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PENN STUART & ESKRIDGE PROFIT SHARING PLAN 401k Plan overview

Plan NamePENN STUART & ESKRIDGE PROFIT SHARING PLAN
Plan identification number 001

PENN STUART & ESKRIDGE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PENN STUART & ESKRIDGE has sponsored the creation of one or more 401k plans.

Company Name:PENN STUART & ESKRIDGE
Employer identification number (EIN):541064212
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENN STUART & ESKRIDGE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TERRI GARRETT
0012016-01-01TERRI GARRETT
0012015-01-01TERRI GARRETT
0012014-01-01TERRI GARRETT
0012013-01-01TERRI GARRETT
0012012-01-01TERRI GARRETT
0012011-01-01TERRI GARRETT
0012010-01-01TERRI GARRETT
0012009-01-01TERRI GARRETT TERRI GARRETT2010-10-11
0012008-01-01

Plan Statistics for PENN STUART & ESKRIDGE PROFIT SHARING PLAN

401k plan membership statisitcs for PENN STUART & ESKRIDGE PROFIT SHARING PLAN

Measure Date Value
2022: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01103
Total number of active participants reported on line 7a of the Form 55002022-01-0170
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0199
Number of participants with account balances2022-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01111
Total number of active participants reported on line 7a of the Form 55002021-01-0178
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01103
Number of participants with account balances2021-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01117
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01111
Number of participants with account balances2020-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01112
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01117
Number of participants with account balances2019-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01112
Number of participants with account balances2018-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01114
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-0189
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01117
Number of participants with account balances2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01120
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01112
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01116
Total number of active participants reported on line 7a of the Form 55002014-01-0196
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01120
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01120
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01116
Number of participants with account balances2013-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01120
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01120
Number of participants with account balances2011-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01120
Total number of active participants reported on line 7a of the Form 55002010-01-01101
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01120
Number of participants with account balances2010-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01113
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01121
Number of participants with account balances2009-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on PENN STUART & ESKRIDGE PROFIT SHARING PLAN

