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STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameSTEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN
Plan identification number 002

STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

STEVENS ENGINEERS & CONSTRUCTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEVENS ENGINEERS & CONSTRUCTORS, INC.
Employer identification number (EIN):341048714
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Additional information about STEVENS ENGINEERS & CONSTRUCTORS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4030374

More information about STEVENS ENGINEERS & CONSTRUCTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01VICKI ANDERSON
0022016-01-01VICKI ANDERSON VICKI ANDERSON2017-09-25
0022016-01-01 VICKI ANDERSON2017-09-25
0022015-01-01VICKI ANDERSON VICKI ANDERSON2016-10-10
0022014-01-01VICKI ANDERSON VICKI ANDERSON2015-10-08
0022013-01-01VICKI ANDERSON VICKI ANDERSON2014-10-13
0022012-01-01VICKI ANDERSON VICKI ANDERSON2013-10-11
0022011-01-01VICKI ANDERSON
0022010-01-01VICKI ANDERSON VICKI ANDERSON2011-10-17
0022009-01-01VICKI ANDERSON VICKI ANDERSON2010-10-13

Plan Statistics for STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01225
Total number of active participants reported on line 7a of the Form 55002022-01-01140
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01192
Number of participants with account balances2022-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01225
Number of participants with account balances2021-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01219
Total number of active participants reported on line 7a of the Form 55002020-01-01213
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01230
Number of participants with account balances2020-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01201
Total number of active participants reported on line 7a of the Form 55002019-01-01201
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01219
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01175
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01201
Number of participants with account balances2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01141
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01175
Number of participants with account balances2017-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01187
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01177
Number of participants with account balances2016-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01187
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01187
Number of participants with account balances2015-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01197
Total number of active participants reported on line 7a of the Form 55002014-01-01137
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01187
Number of participants with account balances2014-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01171
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01197
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01177
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01171
Number of participants with account balances2012-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01178
Total number of active participants reported on line 7a of the Form 55002011-01-01138
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01177
Number of participants with account balances2011-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01183
Total number of active participants reported on line 7a of the Form 55002010-01-01140
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01179
Number of participants with account balances2010-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01268
Total number of active participants reported on line 7a of the Form 55002009-01-01144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01180
Number of participants with account balances2009-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,370,732
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,562,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,551,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,386,085
Value of total assets at end of year2022-12-31$22,923,390
Value of total assets at beginning of year2022-12-31$27,856,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,856
Total interest from all sources2022-12-31$31,934
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,097,662
Participant contributions at end of year2022-12-31$114,125
Participant contributions at beginning of year2022-12-31$195,344
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$80,208
Other income not declared elsewhere2022-12-31$45
Administrative expenses (other) incurred2022-12-31$10,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,933,353
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,923,390
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,856,743
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,748,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,665,805
Interest on participant loans2022-12-31$7,118
Interest earned on other investments2022-12-31$24,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,061,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,995,594
Net investment gain/loss from pooled separate accounts2022-12-31$-4,788,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Contributions received in cash from employer2022-12-31$208,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,551,765
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 name2022-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2022-12-31341912961
2021 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,509,706
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,988,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,967,627
Value of total corrective distributions2021-12-31$9,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,456,697
Value of total assets at end of year2021-12-31$27,856,743
Value of total assets at beginning of year2021-12-31$27,335,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,147
Total interest from all sources2021-12-31$34,081
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$961,292
Participant contributions at end of year2021-12-31$195,344
Participant contributions at beginning of year2021-12-31$299,583
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$334,673
Administrative expenses (other) incurred2021-12-31$11,147
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$521,367
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,856,743
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,335,376
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,665,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,280,256
Interest on participant loans2021-12-31$13,419
Interest earned on other investments2021-12-31$20,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,995,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,755,537
Net investment gain/loss from pooled separate accounts2021-12-31$4,018,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$160,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,967,627
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 name2021-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2021-12-31341912961
2020 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,338,753
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,711,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,701,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,606,389
Value of total assets at end of year2020-12-31$27,335,376
Value of total assets at beginning of year2020-12-31$23,707,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,696
Total interest from all sources2020-12-31$34,581
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,152,119
Participant contributions at end of year2020-12-31$299,583
Participant contributions at beginning of year2020-12-31$375,677
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$266,557
Other income not declared elsewhere2020-12-31$53
Administrative expenses (other) incurred2020-12-31$9,696
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$3,627,751
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,335,376
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,707,625
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,280,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,840,374
Interest on participant loans2020-12-31$19,272
Interest earned on other investments2020-12-31$15,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,755,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,491,574
Net investment gain/loss from pooled separate accounts2020-12-31$4,697,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Contributions received in cash from employer2020-12-31$187,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,701,306
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2020-12-31341912961
2019 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,565,666
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,403,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,393,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,876,894
Value of total assets at end of year2019-12-31$23,707,625
Value of total assets at beginning of year2019-12-31$20,545,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,118
Total interest from all sources2019-12-31$38,055
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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$1,130,428
Participant contributions at end of year2019-12-31$375,677
Participant contributions at beginning of year2019-12-31$467,194
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$521,466
Other income not declared elsewhere2019-12-31$98
Administrative expenses (other) incurred2019-12-31$10,118
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$3,162,142
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,707,625
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,545,483
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,840,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,307,348
Interest on participant loans2019-12-31$23,311
Interest earned on other investments2019-12-31$14,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,491,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,770,941
Net investment gain/loss from pooled separate accounts2019-12-31$4,650,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$225,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,393,406
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 name2019-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2019-12-31341912961
2018 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-227,113
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$742,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$732,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,233,654
Value of total assets at end of year2018-12-31$20,545,483
Value of total assets at beginning of year2018-12-31$21,515,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,883
Total interest from all sources2018-12-31$31,822
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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$1,001,340
Participant contributions at end of year2018-12-31$467,194
Participant contributions at beginning of year2018-12-31$328,275
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,653
Administrative expenses (other) incurred2018-12-31$9,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-969,564
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,545,483
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,515,047
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,307,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,776,047
Interest on participant loans2018-12-31$16,435
Interest earned on other investments2018-12-31$15,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,770,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,410,725
Net investment gain/loss from pooled separate accounts2018-12-31$-1,492,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$193,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$732,568
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 name2018-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2018-12-31341912961
2017 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,922,858
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,662,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,653,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,032,601
Value of total assets at end of year2017-12-31$21,515,047
Value of total assets at beginning of year2017-12-31$19,254,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,452
Total interest from all sources2017-12-31$32,346
