401k Plan data: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN plan

THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 401k Plan overview

Plan Name	THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN
Plan identification number	001

THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE STEWARD GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE STEWARD GROUP, INC.

Employer identification number (EIN): 208036241

NAIC Classification: 531310

Additional information about THE STEWARD GROUP, INC.

Jurisdiction of Incorporation: Alabama Secretary of State

Incorporation Date: 2006-12-18

Company Identification Number: 250-310

Legal Registered Office Address: 1544 WEST END AVE STE 116 GULF SHORES,

United States of America (USA)
36542

More information about THE STEWARD GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 MICHAEL STEWARD
001 2014-01-01 MICHAEL STEWARD
001 2013-01-01 MICHAEL STEWARD
001 2012-01-01 MICHAEL STEWARD
001 2011-01-01 MICHAEL STEWARD

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	MICHAEL STEWARD
001	2014-01-01	MICHAEL STEWARD
001	2013-01-01	MICHAEL STEWARD
001	2012-01-01	MICHAEL STEWARD
001	2011-01-01	MICHAEL STEWARD

Plan Statistics for THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN

401k plan membership statisitcs for THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN

Measure Date Value
2015: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN

Measure	Date	Value
2015 : THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$143
Expenses. Total of all expenses incurred	2015-12-31	$158,038
Benefits paid (including direct rollovers)	2015-12-31	$157,941
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$157,895
Value of fidelity bond covering the plan	2015-12-31	$40,000
Other income received	2015-12-31	$143
Net income (gross income less expenses)	2015-12-31	$-157,895
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$157,895
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$97
2014 : THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-72,105
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$157,895
Total plan assets at beginning of year	2014-12-31	$230,000
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-221,105
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-72,105
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$157,895
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$230,000
Assets. Value of employer securities	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$149,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-173,032
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$230,000
Total plan assets at beginning of year	2013-12-31	$403,032
Value of fidelity bond covering the plan	2013-12-31	$40,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-173,032
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-173,032
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$230,000
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$403,032
Assets. Value of employer securities	2013-12-31	$230,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$60,467
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$403,032
Total plan assets at beginning of year	2012-12-31	$342,565
Value of fidelity bond covering the plan	2012-12-31	$40,000
Other income received	2012-12-31	$60,467
Net income (gross income less expenses)	2012-12-31	$60,467
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$403,032
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$342,565
Assets. Value of employer securities	2012-12-31	$403,032
2011 : THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$37,413
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$342,565
Total plan assets at beginning of year	2011-12-31	$305,152
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$37,413
Net income (gross income less expenses)	2011-12-31	$37,413
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$342,565
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$305,152
Assets. Value of employer securities	2011-12-31	$342,565

Form 5500 Responses for THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN

2015: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE STEWARD GROUP, INC. PENSION TRANSFER TRUST PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	235
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $420
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
Commission paid to Insurance Broker	USD $420
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC.

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260073-01

Policy instance

Insurance contract or identification number	1260073-01
Number of Individuals Covered	274
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $75
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
Commission paid to Insurance Broker	USD $75
Additional information about fees paid to insurance broker	INSURANCE AGENT
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY, INC.

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Company Name:	THE STEWARD GROUP, INC.
Employer identification number (EIN):	208036241
NAIC Classification:	531310

Jurisdiction of Incorporation:	Alabama Secretary of State
Incorporation Date:	2006-12-18
Company Identification Number:	250-310
Legal Registered Office Address:	1544 WEST END AVE STE 116 GULF SHORES, United States of America (USA) 36542