401k Plan data: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN plan

STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN
Plan identification number	001

STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

STEPHENSON MILLWORK COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHENSON MILLWORK COMPANY, INC.

Employer identification number (EIN): 560705751

NAIC Classification: 321210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RANDY TURNER 2023-09-06
001 2022-01-01 RANDY TURNER 2023-10-13
001 2021-01-01 RANDY TURNER 2022-06-29
001 2020-01-01 RANDY TURNER 2021-07-15
001 2018-01-01 RANDY TURNER 2019-06-21
001 2017-01-01 RANDY TURNER 2018-05-29
001 2016-01-01 RANDY TURNER 2017-08-15
001 2015-01-01 RANDY TURNER 2016-07-08
001 2014-01-01 RANDY TURNER 2015-10-07
001 2013-01-01 RANDY TURNER
001 2012-01-01 RANDY TURNER
001 2011-01-01 RANDY TURNER RANDY TURNER 2012-10-12
001 2009-01-01 RANDY TURNER RANDY TURNER 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RANDY TURNER	2023-09-06
001	2022-01-01	RANDY TURNER	2023-10-13
001	2021-01-01	RANDY TURNER	2022-06-29
001	2020-01-01	RANDY TURNER	2021-07-15
001	2018-01-01	RANDY TURNER	2019-06-21
001	2017-01-01	RANDY TURNER	2018-05-29
001	2016-01-01	RANDY TURNER	2017-08-15
001	2015-01-01	RANDY TURNER	2016-07-08
001	2014-01-01	RANDY TURNER	2015-10-07
001	2013-01-01	RANDY TURNER
001	2012-01-01	RANDY TURNER
001	2011-01-01	RANDY TURNER		RANDY TURNER	2012-10-12
001	2009-01-01	RANDY TURNER		RANDY TURNER	2010-10-11

Plan Statistics for STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2013: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 75
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 17
Total of all active and inactive participants 2013-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 92
Number of participants with account balances 2013-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 80
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 19
Total of all active and inactive participants 2012-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 99
Number of participants with account balances 2012-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 79
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 19
Total of all active and inactive participants 2011-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 98
Number of participants with account balances 2011-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 95
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 20
Total of all active and inactive participants 2009-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 115
Number of participants with account balances 2009-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2013: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	75
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	17
Total of all active and inactive participants	2013-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	92
Number of participants with account balances	2013-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	80
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	19
Total of all active and inactive participants	2012-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	99
Number of participants with account balances	2012-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	79
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	19
Total of all active and inactive participants	2011-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	98
Number of participants with account balances	2011-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	95
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	20
Total of all active and inactive participants	2009-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	115
Number of participants with account balances	2009-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2013 : STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$842,474
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$369,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$353,029
Value of total corrective distributions	2013-12-31	$1,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$145,641
Value of total assets at end of year	2013-12-31	$3,835,830
Value of total assets at beginning of year	2013-12-31	$3,363,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$15,119
Total interest from all sources	2013-12-31	$3,771
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$38,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$38,670
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$130,487
Participant contributions at end of year	2013-12-31	$86,789
Participant contributions at beginning of year	2013-12-31	$105,125
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$15,154
Administrative expenses (other) incurred	2013-12-31	$157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$472,720
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,835,830
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,363,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$13,702
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,749,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,257,985
Interest on participant loans	2013-12-31	$3,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$654,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$353,029
Contract administrator fees	2013-12-31	$1,260
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$562,545
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$297,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$279,082
Value of total corrective distributions	2012-12-31	$2,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$127,852
Value of total assets at end of year	2012-12-31	$3,363,110
Value of total assets at beginning of year	2012-12-31	$3,097,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$15,357
Total interest from all sources	2012-12-31	$4,472
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$41,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$41,249
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$127,852
Participant contributions at end of year	2012-12-31	$105,125
Participant contributions at beginning of year	2012-12-31	$68,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$265,334
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,363,110
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,097,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$12,897
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,257,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,029,173
Interest on participant loans	2012-12-31	$4,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$388,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$279,082
Contract administrator fees	2012-12-31	$2,460
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	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$-42,642
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$356,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$340,741
Expenses. Certain deemed distributions of participant loans	2011-12-31	$716
Value of total corrective distributions	2011-12-31	$1,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$116,915
Value of total assets at end of year	2011-12-31	$3,097,776
Value of total assets at beginning of year	2011-12-31	$3,497,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,061
Total interest from all sources	2011-12-31	$4,320
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$43,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$43,384
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$116,915
Participant contributions at end of year	2011-12-31	$68,603
Participant contributions at beginning of year	2011-12-31	$95,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-399,487
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,097,776
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,497,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$12,731
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,029,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,401,817
Interest on participant loans	2011-12-31	$4,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-207,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$340,741
Contract administrator fees	2011-12-31	$1,330
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DIXON HUGHES GOODMAN LLP.
Accountancy firm EIN	2011-12-31	560747981
2010 : STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$535,729
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$641,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$627,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$150,910
Value of total assets at end of year	2010-12-31	$3,497,263
Value of total assets at beginning of year	2010-12-31	$3,602,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,892
Total interest from all sources	2010-12-31	$5,777
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$52,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$52,822
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$144,339
Participant contributions at end of year	2010-12-31	$95,282
Participant contributions at beginning of year	2010-12-31	$106,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-105,603
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,497,263
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,602,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$13,147
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,401,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,810,556
Interest on participant loans	2010-12-31	$5,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$685,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$685,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$326,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$6,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$627,440
Contract administrator fees	2010-12-31	$745
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2010-12-31	560747981
2009 : STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT 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

Form 5500 Responses for STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT PLAN

2013: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT 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
2012: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEPHENSON MILLWORK EMPLOYEE SAVINGS AND RETIREMENT 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	STEPHENSON MILLWORK COMPANY, INC.
Employer identification number (EIN):	560705751
NAIC Classification:	321210