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STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 001

STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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.
  • 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.

401k Sponsoring company profile

STEIN COUNSELING & CONSULTING SERVICES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:STEIN COUNSELING & CONSULTING SERVICES, LTD.
Employer identification number (EIN):392013544
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THEODORE STEIN2023-06-23
0012021-01-01THEODORE STEIN2022-06-05
0012020-01-01THEODORE STEIN2021-05-11
0012019-01-01THEODORE STEIN2020-10-14
0012019-01-01THEODORE STEIN2020-12-10
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01THEODORE STEIN
0012013-01-01THEODORE STEIN
0012012-01-01THEODORE STEIN
0012011-01-01THEODORE STEIN
0012009-01-01THEODORE STEIN

Plan Statistics for STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0130
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0137
Total number of active participants reported on line 7a of the Form 55002021-01-0119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0127
Number of participants with account balances2021-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0136
Total number of active participants reported on line 7a of the Form 55002020-01-0122
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0132
Number of participants with account balances2020-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0127
Total number of active participants reported on line 7a of the Form 55002019-01-0123
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0130
Number of participants with account balances2019-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-0117
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0121
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0118
Number of participants with account balances2017-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0121
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0121
Number of participants with account balances2015-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0129
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0134
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0131
Number of participants with account balances2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0130
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-75,185
Expenses. Total of all expenses incurred2022-12-31$54,680
Benefits paid (including direct rollovers)2022-12-31$51,030
Total plan assets at end of year2022-12-31$1,125,563
Total plan assets at beginning of year2022-12-31$1,255,428
Value of fidelity bond covering the plan2022-12-31$310,000
Total contributions received or receivable from participants2022-12-31$95,579
Other income received2022-12-31$-209,530
Net income (gross income less expenses)2022-12-31$-129,865
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,125,563
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,255,428
Assets. Value of participant loans2022-12-31$10,757
Assets. Value of assets in partnership/joint-venture interests2022-12-31$67,677
Total contributions received or receivable from employer(s)2022-12-31$38,766
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,650
2021 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$258,280
Expenses. Total of all expenses incurred2021-12-31$63,788
Benefits paid (including direct rollovers)2021-12-31$60,039
Total plan assets at end of year2021-12-31$1,255,428
Total plan assets at beginning of year2021-12-31$1,060,936
Value of fidelity bond covering the plan2021-12-31$310,000
Total contributions received or receivable from participants2021-12-31$91,728
Other income received2021-12-31$132,176
Net income (gross income less expenses)2021-12-31$194,492
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,255,428
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,060,936
Assets. Value of participant loans2021-12-31$4,148
Assets. Value of assets in partnership/joint-venture interests2021-12-31$67,360
Total contributions received or receivable from employer(s)2021-12-31$34,376
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$195,751
Expenses. Total of all expenses incurred2020-12-31$55,872
Benefits paid (including direct rollovers)2020-12-31$52,569
Total plan assets at end of year2020-12-31$1,060,936
Total plan assets at beginning of year2020-12-31$921,057
Value of fidelity bond covering the plan2020-12-31$310,000
Total contributions received or receivable from participants2020-12-31$92,321
Other income received2020-12-31$64,929
Net income (gross income less expenses)2020-12-31$139,879
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,060,936
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$921,057
Assets. Value of participant loans2020-12-31$12,880
Assets. Value of assets in partnership/joint-venture interests2020-12-31$69,074
Total contributions received or receivable from employer(s)2020-12-31$38,501
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,303
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$209,398
Expenses. Total of all expenses incurred2019-12-31$63,090
Benefits paid (including direct rollovers)2019-12-31$60,099
Total plan assets at end of year2019-12-31$913,997
Total plan assets at beginning of year2019-12-31$767,689
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$84,782
Other income received2019-12-31$91,121
Net income (gross income less expenses)2019-12-31$146,308
Net plan assets at end of year (total assets less liabilities)2019-12-31$913,997
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$767,689
Assets. Value of participant loans2019-12-31$21,573
Assets. Value of assets in partnership/joint-venture interests2019-12-31$114,274
Total contributions received or receivable from employer(s)2019-12-31$33,495
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,991
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,307
Expenses. Total of all expenses incurred2018-12-31$16,303
Benefits paid (including direct rollovers)2018-12-31$13,575
Total plan assets at end of year2018-12-31$767,689
Total plan assets at beginning of year2018-12-31$787,299
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$72,753
Other income received2018-12-31$-102,740
Net income (gross income less expenses)2018-12-31$-19,610
Net plan assets at end of year (total assets less liabilities)2018-12-31$767,689
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$787,299
Assets. Value of participant loans2018-12-31$25,475
Assets. Value of assets in partnership/joint-venture interests2018-12-31$130,504
Total contributions received or receivable from employer(s)2018-12-31$26,680
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,728
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$153,738
Expenses. Total of all expenses incurred2017-12-31$5,670
Benefits paid (including direct rollovers)2017-12-31$3,131
