401k Plan data: STECKBECK ENGINEERING & SURVEYING, INC. ESOP plan

STECKBECK ENGINEERING & SURVEYING, INC. ESOP 401k Plan overview

Plan Name	STECKBECK ENGINEERING & SURVEYING, INC. ESOP
Plan identification number	002

STECKBECK ENGINEERING & SURVEYING, INC. ESOP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

STECKBECK ENGINEERING & SURVEYING, INC. has sponsored the creation of one or more 401k plans.

Company Name: STECKBECK ENGINEERING & SURVEYING, INC.

Employer identification number (EIN): 251880806

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STECKBECK ENGINEERING & SURVEYING, INC. ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 MANDY SHERK
002 2023-01-01
002 2023-01-01 SCOTT RIGHTS
002 2022-01-01
002 2022-01-01 SCOTT RIGHTS
002 2021-01-01
002 2021-01-01 SCOTT RIGHTS
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 SCOTT M. RIGHTS
002 2013-01-01 SCOTT M. RIGHTS
002 2012-01-01 SCOTT M. RIGHT
002 2011-01-01 SCOTT M. RIGHT
002 2010-01-01 MICHAEL P. O'DONNELL
002 2009-01-01 STEPHEN A. SHERK

Financial Data on STECKBECK ENGINEERING & SURVEYING, INC. ESOP

Measure	Date	Value
2023 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2023 401k financial data
Total income from all sources	2023-12-31	$261,328
Expenses. Total of all expenses incurred	2023-12-31	$18,593
Benefits paid (including direct rollovers)	2023-12-31	$18,593
Total plan assets at end of year	2023-12-31	$4,564,446
Total plan assets at beginning of year	2023-12-31	$4,321,711
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$21,328
Net income (gross income less expenses)	2023-12-31	$242,735
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,564,446
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,321,711
Assets. Value of employer securities	2023-12-31	$3,666,753
Total contributions received or receivable from employer(s)	2023-12-31	$240,000
2022 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2022 401k financial data
Total income from all sources	2022-12-31	$571,845
Expenses. Total of all expenses incurred	2022-12-31	$73,193
Benefits paid (including direct rollovers)	2022-12-31	$73,193
Total plan assets at end of year	2022-12-31	$4,321,711
Total plan assets at beginning of year	2022-12-31	$3,823,059
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$354,845
Net income (gross income less expenses)	2022-12-31	$498,652
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,321,711
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,823,059
Assets. Value of employer securities	2022-12-31	$3,710,156
Total contributions received or receivable from employer(s)	2022-12-31	$217,000
2021 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2021 401k financial data
Total income from all sources	2021-12-31	$-51,159
Expenses. Total of all expenses incurred	2021-12-31	$150,810
Benefits paid (including direct rollovers)	2021-12-31	$142,653
Total plan assets at end of year	2021-12-31	$3,823,059
Total plan assets at beginning of year	2021-12-31	$4,025,028
Value of fidelity bond covering the plan	2021-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$8,157
Other income received	2021-12-31	$-225,659
Net income (gross income less expenses)	2021-12-31	$-201,969
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,823,059
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,025,028
Assets. Value of employer securities	2021-12-31	$3,277,733
Total contributions received or receivable from employer(s)	2021-12-31	$174,500
2020 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2020 401k financial data
Total income from all sources	2020-12-31	$412,210
Expenses. Total of all expenses incurred	2020-12-31	$347,748
Benefits paid (including direct rollovers)	2020-12-31	$347,748
Total plan assets at end of year	2020-12-31	$4,025,028
Total plan assets at beginning of year	2020-12-31	$3,960,566
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$262,210
Net income (gross income less expenses)	2020-12-31	$64,462
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,025,028
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,960,566
Assets. Value of employer securities	2020-12-31	$3,568,160
Total contributions received or receivable from employer(s)	2020-12-31	$150,000
2019 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2019 401k financial data
Total income from all sources	2019-12-31	$324,367
Expenses. Total of all expenses incurred	2019-12-31	$93,251
Benefits paid (including direct rollovers)	2019-12-31	$93,251
Total plan assets at end of year	2019-12-31	$3,960,566
Total plan assets at beginning of year	2019-12-31	$3,729,450
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$174,367
Net income (gross income less expenses)	2019-12-31	$231,116
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,960,566
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,729,450
Assets. Value of employer securities	2019-12-31	$3,325,000
Total contributions received or receivable from employer(s)	2019-12-31	$150,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2018 401k financial data
Total income from all sources	2018-12-31	$152,881
Expenses. Total of all expenses incurred	2018-12-31	$98,038
Benefits paid (including direct rollovers)	2018-12-31	$98,038
Total plan assets at end of year	2018-12-31	$3,729,450
Total plan assets at beginning of year	2018-12-31	$3,674,607
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$18,881
Net income (gross income less expenses)	2018-12-31	$54,843
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,729,450
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,674,607
Assets. Value of employer securities	2018-12-31	$3,211,500
Total contributions received or receivable from employer(s)	2018-12-31	$134,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2017 401k financial data
Total income from all sources	2017-12-31	$494,621
Expenses. Total of all expenses incurred	2017-12-31	$49,374
Benefits paid (including direct rollovers)	2017-12-31	$49,374
Total plan assets at end of year	2017-12-31	$3,674,607
Total plan assets at beginning of year	2017-12-31	$3,229,360
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$369,621
Net income (gross income less expenses)	2017-12-31	$445,247
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,674,607
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,229,360
Assets. Value of employer securities	2017-12-31	$3,162,000
Total contributions received or receivable from employer(s)	2017-12-31	$125,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2016 401k financial data
Total income from all sources	2016-12-31	$1,158,607
Expenses. Total of all expenses incurred	2016-12-31	$8,856
Benefits paid (including direct rollovers)	2016-12-31	$8,856
Total plan assets at end of year	2016-12-31	$3,229,360
Total plan assets at beginning of year	2016-12-31	$2,079,609
