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| Plan Name | LEO G. STEIN & CO. EMPLOYEES PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LEO G. STEIN & CO. |
| Employer identification number (EIN): | 361822370 |
| NAIC Classification: | 423990 |
| NAIC Description: | Other Miscellaneous Durable Goods Merchant Wholesalers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | JOHN BERTAGNA | 2023-09-21 | ||
| 001 | 2021-01-01 | JOHN BERTAGNA | 2022-04-28 | JOHN BERTAGNA | 2022-04-28 |
| 001 | 2020-01-01 | JOHN BERTAGNA | 2021-01-26 | JOHN BERTAGNA | 2021-01-26 |
| 001 | 2019-01-01 | JOHN BERTAGNA | 2020-02-06 | JOHN BERTAGNA | 2020-02-06 |
| 001 | 2018-01-01 | JOHN BERTAGNA | 2019-07-23 | JOHN BERTAGNA | 2019-07-23 |
| 001 | 2017-01-01 | JOHN BERTAGNA | 2018-04-18 | JOHN BERTAGNA | 2018-04-18 |
| 001 | 2016-01-01 | JOHN BERTAGNA | 2017-02-13 | JOHN BERTAGNA | 2017-02-13 |
| 001 | 2015-01-01 | JOHN BERTAGNA | 2016-09-23 | ||
| 001 | 2014-01-01 | JOHN BERTAGNA | 2015-01-29 | JOHN BERTAGNA | 2015-01-29 |
| 001 | 2013-01-01 | JOHN BERTAGNA | 2014-02-06 | JOHN BERTAGNA | 2014-02-06 |
| 001 | 2012-01-01 | JOHN BERTAGNA | 2013-02-01 | ||
| 001 | 2011-01-01 | JOHN BERTAGNA | 2012-08-13 | ||
| 001 | 2009-01-01 | JOHN BERTAGNA |
| Measure | Date | Value |
|---|---|---|
| 2009: LEO G. STEIN & CO. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : LEO G. STEIN & CO. EMPLOYEES PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $88,966 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,138 |
| Total plan assets at end of year | 2010-12-31 | $422,215 |
| Total plan assets at beginning of year | 2010-12-31 | $336,387 |
| Value of fidelity bond covering the plan | 2010-12-31 | $175,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,138 |
| Other income received | 2010-12-31 | $42,663 |
| Net income (gross income less expenses) | 2010-12-31 | $85,828 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $422,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $336,387 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $46,303 |
| 2009 : LEO G. STEIN & CO. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: LEO G. STEIN & CO. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 ) | |||||||||||||
| Policy contract number | LBLA112376 | ||||||||||||
| Policy instance | 1 | ||||||||||||
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