Measure Date Value
2022 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-5,970,042
Expenses. Total of all expenses incurred2022-12-31$3,563,571
Benefits paid (including direct rollovers)2022-12-31$3,534,357
Total plan assets at end of year2022-12-31$37,574,704
Total plan assets at beginning of year2022-12-31$47,108,317
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$363,056
Expenses. Other expenses not covered elsewhere2022-12-31$29,214
Other income received2022-12-31$-7,806,210
Net income (gross income less expenses)2022-12-31$-9,533,613
Net plan assets at end of year (total assets less liabilities)2022-12-31$37,574,704
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$47,108,317
Total contributions received or receivable from employer(s)2022-12-31$1,473,112
2021 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$6,672,553
Expenses. Total of all expenses incurred2021-12-31$5,988,107
Benefits paid (including direct rollovers)2021-12-31$5,959,644
Total plan assets at end of year2021-12-31$47,108,317
Total plan assets at beginning of year2021-12-31$46,423,871
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$392,781
Expenses. Other expenses not covered elsewhere2021-12-31$24,478
Other income received2021-12-31$5,139,922
Net income (gross income less expenses)2021-12-31$684,446
Net plan assets at end of year (total assets less liabilities)2021-12-31$47,108,317
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$46,423,871
Total contributions received or receivable from employer(s)2021-12-31$1,139,850
Value of corrective distributions2021-12-31$3,985
2020 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$7,393,293
Expenses. Total of all expenses incurred2020-12-31$2,993,072
Benefits paid (including direct rollovers)2020-12-31$2,965,566
Total plan assets at end of year2020-12-31$46,423,871
Total plan assets at beginning of year2020-12-31$42,023,650
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$394,101
Expenses. Other expenses not covered elsewhere2020-12-31$27,250
Contributions received from other sources (not participants or employers)2020-12-31$249,801
Other income received2020-12-31$5,252,908
Net income (gross income less expenses)2020-12-31$4,400,221
Net plan assets at end of year (total assets less liabilities)2020-12-31$46,423,871
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$42,023,650
Total contributions received or receivable from employer(s)2020-12-31$1,496,483
Value of corrective distributions2020-12-31$256
2019 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$7,181,896
Expenses. Total of all expenses incurred2019-12-31$1,113,650
Benefits paid (including direct rollovers)2019-12-31$1,082,774
Total plan assets at end of year2019-12-31$42,023,650
Total plan assets at beginning of year2019-12-31$35,955,404
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$380,280
Expenses. Other expenses not covered elsewhere2019-12-31$30,876
Other income received2019-12-31$5,875,469
Net income (gross income less expenses)2019-12-31$6,068,246
Net plan assets at end of year (total assets less liabilities)2019-12-31$42,023,650
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$35,955,404
Total contributions received or receivable from employer(s)2019-12-31$926,147
2018 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$764,262
Expenses. Total of all expenses incurred2018-12-31$2,719,794
Benefits paid (including direct rollovers)2018-12-31$2,698,310
Total plan assets at end of year2018-12-31$35,955,404
Total plan assets at beginning of year2018-12-31$37,910,936
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$362,777
Expenses. Other expenses not covered elsewhere2018-12-31$21,484
Contributions received from other sources (not participants or employers)2018-12-31$136,831
Other income received2018-12-31$-1,013,835
Net income (gross income less expenses)2018-12-31$-1,955,532
Net plan assets at end of year (total assets less liabilities)2018-12-31$35,955,404
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$37,910,936
Total contributions received or receivable from employer(s)2018-12-31$1,278,489
2017 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$6,577,850
Expenses. Total of all expenses incurred2017-12-31$2,195,273
Benefits paid (including direct rollovers)2017-12-31$2,194,773
Total plan assets at end of year2017-12-31$37,910,936
Total plan assets at beginning of year2017-12-31$33,528,359
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$278,590
Expenses. Other expenses not covered elsewhere2017-12-31$500
Contributions received from other sources (not participants or employers)2017-12-31$336,208
Other income received2017-12-31$4,710,164
Net income (gross income less expenses)2017-12-31$4,382,577
Net plan assets at end of year (total assets less liabilities)2017-12-31$37,910,936
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$33,528,359
Total contributions received or receivable from employer(s)2017-12-31$1,252,888
2016 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,613,002
Expenses. Total of all expenses incurred2016-12-31$1,234,239
Benefits paid (including direct rollovers)2016-12-31$1,233,739
Total plan assets at end of year2016-12-31$33,528,359
Total plan assets at beginning of year2016-12-31$31,149,596
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$288,137
Expenses. Other expenses not covered elsewhere2016-12-31$500
Contributions received from other sources (not participants or employers)2016-12-31$16,954
Other income received2016-12-31$2,070,622
Net income (gross income less expenses)2016-12-31$2,378,763
Net plan assets at end of year (total assets less liabilities)2016-12-31$33,528,359
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$31,149,596
Total contributions received or receivable from employer(s)2016-12-31$1,237,289
2015 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,879,957
Expenses. Total of all expenses incurred2015-12-31$4,441,243
Benefits paid (including direct rollovers)2015-12-31$4,440,743
Total plan assets at end of year2015-12-31$31,149,596
Total plan assets at beginning of year2015-12-31$33,710,882
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$281,551
Expenses. Other expenses not covered elsewhere2015-12-31$500
Contributions received from other sources (not participants or employers)2015-12-31$17,206
Other income received2015-12-31$338,828
Net income (gross income less expenses)2015-12-31$-2,561,286
Net plan assets at end of year (total assets less liabilities)2015-12-31$31,149,596
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$33,710,882
Total contributions received or receivable from employer(s)2015-12-31$1,242,372
2014 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,913,661
Expenses. Total of all expenses incurred2014-12-31$1,223,504
Benefits paid (including direct rollovers)2014-12-31$1,220,948
Total plan assets at end of year2014-12-31$33,710,882
Total plan assets at beginning of year2014-12-31$32,020,725
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$309,170
Expenses. Other expenses not covered elsewhere2014-12-31$1,087
Other income received2014-12-31$1,615,508
Net income (gross income less expenses)2014-12-31$1,690,157
Net plan assets at end of year (total assets less liabilities)2014-12-31$33,710,882
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$32,020,725
Total contributions received or receivable from employer(s)2014-12-31$988,983
Value of corrective distributions2014-12-31$1,469
2013 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$5,231,202
Expenses. Total of all expenses incurred2013-12-31$638,414
Benefits paid (including direct rollovers)2013-12-31$637,814
Total plan assets at end of year2013-12-31$32,020,725
Total plan assets at beginning of year2013-12-31$27,427,937
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$346,723
Contributions received from other sources (not participants or employers)2013-12-31$20,556
Other income received2013-12-31$3,638,000
Net income (gross income less expenses)2013-12-31$4,592,788
Net plan assets at end of year (total assets less liabilities)2013-12-31$32,020,725
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$27,427,937
Total contributions received or receivable from employer(s)2013-12-31$1,225,923
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$600
2012 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$4,226,075
Expenses. Total of all expenses incurred2012-12-31$794,824
Benefits paid (including direct rollovers)2012-12-31$790,162
Total plan assets at end of year2012-12-31$27,427,937
Total plan assets at beginning of year2012-12-31$23,996,686
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$295,341
Other income received2012-12-31$2,732,365
Net income (gross income less expenses)2012-12-31$3,431,251
Net plan assets at end of year (total assets less liabilities)2012-12-31$27,427,937
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$23,996,686
Total contributions received or receivable from employer(s)2012-12-31$1,198,369
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,662
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$967,138
Expenses. Total of all expenses incurred2011-12-31$790,166
Benefits paid (including direct rollovers)2011-12-31$784,669
Total plan assets at end of year2011-12-31$23,996,686
Total plan assets at beginning of year2011-12-31$23,819,714
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$270,648
Expenses. Other expenses not covered elsewhere2011-12-31$5,497
Contributions received from other sources (not participants or employers)2011-12-31$10,370
Other income received2011-12-31$-327,753
Net income (gross income less expenses)2011-12-31$176,972
Net plan assets at end of year (total assets less liabilities)2011-12-31$23,996,686
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$23,819,714
Total contributions received or receivable from employer(s)2011-12-31$1,013,873
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$3,736,862
Expenses. Total of all expenses incurred2010-12-31$184,589
Benefits paid (including direct rollovers)2010-12-31$183,254
Total plan assets at end of year2010-12-31$23,819,714
Total plan assets at beginning of year2010-12-31$20,267,441
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$261,187
Contributions received from other sources (not participants or employers)2010-12-31$15,655
Other income received2010-12-31$2,212,289
Net income (gross income less expenses)2010-12-31$3,552,273
Net plan assets at end of year (total assets less liabilities)2010-12-31$23,819,714
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$20,267,441
Total contributions received or receivable from employer(s)2010-12-31$1,247,731
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENN STUART & ESKRIDGE PROFIT SHARING PLAN

2022: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40946
Policy instance 1
Insurance contract or identification number40946
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40946
Policy instance 1
Insurance contract or identification number40946
Number of Individuals Covered120
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number40946
Policy instance 1
Insurance contract or identification number40946
Number of Individuals Covered125
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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