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E.M. STIVERS INC 401K PLAN 401k Plan overview

Plan NameE.M. STIVERS INC 401K PLAN
Plan identification number 001

E.M. STIVERS INC 401K PLAN Benefits

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

E.M. STIVERS INC has sponsored the creation of one or more 401k plans.

Company Name:E.M. STIVERS INC
Employer identification number (EIN):431821096
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E.M. STIVERS INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANGELA JOST
0012016-01-01ANGELA JOST
0012015-01-01ANGELA JOST
0012014-01-01ANGELA S JOST
0012013-01-01ANGELA JOST
0012012-01-01ANGELA JOST ANGELA JOST2013-10-14
0012011-01-01ANGELA S JOST
0012009-01-01ANGELA JOST

Plan Statistics for E.M. STIVERS INC 401K PLAN

401k plan membership statisitcs for E.M. STIVERS INC 401K PLAN

Measure Date Value
2022: E.M. STIVERS INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01484
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: E.M. STIVERS INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01409
Total number of active participants reported on line 7a of the Form 55002021-01-01395
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01465
Number of participants with account balances2021-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: E.M. STIVERS INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01378
Total number of active participants reported on line 7a of the Form 55002020-01-01317
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0188
Total of all active and inactive participants2020-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01406
Number of participants with account balances2020-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0155
2019: E.M. STIVERS INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01367
Total number of active participants reported on line 7a of the Form 55002019-01-01335
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01375
Number of participants with account balances2019-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: E.M. STIVERS INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01280
Total number of active participants reported on line 7a of the Form 55002018-01-01304
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01360
Number of participants with account balances2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: E.M. STIVERS INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01264
Total number of active participants reported on line 7a of the Form 55002017-01-01217
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01248
Number of participants with account balances2017-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: E.M. STIVERS INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01267
Total number of active participants reported on line 7a of the Form 55002016-01-01248
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01274
Number of participants with account balances2016-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: E.M. STIVERS INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01243
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01236
Number of participants with account balances2015-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: E.M. STIVERS INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01228
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01235
Number of participants with account balances2014-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: E.M. STIVERS INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01216
Number of participants with account balances2013-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: E.M. STIVERS INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01189
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01222
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: E.M. STIVERS INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01229
Total number of active participants reported on line 7a of the Form 55002011-01-01178
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01211
Number of participants with account balances2011-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: E.M. STIVERS INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01170
Total number of active participants reported on line 7a of the Form 55002009-01-01170
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01179
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on E.M. STIVERS INC 401K PLAN

