401k Plan data: STUART DEAN CO. , INC. PENSION PLAN & TRUST plan

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

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

STUART DEAN CO. , INC. PENSION PLAN & TRUST Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT COOK 2023-10-16
001 2021-01-01 ROBERT COOK 2022-10-11
001 2020-01-01 ROBERT COOK 2021-10-15
001 2019-01-01 ROBERT COOK 2020-10-14
001 2019-01-01 ROBERT COOK 2021-04-16
001 2018-01-01 ROBERT COOK 2019-10-14
001 2017-01-01 ROBERT COOK 2018-10-17
001 2016-01-01 ROBERT COOK 2017-10-13
001 2015-01-01 ROBERT COOK 2016-10-17
001 2014-01-01 ROBERT COOK 2015-10-08
001 2013-01-01 ROBERT COOK 2014-10-15
001 2012-01-01 ROBERT COOK
001 2011-01-01 ROBERT COOK
001 2010-01-01 ROBERT COOK
001 2009-01-01 ROBERT COOK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ROBERT COOK	2023-10-16
001	2021-01-01	ROBERT COOK	2022-10-11
001	2020-01-01	ROBERT COOK	2021-10-15
001	2019-01-01	ROBERT COOK	2020-10-14
001	2019-01-01	ROBERT COOK	2021-04-16
001	2018-01-01	ROBERT COOK	2019-10-14
001	2017-01-01	ROBERT COOK	2018-10-17
001	2016-01-01	ROBERT COOK	2017-10-13
001	2015-01-01	ROBERT COOK	2016-10-17
001	2014-01-01	ROBERT COOK	2015-10-08
001	2013-01-01	ROBERT COOK	2014-10-15
001	2012-01-01	ROBERT COOK
001	2011-01-01	ROBERT COOK
001	2010-01-01	ROBERT COOK
001	2009-01-01	ROBERT 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 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
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
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
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
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
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
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
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
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
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
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
2022: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2022 401k membership
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
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
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
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
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
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
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
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
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
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
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

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) 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

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

2012: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STUART DEAN CO. , INC. PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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