?>
Plan Name | STONEEAGLE BENEFITS CORPORATION 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | VPAY BENEFITS CORPORATION |
Employer identification number (EIN): | 461558718 |
NAIC Classification: | 522210 |
NAIC Description: | Credit Card Issuing |
Additional information about VPAY BENEFITS CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2012-12-14 |
Company Identification Number: | 0801699898 |
Legal Registered Office Address: |
9900 BREN RD E MINNETONKA United States of America (USA) 55343 |
More information about VPAY BENEFITS CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | DAVID E. STRAUSS | 2023-05-12 | ||
001 | 2021-01-01 | DAVID E. STRAUSS | 2022-10-06 | ||
001 | 2020-01-01 | DAVID E. STRAUSS | 2021-10-06 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | NICOLE ZAMORA | 2018-10-03 | ||
001 | 2016-01-01 | NICOLE ZAMORA | 2017-09-07 | ||
001 | 2015-01-01 | JESSIE STOUT | |||
001 | 2014-01-01 | JESSIE STOUT | |||
001 | 2013-01-01 | JESSIE STOUT |
Measure | Date | Value |
---|---|---|
2022: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Number of participants with account balances | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 31 |
Total of all active and inactive participants | 2021-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 207 |
Number of participants with account balances | 2021-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 19 |
Total of all active and inactive participants | 2020-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 195 |
Number of participants with account balances | 2020-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
2019: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 16 |
Total of all active and inactive participants | 2019-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 175 |
Number of participants with account balances | 2019-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
2018: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 141 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 15 |
Total of all active and inactive participants | 2018-01-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 160 |
Number of participants with account balances | 2018-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2015: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 16 |
Total of all active and inactive participants | 2015-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 92 |
Number of participants with account balances | 2015-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 95 |
Number of participants with account balances | 2014-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 85 |
Number of participants with account balances | 2013-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-07-18 | $0 |
Total transfer of assets from this plan | 2022-07-18 | $6,629,209 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-18 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-18 | $0 |
Total income from all sources (including contributions) | 2022-07-18 | $-547,542 |
Total loss/gain on sale of assets | 2022-07-18 | $0 |
Total of all expenses incurred | 2022-07-18 | $264,754 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-18 | $264,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-18 | $683,069 |
Value of total assets at end of year | 2022-07-18 | $0 |
Value of total assets at beginning of year | 2022-07-18 | $7,441,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-18 | $687 |
Total interest from all sources | 2022-07-18 | $2,140 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-07-18 | $12,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-18 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-18 | $12,015 |
Was this plan covered by a fidelity bond | 2022-07-18 | Yes |
Value of fidelity bond cover | 2022-07-18 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-07-18 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-07-18 | No |
Contributions received from participants | 2022-07-18 | $437,786 |
Participant contributions at end of year | 2022-07-18 | $0 |
Participant contributions at beginning of year | 2022-07-18 | $51,871 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-07-18 | $76,653 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-07-18 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-07-18 | $0 |
Administrative expenses (other) incurred | 2022-07-18 | $687 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-18 | No |
Value of net income/loss | 2022-07-18 | $-812,296 |
Value of net assets at end of year (total assets less liabilities) | 2022-07-18 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-07-18 | $7,441,505 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-18 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-18 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-07-18 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-18 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-18 | $7,105,725 |
Interest on participant loans | 2022-07-18 | $1,215 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-07-18 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-07-18 | $274,028 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-07-18 | $274,028 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-07-18 | $925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-18 | $-1,244,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-18 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-07-18 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-07-18 | No |
Contributions received in cash from employer | 2022-07-18 | $168,630 |
Employer contributions (assets) at end of year | 2022-07-18 | $0 |
Employer contributions (assets) at beginning of year | 2022-07-18 | $9,881 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-18 | $264,067 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-07-18 | Yes |
Did the plan have assets held for investment | 2022-07-18 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-18 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-18 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-07-18 | Unqualified |
Accountancy firm name | 2022-07-18 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-07-18 | 390859910 |
2021 : STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $2,047,185 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $439,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $429,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,239,678 |
Value of total assets at end of year | 2021-12-31 | $7,441,505 |
Value of total assets at beginning of year | 2021-12-31 | $5,833,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,428 |
Total interest from all sources | 2021-12-31 | $1,839 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $106,641 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $106,641 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $827,677 |
Participant contributions at end of year | 2021-12-31 | $51,871 |
Participant contributions at beginning of year | 2021-12-31 | $46,890 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $83,267 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $72,726 |
Administrative expenses (other) incurred | 2021-12-31 | $10,428 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,607,541 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,441,505 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,833,964 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,105,725 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,210,481 |
Interest on participant loans | 2021-12-31 | $1,809 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $274,028 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $503,867 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $503,867 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $30 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $699,027 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $328,734 |
Employer contributions (assets) at end of year | 2021-12-31 | $9,881 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $429,216 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
2020 : STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $20,946 |
Total income from all sources (including contributions) | 2020-12-31 | $2,010,913 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $68,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $65,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,040,238 |
Value of total assets at end of year | 2020-12-31 | $5,833,964 |
Value of total assets at beginning of year | 2020-12-31 | $3,912,624 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,524 |
