PENN STUART & ESKRIDGE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENN STUART & ESKRIDGE PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 27 |
Total of all active and inactive participants | 2022-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 99 |
Number of participants with account balances | 2022-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 23 |
Total of all active and inactive participants | 2021-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 103 |
Number of participants with account balances | 2021-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 23 |
Total of all active and inactive participants | 2020-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 111 |
Number of participants with account balances | 2020-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18 |
Total of all active and inactive participants | 2019-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 117 |
Number of participants with account balances | 2019-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 18 |
Total of all active and inactive participants | 2018-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 112 |
Number of participants with account balances | 2018-01-01 | 110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 22 |
Total of all active and inactive participants | 2017-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 114 |
Number of participants with account balances | 2017-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 27 |
Total of all active and inactive participants | 2016-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 117 |
Number of participants with account balances | 2016-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 25 |
Total of all active and inactive participants | 2015-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 112 |
Number of participants with account balances | 2015-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 23 |
Total of all active and inactive participants | 2014-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 120 |
Number of participants with account balances | 2014-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
Total of all active and inactive participants | 2013-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 116 |
Number of participants with account balances | 2013-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 11 |
2011: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 20 |
Total of all active and inactive participants | 2011-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 120 |
Number of participants with account balances | 2011-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 18 |
Total of all active and inactive participants | 2010-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 120 |
Number of participants with account balances | 2010-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 21 |
Total of all active and inactive participants | 2009-01-01 | 121 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 121 |
Number of participants with account balances | 2009-01-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|
2022 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-5,970,042 |
Expenses. Total of all expenses incurred | 2022-12-31 | $3,563,571 |
Benefits paid (including direct rollovers) | 2022-12-31 | $3,534,357 |
Total plan assets at end of year | 2022-12-31 | $37,574,704 |
Total plan assets at beginning of year | 2022-12-31 | $47,108,317 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $363,056 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $29,214 |
Other income received | 2022-12-31 | $-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 sources | 2021-12-31 | $6,672,553 |
Expenses. Total of all expenses incurred | 2021-12-31 | $5,988,107 |
Benefits paid (including direct rollovers) | 2021-12-31 | $5,959,644 |
Total plan assets at end of year | 2021-12-31 | $47,108,317 |
Total plan assets at beginning of year | 2021-12-31 | $46,423,871 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $392,781 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $24,478 |
Other income received | 2021-12-31 | $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 distributions | 2021-12-31 | $3,985 |
2020 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $7,393,293 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,993,072 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,965,566 |
Total plan assets at end of year | 2020-12-31 | $46,423,871 |
Total plan assets at beginning of year | 2020-12-31 | $42,023,650 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $394,101 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $27,250 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $249,801 |
Other income received | 2020-12-31 | $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 distributions | 2020-12-31 | $256 |
2019 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $7,181,896 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,113,650 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,082,774 |
Total plan assets at end of year | 2019-12-31 | $42,023,650 |
Total plan assets at beginning of year | 2019-12-31 | $35,955,404 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $380,280 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $30,876 |
Other income received | 2019-12-31 | $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 sources | 2018-12-31 | $764,262 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,719,794 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,698,310 |
Total plan assets at end of year | 2018-12-31 | $35,955,404 |
Total plan assets at beginning of year | 2018-12-31 | $37,910,936 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $362,777 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $21,484 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $136,831 |
Other income received | 2018-12-31 | $-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 sources | 2017-12-31 | $6,577,850 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,195,273 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,194,773 |
Total plan assets at end of year | 2017-12-31 | $37,910,936 |
Total plan assets at beginning of year | 2017-12-31 | $33,528,359 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $278,590 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $500 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $336,208 |
Other income received | 2017-12-31 | $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 sources | 2016-12-31 | $3,613,002 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,234,239 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,233,739 |
Total plan assets at end of year | 2016-12-31 | $33,528,359 |
Total plan assets at beginning of year | 2016-12-31 | $31,149,596 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $288,137 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $500 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $16,954 |
Other income received | 2016-12-31 | $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 sources | 2015-12-31 | $1,879,957 |
Expenses. Total of all expenses incurred | 2015-12-31 | $4,441,243 |
Benefits paid (including direct rollovers) | 2015-12-31 | $4,440,743 |
Total plan assets at end of year | 2015-12-31 | $31,149,596 |
Total plan assets at beginning of year | 2015-12-31 | $33,710,882 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $281,551 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $500 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $17,206 |
Other income received | 2015-12-31 | $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 sources | 2014-12-31 | $2,913,661 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,223,504 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,220,948 |
Total plan assets at end of year | 2014-12-31 | $33,710,882 |
Total plan assets at beginning of year | 2014-12-31 | $32,020,725 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $309,170 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,087 |
Other income received | 2014-12-31 | $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 distributions | 2014-12-31 | $1,469 |
2013 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $5,231,202 |
Expenses. Total of all expenses incurred | 2013-12-31 | $638,414 |
Benefits paid (including direct rollovers) | 2013-12-31 | $637,814 |
Total plan assets at end of year | 2013-12-31 | $32,020,725 |
Total plan assets at beginning of year | 2013-12-31 | $27,427,937 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $346,723 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $20,556 |
Other income received | 2013-12-31 | $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 sources | 2012-12-31 | $4,226,075 |
Expenses. Total of all expenses incurred | 2012-12-31 | $794,824 |
Benefits paid (including direct rollovers) | 2012-12-31 | $790,162 |
Total plan assets at end of year | 2012-12-31 | $27,427,937 |
Total plan assets at beginning of year | 2012-12-31 | $23,996,686 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $295,341 |
Other income received | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $967,138 |
Expenses. Total of all expenses incurred | 2011-12-31 | $790,166 |
Benefits paid (including direct rollovers) | 2011-12-31 | $784,669 |
Total plan assets at end of year | 2011-12-31 | $23,996,686 |
Total plan assets at beginning of year | 2011-12-31 | $23,819,714 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $270,648 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,497 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $10,370 |
Other income received | 2011-12-31 | $-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 securities | 2011-12-31 | $0 |
2010 : PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $3,736,862 |
Expenses. Total of all expenses incurred | 2010-12-31 | $184,589 |
Benefits paid (including direct rollovers) | 2010-12-31 | $183,254 |
Total plan assets at end of year | 2010-12-31 | $23,819,714 |
Total plan assets at beginning of year | 2010-12-31 | $20,267,441 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $261,187 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $15,655 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2022: PENN STUART & ESKRIDGE PROFIT SHARING 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 | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: PENN STUART & ESKRIDGE PROFIT SHARING 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: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
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: PENN STUART & ESKRIDGE PROFIT SHARING 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: PENN STUART & ESKRIDGE PROFIT SHARING 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 |
2017: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENN STUART & ESKRIDGE PROFIT SHARING 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: PENN STUART & ESKRIDGE PROFIT SHARING 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: PENN STUART & ESKRIDGE PROFIT SHARING 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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: PENN STUART & ESKRIDGE PROFIT SHARING PLAN 2008 form 5500 responses |
---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |