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ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN
Plan identification number 501

ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

ELAM G. STOLTZFUS, JR., INC has sponsored the creation of one or more 401k plans.

Company Name:ELAM G. STOLTZFUS, JR., INC
Employer identification number (EIN):232008636
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-09-01

Plan Statistics for ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-09-0168
Total number of active participants reported on line 7a of the Form 55002022-09-0179
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-010
Total of all active and inactive participants2022-09-0179

Financial Data on ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2023 : ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN 2023 401k financial data
Total plan liabilities at end of year2023-06-30$219,866
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$609,881
Expenses. Total of all expenses incurred2023-06-30$821,357
Benefits paid (including direct rollovers)2023-06-30$495,597
Total plan assets at end of year2023-06-30$8,390
Total plan assets at beginning of year2023-06-30$0
Value of fidelity bond covering the plan2023-06-30$500,000
Total contributions received or receivable from participants2023-06-30$131,265
Expenses. Other expenses not covered elsewhere2023-06-30$318,987
Contributions received from other sources (not participants or employers)2023-06-30$3,078
Other income received2023-06-30$349
Net income (gross income less expenses)2023-06-30$-211,476
Net plan assets at end of year (total assets less liabilities)2023-06-30$-211,476
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$0
Total contributions received or receivable from employer(s)2023-06-30$475,189
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$6,773

Form 5500 Responses for ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN

2022: ELAM G. STOLTZFUS JR., INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01First time form 5500 has been submittedYes
2022-09-01Submission has been amendedNo
2022-09-01This submission is the final filingNo
2022-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan funding arrangement – General assets of the sponsorYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement - TrustYes
2022-09-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberSL31000331-221
Policy instance 1
Insurance contract or identification numberSL31000331-221
Number of Individuals Covered62
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $229,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number955228
Policy instance 2
Insurance contract or identification number955228
Number of Individuals Covered79
Insurance policy start date2022-09-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, VOL AD&D, VOL LIFE, SPOUSE & CHILD VOL AD&D AND VOL LIFE, VOL LTD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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