JACOB STERN & SONS, INC. has sponsored the creation of one or more 401k plans.
Additional information about JACOB STERN & SONS, INC.
Submission information for form 5500 for 401k plan JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN
401k plan membership statisitcs for JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2022: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 28 |
| Total of all active and inactive participants | 2022-01-01 | 28 |
| Total participants | 2022-01-01 | 28 |
| 2021: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 34 |
| Total of all active and inactive participants | 2021-01-01 | 34 |
| Total participants | 2021-01-01 | 34 |
| 2020: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
| Total of all active and inactive participants | 2020-01-01 | 32 |
| Total participants | 2020-01-01 | 32 |
| 2019: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 33 |
| Total of all active and inactive participants | 2019-01-01 | 33 |
| Total participants | 2019-01-01 | 33 |
| 2018: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 37 |
| Total of all active and inactive participants | 2018-01-01 | 37 |
| Total participants | 2018-01-01 | 37 |
| 2017: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 37 |
| Total of all active and inactive participants | 2017-01-01 | 37 |
| Total participants | 2017-01-01 | 37 |
| 2016: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 38 |
| Total of all active and inactive participants | 2016-01-01 | 38 |
| Total participants | 2016-01-01 | 38 |
| 2015: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 33 |
| Total of all active and inactive participants | 2015-01-01 | 33 |
| Total participants | 2015-01-01 | 33 |
| 2014: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 31 |
| Total of all active and inactive participants | 2014-01-01 | 31 |
| Total participants | 2014-01-01 | 31 |
| 2013: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 28 |
| Total of all active and inactive participants | 2013-01-01 | 28 |
| Total participants | 2013-01-01 | 28 |
| 2012: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 37 |
| Total of all active and inactive participants | 2012-01-01 | 37 |
| Total participants | 2012-01-01 | 37 |
| 2011: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
| Total of all active and inactive participants | 2011-01-01 | 36 |
| Total participants | 2011-01-01 | 36 |
| 2010: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 37 |
| Total of all active and inactive participants | 2010-01-01 | 37 |
| Total participants | 2010-01-01 | 37 |
| Measure | Date | Value |
|---|
| 2022 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $53,263 |
| Total income from all sources | 2022-12-31 | $52,873 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $53,263 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $53,263 |
| Total plan assets at end of year | 2022-12-31 | $52,873 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $45,366 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $7,507 |
| Net income (gross income less expenses) | 2022-12-31 | $-390 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| 2021 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $61,268 |
| Total income from all sources | 2021-12-31 | $63,767 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $61,268 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $61,268 |
| Total plan assets at end of year | 2021-12-31 | $63,767 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $63,767 |
| Net income (gross income less expenses) | 2021-12-31 | $2,499 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,499 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| 2020 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $62,043 |
| Total income from all sources | 2020-12-31 | $60,697 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $62,043 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $62,043 |
| Total plan assets at end of year | 2020-12-31 | $60,697 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $60,697 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,346 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-1,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| 2019 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $56,795 |
| Total income from all sources | 2019-12-31 | $66,846 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $56,795 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $56,795 |
| Total plan assets at end of year | 2019-12-31 | $66,846 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $66,846 |
| Net income (gross income less expenses) | 2019-12-31 | $10,051 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 2018 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $68,570 |
| Total income from all sources | 2018-12-31 | $80,853 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $68,570 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $68,570 |
| Total plan assets at end of year | 2018-12-31 | $80,853 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $80,853 |
| Net income (gross income less expenses) | 2018-12-31 | $12,283 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| 2017 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $58,829 |
| Total income from all sources | 2017-12-31 | $67,287 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $58,829 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $58,829 |
| Total plan assets at end of year | 2017-12-31 | $67,287 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $67,287 |
| Net income (gross income less expenses) | 2017-12-31 | $8,458 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,458 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| 2016 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $57,020 |
| Total income from all sources | 2016-12-31 | $59,980 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $57,020 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $57,020 |
| Total plan assets at end of year | 2016-12-31 | $59,980 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $59,980 |
| Net income (gross income less expenses) | 2016-12-31 | $2,960 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,960 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| 2015 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $50,572 |
| Total income from all sources | 2015-12-31 | $57,137 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $50,572 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $50,572 |
| Total plan assets at end of year | 2015-12-31 | $57,137 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $57,137 |
| Net income (gross income less expenses) | 2015-12-31 | $6,565 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,565 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| 2014 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $55,032 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $48,489 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $48,489 |
| Total plan assets at end of year | 2014-12-31 | $6,543 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $55,032 |
| Net income (gross income less expenses) | 2014-12-31 | $6,543 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,543 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| 2013 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $48,686 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $45,186 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $45,186 |
| Total plan assets at end of year | 2013-12-31 | $3,500 |
| Value of fidelity bond covering the plan | 2013-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $48,686 |
| Net income (gross income less expenses) | 2013-12-31 | $3,500 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| 2012 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $76,981 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $73,299 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $73,299 |
| Total plan assets at end of year | 2012-12-31 | $3,682 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $76,981 |
| Net income (gross income less expenses) | 2012-12-31 | $3,682 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,682 |
| 2011 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $73,825 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $69,351 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $69,351 |
| Total plan assets at end of year | 2011-12-31 | $4,474 |
| Value of fidelity bond covering the plan | 2011-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $73,825 |
| Net income (gross income less expenses) | 2011-12-31 | $4,474 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,474 |
| 2010 : JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $82,505 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $80,587 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $80,587 |
| Total plan assets at end of year | 2010-12-31 | $1,918 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Value of fidelity bond covering the plan | 2010-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $82,505 |
| Net income (gross income less expenses) | 2010-12-31 | $1,918 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,918 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| 2022: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS 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: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2010: JACOB STERN & SONS, INC.- FLEXIBLE BENEFITS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