Total plan assets at end of year2017-12-31$787,299
Total plan assets at beginning of year2017-12-31$639,231
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$53,945
Contributions received from other sources (not participants or employers)2017-12-31$7,945
Other income received2017-12-31$71,364
Net income (gross income less expenses)2017-12-31$148,068
Net plan assets at end of year (total assets less liabilities)2017-12-31$787,299
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$639,231
Assets. Value of participant loans2017-12-31$35,486
Assets. Value of assets in partnership/joint-venture interests2017-12-31$165,385
Total contributions received or receivable from employer(s)2017-12-31$20,484
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,539
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$82,597
Expenses. Total of all expenses incurred2016-12-31$17,681
Benefits paid (including direct rollovers)2016-12-31$15,579
Total plan assets at end of year2016-12-31$639,231
Total plan assets at beginning of year2016-12-31$574,315
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$50,549
Other income received2016-12-31$16,119
Net income (gross income less expenses)2016-12-31$64,916
Net plan assets at end of year (total assets less liabilities)2016-12-31$639,231
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$574,315
Assets. Value of participant loans2016-12-31$9,056
Assets. Value of assets in partnership/joint-venture interests2016-12-31$159,880
Total contributions received or receivable from employer(s)2016-12-31$15,929
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$42,993
Expenses. Total of all expenses incurred2015-12-31$153,129
Benefits paid (including direct rollovers)2015-12-31$142,950
Total plan assets at end of year2015-12-31$574,315
Total plan assets at beginning of year2015-12-31$684,451
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$39,385
Other income received2015-12-31$-13,731
Net income (gross income less expenses)2015-12-31$-110,136
Net plan assets at end of year (total assets less liabilities)2015-12-31$574,315
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$684,451
Assets. Value of participant loans2015-12-31$17,124
Assets. Value of assets in partnership/joint-venture interests2015-12-31$152,083
Total contributions received or receivable from employer(s)2015-12-31$17,339
Value of certain deemed distributions of participant loans2015-12-31$8,104
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,075
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$67,580
Expenses. Total of all expenses incurred2014-12-31$67,098
Benefits paid (including direct rollovers)2014-12-31$64,562
Total plan assets at end of year2014-12-31$684,451
Total plan assets at beginning of year2014-12-31$683,969
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$43,895
Other income received2014-12-31$9,590
Net income (gross income less expenses)2014-12-31$482
Net plan assets at end of year (total assets less liabilities)2014-12-31$684,451
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$683,969
Assets. Value of participant loans2014-12-31$38,758
Assets. Value of assets in partnership/joint-venture interests2014-12-31$145,894
Total contributions received or receivable from employer(s)2014-12-31$14,095
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$99,254
Expenses. Total of all expenses incurred2013-12-31$4,294
Benefits paid (including direct rollovers)2013-12-31$1,974
Total plan assets at end of year2013-12-31$683,969
Total plan assets at beginning of year2013-12-31$589,009
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$45,300
Contributions received from other sources (not participants or employers)2013-12-31$451
Other income received2013-12-31$39,299
Net income (gross income less expenses)2013-12-31$94,960
Net plan assets at end of year (total assets less liabilities)2013-12-31$683,969
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$589,009
Assets. Value of participant loans2013-12-31$51,575
Assets. Value of assets in partnership/joint-venture interests2013-12-31$142,792
Total contributions received or receivable from employer(s)2013-12-31$14,204
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$95,326
Expenses. Total of all expenses incurred2012-12-31$9,229
Benefits paid (including direct rollovers)2012-12-31$5,754
Total plan assets at end of year2012-12-31$589,009
Total plan assets at beginning of year2012-12-31$502,912
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$43,610
Contributions received from other sources (not participants or employers)2012-12-31$5,408
Other income received2012-12-31$29,940
Net income (gross income less expenses)2012-12-31$86,097
Net plan assets at end of year (total assets less liabilities)2012-12-31$589,009
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$502,912
Assets. Value of participant loans2012-12-31$43,167
Assets. Value of assets in partnership/joint-venture interests2012-12-31$139,843
Total contributions received or receivable from employer(s)2012-12-31$16,368
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$21,396
Expenses. Total of all expenses incurred2011-12-31$8,457
Benefits paid (including direct rollovers)2011-12-31$2,531
Total plan assets at end of year2011-12-31$502,912
Total plan assets at beginning of year2011-12-31$489,973
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$36,725
Other income received2011-12-31$-27,126
Net income (gross income less expenses)2011-12-31$12,939
Net plan assets at end of year (total assets less liabilities)2011-12-31$502,912
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$489,973
Assets. Value of participant loans2011-12-31$61,359
Assets. Value of assets in partnership/joint-venture interests2011-12-31$137,961
Total contributions received or receivable from employer(s)2011-12-31$11,797
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$87,073
Expenses. Total of all expenses incurred2010-12-31$10,073
Benefits paid (including direct rollovers)2010-12-31$4,835
Total plan assets at end of year2010-12-31$489,973
Total plan assets at beginning of year2010-12-31$412,973
Value of fidelity bond covering the plan2010-12-31$175,000
Total contributions received or receivable from participants2010-12-31$48,404
Other income received2010-12-31$24,983
Net income (gross income less expenses)2010-12-31$77,000
Net plan assets at end of year (total assets less liabilities)2010-12-31$489,973
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$412,973
Assets. Value of participant loans2010-12-31$33,654
Assets. Value of assets in partnership/joint-venture interests2010-12-31$127,588
Total contributions received or receivable from employer(s)2010-12-31$13,686
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,238
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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 STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN

