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EAGLESTONE 401(K) PLAN 401k Plan overview

Plan NameEAGLESTONE 401(K) PLAN
Plan identification number 004

EAGLESTONE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

P.J. MECHANICAL CORP. has sponsored the creation of one or more 401k plans.

Company Name:P.J. MECHANICAL CORP.
Employer identification number (EIN):132711638
NAIC Classification:333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAGLESTONE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01THEODORE GERMANAKOS
0042017-01-01THEODORE GERMANAKOS
0042016-01-01THEODORE GERMANAKOS
0042015-01-01THEODORE GERMANAKOS
0042014-01-01THEODORE GERMANAKOS
0042013-01-01THEODORE GERMANAKOS
0042012-01-01EVA GEORGOPOULOS
0042011-01-01EVA GEORGOPOULOS
0042010-01-01EVA GEORGOPOULOS
0042009-01-01EVA GEORGOPOULOS EVA GEORGOPOULOS2010-05-19

Plan Statistics for EAGLESTONE 401(K) PLAN

401k plan membership statisitcs for EAGLESTONE 401(K) PLAN

Measure Date Value
2022: EAGLESTONE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01117
Total number of active participants reported on line 7a of the Form 55002022-01-01385
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01405
Total participants2022-01-01405
Number of participants with account balances2022-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: EAGLESTONE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01109
Total number of active participants reported on line 7a of the Form 55002021-01-0199
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01117
Total participants2021-01-01117
Number of participants with account balances2021-01-0199
2020: EAGLESTONE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01101
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01109
Total participants2020-01-01109
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: EAGLESTONE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0199
Total number of active participants reported on line 7a of the Form 55002019-01-0184
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01101
Number of participants with account balances2019-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EAGLESTONE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0194
Total number of active participants reported on line 7a of the Form 55002018-01-0182
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0199
Number of participants with account balances2018-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: EAGLESTONE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0197
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0194
Number of participants with account balances2017-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EAGLESTONE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0198
Total number of active participants reported on line 7a of the Form 55002016-01-0184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0197
Number of participants with account balances2016-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: EAGLESTONE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0195
Total number of active participants reported on line 7a of the Form 55002015-01-0181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0198
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: EAGLESTONE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0197
Total number of active participants reported on line 7a of the Form 55002014-01-0179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0195
Number of participants with account balances2014-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: EAGLESTONE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01103
Total number of active participants reported on line 7a of the Form 55002013-01-0184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0197
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EAGLESTONE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0190
Total number of active participants reported on line 7a of the Form 55002012-01-0185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01103
Number of participants with account balances2012-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EAGLESTONE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01105
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01100
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: EAGLESTONE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01102
Total number of active participants reported on line 7a of the Form 55002010-01-0188
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01105
Number of participants with account balances2010-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: EAGLESTONE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01100
Total number of active participants reported on line 7a of the Form 55002009-01-0187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01102
Number of participants with account balances2009-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on EAGLESTONE 401(K) PLAN

