STAHL & ASSOCIATES INSURANCE, INC. has sponsored the creation of one or more 401k plans.
Additional information about STAHL & ASSOCIATES INSURANCE, INC.
Submission information for form 5500 for 401k plan STAHL & ASSOCIATES INSURANCE, INC. 401(K) SAVINGS PLAN
401k plan membership statisitcs for STAHL & ASSOCIATES INSURANCE, INC. 401(K) SAVINGS PLAN
Measure | Date | Value |
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2022 : STAHL & ASSOCIATES INSURANCE, INC. 401(K) SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,389,350 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $495,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $436,691 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,141,098 |
Value of total assets at end of year | 2022-12-31 | $14,040,961 |
Value of total assets at beginning of year | 2022-12-31 | $15,925,424 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $58,422 |
Total interest from all sources | 2022-12-31 | $56,623 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $906,052 |
Participant contributions at end of year | 2022-12-31 | $102,556 |
Participant contributions at beginning of year | 2022-12-31 | $119,504 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $166 |
Total non interest bearing cash at end of year | 2022-12-31 | $3 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,884,463 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,040,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,925,424 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,564,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,213,440 |
Interest on participant loans | 2022-12-31 | $3,711 |
Interest earned on other investments | 2022-12-31 | $52,912 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,373,783 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,592,476 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,587,071 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $234,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $436,691 |
Contract administrator fees | 2022-12-31 | $58,422 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WELLS, HOUSER & SCHATZEL, P.A. |
Accountancy firm EIN | 2022-12-31 | 592921780 |
2021 : STAHL & ASSOCIATES INSURANCE, INC. 401(K) SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,530,712 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,030,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,973,167 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,167,935 |
Value of total assets at end of year | 2021-12-31 | $15,925,424 |
Value of total assets at beginning of year | 2021-12-31 | $14,424,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $56,964 |
Total interest from all sources | 2021-12-31 | $50,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $912,405 |
Participant contributions at end of year | 2021-12-31 | $119,504 |
Participant contributions at beginning of year | 2021-12-31 | $57,582 |
Total non interest bearing cash at end of year | 2021-12-31 | $4 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $6 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,500,581 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,925,424 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,424,843 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,213,440 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,326,797 |
Interest on participant loans | 2021-12-31 | $2,862 |
Interest earned on other investments | 2021-12-31 | $47,454 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,592,476 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,040,458 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,312,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $255,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,973,167 |
Contract administrator fees | 2021-12-31 | $56,964 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WELLS, HOUSER & SCHATZEL , P.A. |
Accountancy firm EIN | 2021-12-31 | 592921780 |
2020 : STAHL & ASSOCIATES INSURANCE, INC. 401(K) SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,000 |
Total income from all sources (including contributions) | 2020-12-31 | $3,203,255 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,233,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,182,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,304,839 |
Value of total assets at end of year | 2020-12-31 | $14,424,843 |
Value of total assets at beginning of year | 2020-12-31 | $12,461,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $51,561 |
Total interest from all sources | 2020-12-31 | $42,449 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $910,889 |
Participant contributions at end of year | 2020-12-31 | $57,582 |
Participant contributions at beginning of year | 2020-12-31 | $48,669 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $157,769 |
Total non interest bearing cash at end of year | 2020-12-31 | $6 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $5 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,969,399 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,424,843 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,455,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,326,797 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,815,004 |
Interest on participant loans | 2020-12-31 | $2,016 |
Interest earned on other investments | 2020-12-31 | $40,433 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,040,458 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,597,766 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,855,967 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $236,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,182,295 |
Contract administrator fees | 2020-12-31 | $51,561 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $6,000 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WELLS, HOUSER & SCHATZEL, P.A. |
Accountancy firm EIN | 2020-12-31 | 592921780 |
2019 : STAHL & ASSOCIATES INSURANCE, INC. 401(K) SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,483,702 |
Total income from all sources (including contributions) | 2019-12-31 | $3,483,702 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $651,583 |
Total of all expenses incurred | 2019-12-31 | $651,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $606,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $606,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,248,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,248,481 |
Value of total assets at end of year | 2019-12-31 | $12,461,444 |
Value of total assets at end of year | 2019-12-31 | $12,461,444 |
Value of total assets at beginning of year | 2019-12-31 | $9,623,325 |
Value of total assets at beginning of year | 2019-12-31 | $9,623,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,551 |
Total interest from all sources | 2019-12-31 | $40,340 |
Total interest from all sources | 2019-12-31 | $40,340 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $814,518 |
Contributions received from participants | 2019-12-31 | $814,518 |
Participant contributions at end of year | 2019-12-31 | $48,669 |
Participant contributions at end of year | 2019-12-31 | $48,669 |
Participant contributions at beginning of year | 2019-12-31 | $61,241 |
Participant contributions at beginning of year | 2019-12-31 | $61,241 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $261,988 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $261,988 |
Total non interest bearing cash at end of year | 2019-12-31 | $5 |
Total non interest bearing cash at end of year | 2019-12-31 | $5 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $4 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,832,119 |
Value of net income/loss | 2019-12-31 | $2,832,119 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,455,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,623,325 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,623,325 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,815,004 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,815,004 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,228,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,228,969 |
Interest on participant loans | 2019-12-31 | $2,329 |
Interest earned on other investments | 2019-12-31 | $38,011 |
Interest earned on other investments | 2019-12-31 | $38,011 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,597,766 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,333,111 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,333,111 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,194,881 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,194,881 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $171,975 |
Contributions received in cash from employer | 2019-12-31 | $171,975 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $606,032 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $606,032 |
Contract administrator fees | 2019-12-31 | $45,551 |
Contract administrator fees | 2019-12-31 | $45,551 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $6,000 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $6,000 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WELLS, HOUSER & SCHATZEL, P.A. |
Accountancy firm name | 2019-12-31 | WELLS, HOUSER & SCHATZEL, P.A. |
Accountancy firm EIN | 2019-12-31 | 592921780 |
Accountancy firm EIN | 2019-12-31 | 592921780 |