?>
Logo

THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN
Plan identification number 003

THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING 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.
  • 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

THE STEBBINS ENGINEERING AND MANUFACTURING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE STEBBINS ENGINEERING AND MANUFACTURING COMPANY
Employer identification number (EIN):150458520
NAIC Classification:238900

Additional information about THE STEBBINS ENGINEERING AND MANUFACTURING COMPANY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1903-09-18
Company Identification Number: 24961
Legal Registered Office Address: 363 EASTERN BOULEVARD
Jefferson
WATERTOWN
United States of America (USA)
13601

More information about THE STEBBINS ENGINEERING AND MANUFACTURING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CHRIS CALLIGARIS2023-05-11
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032018-01-01
0032018-01-01
0032016-01-01
0032015-01-01ALFRED E CALLIGARIS
0032015-01-01
0032014-01-01ALFRED E CALLIGARIS
0032013-01-01ALFRED E CALLIGARIS
0032011-01-01ALFRED E CALLIGARIS
0032009-01-01ALFRED E CALLIGARIS
0032009-01-01ALFRED E CALLIGARIS

Plan Statistics for THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN

401k plan membership statisitcs for THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN

Measure Date Value
2021: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01104
Total number of active participants reported on line 7a of the Form 55002021-01-0173
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0193
Number of participants with account balances2021-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01110
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01104
Number of participants with account balances2020-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01112
Total number of active participants reported on line 7a of the Form 55002019-01-0179
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01114
Number of participants with account balances2019-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01111
Total number of active participants reported on line 7a of the Form 55002018-01-0186
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01113
Number of participants with account balances2018-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2016: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01124
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01115
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
Number of employers contributing to the scheme2016-01-010
2015: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01125
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01121
Number of participants with account balances2015-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01125
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2011: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-01108
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01127
Number of participants with account balances2011-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01119
Total number of active participants reported on line 7a of the Form 55002009-01-01107
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01124
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014
Number of employers contributing to the scheme2009-01-010