Measure Date Value
2022 : EAGLESTONE 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$146,108
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,660,004
Expenses. Total of all expenses incurred2022-12-31$4,424,156
Benefits paid (including direct rollovers)2022-12-31$4,352,682
Total plan assets at end of year2022-12-31$27,173,387
Total plan assets at beginning of year2022-12-31$34,111,439
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$1,478,405
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$118,061
Other income received2022-12-31$-4,588,036
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-7,084,160
Net plan assets at end of year (total assets less liabilities)2022-12-31$27,173,387
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$34,111,439
Assets. Value of participant loans2022-12-31$193,345
Total contributions received or receivable from employer(s)2022-12-31$331,566
Value of certain deemed distributions of participant loans2022-12-31$-20,187
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$91,661
2021 : EAGLESTONE 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$4,941,860
Expenses. Total of all expenses incurred2021-12-31$1,522,193
Benefits paid (including direct rollovers)2021-12-31$1,455,424
Total plan assets at end of year2021-12-31$34,111,439
Total plan assets at beginning of year2021-12-31$30,691,772
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$766,049
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$291,242
Other income received2021-12-31$3,663,729
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$3,419,667
Net plan assets at end of year (total assets less liabilities)2021-12-31$34,111,439
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$30,691,772
Assets. Value of participant loans2021-12-31$179,681
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$220,840
Value of certain deemed distributions of participant loans2021-12-31$22,950
Value of corrective distributions2021-12-31$36,334
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,485
2020 : EAGLESTONE 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$4,198,550
Expenses. Total of all expenses incurred2020-12-31$3,853,714
Benefits paid (including direct rollovers)2020-12-31$3,838,151
Total plan assets at end of year2020-12-31$30,691,772
Total plan assets at beginning of year2020-12-31$30,346,936
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$759,151
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$149,076
Other income received2020-12-31$3,062,509
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$344,836
Net plan assets at end of year (total assets less liabilities)2020-12-31$30,691,772
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$30,346,936
Assets. Value of participant loans2020-12-31$176,309
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$227,814
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$15,069
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$494
2019 : EAGLESTONE 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$5,655,900
Expenses. Total of all expenses incurred2019-12-31$930,624
Benefits paid (including direct rollovers)2019-12-31$925,944
Total plan assets at end of year2019-12-31$30,346,936
Total plan assets at beginning of year2019-12-31$25,621,660
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$704,936
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$22,187
Other income received2019-12-31$4,728,109
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$4,725,276
Net plan assets at end of year (total assets less liabilities)2019-12-31$30,346,936
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$25,621,660
Assets. Value of participant loans2019-12-31$223,598
Total contributions received or receivable from employer(s)2019-12-31$200,668
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$3,736
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$944
2018 : EAGLESTONE 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-139,058
Expenses. Total of all expenses incurred2018-12-31$947,214
Benefits paid (including direct rollovers)2018-12-31$943,817
Total plan assets at end of year2018-12-31$25,621,660
Total plan assets at beginning of year2018-12-31$26,707,932
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$755,379
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-1,110,547
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,086,272
Net plan assets at end of year (total assets less liabilities)2018-12-31$25,621,660
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$26,707,932
Assets. Value of participant loans2018-12-31$181,451
Total contributions received or receivable from employer(s)2018-12-31$216,110
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$2,591
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$806
2017 : EAGLESTONE 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$3,827,803
Expenses. Total of all expenses incurred2017-12-31$714,051
Benefits paid (including direct rollovers)2017-12-31$705,795
Total plan assets at end of year2017-12-31$26,707,932
Total plan assets at beginning of year2017-12-31$23,594,180
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$610,133
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$3,041,414
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$3,113,752
Net plan assets at end of year (total assets less liabilities)2017-12-31$26,707,932
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$23,594,180
Assets. Value of participant loans2017-12-31$169,489
Total contributions received or receivable from employer(s)2017-12-31$176,256
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$7,550
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$706
2016 : EAGLESTONE 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$2,242,982
Expenses. Total of all expenses incurred2016-12-31$798,502
Benefits paid (including direct rollovers)2016-12-31$795,896
Total plan assets at end of year2016-12-31$23,594,180
Total plan assets at beginning of year2016-12-31$22,149,700
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$615,215
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,456,484
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,444,480
Net plan assets at end of year (total assets less liabilities)2016-12-31$23,594,180
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$22,149,700
Assets. Value of participant loans2016-12-31$185,816
Total contributions received or receivable from employer(s)2016-12-31$171,283
Value of certain deemed distributions of participant loans2016-12-31$2,137
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$469
2015 : EAGLESTONE 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$358,224
Expenses. Total of all expenses incurred2015-12-31$1,449,904
Benefits paid (including direct rollovers)2015-12-31$1,440,619
Total plan assets at end of year2015-12-31$22,149,700
Total plan assets at beginning of year2015-12-31$23,241,380
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$539,399
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$58,918
Other income received2015-12-31$-342,400