Measure Date Value
2022 : E.M. STIVERS INC 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-02-28$0
Total transfer of assets to this plan2022-02-28$0
Total transfer of assets from this plan2022-02-28$9,136,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total income from all sources (including contributions)2022-02-28$-97,345
Total loss/gain on sale of assets2022-02-28$0
Total of all expenses incurred2022-02-28$399,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$373,381
Expenses. Certain deemed distributions of participant loans2022-02-28$161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$228,707
Value of total assets at end of year2022-02-28$0
Value of total assets at beginning of year2022-02-28$9,632,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$25,607
Total interest from all sources2022-02-28$1,523
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$1,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-02-28$0
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$1,615
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$500,000
If this is an individual account plan, was there a blackout period2022-02-28No
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$228,707
Participant contributions at beginning of year2022-02-28$229,253
Other income not declared elsewhere2022-02-28$8,229
Administrative expenses (other) incurred2022-02-28$25,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$-496,494
Value of net assets at end of year (total assets less liabilities)2022-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$9,632,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$8,941,977
Interest on participant loans2022-02-28$1,523
Value of interest in common/collective trusts at beginning of year2022-02-28$461,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$-338,178
Net investment gain or loss from common/collective trusts2022-02-28$759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28No
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$373,381
Did the plan have assets held for investment2022-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28Yes
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28SIKICH LLP
Accountancy firm EIN2022-02-28363168081
2021 : E.M. STIVERS INC 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,467,321
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$711,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$608,034
Expenses. Certain deemed distributions of participant loans2021-12-31$2,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,505,047
Value of total assets at end of year2021-12-31$9,632,554
Value of total assets at beginning of year2021-12-31$7,876,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,661
Total interest from all sources2021-12-31$14,229
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$737,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$737,470
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,371,458
Participant contributions at end of year2021-12-31$229,253
Participant contributions at beginning of year2021-12-31$130,622
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$66,357
Other income not declared elsewhere2021-12-31$15,860
Administrative expenses (other) incurred2021-12-31$101,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,755,558
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,632,554
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,876,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,941,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,500,900
Interest on participant loans2021-12-31$14,229
Value of interest in common/collective trusts at end of year2021-12-31$461,324
Value of interest in common/collective trusts at beginning of year2021-12-31$245,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$189,391
Net investment gain or loss from common/collective trusts2021-12-31$5,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$67,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$608,034
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : E.M. STIVERS INC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,095,227
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$917,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$838,783
Expenses. Certain deemed distributions of participant loans2020-12-31$3,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,102,783
Value of total assets at end of year2020-12-31$7,876,996
Value of total assets at beginning of year2020-12-31$6,699,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,237
Total interest from all sources2020-12-31$11,238
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$219,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$219,641
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,028,314
Participant contributions at end of year2020-12-31$130,622
Participant contributions at beginning of year2020-12-31$130,044
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,068
Other income not declared elsewhere2020-12-31$4,595
Administrative expenses (other) incurred2020-12-31$75,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,177,946
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,876,996
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,699,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,500,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,450,826
Interest on participant loans2020-12-31$11,238
Value of interest in common/collective trusts at end of year2020-12-31$245,474
Value of interest in common/collective trusts at beginning of year2020-12-31$118,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$754,183
Net investment gain or loss from common/collective trusts2020-12-31$2,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$69,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$838,783
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : E.M. STIVERS INC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,368,079
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$838,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$735,463
Expenses. Certain deemed distributions of participant loans2019-12-31$4,594
Value of total corrective distributions2019-12-31$31,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,197,285
Value of total assets at end of year2019-12-31$6,699,050
Value of total assets at beginning of year2019-12-31$5,169,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,586
Total interest from all sources2019-12-31$7,514
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$223,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$223,312
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$937,781
Participant contributions at end of year2019-12-31$130,044
Participant contributions at beginning of year2019-12-31$81,268
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$199,924
Administrative expenses (other) incurred2019-12-31$66,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,529,815
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,699,050
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,169,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,450,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,959,543
Interest on participant loans2019-12-31$7,514
Value of interest in common/collective trusts at end of year2019-12-31$118,180
Value of interest in common/collective trusts at beginning of year2019-12-31$128,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$937,779
Net investment gain or loss from common/collective trusts2019-12-31$2,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$59,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$735,463
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
2018 : E.M. STIVERS INC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$299,978
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$693,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$542,927
Expenses. Certain deemed distributions of participant loans2018-12-31$12,419
Value of total corrective distributions2018-12-31$72,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$638,537
Value of total assets at end of year2018-12-31$5,169,235
Value of total assets at beginning of year2018-12-31$5,563,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,924
Total interest from all sources2018-12-31$7,322