Total interest from all sources | 2020-12-31 | $1,912 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $66,032 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $66,032 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $627,654 |
Participant contributions at end of year | 2020-12-31 | $46,890 |
Participant contributions at beginning of year | 2020-12-31 | $47,631 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $117,511 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $72,726 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $50 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $20,946 |
Administrative expenses (other) incurred | 2020-12-31 | $3,524 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,942,286 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,833,964 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,891,678 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,210,481 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,826,984 |
Interest on participant loans | 2020-12-31 | $1,670 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $503,867 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $28,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $28,390 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $242 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $902,731 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $295,073 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $9,569 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $65,103 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WEAVER & TIDWELL LLP |
Accountancy firm EIN | 2020-12-31 | 750786316 |
2019 : STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $20,946 |
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 | $1,501,892 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $272,656 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $266,230 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $754,142 |
Value of total assets at end of year | 2019-12-31 | $3,912,624 |
Value of total assets at beginning of year | 2019-12-31 | $2,662,442 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,426 |
Total interest from all sources | 2019-12-31 | $1,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $81,337 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $81,337 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $507,750 |
Participant contributions at end of year | 2019-12-31 | $47,631 |
Participant contributions at beginning of year | 2019-12-31 | $15,094 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $26,081 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $50 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $20,946 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,229,236 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,891,678 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,662,442 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $26 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,826,984 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,635,412 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $1,025 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $28,390 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,936 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,936 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $434 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $664,954 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $220,311 |
Employer contributions (assets) at end of year | 2019-12-31 | $9,569 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $266,230 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $6,400 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2019-12-31 | 750786316 |
2018 : STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $434,303 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $237,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $228,273 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $609,800 |
Value of total assets at end of year | 2018-12-31 | $2,662,442 |
Value of total assets at beginning of year | 2018-12-31 | $2,465,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,820 |
Total interest from all sources | 2018-12-31 | $824 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $120,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $120,946 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $382,486 |
Participant contributions at end of year | 2018-12-31 | $15,094 |
Participant contributions at beginning of year | 2018-12-31 | $14,276 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $57,339 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $197,210 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,662,442 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,465,232 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,635,412 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,414,593 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $820 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $11,936 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $36,363 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $36,363 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $4 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-297,267 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $169,975 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $228,273 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $8,820 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WEAVER AND TIDWELL, LLP |
Accountancy firm EIN | 2018-12-31 | 750786316 |
2015 : STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $626,250 |
Expenses. Total of all expenses incurred | 2015-12-31 | $272,995 |
Benefits paid (including direct rollovers) | 2015-12-31 | $265,496 |
Total plan assets at end of year | 2015-12-31 | $4,668,004 |
Total plan assets at beginning of year | 2015-12-31 | $4,314,749 |
Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $378,571 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $56,050 |
Other income received | 2015-12-31 | $31,339 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $353,255 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,668,004 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,314,749 |
Assets. Value of participant loans | 2015-12-31 | $70,673 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $160,290 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $6,032 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,467 |
2014 : STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $770,256 |
Expenses. Total of all expenses incurred | 2014-12-31 | $158,419 |
Benefits paid (including direct rollovers) | 2014-12-31 | $154,795 |
Total plan assets at end of year | 2014-12-31 | $4,314,749 |
Total plan assets at beginning of year | 2014-12-31 | $3,702,912 |
Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $346,212 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $268,483 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $611,837 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,314,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,702,912 |
Assets. Value of participant loans | 2014-12-31 | $68,265 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $155,561 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $2,566 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,058 |
2013 : STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,094,226 |
Expenses. Total of all expenses incurred | 2013-12-31 | $75,245 |
Benefits paid (including direct rollovers) | 2013-12-31 | $73,465 |
Total plan assets at end of year | 2013-12-31 | $3,702,912 |
Total plan assets at beginning of year | 2013-12-31 | $2,683,931 |
Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $304,052 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $9,745 |
Other income received | 2013-12-31 | $634,506 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,018,981 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,702,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,683,931 |
Assets. Value of participant loans | 2013-12-31 | $83,867 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $145,923 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $1,135 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $645 |
2022: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2015: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: STONEEAGLE BENEFITS CORPORATION 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |