401k Plan data: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN plan

STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN
Plan identification number	002

STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEWART TALENT MANAGEMENT CORP. has sponsored the creation of one or more 401k plans.

Company Name: STEWART TALENT MANAGEMENT CORP.

Employer identification number (EIN): 363055915

NAIC Classification: 711410
NAIC Description: Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 JANE STEWART LAIDLAW
002 2023-01-01
002 2023-01-01 JANE STEWART LAIDLAW
002 2022-01-01
002 2022-01-01 JANE STEWART LAIDLAW
002 2021-01-01
002 2021-01-01 JANE STEWART LAIDLAW
002 2020-01-01
002 2019-01-01
002 2018-01-01 JANE M STEWART LAIDLAW JANE M STEWART LAIDLAW 2019-05-16
002 2017-01-01 JANE STEWART LAIDLAW JANE STEWART LAIDLAW 2018-05-08
002 2016-01-01 JANE M STEWART LAIDLAW JANE M STEWART LAIDLAW 2017-06-07
002 2015-01-01 JANE M STEWART LAIDLAW JANE M STEWART LAIDLAW 2016-05-19
002 2014-01-01 JANE M. STEWART LAIDLAW JANE M. STEWART LAIDLAW 2015-03-26
002 2013-01-01 JANE STEWART LAIDLAW JANE STEWART LAIDLAW 2014-07-11
002 2012-01-01 JANE STEWART LAIDLAW 2013-06-26
002 2011-01-01 JANE STEWART LAIDLAW 2012-09-11 JANE STEWART LAIDLAW 2012-09-11
002 2010-01-01 JANE STEWART LAIDLAW 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	JANE STEWART LAIDLAW
002	2023-01-01
002	2023-01-01	JANE STEWART LAIDLAW
002	2022-01-01
002	2022-01-01	JANE STEWART LAIDLAW
002	2021-01-01
002	2021-01-01	JANE STEWART LAIDLAW
002	2020-01-01
002	2019-01-01
002	2018-01-01	JANE M STEWART LAIDLAW		JANE M STEWART LAIDLAW	2019-05-16
002	2017-01-01	JANE STEWART LAIDLAW		JANE STEWART LAIDLAW	2018-05-08
002	2016-01-01	JANE M STEWART LAIDLAW		JANE M STEWART LAIDLAW	2017-06-07
002	2015-01-01	JANE M STEWART LAIDLAW		JANE M STEWART LAIDLAW	2016-05-19
002	2014-01-01	JANE M. STEWART LAIDLAW		JANE M. STEWART LAIDLAW	2015-03-26
002	2013-01-01	JANE STEWART LAIDLAW		JANE STEWART LAIDLAW	2014-07-11
002	2012-01-01	JANE STEWART LAIDLAW	2013-06-26
002	2011-01-01	JANE STEWART LAIDLAW	2012-09-11	JANE STEWART LAIDLAW	2012-09-11
002	2010-01-01	JANE STEWART LAIDLAW	2011-07-19