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,091,680
Net plan assets at end of year (total assets less liabilities)2015-12-31$22,149,700
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$23,241,380
Assets. Value of participant loans2015-12-31$296,636
Total contributions received or receivable from employer(s)2015-12-31$102,307
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$8,704
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$581
2014 : EAGLESTONE 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,794,054
Expenses. Total of all expenses incurred2014-12-31$617,754
Benefits paid (including direct rollovers)2014-12-31$609,556
Total plan assets at end of year2014-12-31$23,241,380
Total plan assets at beginning of year2014-12-31$22,065,080
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$536,969
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,162,502
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,176,300
Net plan assets at end of year (total assets less liabilities)2014-12-31$23,241,380
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$22,065,080
Assets. Value of participant loans2014-12-31$298,522
Total contributions received or receivable from employer(s)2014-12-31$94,583
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$7,304
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$894
2013 : EAGLESTONE 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$3,010,555
Expenses. Total of all expenses incurred2013-12-31$462,219
Benefits paid (including direct rollovers)2013-12-31$441,838
Total plan assets at end of year2013-12-31$22,065,080
Total plan assets at beginning of year2013-12-31$19,516,744
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$511,802
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$7,002
Other income received2013-12-31$2,491,751
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$2,548,336
Net plan assets at end of year (total assets less liabilities)2013-12-31$22,065,080
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$19,516,744
Assets. Value of participant loans2013-12-31$293,715
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$5,376
Value of corrective distributions2013-12-31$14,392
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$613
2012 : EAGLESTONE 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,665,856
Expenses. Total of all expenses incurred2012-12-31$866,538
Benefits paid (including direct rollovers)2012-12-31$841,363
Total plan assets at end of year2012-12-31$19,516,744
Total plan assets at beginning of year2012-12-31$17,717,426
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$503,000
Contributions received from other sources (not participants or employers)2012-12-31$125,793
Other income received2012-12-31$2,037,063
Net income (gross income less expenses)2012-12-31$1,799,318
Net plan assets at end of year (total assets less liabilities)2012-12-31$19,516,744
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$17,717,426
Assets. Value of participant loans2012-12-31$236,358
Value of corrective distributions2012-12-31$9,235
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15,940
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : EAGLESTONE 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$34,032
Expenses. Total of all expenses incurred2011-12-31$849,269
Benefits paid (including direct rollovers)2011-12-31$762,459
Total plan assets at end of year2011-12-31$17,717,426
Total plan assets at beginning of year2011-12-31$18,532,663
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-458,681
Net income (gross income less expenses)2011-12-31$-815,237
Net plan assets at end of year (total assets less liabilities)2011-12-31$17,717,426
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$18,532,663
Assets. Value of participant loans2011-12-31$264,700
Total contributions received or receivable from employer(s)2011-12-31$492,713
Value of corrective distributions2011-12-31$30,677
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$56,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EAGLESTONE 401(K) PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$2,480,920
Expenses. Total of all expenses incurred2010-12-31$923,871
Benefits paid (including direct rollovers)2010-12-31$870,989
Total plan assets at end of year2010-12-31$18,532,663
Total plan assets at beginning of year2010-12-31$16,975,614
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$499,882
Other income received2010-12-31$1,981,038
Net income (gross income less expenses)2010-12-31$1,557,049
Net plan assets at end of year (total assets less liabilities)2010-12-31$18,532,663
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$16,975,614
Assets. Value of participant loans2010-12-31$289,736
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$52,882
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : EAGLESTONE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EAGLESTONE 401(K) PLAN

2022: EAGLESTONE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EAGLESTONE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EAGLESTONE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EAGLESTONE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EAGLESTONE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EAGLESTONE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EAGLESTONE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EAGLESTONE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EAGLESTONE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EAGLESTONE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EAGLESTONE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EAGLESTONE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EAGLESTONE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EAGLESTONE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80454
Policy instance 1
Insurance contract or identification number80454
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-09-14
Total amount of commissions paid to insurance brokerUSD $24,709
Total amount of fees paid to insurance companyUSD $12,173
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees3942
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $24,709
Insurance broker nameMERRILL LYNCH LIFE
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80454
Policy instance 1
Insurance contract or identification number80454
Number of Individuals Covered88
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $74,218
Total amount of fees paid to insurance companyUSD $9,367
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number80454
Policy instance 1
Insurance contract or identification number80454
Number of Individuals Covered90
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $69,557
Total amount of fees paid to insurance companyUSD $8,546
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,557
Insurance broker organization code?3
Amount paid for insurance broker fees8546
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTHE LAMCO GROUP INC.

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