Financial Data on THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN

Measure Date Value
2021 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$175,456
Total unrealized appreciation/depreciation of assets2021-12-31$175,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,469
Total income from all sources (including contributions)2021-12-31$1,738,715
Total loss/gain on sale of assets2021-12-31$1,343,854
Total of all expenses incurred2021-12-31$574,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$448,561
Expenses. Certain deemed distributions of participant loans2021-12-31$7,578
Value of total assets at end of year2021-12-31$13,016,217
Value of total assets at beginning of year2021-12-31$11,853,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$118,137
Total interest from all sources2021-12-31$42,690
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$178,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$23,513
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$82,588
Participant contributions at beginning of year2021-12-31$101,862
Assets. Other investments not covered elsewhere at end of year2021-12-31$22,786
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$30,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,469
Other income not declared elsewhere2021-12-31$7,927
Administrative expenses (other) incurred2021-12-31$4,846
Total non interest bearing cash at end of year2021-12-31$1,109
Total non interest bearing cash at beginning of year2021-12-31$2,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,164,439
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,016,217
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,851,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$113,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,472,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$638,801
Interest on participant loans2021-12-31$467
Interest earned on other investments2021-12-31$1,547
Income. Interest from US Government securities2021-12-31$16,942
Income. Interest from corporate debt instruments2021-12-31$23,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$59,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$383,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$383,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,981,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$160,809
Asset value of US Government securities at beginning of year2021-12-31$919,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-9,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from common stock2021-12-31$155,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$448,561
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$63,021
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$45,422
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$941,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,121,923
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$8,835,472
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$17,922,275
Aggregate carrying amount (costs) on sale of assets2021-12-31$16,578,421
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FITZGERALD DEPIETRO WOJAS CPAS PC
Accountancy firm EIN2021-12-31161163912
2020 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$837,336
Total unrealized appreciation/depreciation of assets2020-12-31$837,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$49,529
Total income from all sources (including contributions)2020-12-31$1,703,840
Total loss/gain on sale of assets2020-12-31$584,227
Total of all expenses incurred2020-12-31$1,136,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,049,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$60,000
Value of total assets at end of year2020-12-31$11,853,247
Value of total assets at beginning of year2020-12-31$11,333,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$87,216
Total interest from all sources2020-12-31$68,605
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$153,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$101,862
Participant contributions at beginning of year2020-12-31$120,464
Participant contributions at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$30,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$35,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$49,529
Total non interest bearing cash at end of year2020-12-31$2,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$567,474
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,851,778
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,284,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$87,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$638,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$532,043
Interest on participant loans2020-12-31$6,531
Income. Interest from US Government securities2020-12-31$21,543
Income. Interest from corporate debt instruments2020-12-31$32,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$383,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$343,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$343,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,294
Asset value of US Government securities at end of year2020-12-31$919,087
Asset value of US Government securities at beginning of year2020-12-31$1,138,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$60,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$258,444
Income. Dividends from common stock2020-12-31$153,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,049,150
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$941,190
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,011,320
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$8,835,472
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$7,893,913
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$9,260,983
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,676,756
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FITZGERALD DEPIETRO WOJAS CPAS PC
Accountancy firm EIN2020-12-31161163912
2019 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,475,169
Total unrealized appreciation/depreciation of assets2019-12-31$1,475,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,441
Total income from all sources (including contributions)2019-12-31$2,461,212
Total loss/gain on sale of assets2019-12-31$481,616
Total of all expenses incurred2019-12-31$341,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$245,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$258,444
Value of total assets at end of year2019-12-31$11,333,833
Value of total assets at beginning of year2019-12-31$9,168,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,130
Total interest from all sources2019-12-31$81,035
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$164,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$120,464
Participant contributions at beginning of year2019-12-31$97,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$35,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$32,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$49,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,119,344
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,284,304
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,164,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$96,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$532,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$493,668
Income. Interest from US Government securities2019-12-31$19,693
Income. Interest from corporate debt instruments2019-12-31$56,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$343,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$255,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$255,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,366
Asset value of US Government securities at end of year2019-12-31$1,138,791
Asset value of US Government securities at beginning of year2019-12-31$993,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$258,444
Employer contributions (assets) at end of year2019-12-31$258,444
Income. Dividends from common stock2019-12-31$164,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$245,738