2022: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEIN COUNSELING & CONSULTING SERVICES, LTD. 401(K) PROFIT SHARING 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38976
Policy instance 1
Insurance contract or identification number38976
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,069
Total amount of fees paid to insurance companyUSD $549
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 $7,069
Insurance broker organization code?3
Amount paid for insurance broker fees549
Additional information about fees paid to insurance brokerTPA FORUM
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38976
Policy instance 1
Insurance contract or identification number38976
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,030
Total amount of fees paid to insurance companyUSD $548
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 $7,030
Insurance broker organization code?3
Amount paid for insurance broker fees548
Additional information about fees paid to insurance brokerTPA FORUM
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38976
Policy instance 1
Insurance contract or identification number38976
Number of Individuals Covered30
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,169
Total amount of fees paid to insurance companyUSD $459
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 $5,169
Insurance broker organization code?3
Amount paid for insurance broker fees459
Additional information about fees paid to insurance brokerTPA FORUM
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38976
Policy instance 1
Insurance contract or identification number38976
Number of Individuals Covered28
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,444
Total amount of fees paid to insurance companyUSD $356
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 $4,444
Insurance broker organization code?3
Amount paid for insurance broker fees356
Additional information about fees paid to insurance brokerTPA FORUM
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38976
Policy instance 1
Insurance contract or identification number38976
Number of Individuals Covered19
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,896
Total amount of fees paid to insurance companyUSD $317
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 $3,896
Insurance broker organization code?3
Amount paid for insurance broker fees317
Additional information about fees paid to insurance brokerTPA FORUM
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38976
Policy instance 1
Insurance contract or identification number38976
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,212
Total amount of fees paid to insurance companyUSD $265
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 $3,212
Insurance broker organization code?3
Amount paid for insurance broker fees265
Additional information about fees paid to insurance brokerTPA FORUM
Insurance broker nameRETIREMENT STRATEGEIS LLC

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