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STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 401k Plan overview

Plan NameSTEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN
Plan identification number 501

STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

STEPHENSON EQUIPMENT, INC has sponsored the creation of one or more 401k plans.

Company Name:STEPHENSON EQUIPMENT, INC
Employer identification number (EIN):251511922
NAIC Classification:423400

Additional information about STEPHENSON EQUIPMENT, INC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 887213

More information about STEPHENSON EQUIPMENT, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ROBERT CRISTE
5012016-01-01JENNIFER WALTZ
5012015-01-01ROBERT CRISTE
5012014-01-01ROBERT CRISTE
5012013-01-01ROBERT M. CRISTE ROBERT M. CRISTE2014-07-30

Plan Statistics for STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

401k plan membership statisitcs for STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

Measure Date Value
2022: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01162
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01162
2021: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01158
Total number of active participants reported on line 7a of the Form 55002021-01-01161
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01162
2020: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01174
Total number of active participants reported on line 7a of the Form 55002020-01-01156
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01158
2019: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01147
Total number of active participants reported on line 7a of the Form 55002019-01-01173
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01174
2018: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01151
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01147
2017: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0196
Total number of active participants reported on line 7a of the Form 55002017-01-01108
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01109
2016: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0196
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0196
2015: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0193
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0196
2014: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0188
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0193
2013: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01123
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Total of all active and inactive participants2013-01-01124