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,011,320
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$983,431
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,893,913
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$6,312,233
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,981,797
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,500,181
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FITZGERALD DEPIETRO WOJAS CPAS PC
Accountancy firm EIN2019-12-31161163912
2018 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,564,847
Total unrealized appreciation/depreciation of assets2018-12-31$-1,564,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,791
Total income from all sources (including contributions)2018-12-31$-325,583
Total loss/gain on sale of assets2018-12-31$990,730
Total of all expenses incurred2018-12-31$2,373,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,274,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$9,168,401
Value of total assets at beginning of year2018-12-31$11,869,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$98,966
Total interest from all sources2018-12-31$84,122
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$164,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$97,141
Participant contributions at beginning of year2018-12-31$118,613
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$55,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$32,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$26,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,791
Total non interest bearing cash at beginning of year2018-12-31$382,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,699,045
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,164,962
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,864,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$98,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$493,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$384,054
Interest on participant loans2018-12-31$26,253
Income. Interest from US Government securities2018-12-31$25,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$255,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$32,250
Asset value of US Government securities at end of year2018-12-31$993,530
Asset value of US Government securities at beginning of year2018-12-31$1,012,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$164,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,274,496
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$983,431
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,103,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$6,312,233
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$8,786,385
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$10,608,505
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,617,775
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FITZGERALD DEPIETRO WOJAS CPAS PC
Accountancy firm EIN2018-12-31161163912
2016 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$226,442
Total unrealized appreciation/depreciation of assets2016-12-31$226,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,738
Total income from all sources (including contributions)2016-12-31$856,156
Total loss/gain on sale of assets2016-12-31$390,720
Total of all expenses incurred2016-12-31$2,092,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,996,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$10,729,563
Value of total assets at beginning of year2016-12-31$11,953,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$96,660
Total interest from all sources2016-12-31$68,958
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$170,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$113,927
Participant contributions at beginning of year2016-12-31$72,903
Assets. Other investments not covered elsewhere at end of year2016-12-31$54,597
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$112,853
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$25,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,749
Liabilities. Value of operating payables at end of year2016-12-31$42,238
Liabilities. Value of operating payables at beginning of year2016-12-31$28,989
Total non interest bearing cash at end of year2016-12-31$459,860
Total non interest bearing cash at beginning of year2016-12-31$740,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,236,819
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,686,002
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,922,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$96,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$237,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$413,859
Income. Interest from US Government securities2016-12-31$28,671
Income. Interest from corporate debt instruments2016-12-31$40,287
Asset value of US Government securities at end of year2016-12-31$1,298,693
Asset value of US Government securities at beginning of year2016-12-31$1,183,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$170,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,996,315
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$871,647
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$891,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$7,682,075
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$8,512,898
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$7,427,385
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,036,665
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FITZGERALD DEPIETRO WOJAS CPAS
Accountancy firm EIN2016-12-31161163912
2015 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-935,321
Total unrealized appreciation/depreciation of assets2015-12-31$-935,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$30,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$103,283
Total income from all sources (including contributions)2015-12-31$99,477
Total loss/gain on sale of assets2015-12-31$512,261
Total of all expenses incurred2015-12-31$279,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$250,000
Value of total assets at end of year2015-12-31$11,953,559
Value of total assets at beginning of year2015-12-31$12,206,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$80,630
Total interest from all sources2015-12-31$68,189
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$201,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$72,903
Participant contributions at beginning of year2015-12-31$97,307
Assets. Other investments not covered elsewhere at end of year2015-12-31$112,853
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$60,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$25,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$25,223
Other income not declared elsewhere2015-12-31$3,307
Liabilities. Value of operating payables at end of year2015-12-31$30,738
Liabilities. Value of operating payables at beginning of year2015-12-31$103,283
Total non interest bearing cash at end of year2015-12-31$740,815
Total non interest bearing cash at beginning of year2015-12-31$4,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-180,301
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,922,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,103,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$80,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$413,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$187,765
Interest on participant loans2015-12-31$5,639
Income. Interest from US Government securities2015-12-31$36,273
Income. Interest from corporate debt instruments2015-12-31$26,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$782,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$782,839
Asset value of US Government securities at end of year2015-12-31$1,183,455
Asset value of US Government securities at beginning of year2015-12-31$1,504,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$250,000
Income. Dividends from common stock2015-12-31$201,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$199,148
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$891,245