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$231,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$231,843
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$638,537
Participant contributions at end of year2018-12-31$81,268
Participant contributions at beginning of year2018-12-31$36,482
Other income not declared elsewhere2018-12-31$20,519
Administrative expenses (other) incurred2018-12-31$65,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-394,014
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,169,235
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,563,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,959,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,222,267
Interest on participant loans2018-12-31$7,322
Value of interest in common/collective trusts at end of year2018-12-31$128,424
Value of interest in common/collective trusts at beginning of year2018-12-31$304,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-601,964
Net investment gain or loss from common/collective trusts2018-12-31$3,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$542,927
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SIKICH LLP
Accountancy firm EIN2018-12-31363168081
2017 : E.M. STIVERS INC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,439,572
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$197,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$118,053
Expenses. Certain deemed distributions of participant loans2017-12-31$1,578
Value of total corrective distributions2017-12-31$44,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$618,272
Value of total assets at end of year2017-12-31$5,563,249
Value of total assets at beginning of year2017-12-31$4,320,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,921
Total interest from all sources2017-12-31$3,374
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$198,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$198,434
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$433,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$457,272
Participant contributions at end of year2017-12-31$36,482
Participant contributions at beginning of year2017-12-31$35,853
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$161,000
Administrative expenses (other) incurred2017-12-31$32,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,242,283
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,563,249
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,320,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,222,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,134,936
Interest on participant loans2017-12-31$3,374
Value of interest in common/collective trusts at end of year2017-12-31$304,500
Value of interest in common/collective trusts at beginning of year2017-12-31$150,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$615,394
Net investment gain or loss from common/collective trusts2017-12-31$4,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$118,053
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SIKICH LLP
Accountancy firm EIN2017-12-31363168081
2016 : E.M. STIVERS INC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$678,804
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$245,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$181,608
Expenses. Certain deemed distributions of participant loans2016-12-31$1,505
Value of total corrective distributions2016-12-31$33,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$382,296
Value of total assets at end of year2016-12-31$4,320,966
Value of total assets at beginning of year2016-12-31$3,887,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,693
Total interest from all sources2016-12-31$3,659
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$129,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$129,370
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$389,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$382,296
Participant contributions at end of year2016-12-31$35,853
Participant contributions at beginning of year2016-12-31$38,892
Administrative expenses (other) incurred2016-12-31$28,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$433,113
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,320,966
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,887,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,134,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,691,802
Interest on participant loans2016-12-31$3,659
Value of interest in common/collective trusts at end of year2016-12-31$150,177
Value of interest in common/collective trusts at beginning of year2016-12-31$157,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$161,768
Net investment gain or loss from common/collective trusts2016-12-31$1,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$181,608
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SIKICH LLP
Accountancy firm EIN2016-12-31363168081
2015 : E.M. STIVERS INC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$332,962
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$219,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$193,508
Expenses. Certain deemed distributions of participant loans2015-12-31$1,693
Value of total corrective distributions2015-12-31$8,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$412,872
Value of total assets at end of year2015-12-31$3,887,853
Value of total assets at beginning of year2015-12-31$3,774,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,650
Total interest from all sources2015-12-31$3,328
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$188,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$188,268
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$378,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$338,941
Participant contributions at end of year2015-12-31$38,892
Participant contributions at beginning of year2015-12-31$33,553
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$73,931
Administrative expenses (other) incurred2015-12-31$15,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$113,736
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,887,853
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,774,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,691,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,051,359
Interest on participant loans2015-12-31$3,328
Value of interest in common/collective trusts at end of year2015-12-31$157,159
Value of interest in common/collective trusts at beginning of year2015-12-31$689,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-286,495
Net investment gain or loss from common/collective trusts2015-12-31$14,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$193,508
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SIKICH LLP
Accountancy firm EIN2015-12-31363168081
2014 : E.M. STIVERS INC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$473,002
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$173,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$153,734
Expenses. Certain deemed distributions of participant loans2014-12-31$18,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$341,144
Value of total assets at end of year2014-12-31$3,774,117
Value of total assets at beginning of year2014-12-31$3,474,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,350
Total interest from all sources2014-12-31$3,111
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$117,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$117,770
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$348,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$340,164
Participant contributions at end of year2014-12-31$33,553
Participant contributions at beginning of year2014-12-31$58,398
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$980
Other income not declared elsewhere2014-12-31$345
Administrative expenses (other) incurred2014-12-31$1,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$299,362
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,774,117
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,474,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,051,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,797,312
Interest on participant loans2014-12-31$3,111
Value of interest in common/collective trusts at end of year2014-12-31$689,205
Value of interest in common/collective trusts at beginning of year2014-12-31$619,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-37,772
