?>
Logo

THE STEWART ORGANIZATION 401(K) PARTNER PLAN 401k Plan overview

Plan NameTHE STEWART ORGANIZATION 401(K) PARTNER PLAN
Plan identification number 001

THE STEWART ORGANIZATION 401(K) PARTNER PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

THE STEWART ORGANIZATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE STEWART ORGANIZATION, INC.
Employer identification number (EIN):630812930
NAIC Classification:423400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STEWART ORGANIZATION 401(K) PARTNER PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER CERRATO
0012016-01-01LARRY YOUNGBLOOD
0012015-01-01LARRY YOUNGBLOOD
0012014-01-01LARRY YOUNGBLOOD
0012013-01-01LARRY YOUNGBLOOD
0012012-01-01LARRY YOUNGBLOOD
0012011-01-01LARRY YOUNGBLOOD
0012010-01-01LARRY YOUNGBLOOD
0012009-01-01LARRY YOUNGBLOOD

Plan Statistics for THE STEWART ORGANIZATION 401(K) PARTNER PLAN

401k plan membership statisitcs for THE STEWART ORGANIZATION 401(K) PARTNER PLAN

Measure Date Value
2022: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-01136
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01162
Total participants2022-01-01162
Number of participants with account balances2022-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01169
Total number of active participants reported on line 7a of the Form 55002021-01-01141
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01171
Total participants2021-01-01171
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-01146
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01167
Total participants2020-01-01167
Number of participants with account balances2020-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01162
Total number of active participants reported on line 7a of the Form 55002019-01-01152
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01163
Total participants2019-01-01163
Number of participants with account balances2019-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01170
Total number of active participants reported on line 7a of the Form 55002018-01-01151
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01162
Number of participants with account balances2018-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01161
Number of participants with account balances2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01147
Total number of active participants reported on line 7a of the Form 55002016-01-01136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01148
Number of participants with account balances2016-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01202
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01137
Number of participants with account balances2015-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01179
Total number of active participants reported on line 7a of the Form 55002014-01-01160
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01172
Total participants2014-01-01172
Number of participants with account balances2014-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-01167
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01179
Number of participants with account balances2013-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01179
Number of participants with account balances2012-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01149
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01161
Number of participants with account balances2011-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01144
Total number of active participants reported on line 7a of the Form 55002010-01-01137
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01149
Total participants2010-01-01149
Number of participants with account balances2010-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-01135
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01144
Total participants2009-01-01144
Number of participants with account balances2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on THE STEWART ORGANIZATION 401(K) PARTNER PLAN