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$796,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$8,512,898
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$8,747,211
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,983,484
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,471,223
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FITZGERALD, DEPIETRO, WOJAS CPA P.
Accountancy firm EIN2015-12-31161163912
2014 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$310,498
Total unrealized appreciation/depreciation of assets2014-12-31$310,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$103,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,228
Total income from all sources (including contributions)2014-12-31$1,173,107
Total loss/gain on sale of assets2014-12-31$426,314
Total of all expenses incurred2014-12-31$457,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$356,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$200,000
Value of total assets at end of year2014-12-31$12,206,405
Value of total assets at beginning of year2014-12-31$11,433,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$100,784
Total interest from all sources2014-12-31$69,076
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$167,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$97,307
Participant contributions at beginning of year2014-12-31$95,769
Assets. Other investments not covered elsewhere at end of year2014-12-31$60,429
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$25,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$25,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$25,641
Other income not declared elsewhere2014-12-31$154
Liabilities. Value of operating payables at end of year2014-12-31$103,283
Liabilities. Value of operating payables at beginning of year2014-12-31$46,228
Total non interest bearing cash at end of year2014-12-31$4,642
Total non interest bearing cash at beginning of year2014-12-31$8,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$716,033
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,103,122
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,387,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$100,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$187,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$193,276
Interest on participant loans2014-12-31$6,998
Income. Interest from US Government securities2014-12-31$35,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$782,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$817,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$817,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$26,981
Asset value of US Government securities at end of year2014-12-31$1,504,104
Asset value of US Government securities at beginning of year2014-12-31$1,386,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$200,000
Income. Dividends from common stock2014-12-31$167,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$356,290
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$796,885
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$846,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$8,747,211
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$8,035,270
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$6,525,407
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,099,093
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FITZGERALD, DEPIETRO, WOJAS CPA, P.
Accountancy firm EIN2014-12-31161163912
2013 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$668,330
Total unrealized appreciation/depreciation of assets2013-12-31$668,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$46,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$43,550
Total income from all sources (including contributions)2013-12-31$2,162,645
Total loss/gain on sale of assets2013-12-31$920,885
Total of all expenses incurred2013-12-31$998,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$912,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$350,000
Value of total assets at end of year2013-12-31$11,433,317
Value of total assets at beginning of year2013-12-31$10,266,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$86,147
Total interest from all sources2013-12-31$77,007
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$146,423
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$95,769
Participant contributions at beginning of year2013-12-31$126,134
Assets. Other investments not covered elsewhere at end of year2013-12-31$25,097
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$20,858
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$350,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$25,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$27,922
Liabilities. Value of operating payables at end of year2013-12-31$46,228
Liabilities. Value of operating payables at beginning of year2013-12-31$43,550
Total non interest bearing cash at end of year2013-12-31$8,224
Total non interest bearing cash at beginning of year2013-12-31$5,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,163,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,387,089
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,223,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$86,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$193,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$107,950
Interest on participant loans2013-12-31$10,534
Income. Interest from US Government securities2013-12-31$32,384
Income. Interest from corporate debt instruments2013-12-31$34,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$817,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$980,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$980,441
Asset value of US Government securities at end of year2013-12-31$1,386,803
Asset value of US Government securities at beginning of year2013-12-31$1,529,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$146,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$912,637
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$846,006
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$871,486
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$8,035,270
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,596,910
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$10,616,471
Aggregate carrying amount (costs) on sale of assets2013-12-31$9,695,586
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FITZGERALD, DEPIETRO & WOJAS CPA
Accountancy firm EIN2013-12-31161163912
2012 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$436,105
Total unrealized appreciation/depreciation of assets2012-12-31$436,105
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$43,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,114
Total income from all sources (including contributions)2012-12-31$1,551,052
Total loss/gain on sale of assets2012-12-31$364,859
Total of all expenses incurred2012-12-31$1,053,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$966,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$500,000
Value of total assets at end of year2012-12-31$10,266,778
Value of total assets at beginning of year2012-12-31$9,744,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$86,734
Total interest from all sources2012-12-31$93,076
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$155,666
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$126,134
Participant contributions at beginning of year2012-12-31$159,738
Assets. Other investments not covered elsewhere at end of year2012-12-31$20,858
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$66,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$27,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$41,246
Other income not declared elsewhere2012-12-31$1,346
Liabilities. Value of operating payables at end of year2012-12-31$43,550
Liabilities. Value of operating payables at beginning of year2012-12-31$19,114
Total non interest bearing cash at end of year2012-12-31$5,494
Total non interest bearing cash at beginning of year2012-12-31$10,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$497,711