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$831,384
Participant contributions at end of year2017-12-31$328,275
Participant contributions at beginning of year2017-12-31$384,249
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,946
Administrative expenses (other) incurred2017-12-31$8,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,260,654
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,515,047
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,254,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,776,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,310,458
Interest on participant loans2017-12-31$17,609
Interest earned on other investments2017-12-31$14,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,410,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,559,686
Net investment gain/loss from pooled separate accounts2017-12-31$2,857,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$150,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,653,752
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2017-12-31341912961
2016 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,501,678
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,217,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,205,835
Value of total corrective distributions2016-12-31$3,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,185,685
Value of total assets at end of year2016-12-31$19,254,393
Value of total assets at beginning of year2016-12-31$17,970,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,507
Total interest from all sources2016-12-31$28,673
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$753,744
Participant contributions at end of year2016-12-31$384,249
Participant contributions at beginning of year2016-12-31$136,339
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$333,488
Administrative expenses (other) incurred2016-12-31$8,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,284,040
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,254,393
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,970,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,310,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,244,826
Interest on participant loans2016-12-31$11,847
Interest earned on other investments2016-12-31$16,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,559,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,589,188
Net investment gain/loss from pooled separate accounts2016-12-31$1,287,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$98,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,205,835
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2016-12-31341912961
2015 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$518,331
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,151,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,138,150
Value of total corrective distributions2015-12-31$2,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$866,392
Value of total assets at end of year2015-12-31$17,970,353
Value of total assets at beginning of year2015-12-31$19,603,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,875
Total interest from all sources2015-12-31$27,887
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$749,755
Participant contributions at end of year2015-12-31$136,339
Participant contributions at beginning of year2015-12-31$211,269
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,998
Other income not declared elsewhere2015-12-31$10
Administrative expenses (other) incurred2015-12-31$10,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,632,837
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,970,353
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,603,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,244,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,770,864
Interest on participant loans2015-12-31$9,457
Interest earned on other investments2015-12-31$18,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,589,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,621,057
Net investment gain/loss from pooled separate accounts2015-12-31$-375,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$99,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,138,150
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2015-12-31341912961
2014 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,583,984
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,477,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,467,428
Expenses. Certain deemed distributions of participant loans2014-12-31$20
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,166,424
Value of total assets at end of year2014-12-31$19,603,190
Value of total assets at beginning of year2014-12-31$18,496,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,814
Total interest from all sources2014-12-31$38,192
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$834,326
Participant contributions at end of year2014-12-31$211,269
Participant contributions at beginning of year2014-12-31$310,713
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$162,393
Other income not declared elsewhere2014-12-31$113
Administrative expenses (other) incurred2014-12-31$9,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,106,722
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,603,190
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,496,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,770,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,763,638
Interest on participant loans2014-12-31$14,699
Interest earned on other investments2014-12-31$23,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,621,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,422,117
Net investment gain/loss from pooled separate accounts2014-12-31$1,379,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$169,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,467,428
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2014-12-31341912961
2013 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,423,812
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,935,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,754,195
Value of total corrective distributions2013-12-31$173,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,236,709
Value of total assets at end of year2013-12-31$18,496,468
Value of total assets at beginning of year2013-12-31$16,008,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,474
Total interest from all sources2013-12-31$49,532
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$904,152
Participant contributions at end of year2013-12-31$310,713
Participant contributions at beginning of year2013-12-31$332,032
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$170,065
Other income not declared elsewhere2013-12-31$1,226
Administrative expenses (other) incurred2013-12-31$8,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,487,867
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,496,468
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,008,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,763,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,923,238
Interest on participant loans2013-12-31$16,937
Interest earned on other investments2013-12-31$32,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,422,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,753,331
Net investment gain/loss from pooled separate accounts2013-12-31$3,136,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$162,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,754,195
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2013-12-31341912961
2012 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,024,614
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,400,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,393,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,166,641
Value of total assets at end of year2012-12-31$16,008,601
Value of total assets at beginning of year2012-12-31$14,384,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,758
Total interest from all sources2012-12-31$64,125
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$907,500
Participant contributions at end of year2012-12-31$332,032
Participant contributions at beginning of year2012-12-31$359,657
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$10,833
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$67,792
Administrative expenses (other) incurred2012-12-31$6,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,624,326
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,008,601
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,384,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,923,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,091,204
Interest on participant loans2012-12-31$20,537
Interest earned on other investments2012-12-31$43,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,753,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,920,733
Net investment gain/loss from pooled separate accounts2012-12-31$1,793,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$191,349
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,393,530
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2012-12-31341912961
2011 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$789,087
Total of all expenses incurred2011-12-31$663,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$621,014
Expenses. Certain deemed distributions of participant loans2011-12-31$3,419
Value of total corrective distributions2011-12-31$34,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$974,659
Value of total assets at end of year2011-12-31$14,384,275
Value of total assets at beginning of year2011-12-31$14,258,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,494
Total interest from all sources2011-12-31$58,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$916,482
Participant contributions at end of year2011-12-31$359,657
Participant contributions at beginning of year2011-12-31$154,602
Participant contributions at end of year2011-12-31$10,833
Participant contributions at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$125,396
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,384,275
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,258,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$4,494
Value of interest in pooled separate accounts at end of year2011-12-31$12,091,204
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,506,667
Interest on participant loans2011-12-31$8,626
Interest earned on other investments2011-12-31$49,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,920,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,597,610
Net investment gain/loss from pooled separate accounts2011-12-31$-243,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$58,177
Employer contributions (assets) at end of year2011-12-31$1,848
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$621,014
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHEN & COMPANY, LTD
Accountancy firm EIN2011-12-31341912961
2010 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,829,793
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,301,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,299,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,197,291
Value of total assets at end of year2010-12-31$14,258,879
Value of total assets at beginning of year2010-12-31$12,730,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,202
Total interest from all sources2010-12-31$58,396
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$896,954
Participant contributions at end of year2010-12-31$154,602
Participant contributions at beginning of year2010-12-31$110,745
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$110,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,528,552
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,258,879
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,730,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,202
Value of interest in pooled separate accounts at end of year2010-12-31$12,401,717
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,962,909
Interest on participant loans2010-12-31$8,588
Interest earned on other investments2010-12-31$49,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$104,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$125,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$125,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,597,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,531,205
Net investment gain/loss from pooled separate accounts2010-12-31$1,574,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$189,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,299,039
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN

