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STELLA-JONES CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameSTELLA-JONES CORPORATION RETIREMENT PLAN
Plan identification number 003

STELLA-JONES CORPORATION RETIREMENT 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.

401k Sponsoring company profile

STELLA-JONES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:STELLA-JONES CORPORATION
Employer identification number (EIN):203529371
NAIC Classification:321900

Additional information about STELLA-JONES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4025981

More information about STELLA-JONES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STELLA-JONES CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GLENN SNOWDEN
0032016-01-01GLENN SNOWDEN
0032015-01-01GLENN SNOWDEN
0032014-01-01W GLENN SNOWDEN
0032013-01-01GLENN SNOWDEN
0032012-01-01WENDELL G SNOWDEN
0032011-01-01WENDELL G SNOWDEN

Plan Statistics for STELLA-JONES CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for STELLA-JONES CORPORATION RETIREMENT PLAN

Measure Date Value
2022: STELLA-JONES CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,841
Total number of active participants reported on line 7a of the Form 55002022-01-011,496
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01368
Total of all active and inactive participants2022-01-011,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,874
Number of participants with account balances2022-01-011,809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STELLA-JONES CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,658
Total number of active participants reported on line 7a of the Form 55002021-01-011,450
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01331
Total of all active and inactive participants2021-01-011,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,788
Number of participants with account balances2021-01-011,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STELLA-JONES CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,565
Total number of active participants reported on line 7a of the Form 55002020-01-011,350
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01283
Total of all active and inactive participants2020-01-011,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,640
Number of participants with account balances2020-01-011,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STELLA-JONES CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,507
Total number of active participants reported on line 7a of the Form 55002019-01-011,307
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01224
Total of all active and inactive participants2019-01-011,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,536
Number of participants with account balances2019-01-011,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STELLA-JONES CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,389
Total number of active participants reported on line 7a of the Form 55002018-01-011,255
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01217
Total of all active and inactive participants2018-01-011,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,477
Number of participants with account balances2018-01-011,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STELLA-JONES CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,696
Total number of active participants reported on line 7a of the Form 55002017-01-011,162
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01197
Total of all active and inactive participants2017-01-011,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,364
Number of participants with account balances2017-01-011,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STELLA-JONES CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,414
Total number of active participants reported on line 7a of the Form 55002016-01-011,232
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01464
Total of all active and inactive participants2016-01-011,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,699
Number of participants with account balances2016-01-011,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STELLA-JONES CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,249
Total number of active participants reported on line 7a of the Form 55002015-01-011,039
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01334
Total of all active and inactive participants2015-01-011,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,374
Number of participants with account balances2015-01-011,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STELLA-JONES CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,142
Total number of active participants reported on line 7a of the Form 55002014-01-01964
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01278
Total of all active and inactive participants2014-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,243
Number of participants with account balances2014-01-011,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STELLA-JONES CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01747
Total number of active participants reported on line 7a of the Form 55002013-01-01895
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01241
Total of all active and inactive participants2013-01-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,136
Number of participants with account balances2013-01-01852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STELLA-JONES CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01732
Total number of active participants reported on line 7a of the Form 55002012-01-01583
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01162
Total of all active and inactive participants2012-01-01745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01747
Number of participants with account balances2012-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STELLA-JONES CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01512
Total number of active participants reported on line 7a of the Form 55002011-01-01591
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01140
Total of all active and inactive participants2011-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01732
Number of participants with account balances2011-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on STELLA-JONES CORPORATION RETIREMENT PLAN

