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FLORA TEMPLETON STUART PENSION PLAN 401k Plan overview

Plan NameFLORA TEMPLETON STUART PENSION PLAN
Plan identification number 003

FLORA TEMPLETON STUART PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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

FLORA TEMPLETON STUART has sponsored the creation of one or more 401k plans.

Company Name:FLORA TEMPLETON STUART
Employer identification number (EIN):610980926
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORA TEMPLETON STUART PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01FLORA STUART
0032016-01-01FLORA STUART
0032015-01-01FLORA STUART
0032014-01-01FLORA STUART
0032013-01-01FLORA STUART
0032012-01-01FLORA STUART
0032011-01-01FLORA STUART
0032010-01-01FLORA STUART
0032009-01-01FLORA STUART

Plan Statistics for FLORA TEMPLETON STUART PENSION PLAN

401k plan membership statisitcs for FLORA TEMPLETON STUART PENSION PLAN

Measure Date Value
2020: FLORA TEMPLETON STUART PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FLORA TEMPLETON STUART PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,553,431
Acturial value of plan assets2019-12-312,553,431
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-31192
Active participant vested funding target2019-12-312,140,377
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-312,143,310
Total participant count2019-12-3111
Total funding target for all participants2019-12-312,143,502
Balance at beginning of prior year after applicable adjustments2019-12-3138
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3138
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31435,948
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31458,312
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3136
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31129,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31117,937
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-318,064
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31117,937
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: FLORA TEMPLETON STUART PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,636,873
Acturial value of plan assets2018-12-312,636,873
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-317
Fundng target for terminated vested participants2018-12-31369,933
Active participant vested funding target2018-12-312,059,698
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-312,060,279
Total participant count2018-12-3113
Total funding target for all participants2018-12-312,430,212
Balance at beginning of prior year after applicable adjustments2018-12-3134
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3134
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31245,841
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31260,395
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3138
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31468,726
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31436,248
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31293,435
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3186,812
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3186,812
Contributions allocatedtoward minimum required contributions for current year2018-12-31436,248
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: FLORA TEMPLETON STUART PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,955,136
Acturial value of plan assets2017-12-311,955,136
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-314
Fundng target for terminated vested participants2017-12-3118,284
Active participant vested funding target2017-12-311,849,673
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-311,850,194
Total participant count2017-12-3110
Total funding target for all participants2017-12-311,868,478
Balance at beginning of prior year after applicable adjustments2017-12-3132
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3132
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3151,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3154,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3134
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31516,805
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31469,221
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31310,004
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31223,380
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31223,380
Contributions allocatedtoward minimum required contributions for current year2017-12-31469,221
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FLORA TEMPLETON STUART PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,676,868
Acturial value of plan assets2016-12-311,676,868
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-316
Fundng target for terminated vested participants2016-12-3124,104
Active participant vested funding target2016-12-311,632,606
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-311,634,907
Total participant count2016-12-3115
Total funding target for all participants2016-12-311,659,011
Balance at beginning of prior year after applicable adjustments2016-12-3133
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3133
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3132
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31161,436
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31147,228
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31113,558
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3195,733
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3195,733
Contributions allocatedtoward minimum required contributions for current year2016-12-31147,228
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: FLORA TEMPLETON STUART PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FLORA TEMPLETON STUART PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FLORA TEMPLETON STUART PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: FLORA TEMPLETON STUART PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: FLORA TEMPLETON STUART PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: FLORA TEMPLETON STUART PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FLORA TEMPLETON STUART PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FLORA TEMPLETON STUART PENSION PLAN