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$1,033,607
Net income (gross income less expenses)	2016-12-31	$1,149,751
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,229,360
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,079,609
Assets. Value of employer securities	2016-12-31	$2,834,000
Total contributions received or receivable from employer(s)	2016-12-31	$125,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$319,441
Expenses. Total of all expenses incurred	2015-12-31	$102,470
Benefits paid (including direct rollovers)	2015-12-31	$102,470
Total plan assets at end of year	2015-12-31	$2,079,609
Total plan assets at beginning of year	2015-12-31	$1,862,638
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$244,441
Net income (gross income less expenses)	2015-12-31	$216,971
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,079,609
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,862,638
Assets. Value of employer securities	2015-12-31	$1,817,000
Total contributions received or receivable from employer(s)	2015-12-31	$75,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$250,000
Total income from all sources	2014-12-31	$-96,574
Expenses. Total of all expenses incurred	2014-12-31	$10,000
Total plan assets at end of year	2014-12-31	$1,862,638
Total plan assets at beginning of year	2014-12-31	$2,219,212
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$10,000
Other income received	2014-12-31	$-356,574
Net income (gross income less expenses)	2014-12-31	$-106,574
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,862,638
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,969,212
Assets. Value of employer securities	2014-12-31	$1,563,000
Total contributions received or receivable from employer(s)	2014-12-31	$260,000
2013 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$250,000
Total plan liabilities at beginning of year	2013-12-31	$500,000
Total income from all sources	2013-12-31	$1,375,428
Expenses. Total of all expenses incurred	2013-12-31	$31,250
Total plan assets at end of year	2013-12-31	$2,219,212
Total plan assets at beginning of year	2013-12-31	$1,125,034
Value of fidelity bond covering the plan	2013-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$31,250
Other income received	2013-12-31	$1,019,177
Net income (gross income less expenses)	2013-12-31	$1,344,178
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,969,212
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$625,034
Assets. Value of employer securities	2013-12-31	$1,929,000
Total contributions received or receivable from employer(s)	2013-12-31	$356,251
2012 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$500,000
Total plan liabilities at beginning of year	2012-12-31	$750,000
Total income from all sources	2012-12-31	$1,259,375
Expenses. Total of all expenses incurred	2012-12-31	$56,052
Benefits paid (including direct rollovers)	2012-12-31	$9,156
Total plan assets at end of year	2012-12-31	$1,125,034
Total plan assets at beginning of year	2012-12-31	$171,711
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$46,875
Other income received	2012-12-31	$976,276
Net income (gross income less expenses)	2012-12-31	$1,203,323
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$625,034
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$-578,289
Assets. Value of employer securities	2012-12-31	$928,000
Total contributions received or receivable from employer(s)	2012-12-31	$283,099
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$21
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$750,000
Total plan liabilities at beginning of year	2011-12-31	$1,000,000
Total income from all sources	2011-12-31	$373,195
Expenses. Total of all expenses incurred	2011-12-31	$62,500
Total plan assets at end of year	2011-12-31	$171,711
Total plan assets at beginning of year	2011-12-31	$111,016
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$62,500
Other income received	2011-12-31	$101,159
Net income (gross income less expenses)	2011-12-31	$310,695
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$-578,289
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$-888,984
Assets. Value of employer securities	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$272,036
2010 : STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,000,000
Total plan liabilities at beginning of year	2010-12-31	$1,250,000
Total income from all sources	2010-12-31	$395,790
Expenses. Total of all expenses incurred	2010-12-31	$78,125
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$111,016
Total plan assets at beginning of year	2010-12-31	$43,351
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$78,125
Other income received	2010-12-31	$135,330
Net income (gross income less expenses)	2010-12-31	$317,665
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$-888,984
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$-1,206,649
Assets. Value of employer securities	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$260,460
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for STECKBECK ENGINEERING & SURVEYING, INC. ESOP

2023: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 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: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 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: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 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: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 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: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 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: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 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: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 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: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 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: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 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: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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
2009: STECKBECK ENGINEERING & SURVEYING, INC. ESOP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STECKBECK ENGINEERING & SURVEYING, INC.
Employer identification number (EIN):	251880806
NAIC Classification:	541330
NAIC Description:	Engineering Services

Plan id#	Filing Submission Date	Name of Administrator
002	2024-01-01	MANDY SHERK
002	2023-01-01
002	2023-01-01	SCOTT RIGHTS
002	2022-01-01
002	2022-01-01	SCOTT RIGHTS
002	2021-01-01
002	2021-01-01	SCOTT RIGHTS
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	SCOTT M. RIGHTS
002	2013-01-01	SCOTT M. RIGHTS
002	2012-01-01	SCOTT M. RIGHT
002	2011-01-01	SCOTT M. RIGHT
002	2010-01-01	MICHAEL P. O'DONNELL
002	2009-01-01	STEPHEN A. SHERK