Measure Date Value
2022 : STELLA-JONES CORPORATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,124,579
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,418,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,119,899
Expenses. Certain deemed distributions of participant loans2022-12-31$134,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,659,841
Value of total assets at end of year2022-12-31$93,291,535
Value of total assets at beginning of year2022-12-31$107,834,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$163,696
Total interest from all sources2022-12-31$122,787
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,696,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,696,253
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,930,286
Participant contributions at end of year2022-12-31$2,716,849
Participant contributions at beginning of year2022-12-31$2,656,492
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,646,364
Other income not declared elsewhere2022-12-31$244,983
Administrative expenses (other) incurred2022-12-31$163,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,542,770
Value of net assets at end of year (total assets less liabilities)2022-12-31$93,291,535
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$107,834,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$84,976,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$100,777,487
Interest on participant loans2022-12-31$122,787
Value of interest in common/collective trusts at end of year2022-12-31$5,598,302
Value of interest in common/collective trusts at beginning of year2022-12-31$4,400,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,929,490
Net investment gain or loss from common/collective trusts2022-12-31$81,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,083,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,119,899
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US LLP
Accountancy firm EIN2022-12-31390859910
2021 : STELLA-JONES CORPORATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,099,209
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,653,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,468,464
Expenses. Certain deemed distributions of participant loans2021-12-31$46,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,874,544
Value of total assets at end of year2021-12-31$107,834,305
Value of total assets at beginning of year2021-12-31$91,388,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$138,391
Total interest from all sources2021-12-31$122,106
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,019,780
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$8,019,780
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$5,357,614
Participant contributions at end of year2021-12-31$2,656,492
Participant contributions at beginning of year2021-12-31$2,391,523
Participant contributions at beginning of year2021-12-31$3
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,473
Other income not declared elsewhere2021-12-31$180,562
Administrative expenses (other) incurred2021-12-31$138,391
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$16,446,162
Value of net assets at end of year (total assets less liabilities)2021-12-31$107,834,305
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,388,143
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$100,777,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,449,822
Interest on participant loans2021-12-31$122,106
Value of interest in common/collective trusts at end of year2021-12-31$4,400,326
Value of interest in common/collective trusts at beginning of year2021-12-31$3,546,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,856,232
Net investment gain or loss from common/collective trusts2021-12-31$45,985
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
Contributions received in cash from employer2021-12-31$4,512,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,468,464
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US LLP
Accountancy firm EIN2021-12-31390859910
2020 : STELLA-JONES CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$24,138,702
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,776,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,484,435
Expenses. Certain deemed distributions of participant loans2020-12-31$18,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,535,783
Value of total assets at end of year2020-12-31$91,388,143
Value of total assets at beginning of year2020-12-31$74,026,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$273,322
Total interest from all sources2020-12-31$131,629
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,236,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,236,305
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,714,826
Participant contributions at end of year2020-12-31$2,391,523
Participant contributions at beginning of year2020-12-31$2,286,554
Participant contributions at end of year2020-12-31$3
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$557,181
Other income not declared elsewhere2020-12-31$143,146
Administrative expenses (other) incurred2020-12-31$273,322
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$17,362,003
Value of net assets at end of year (total assets less liabilities)2020-12-31$91,388,143
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,026,140
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,449,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$68,129,142
Interest on participant loans2020-12-31$131,629
Value of interest in common/collective trusts at end of year2020-12-31$3,546,795
Value of interest in common/collective trusts at beginning of year2020-12-31$3,610,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,028,752
Net investment gain or loss from common/collective trusts2020-12-31$63,087
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$4,263,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,484,435
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : STELLA-JONES CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,186,323
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,426,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,234,738
Expenses. Certain deemed distributions of participant loans2019-12-31$55,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,539,006
Value of total assets at end of year2019-12-31$74,026,140
Value of total assets at beginning of year2019-12-31$57,266,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$135,558
Total interest from all sources2019-12-31$112,202
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,857,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,857,644
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,218,182
Participant contributions at end of year2019-12-31$2,286,554
Participant contributions at beginning of year2019-12-31$1,862,377
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$449,456
Other income not declared elsewhere2019-12-31$146,632
Administrative expenses (other) incurred2019-12-31$135,558
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$16,760,110
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,026,140
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,266,030
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,129,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,130,654
Interest on participant loans2019-12-31$112,202
Value of interest in common/collective trusts at end of year2019-12-31$3,610,444
Value of interest in common/collective trusts at beginning of year2019-12-31$3,272,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,468,803
Net investment gain or loss from common/collective trusts2019-12-31$62,036
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$3,871,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,234,738
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : STELLA-JONES CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,805,874
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,073,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,890,928
Expenses. Certain deemed distributions of participant loans2018-12-31$18,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,828,254
Value of total assets at end of year2018-12-31$57,266,030