Financial Data on STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

Measure Date Value
2022 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$102,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,069
Total income from all sources (including contributions)2022-12-31$1,873,474
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,540,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,857,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,868,340
Value of total assets at end of year2022-12-31$244,189
Value of total assets at beginning of year2022-12-31$821,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$683,478
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,134
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$5,134
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$536,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$102,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$12,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$102,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,069
Administrative expenses (other) incurred2022-12-31$566,934
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
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
Income. Non cash contributions2022-12-31$8,108
Value of net income/loss2022-12-31$-667,467
Value of net assets at end of year (total assets less liabilities)2022-12-31$141,845
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$809,312
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
Investment advisory and management fees2022-12-31$900
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$141,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$809,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,324,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,857,463
Contract administrator fees2022-12-31$115,644
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 name2022-12-31TROUT CPA
Accountancy firm EIN2022-12-31231551315
2021 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,522
Total income from all sources (including contributions)2021-12-31$2,064,571
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,847,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,250,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,064,485
Value of total assets at end of year2021-12-31$821,381
Value of total assets at beginning of year2021-12-31$602,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$597,646
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$86
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$86
Administrative expenses professional fees incurred2021-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$520,431
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$12,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$9,522
Administrative expenses (other) incurred2021-12-31$493,583
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
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$216,779
Value of net assets at end of year (total assets less liabilities)2021-12-31$809,312
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$592,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$900
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$809,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$592,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,544,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,250,146
Contract administrator fees2021-12-31$103,163
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 name2021-12-31TROUT CPA
Accountancy firm EIN2021-12-31231551315
2020 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,714
Total income from all sources (including contributions)2020-12-31$1,874,315
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,674,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,131,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,873,121
Value of total assets at end of year2020-12-31$602,055
Value of total assets at beginning of year2020-12-31$414,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$542,629
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,194
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$1,194
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$467,697
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$21,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$9,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$21,714
Administrative expenses (other) incurred2020-12-31$434,341
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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$199,833
Value of net assets at end of year (total assets less liabilities)2020-12-31$592,533
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$392,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$900
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$592,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$392,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,393,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,131,853
Contract administrator fees2020-12-31$107,388
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31TROUT CPA
Accountancy firm EIN2020-12-31231551315
2019 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,240
Total income from all sources (including contributions)2019-12-31$1,826,948
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,727,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,208,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,818,649
Value of total assets at end of year2019-12-31$414,414
Value of total assets at beginning of year2019-12-31$317,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$519,716
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,299
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$8,299
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$443,004
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,057
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$21,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$23,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,240
Administrative expenses (other) incurred2019-12-31$413,389
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$500
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$99,105
Value of net assets at end of year (total assets less liabilities)2019-12-31$392,700
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$294,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$900
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$392,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$293,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,370,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,208,127
Contract administrator fees2019-12-31$105,427
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 name2019-12-31TROUT CPA
Accountancy firm EIN2019-12-31231551315
2018 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$24,770
Total income from all sources (including contributions)2018-12-31$1,574,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,385,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$950,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,570,500
Value of total assets at end of year2018-12-31$317,335
Value of total assets at beginning of year2018-12-31$129,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$434,210
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,016
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$4,016
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$428,393
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$23,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$24,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$24,770
Administrative expenses (other) incurred2018-12-31$325,193
Total non interest bearing cash at end of year2018-12-31$500
Total non interest bearing cash at beginning of year2018-12-31$1,629
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$189,318
Value of net assets at end of year (total assets less liabilities)2018-12-31$294,095
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$104,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$750
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$293,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$103,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,136,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$950,988
Contract administrator fees2018-12-31$108,267
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 name2018-12-31TROUT, EBERSOLE & GROFF LLP
Accountancy firm EIN2018-12-31231551315
2017 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$24,770
Total plan liabilities at beginning of year2017-12-31$32,002
Total income from all sources2017-12-31$947,871
Expenses. Total of all expenses incurred2017-12-31$905,997
Benefits paid (including direct rollovers)2017-12-31$644,848
Total plan assets at end of year2017-12-31$129,547
Total plan assets at beginning of year2017-12-31$94,905
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$275,535
Expenses. Other expenses not covered elsewhere2017-12-31$196,596
Other income received2017-12-31$562
Net income (gross income less expenses)2017-12-31$41,874
Net plan assets at end of year (total assets less liabilities)2017-12-31$104,777
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$62,903
Total contributions received or receivable from employer(s)2017-12-31$671,774
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$64,553
2016 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$32,002
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$814,291
Expenses. Total of all expenses incurred2016-12-31$784,868
Benefits paid (including direct rollovers)2016-12-31$525,081
Total plan assets at end of year2016-12-31$94,905
Total plan assets at beginning of year2016-12-31$33,480
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$213,486
Expenses. Other expenses not covered elsewhere2016-12-31$161,713
Other income received2016-12-31$132
Net income (gross income less expenses)2016-12-31$29,423
Net plan assets at end of year (total assets less liabilities)2016-12-31$62,903
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$33,480
Total contributions received or receivable from employer(s)2016-12-31$600,673
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$98,074
2015 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2015 401k financial data
Total income from all sources2015-12-31$726,952
Expenses. Total of all expenses incurred2015-12-31$694,898
Benefits paid (including direct rollovers)2015-12-31$465,976
Total plan assets at end of year2015-12-31$33,480
Total plan assets at beginning of year2015-12-31$1,426
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$175,098
Expenses. Other expenses not covered elsewhere2015-12-31$135,198
Other income received2015-12-31$17
Net income (gross income less expenses)2015-12-31$32,054
Net plan assets at end of year (total assets less liabilities)2015-12-31$33,480
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,426
Total contributions received or receivable from employer(s)2015-12-31$551,837
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$93,724
2014 : STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2014 401k financial data
Total income from all sources2014-12-31$777,368
Expenses. Total of all expenses incurred2014-12-31$775,942
Benefits paid (including direct rollovers)2014-12-31$680,851
Total plan assets at end of year2014-12-31$1,426
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$117,883
Other income received2014-12-31$4
Net income (gross income less expenses)2014-12-31$1,426
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,426
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$659,481
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$95,091

Form 5500 Responses for STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

2022: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL 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: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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: STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberKBP
Policy instance 1
Insurance contract or identification numberKBP
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-03-31
Are there contracts with allocated funds for individual policies?No
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 $30,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberKBP
Policy instance 2
Insurance contract or identification numberKBP
Number of Individuals Covered93
Insurance policy start date2014-04-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
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 $97,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010169350
Policy instance 1
Insurance contract or identification number000010169350
Number of Individuals Covered124
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,034
Total amount of fees paid to insurance companyUSD $706
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,034
Amount paid for insurance broker fees706
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameAMERICAN INS ADMNSTRS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010169349
Policy instance 2
Insurance contract or identification number000010169349
Number of Individuals Covered124
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,107
Total amount of fees paid to insurance companyUSD $818
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,107
Amount paid for insurance broker fees818
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameAMERICAN INS ADMNSTRS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010169348
Policy instance 3
Insurance contract or identification number000010169348
Number of Individuals Covered124
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $951
Total amount of fees paid to insurance companyUSD $210
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $6,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $951
Amount paid for insurance broker fees210
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameAMERICAN INS ADMNSTRS INC

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