Measure Date Value
2020 : FLORA TEMPLETON STUART PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-117,767
Expenses. Total of all expenses incurred2020-12-31$2,897,691
Benefits paid (including direct rollovers)2020-12-31$2,897,691
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$3,015,458
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-117,767
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-3,015,458
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,015,458
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : FLORA TEMPLETON STUART PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$470,781
Expenses. Total of all expenses incurred2019-12-31$19,170
Benefits paid (including direct rollovers)2019-12-31$108
Total plan assets at end of year2019-12-31$3,015,458
Total plan assets at beginning of year2019-12-31$2,563,847
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$341,781
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$451,611
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,015,458
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,563,847
Total contributions received or receivable from employer(s)2019-12-31$129,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$19,062
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FLORA TEMPLETON STUART PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$377,044
Expenses. Total of all expenses incurred2018-12-31$469,776
Benefits paid (including direct rollovers)2018-12-31$452,223
Total plan assets at end of year2018-12-31$2,563,847
Total plan assets at beginning of year2018-12-31$2,656,579
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-91,682
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-92,732
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,563,847
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,656,579
Total contributions received or receivable from employer(s)2018-12-31$468,726
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FLORA TEMPLETON STUART PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$740,784
Expenses. Total of all expenses incurred2017-12-31$45,275
Benefits paid (including direct rollovers)2017-12-31$28,333
Total plan assets at end of year2017-12-31$2,656,579
Total plan assets at beginning of year2017-12-31$1,961,070
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$223,979
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$695,509
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,656,579
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,961,070
Total contributions received or receivable from employer(s)2017-12-31$516,805
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$16,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FLORA TEMPLETON STUART PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$298,511
Expenses. Total of all expenses incurred2016-12-31$14,309
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,961,070
Total plan assets at beginning of year2016-12-31$1,676,868
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$137,075
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$284,202
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,961,070
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,676,868
Total contributions received or receivable from employer(s)2016-12-31$161,436
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,309
2015 : FLORA TEMPLETON STUART PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-20,407
Expenses. Total of all expenses incurred2015-12-31$27,491
Benefits paid (including direct rollovers)2015-12-31$13,923
Total plan assets at end of year2015-12-31$1,676,868
Total plan assets at beginning of year2015-12-31$1,724,766
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-20,407
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-47,898
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,676,868
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,724,766
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$13,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FLORA TEMPLETON STUART PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$125,010
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,724,766
Total plan assets at beginning of year2014-12-31$1,599,756
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$70,394
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$125,010
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,724,766
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,599,756
Total contributions received or receivable from employer(s)2014-12-31$54,616
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : FLORA TEMPLETON STUART PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$636,461
Expenses. Total of all expenses incurred2013-12-31$2,425,194
Benefits paid (including direct rollovers)2013-12-31$2,397,016
Total plan assets at end of year2013-12-31$1,599,756
Total plan assets at beginning of year2013-12-31$3,388,489
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$480,171
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-1,788,733
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,599,756
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,388,489
Total contributions received or receivable from employer(s)2013-12-31$156,290
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$28,178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FLORA TEMPLETON STUART PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$557,696
Expenses. Total of all expenses incurred2012-12-31$26,921
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$3,388,489
Total plan assets at beginning of year2012-12-31$2,857,714
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$307,696
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$530,775
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,388,489
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,857,714
Total contributions received or receivable from employer(s)2012-12-31$250,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$26,921
2011 : FLORA TEMPLETON STUART PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$155,639
Expenses. Total of all expenses incurred2011-12-31$33,855
Benefits paid (including direct rollovers)2011-12-31$12,171
Total plan assets at end of year2011-12-31$2,857,714
Total plan assets at beginning of year2011-12-31$2,735,930
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-44,361
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$121,784
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,857,714
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,735,930
Total contributions received or receivable from employer(s)2011-12-31$200,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$21,684
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FLORA TEMPLETON STUART PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$592,426
Expenses. Total of all expenses incurred2010-12-31$17,365
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,735,930
Total plan assets at beginning of year2010-12-31$2,160,869
Value of fidelity bond covering the plan2010-12-31$280,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$270,426
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$575,061
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,735,930
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,160,869
Total contributions received or receivable from employer(s)2010-12-31$322,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$17,365
2009 : FLORA TEMPLETON STUART PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FLORA TEMPLETON STUART PENSION PLAN

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

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