Value of total assets at beginning of year2018-12-31$59,534,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$164,600
Total interest from all sources2018-12-31$84,880
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,792,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,792,226
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,764,473
Participant contributions at end of year2018-12-31$1,862,377
Participant contributions at beginning of year2018-12-31$1,632,169
Participant contributions at beginning of year2018-12-31$115,230
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$531,523
Other income not declared elsewhere2018-12-31$67,033
Administrative expenses (other) incurred2018-12-31$164,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,268,067
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,266,030
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,534,097
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,130,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$53,476,751
Interest on participant loans2018-12-31$84,880
Value of interest in common/collective trusts at end of year2018-12-31$3,272,999
Value of interest in common/collective trusts at beginning of year2018-12-31$4,191,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,022,909
Net investment gain or loss from common/collective trusts2018-12-31$56,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$3,532,258
Employer contributions (assets) at beginning of year2018-12-31$118,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,890,928
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : STELLA-JONES CORPORATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,645,590
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,441,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,300,596
Expenses. Certain deemed distributions of participant loans2017-12-31$13,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,272,413
Value of total assets at end of year2017-12-31$59,534,097
Value of total assets at beginning of year2017-12-31$50,330,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$128,364
Total interest from all sources2017-12-31$65,330
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,062,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,062,892
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,533,736
Participant contributions at end of year2017-12-31$1,632,169
Participant contributions at beginning of year2017-12-31$1,253,686
Participant contributions at end of year2017-12-31$115,230
Participant contributions at beginning of year2017-12-31$63,272
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$398,409
Other income not declared elsewhere2017-12-31$203,135
Administrative expenses (other) incurred2017-12-31$128,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,203,615
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,534,097
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$50,330,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$53,476,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,850,445
Interest on participant loans2017-12-31$65,330
Value of interest in common/collective trusts at end of year2017-12-31$4,191,512
Value of interest in common/collective trusts at beginning of year2017-12-31$4,109,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,995,427
Net investment gain or loss from common/collective trusts2017-12-31$46,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,340,268
Employer contributions (assets) at end of year2017-12-31$118,435
Employer contributions (assets) at beginning of year2017-12-31$53,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,300,596
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : STELLA-JONES CORPORATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,715,047
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,519,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,371,125
Expenses. Certain deemed distributions of participant loans2016-12-31$96,066
Value of total corrective distributions2016-12-31$139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,296,734
Value of total assets at end of year2016-12-31$50,330,482
Value of total assets at beginning of year2016-12-31$44,134,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,793
Total interest from all sources2016-12-31$52,242
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,689,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,689,318
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,291,553
Participant contributions at end of year2016-12-31$1,253,686
Participant contributions at beginning of year2016-12-31$1,308,929
Participant contributions at end of year2016-12-31$63,272
Participant contributions at beginning of year2016-12-31$46,137
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$909,925
Other income not declared elsewhere2016-12-31$56,566
Administrative expenses (other) incurred2016-12-31$51,793
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$6,195,924
Value of net assets at end of year (total assets less liabilities)2016-12-31$50,330,482
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,134,558
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$44,850,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,864,726
Interest on participant loans2016-12-31$52,242
Value of interest in common/collective trusts at end of year2016-12-31$4,109,118
Value of interest in common/collective trusts at beginning of year2016-12-31$3,872,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,585,375
Net investment gain or loss from common/collective trusts2016-12-31$34,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$3,095,256
Employer contributions (assets) at end of year2016-12-31$53,961
Employer contributions (assets) at beginning of year2016-12-31$42,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,371,125
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : STELLA-JONES CORPORATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,668,730
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,327,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,286,517
Expenses. Certain deemed distributions of participant loans2015-12-31$19,840
Value of total corrective distributions2015-12-31$2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,917,798
Value of total assets at end of year2015-12-31$44,134,558
Value of total assets at beginning of year2015-12-31$41,793,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,920
Total interest from all sources2015-12-31$47,637
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,576,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,576,871
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,924,805
Participant contributions at end of year2015-12-31$1,308,929
Participant contributions at beginning of year2015-12-31$1,087,708
Participant contributions at end of year2015-12-31$46,137
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$283,747
Other income not declared elsewhere2015-12-31$12,207
Administrative expenses (other) incurred2015-12-31$20,920
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$2,341,451
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,134,558
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,793,107
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$38,864,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,746,574
Interest on participant loans2015-12-31$47,637
Value of interest in common/collective trusts at end of year2015-12-31$3,872,329
Value of interest in common/collective trusts at beginning of year2015-12-31$3,958,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,912,178
Net investment gain or loss from common/collective trusts2015-12-31$26,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$2,709,246
Employer contributions (assets) at end of year2015-12-31$42,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,286,517
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : STELLA-JONES CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,789,829
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,842,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,784,680
Expenses. Certain deemed distributions of participant loans2014-12-31$43,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,285,389