Financial Data on STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$862,517
Expenses. Total of all expenses incurred	2023-12-31	$125,026
Benefits paid (including direct rollovers)	2023-12-31	$124,606
Total plan assets at end of year	2023-12-31	$3,906,028
Total plan assets at beginning of year	2023-12-31	$3,168,537
Value of fidelity bond covering the plan	2023-12-31	$400,000
Total contributions received or receivable from participants	2023-12-31	$213,475
Contributions received from other sources (not participants or employers)	2023-12-31	$129,414
Other income received	2023-12-31	$519,628
Net income (gross income less expenses)	2023-12-31	$737,491
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,906,028
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,168,537
Assets. Value of participant loans	2023-12-31	$62,397
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$420
2022 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-277,362
Expenses. Total of all expenses incurred	2022-12-31	$151,546
Benefits paid (including direct rollovers)	2022-12-31	$151,136
Total plan assets at end of year	2022-12-31	$3,168,537
Total plan assets at beginning of year	2022-12-31	$3,597,445
Value of fidelity bond covering the plan	2022-12-31	$400,000
Total contributions received or receivable from participants	2022-12-31	$188,176
Other income received	2022-12-31	$-473,558
Net income (gross income less expenses)	2022-12-31	$-428,908
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,168,537
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,597,445
Assets. Value of participant loans	2022-12-31	$28,654
Total contributions received or receivable from employer(s)	2022-12-31	$8,020
Value of certain deemed distributions of participant loans	2022-12-31	$410
2021 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$638,849
Expenses. Total of all expenses incurred	2021-12-31	$131,860
Benefits paid (including direct rollovers)	2021-12-31	$130,990
Total plan assets at end of year	2021-12-31	$3,597,445
Total plan assets at beginning of year	2021-12-31	$3,090,456
Value of fidelity bond covering the plan	2021-12-31	$400,000
Total contributions received or receivable from participants	2021-12-31	$171,039
Other income received	2021-12-31	$467,810
Net income (gross income less expenses)	2021-12-31	$506,989
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,597,445
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,090,456
Assets. Value of participant loans	2021-12-31	$7,842
Value of certain deemed distributions of participant loans	2021-12-31	$870
2020 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$515,068
Expenses. Total of all expenses incurred	2020-12-31	$230,500
Benefits paid (including direct rollovers)	2020-12-31	$230,500
Total plan assets at end of year	2020-12-31	$3,090,456
Total plan assets at beginning of year	2020-12-31	$2,805,888
Value of fidelity bond covering the plan	2020-12-31	$400,000
Contributions received from other sources (not participants or employers)	2020-12-31	$45,030
Other income received	2020-12-31	$330,626
Net income (gross income less expenses)	2020-12-31	$284,568
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,090,456
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,805,888
Assets. Value of participant loans	2020-12-31	$7,456
Total contributions received or receivable from employer(s)	2020-12-31	$139,412
2019 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$615,050
Expenses. Total of all expenses incurred	2019-12-31	$505,935
Benefits paid (including direct rollovers)	2019-12-31	$505,935
Total plan assets at end of year	2019-12-31	$2,805,888
Total plan assets at beginning of year	2019-12-31	$2,696,773
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$135,808
Contributions received from other sources (not participants or employers)	2019-12-31	$25,317
Other income received	2019-12-31	$453,925
Net income (gross income less expenses)	2019-12-31	$109,115
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,805,888
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,696,773
Assets. Value of participant loans	2019-12-31	$13,346
Total contributions received or receivable from employer(s)	2019-12-31	$0
2018 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$30,852
Expenses. Total of all expenses incurred	2018-12-31	$1,174,525
Benefits paid (including direct rollovers)	2018-12-31	$1,173,975
Total plan assets at end of year	2018-12-31	$2,696,773
Total plan assets at beginning of year	2018-12-31	$3,840,446
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$145,391
Other income received	2018-12-31	$-114,539
Net income (gross income less expenses)	2018-12-31	$-1,143,673
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,696,773
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,840,446
Assets. Value of participant loans	2018-12-31	$29,390
Value of certain deemed distributions of participant loans	2018-12-31	$550
2017 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$753,713
Expenses. Total of all expenses incurred	2017-12-31	$308,253
Benefits paid (including direct rollovers)	2017-12-31	$307,963
Total plan assets at end of year	2017-12-31	$3,840,446
Total plan assets at beginning of year	2017-12-31	$3,394,986
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$196,493
Contributions received from other sources (not participants or employers)	2017-12-31	$22,738
Other income received	2017-12-31	$534,482
Net income (gross income less expenses)	2017-12-31	$445,460
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,840,446
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,394,986
Assets. Value of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$290
2016 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$406,433
Expenses. Total of all expenses incurred	2016-12-31	$10,083
Benefits paid (including direct rollovers)	2016-12-31	$10,083
Total plan assets at end of year	2016-12-31	$3,394,986
Total plan assets at beginning of year	2016-12-31	$2,998,636
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$197,581
Other income received	2016-12-31	$208,852
Net income (gross income less expenses)	2016-12-31	$396,350
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,394,986
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,998,636
Assets. Value of participant loans	2016-12-31	$0
2015 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$158,580
Expenses. Total of all expenses incurred	2015-12-31	$80,086
Benefits paid (including direct rollovers)	2015-12-31	$80,086
Total plan assets at end of year	2015-12-31	$2,998,636
Total plan assets at beginning of year	2015-12-31	$2,920,142
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$178,152
Other income received	2015-12-31	$-19,572
Net income (gross income less expenses)	2015-12-31	$78,494
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,998,636
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,920,142
Assets. Value of participant loans	2015-12-31	$61,023
2014 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$364,112
Expenses. Total of all expenses incurred	2014-12-31	$371,679
Benefits paid (including direct rollovers)	2014-12-31	$370,900
Total plan assets at end of year	2014-12-31	$2,920,142
Total plan assets at beginning of year	2014-12-31	$2,927,709
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$159,397
Expenses. Other expenses not covered elsewhere	2014-12-31	$779
Other income received	2014-12-31	$198,057
Noncash contributions received	2014-12-31	$6,658
Net income (gross income less expenses)	2014-12-31	$-7,567
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,920,142
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,927,709
Assets. Value of participant loans	2014-12-31	$21,882
2013 : STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$527,894
Expenses. Total of all expenses incurred	2013-12-31	$121
Total plan assets at end of year	2013-12-31	$2,927,709
Total plan assets at beginning of year	2013-12-31	$2,399,936
Total contributions received or receivable from participants	2013-12-31	$170,859
Expenses. Other expenses not covered elsewhere	2013-12-31	$121
Other income received	2013-12-31	$357,035
Net income (gross income less expenses)	2013-12-31	$527,773
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,927,709
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,399,936
Assets. Value of participant loans	2013-12-31	$18,199

Form 5500 Responses for STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN

2023: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEWART TALENT & FACTOR 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	872764
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	872764
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	872764
Policy instance	1

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Company Name:	STEWART TALENT MANAGEMENT CORP.
Employer identification number (EIN):	363055915
NAIC Classification:	711410
NAIC Description:	Agents and Managers for Artists, Athletes, Entertainers, and Other Public Figures