2022: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEVENS PAINTON CORPORATION & SUBS. EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9811
Policy instance 1
Insurance contract or identification numberZH9811
Number of Individuals Covered192
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $49,572
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,572
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9811
Policy instance 1
Insurance contract or identification numberZH9811
Number of Individuals Covered225
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $61,349
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,349
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9811
Policy instance 1
Insurance contract or identification numberZH9811
Number of Individuals Covered230
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $50,991
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,991
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9811
Policy instance 1
Insurance contract or identification numberZH9811
Number of Individuals Covered219
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $48,733
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,733
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9811
Policy instance 1
Insurance contract or identification numberZH9811
Number of Individuals Covered201
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $48,350
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,350
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9811
Policy instance 1
Insurance contract or identification numberZH9811
Number of Individuals Covered175
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $45,677
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,677
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS CORPORAT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9811
Policy instance 1
Insurance contract or identification numberZH9811
Number of Individuals Covered187
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $47,060
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,060
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS CORPORAT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9811
Policy instance 1
Insurance contract or identification numberZH9811
Number of Individuals Covered187
Insurance policy start date2014-06-10
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,032
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,032
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS CORP
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9379
Policy instance 2
Insurance contract or identification numberZH9379
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-09
Total amount of commissions paid to insurance brokerUSD $22,809
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,809
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS CORP
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9379
Policy instance 1
Insurance contract or identification numberZH9379
Number of Individuals Covered197
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $41,654
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,654
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS CORPORAT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9379
Policy instance 1
Insurance contract or identification numberZH9379
Number of Individuals Covered171
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $37,775
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,775
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS CORP.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9379
Policy instance 1
Insurance contract or identification numberZH9379
Number of Individuals Covered172
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $36,063
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9379
Policy instance 1
Insurance contract or identification numberZH9379
Number of Individuals Covered140
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $32,058
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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