Value of total assets at end of year2014-12-31$41,793,107
Value of total assets at beginning of year2014-12-31$38,845,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,175
Total interest from all sources2014-12-31$51,407
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,213,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,213,389
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,441,406
Participant contributions at end of year2014-12-31$1,087,708
Participant contributions at beginning of year2014-12-31$965,262
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$601,828
Other income not declared elsewhere2014-12-31$10,012
Administrative expenses (other) incurred2014-12-31$14,175
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$2,947,548
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,793,107
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,845,559
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$36,746,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,111,716
Interest on participant loans2014-12-31$51,407
Value of interest in common/collective trusts at end of year2014-12-31$3,958,825
Value of interest in common/collective trusts at beginning of year2014-12-31$3,768,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-792,112
Net investment gain or loss from common/collective trusts2014-12-31$21,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$2,242,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,784,680
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : STELLA-JONES CORPORATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$15,947,596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,965,496
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,244,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,165,635
Expenses. Certain deemed distributions of participant loans2013-12-31$66,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,988,083
Value of total assets at end of year2013-12-31$38,845,559
Value of total assets at beginning of year2013-12-31$18,176,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,272
Total interest from all sources2013-12-31$31,211
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,435,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,435,973
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,807,115
Participant contributions at end of year2013-12-31$965,262
Participant contributions at beginning of year2013-12-31$484,846
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$581,482
Administrative expenses (other) incurred2013-12-31$12,272
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$4,720,979
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,845,559
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,176,984
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,111,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,907,849
Interest on participant loans2013-12-31$31,211
Value of interest in common/collective trusts at end of year2013-12-31$3,768,581
Value of interest in common/collective trusts at beginning of year2013-12-31$1,784,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,482,818
Net investment gain or loss from common/collective trusts2013-12-31$27,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Contributions received in cash from employer2013-12-31$1,599,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,165,635
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : STELLA-JONES CORPORATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,654,317
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,196,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,156,870
Expenses. Certain deemed distributions of participant loans2012-12-31$30,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,766,706
Value of total assets at end of year2012-12-31$18,176,984
Value of total assets at beginning of year2012-12-31$15,719,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,996
Total interest from all sources2012-12-31$21,815
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$481,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$481,149
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,177,504
Participant contributions at end of year2012-12-31$484,846
Participant contributions at beginning of year2012-12-31$266,743
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$509,411
Administrative expenses (other) incurred2012-12-31$8,996
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$2,457,951
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,176,984
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,719,033
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,907,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,596,212
Interest on participant loans2012-12-31$21,815
Value of interest in common/collective trusts at end of year2012-12-31$1,784,289
Value of interest in common/collective trusts at beginning of year2012-12-31$1,856,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,357,413
Net investment gain or loss from common/collective trusts2012-12-31$27,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,079,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,156,870
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : STELLA-JONES CORPORATION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$39,421
Total unrealized appreciation/depreciation of assets2011-12-31$39,421
Total transfer of assets to this plan2011-12-31$15,004,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,328,455
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,613,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,573,536
Expenses. Certain deemed distributions of participant loans2011-12-31$18,228
Value of total corrective distributions2011-12-31$17,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,366,515
Value of total assets at end of year2011-12-31$15,719,033
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,643
Total interest from all sources2011-12-31$18,093
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$283,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$283,301
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,116,041
Participant contributions at end of year2011-12-31$266,743
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$91,830
Other income not declared elsewhere2011-12-31$326
Administrative expenses (other) incurred2011-12-31$4,643
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$714,496
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,719,033
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,596,212
Interest on participant loans2011-12-31$18,093
Value of interest in common/collective trusts at end of year2011-12-31$1,856,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-406,802
Net investment gain or loss from common/collective trusts2011-12-31$27,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,158,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,573,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984

Form 5500 Responses for STELLA-JONES CORPORATION RETIREMENT PLAN

2022: STELLA-JONES CORPORATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STELLA-JONES CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STELLA-JONES CORPORATION RETIREMENT 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STELLA-JONES CORPORATION RETIREMENT 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STELLA-JONES CORPORATION RETIREMENT 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STELLA-JONES CORPORATION RETIREMENT 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: STELLA-JONES CORPORATION RETIREMENT 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: STELLA-JONES CORPORATION RETIREMENT 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STELLA-JONES CORPORATION RETIREMENT 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: STELLA-JONES CORPORATION RETIREMENT 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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STELLA-JONES CORPORATION RETIREMENT 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STELLA-JONES CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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

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