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,223,228
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,725,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$86,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$107,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$101,706
Interest on participant loans2012-12-31$11,996
Income. Interest from US Government securities2012-12-31$27,914
Income. Interest from corporate debt instruments2012-12-31$53,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$980,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$762,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$762,808
Asset value of US Government securities at end of year2012-12-31$1,529,583
Asset value of US Government securities at beginning of year2012-12-31$1,693,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$500,000
Income. Dividends from common stock2012-12-31$155,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$966,607
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$871,486
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$593,647
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,596,910
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,315,335
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$7,801,969
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,437,110
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FITZGERALD, DEPIETRO, WOJNAS CPA.
Accountancy firm EIN2012-12-31161163912
2011 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-364,186
Total unrealized appreciation/depreciation of assets2011-12-31$-364,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,142
Total income from all sources (including contributions)2011-12-31$607,658
Total loss/gain on sale of assets2011-12-31$232,769
Total of all expenses incurred2011-12-31$264,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$183,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$500,000
Value of total assets at end of year2011-12-31$9,744,631
Value of total assets at beginning of year2011-12-31$9,401,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$81,710
Total interest from all sources2011-12-31$93,597
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$143,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$159,738
Participant contributions at beginning of year2011-12-31$84,784
Assets. Other investments not covered elsewhere at end of year2011-12-31$66,031
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$54,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$41,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$27,337
Other income not declared elsewhere2011-12-31$1,735
Liabilities. Value of operating payables at end of year2011-12-31$19,114
Liabilities. Value of operating payables at beginning of year2011-12-31$19,142
Total non interest bearing cash at end of year2011-12-31$10,148
Total non interest bearing cash at beginning of year2011-12-31$1,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$342,665
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,725,517
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,382,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$81,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$101,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$84,126
Interest on participant loans2011-12-31$10,820
Income. Interest from US Government securities2011-12-31$61,929
Income. Interest from corporate debt instruments2011-12-31$20,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$762,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,135,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,135,815
Asset value of US Government securities at end of year2011-12-31$1,693,972
Asset value of US Government securities at beginning of year2011-12-31$1,531,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$500,000
Income. Dividends from common stock2011-12-31$143,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$183,283
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$593,647
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$443,341
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$6,315,335
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,040,214
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,229,644
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,996,875
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FITZGERALD, DEPIETRO & WOJNAS
Accountancy firm EIN2011-12-31161163912
2010 : THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$765,093
Total unrealized appreciation/depreciation of assets2010-12-31$765,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$38,281
Total income from all sources (including contributions)2010-12-31$1,754,749
Total loss/gain on sale of assets2010-12-31$38,124
Total of all expenses incurred2010-12-31$239,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$163,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$750,000
Value of total assets at end of year2010-12-31$9,401,994
Value of total assets at beginning of year2010-12-31$7,905,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$75,690
Total interest from all sources2010-12-31$93,825
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$105,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$84,784
Participant contributions at beginning of year2010-12-31$78,115
Assets. Other investments not covered elsewhere at end of year2010-12-31$54,212
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$30,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$27,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$24,211
Other income not declared elsewhere2010-12-31$2,128
Liabilities. Value of operating payables at end of year2010-12-31$19,142
Liabilities. Value of operating payables at beginning of year2010-12-31$38,281
Total non interest bearing cash at end of year2010-12-31$1,101
Total non interest bearing cash at beginning of year2010-12-31$1,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,515,592
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,382,852
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,867,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$75,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$84,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$78,416
Interest on participant loans2010-12-31$8,342
Income. Interest from US Government securities2010-12-31$62,399
Income. Interest from corporate debt instruments2010-12-31$23,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,135,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,680,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,680,668
Asset value of US Government securities at end of year2010-12-31$1,531,064
Asset value of US Government securities at beginning of year2010-12-31$1,510,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$750,000
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$105,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$163,467
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$443,341
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$397,527
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$6,040,214
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,103,716
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$6,734,449
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,696,325
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FITZGERALD, DEPIETRO & WOJNAS
Accountancy firm EIN2010-12-31161163912

Form 5500 Responses for THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN

2021: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedYes
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
2016: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING 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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE STEBBINS ENGINEERING AND MANUFACTURING CO PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517773
Policy instance 1
Insurance contract or identification number517773
Number of Individuals Covered84
Insurance policy start date2021-12-23
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3