Net investment gain or loss from common/collective trusts2014-12-31$48,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$153,734
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SIKICH LLP
Accountancy firm EIN2014-12-31363168081
2013 : E.M. STIVERS INC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$856,887
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$147,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$126,510
Expenses. Certain deemed distributions of participant loans2013-12-31$500
Value of total corrective distributions2013-12-31$18,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$417,113
Value of total assets at end of year2013-12-31$3,474,755
Value of total assets at beginning of year2013-12-31$2,764,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,807
Total interest from all sources2013-12-31$2,819
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$80,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$80,759
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$277,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$310,728
Participant contributions at end of year2013-12-31$58,398
Participant contributions at beginning of year2013-12-31$35,847
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$106,385
Administrative expenses (other) incurred2013-12-31$1,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$709,815
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,474,755
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,764,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,797,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,233,848
Interest on participant loans2013-12-31$2,819
Value of interest in common/collective trusts at end of year2013-12-31$619,045
Value of interest in common/collective trusts at beginning of year2013-12-31$495,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$251,295
Net investment gain or loss from common/collective trusts2013-12-31$104,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$126,510
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SIKICH LLP
Accountancy firm EIN2013-12-31363168081
2012 : E.M. STIVERS INC 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$584,924
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$228,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$202,980
Expenses. Certain deemed distributions of participant loans2012-12-31$4,387
Value of total corrective distributions2012-12-31$19,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$292,328
Value of total assets at end of year2012-12-31$2,764,940
Value of total assets at beginning of year2012-12-31$2,408,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,475
Total interest from all sources2012-12-31$2,694
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$36,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$36,968
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$241,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$275,700
Participant contributions at end of year2012-12-31$35,847
Participant contributions at beginning of year2012-12-31$32,089
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,628
Administrative expenses (other) incurred2012-12-31$1,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$356,487
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,764,940
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,408,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,233,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,376,364
Interest on participant loans2012-12-31$2,694
Value of interest in common/collective trusts at end of year2012-12-31$495,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$232,779
Net investment gain or loss from common/collective trusts2012-12-31$20,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$202,980
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SIKICH LLP
Accountancy firm EIN2012-12-31363168081
2011 : E.M. STIVERS INC 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$129,440
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$438,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$412,120
Expenses. Certain deemed distributions of participant loans2011-12-31$2,382
Value of total corrective distributions2011-12-31$22,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$302,635
Value of total assets at end of year2011-12-31$2,408,453
Value of total assets at beginning of year2011-12-31$2,717,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,025
Total interest from all sources2011-12-31$3,008
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$52,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$52,839
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$272,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$293,201
Participant contributions at end of year2011-12-31$32,089
Participant contributions at beginning of year2011-12-31$59,971
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,434
Administrative expenses (other) incurred2011-12-31$2,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-309,484
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,408,453
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,717,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,376,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,657,966
Interest on participant loans2011-12-31$3,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-229,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$412,120
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SIKICH LLP
Accountancy firm EIN2011-12-31363168081
2010 : E.M. STIVERS INC 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$220,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$572,334
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$513,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$507,536
Expenses. Certain deemed distributions of participant loans2010-12-31$3,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$249,107
Value of total assets at end of year2010-12-31$2,717,937
Value of total assets at beginning of year2010-12-31$2,438,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,447
Total interest from all sources2010-12-31$2,920
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$33,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$33,672
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$244,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$249,107
Participant contributions at end of year2010-12-31$59,971
Participant contributions at beginning of year2010-12-31$66,354
Administrative expenses (other) incurred2010-12-31$2,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$58,866
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,717,937
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,438,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,657,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,371,732
Interest on participant loans2010-12-31$2,921
Interest earned on other investments2010-12-31$-1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$286,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$507,536
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SIKICH LLP
Accountancy firm EIN2010-12-31363168081
2009 : E.M. STIVERS INC 401K 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 E.M. STIVERS INC 401K PLAN

2022: E.M. STIVERS INC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: E.M. STIVERS INC 401K 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: E.M. STIVERS INC 401K 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: E.M. STIVERS INC 401K 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: E.M. STIVERS INC 401K 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: E.M. STIVERS INC 401K 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: E.M. STIVERS INC 401K 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: E.M. STIVERS INC 401K 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: E.M. STIVERS INC 401K 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: E.M. STIVERS INC 401K 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: E.M. STIVERS INC 401K 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: E.M. STIVERS INC 401K 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: E.M. STIVERS INC 401K 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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