?>
Logo

SHARON TELEPHONE COMPANY RETIREMENT PLAN 401k Plan overview

Plan NameSHARON TELEPHONE COMPANY RETIREMENT PLAN
Plan identification number 001

SHARON TELEPHONE COMPANY RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SHARON TELEPHONE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SHARON TELEPHONE COMPANY
Employer identification number (EIN):420518820
NAIC Classification:517000

Additional information about SHARON TELEPHONE COMPANY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1920-10-14
Company Identification Number: 037022
Legal Registered Office Address: 100 E. MAIN STREET

HILLS
United States of America (USA)
52235

More information about SHARON TELEPHONE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARON TELEPHONE COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SCOTT HAVEL2023-10-05
0012021-01-01SCOTT HAVEL2022-09-16
0012020-01-01SCOTT HAVEL2021-06-16 SCOTT HAVEL2021-06-16
0012020-01-01SCOTT HAVEL2022-07-19
0012019-01-01ROBERT J SCHNEIDER JR2020-08-31
0012018-01-01ROBERT J SCHNEIDER JR2019-07-05 ROBERT J SCHNEIDER JR2019-07-05
0012017-01-01ROBERT SCHNEIDER2018-10-03
0012016-01-01ROBERT SCHNEIDER2017-09-28 ROBERT SCHNEIDER2017-09-28
0012015-01-01ROBERT SCHNEIDER ROBERT SCHNEIDER2016-09-30
0012014-01-01ROBERT SCHNEIDER ROBERT SCHNEIDER2015-09-09
0012013-01-01DANIEL PIEPER DANIEL PIEPER2014-10-08
0012012-01-01BOB SCHNEIDER BOB SCHNEIDER2015-04-15
0012011-01-01BOB SCHNEIDER BOB SCHNEIDER2015-04-15
0012010-01-01MICHAEL YODER2011-06-30
0012009-01-01MIKE YODER

Plan Statistics for SHARON TELEPHONE COMPANY RETIREMENT PLAN

401k plan membership statisitcs for SHARON TELEPHONE COMPANY RETIREMENT PLAN

Measure Date Value
2015: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SHARON TELEPHONE COMPANY RETIREMENT PLAN

Measure Date Value
2015 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$7,021
Expenses. Total of all expenses incurred2015-12-31$332,539
Benefits paid (including direct rollovers)2015-12-31$323,904
Total plan assets at end of year2015-12-31$468,837
Total plan assets at beginning of year2015-12-31$794,355
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$1,070
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$5,951
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-325,518
Net plan assets at end of year (total assets less liabilities)2015-12-31$468,837
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$794,355
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,635
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$86,176
Expenses. Total of all expenses incurred2014-12-31$9,821
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$794,355
Total plan assets at beginning of year2014-12-31$718,000
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$1,920
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$49,618
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$76,355
Net plan assets at end of year (total assets less liabilities)2014-12-31$794,355
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$718,000
Total contributions received or receivable from employer(s)2014-12-31$34,638
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,821
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$177,276
Expenses. Total of all expenses incurred2013-12-31$318,656
Benefits paid (including direct rollovers)2013-12-31$309,555
Total plan assets at end of year2013-12-31$718,000
Total plan assets at beginning of year2013-12-31$859,380
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$13,720
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$128,203
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-141,380
Net plan assets at end of year (total assets less liabilities)2013-12-31$718,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$859,380
Total contributions received or receivable from employer(s)2013-12-31$35,353
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$149,490
Expenses. Total of all expenses incurred2012-12-31$10,710
Benefits paid (including direct rollovers)2012-12-31$2,423
Total plan assets at end of year2012-12-31$992,517
Total plan assets at beginning of year2012-12-31$853,737
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$16,720
Expenses. Other expenses not covered elsewhere2012-12-31$821
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$94,385
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$138,780
Net plan assets at end of year (total assets less liabilities)2012-12-31$992,517
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$853,737
Total contributions received or receivable from employer(s)2012-12-31$38,385
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,466
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$151,146
Expenses. Total of all expenses incurred2011-12-31$26,007
Benefits paid (including direct rollovers)2011-12-31$24,134
Total plan assets at end of year2011-12-31$853,737
Total plan assets at beginning of year2011-12-31$728,598
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$15,600
Expenses. Other expenses not covered elsewhere2011-12-31$1,873
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$103,335
Net income (gross income less expenses)2011-12-31$125,139
Net plan assets at end of year (total assets less liabilities)2011-12-31$853,737
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$728,598
Total contributions received or receivable from employer(s)2011-12-31$32,211
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for SHARON TELEPHONE COMPANY RETIREMENT PLAN

2015: SHARON TELEPHONE COMPANY RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHARON TELEPHONE COMPANY RETIREMENT 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: SHARON TELEPHONE COMPANY RETIREMENT 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: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: SHARON TELEPHONE COMPANY RETIREMENT 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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13-604-334
Policy instance 1
Insurance contract or identification number13-604-334
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,873
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1873
Additional information about fees paid to insurance brokerINSURANCE PREMIUM
Insurance broker organization code?1
Insurance broker nameTR SHARON TELEPHONE CO

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3