested funding target | 2019-12-31 | 1,246,085 |
Number of active participants | 2019-12-31 | 22 |
Total funding liabilities for active participants | 2019-12-31 | 1,246,085 |
Total participant count | 2019-12-31 | 63 |
Total funding target for all participants | 2019-12-31 | 4,010,629 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 3,180 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 73,585 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 3,180 |
Amount remaining of prefunding balance | 2019-12-31 | 73,585 |
Present value of excess contributions | 2019-12-31 | 9,713 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 10,212 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 3,023 |
Balance of prefunding at beginning of current year | 2019-12-31 | 69,950 |
Total employer contributions | 2019-12-31 | 102,544 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 99,288 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 57,123 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 919,745 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 268,888 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 3,023 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 69,950 |
Additional cash requirement | 2019-12-31 | 195,915 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 99,288 |
Unpaid minimum required contributions for current year | 2019-12-31 | 96,627 |
Unpaid minimum required contributions for all years | 2019-12-31 | 96,627 |
2018: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 3,459,221 |
Acturial value of plan assets | 2018-12-31 | 3,459,221 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 387,814 |
Number of terminated vested participants | 2018-12-31 | 37 |
Fundng target for terminated vested participants | 2018-12-31 | 1,615,725 |
Active participant vested funding target | 2018-12-31 | 1,574,123 |
Number of active participants | 2018-12-31 | 27 |
Total funding liabilities for active participants | 2018-12-31 | 1,574,123 |
Total participant count | 2018-12-31 | 68 |
Total funding target for all participants | 2018-12-31 | 3,577,662 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,671 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 61,694 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 2,671 |
Amount remaining of prefunding balance | 2018-12-31 | 61,694 |
Present value of excess contributions | 2018-12-31 | 137 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 144 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 144 |
Balance of carryovers at beginning of current year | 2018-12-31 | 3,180 |
Balance of prefunding at beginning of current year | 2018-12-31 | 73,585 |
Total employer contributions | 2018-12-31 | 115,972 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 112,258 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 57,596 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 195,206 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 102,545 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 102,545 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 112,258 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 3,232,042 |
Acturial value of plan assets | 2017-12-31 | 3,232,042 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 262,722 |
Number of terminated vested participants | 2017-12-31 | 51 |
Fundng target for terminated vested participants | 2017-12-31 | 1,144,960 |
Active participant vested funding target | 2017-12-31 | 2,160,365 |
Number of active participants | 2017-12-31 | 32 |
Total funding liabilities for active participants | 2017-12-31 | 2,160,365 |
Total participant count | 2017-12-31 | 86 |
Total funding target for all participants | 2017-12-31 | 3,568,047 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,452 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 56,631 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 2,452 |
Amount remaining of prefunding balance | 2017-12-31 | 56,631 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 2,671 |
Balance of prefunding at beginning of current year | 2017-12-31 | 61,694 |
Total employer contributions | 2017-12-31 | 120,677 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 116,109 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 15,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 400,370 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 115,972 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 115,972 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 116,109 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 2,967,281 |
Acturial value of plan assets | 2016-12-31 | 2,967,281 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 168,403 |
Number of terminated vested participants | 2016-12-31 | 52 |
Fundng target for terminated vested participants | 2016-12-31 | 1,026,983 |
Active participant vested funding target | 2016-12-31 | 2,207,225 |
Number of active participants | 2016-12-31 | 35 |
Total funding liabilities for active participants | 2016-12-31 | 2,207,225 |
Total participant count | 2016-12-31 | 89 |
Total funding target for all participants | 2016-12-31 | 3,402,611 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,466 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 56,949 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 2,466 |
Amount remaining of prefunding balance | 2016-12-31 | 56,949 |
Present value of excess contributions | 2016-12-31 | 7 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 7 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 7 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 2,452 |
Balance of prefunding at beginning of current year | 2016-12-31 | 56,631 |
Total employer contributions | 2016-12-31 | 115,739 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 108,693 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 15,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 494,413 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 108,693 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 108,693 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 108,693 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
2012: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 51 |
Total of all active and inactive participants | 2012-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 53 |
Total of all active and inactive participants | 2011-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 52 |
Total of all active and inactive participants | 2010-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 54 |
Total of all active and inactive participants | 2009-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2012 : STUART DEAN CO. , INC. PENSION PLAN & TRUST 2012 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $144,447 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $151,529 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $2,923,307 |
Value of total assets at beginning of year | 2012-12-31 | $2,682,983 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $23,607 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $65,067 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other income not declared elsewhere | 2012-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $5,351 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $23,607 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,323,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,084,550 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $564,162 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $528,181 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $141,380 |
Employer contributions (assets) at end of year | 2012-12-31 | $35,345 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $70,252 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $127,922 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MARKS PANETH & SHRON |
Accountancy firm EIN | 2012-12-31 | 113518842 |
2011 : STUART DEAN CO. , INC. PENSION PLAN & TRUST 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-40,942 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $31,804 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $2,682,983 |
Value of total assets at beginning of year | 2011-12-31 | $2,535,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,892 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $66,489 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $10,892 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,084,550 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,830,419 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $528,181 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $441,068 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $149,008 |
Employer contributions (assets) at end of year | 2011-12-31 | $70,252 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $29,084 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $20,912 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $234,931 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MARKS PANETH & SHRON |
Accountancy firm EIN | 2011-12-31 | 113518842 |
2010 : STUART DEAN CO. , INC. PENSION PLAN & TRUST 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $7,504 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $164,755 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $2,535,502 |
Value of total assets at beginning of year | 2010-12-31 | $2,357,044 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $23,544 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $23,544 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,830,419 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,620,817 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $441,068 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $452,095 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $116,336 |
Employer contributions (assets) at end of year | 2010-12-31 | $29,084 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $57,110 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $141,211 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $234,931 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $227,022 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MARKS PANETH & SHRON |
Accountancy firm EIN | 2010-12-31 | 113518842 |