Measure Date Value
2022 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,870,792
Total unrealized appreciation/depreciation of assets2022-12-31$-1,870,792
Total income from all sources (including contributions)2022-12-31$-2,658,275
Total loss/gain on sale of assets2022-12-31$-205,598
Total of all expenses incurred2022-12-31$1,733,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,691,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$979,611
Value of total assets at end of year2022-12-31$16,768,419
Value of total assets at beginning of year2022-12-31$21,160,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,235
Total interest from all sources2022-12-31$21,998
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$627,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$535,971
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$599,921
Participant contributions at end of year2022-12-31$370,456
Participant contributions at beginning of year2022-12-31$401,699
Other income not declared elsewhere2022-12-31$3
Administrative expenses (other) incurred2022-12-31$40
Total non interest bearing cash at end of year2022-12-31$31,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,391,853
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,768,419
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,160,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$33,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,086,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,820,599
Interest on participant loans2022-12-31$21,310
Value of interest in common/collective trusts at end of year2022-12-31$1,739,776
Value of interest in common/collective trusts at beginning of year2022-12-31$1,880,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$528,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$118,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$118,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,251,162
Net investment gain or loss from common/collective trusts2022-12-31$39,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$379,690
Income. Dividends from common stock2022-12-31$91,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,691,343
Contract administrator fees2022-12-31$8,550
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$7,012,131
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$8,938,846
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$14,317,161
Aggregate carrying amount (costs) on sale of assets2022-12-31$14,522,759
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2022-12-31751044330
2021 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,178,177
Total unrealized appreciation/depreciation of assets2021-12-31$4,178,177
Total income from all sources (including contributions)2021-12-31$6,959,378
Total loss/gain on sale of assets2021-12-31$315,299
Total of all expenses incurred2021-12-31$470,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$428,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$951,652
Value of total assets at end of year2021-12-31$21,160,272
Value of total assets at beginning of year2021-12-31$14,671,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,795
Total interest from all sources2021-12-31$20,920
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$853,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$774,798
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$583,494
Participant contributions at end of year2021-12-31$401,699
Participant contributions at beginning of year2021-12-31$319,572
Administrative expenses (other) incurred2021-12-31$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,488,385
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,160,272
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,671,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,820,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,521,659
Interest on participant loans2021-12-31$20,894
Value of interest in common/collective trusts at end of year2021-12-31$1,880,637
Value of interest in common/collective trusts at beginning of year2021-12-31$794,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$118,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$71,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$71,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$616,711
Net investment gain or loss from common/collective trusts2021-12-31$22,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$368,158
Income. Dividends from preferred stock2021-12-31$1,170
Income. Dividends from common stock2021-12-31$77,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$428,198
Contract administrator fees2021-12-31$5,925
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$8,938,846
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,964,224
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,388,478
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,073,179
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2021-12-31751044330
2020 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$799,587
Total unrealized appreciation/depreciation of assets2020-12-31$799,587
Total income from all sources (including contributions)2020-12-31$3,123,041
Total loss/gain on sale of assets2020-12-31$91,127
Total of all expenses incurred2020-12-31$1,760,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,715,801
Expenses. Certain deemed distributions of participant loans2020-12-31$5,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$917,445
Value of total assets at end of year2020-12-31$14,671,887
Value of total assets at beginning of year2020-12-31$13,309,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,294
Total interest from all sources2020-12-31$18,736
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$426,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$350,666
Administrative expenses professional fees incurred2020-12-31$5,342
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$564,124
Participant contributions at end of year2020-12-31$319,572
Participant contributions at beginning of year2020-12-31$302,194
Total non interest bearing cash at beginning of year2020-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,362,201
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,671,887
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,309,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,521,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,847,356
Interest on participant loans2020-12-31$18,725
Value of interest in common/collective trusts at end of year2020-12-31$794,818
Value of interest in common/collective trusts at beginning of year2020-12-31$547,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$71,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$38,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$38,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$869,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$353,321
Income. Dividends from preferred stock2020-12-31$1,354
Income. Dividends from common stock2020-12-31$74,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,715,801
Contract administrator fees2020-12-31$33,952
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4,964,224
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,574,092
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$925,486
Aggregate carrying amount (costs) on sale of assets2020-12-31$834,359
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2020-12-31751044330
2019 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$781,417
Total unrealized appreciation/depreciation of assets2019-12-31$781,417
Total income from all sources (including contributions)2019-12-31$3,349,989
Total loss/gain on sale of assets2019-12-31$-8,064
Total of all expenses incurred2019-12-31$1,135,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,106,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,031,826
Value of total assets at end of year2019-12-31$13,309,686
Value of total assets at beginning of year2019-12-31$11,095,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,732
Total interest from all sources2019-12-31$18,273
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$421,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$343,260
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$649,291
Participant contributions at end of year2019-12-31$302,194
Participant contributions at beginning of year2019-12-31$263,404
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,214,142
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,309,686
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,095,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,847,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,762,291
Interest on participant loans2019-12-31$18,273
Value of interest in common/collective trusts at end of year2019-12-31$547,629
Value of interest in common/collective trusts at beginning of year2019-12-31$482,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$38,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,092,989
Net investment gain or loss from common/collective trusts2019-12-31$12,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$382,535
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$911
Income. Dividends from common stock2019-12-31$77,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,106,115
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,574,092
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,586,925
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$916,736
Aggregate carrying amount (costs) on sale of assets2019-12-31$924,800
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LANE GORMAN TRUBITT LLC
Accountancy firm EIN2019-12-31751044330
2018 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-572,732
Total of all expenses incurred2018-12-31$1,625,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,595,242
Expenses. Certain deemed distributions of participant loans2018-12-31$88
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,026,164
Value of total assets at end of year2018-12-31$11,095,544
Value of total assets at beginning of year2018-12-31$13,294,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,453
Total interest from all sources2018-12-31$16,183
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$-1,201,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$628,183
Participant contributions at end of year2018-12-31$263,404
Participant contributions at beginning of year2018-12-31$293,865
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$39,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,198,515
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,095,544
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,294,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,762,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,858,250
Interest on participant loans2018-12-31$16,183
Value of interest in common/collective trusts at end of year2018-12-31$482,924
Value of interest in common/collective trusts at beginning of year2018-12-31$425,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-423,343
Net investment gain or loss from common/collective trusts2018-12-31$10,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$358,033
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$-1,201,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,595,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,586,925
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,716,154
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2018-12-31751044330
2017 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,620,192
Total of all expenses incurred2017-12-31$743,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$717,705
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$933,489
Value of total assets at end of year2017-12-31$13,294,059
Value of total assets at beginning of year2017-12-31$11,417,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,880
Total interest from all sources2017-12-31$11,961
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$564,545
Participant contributions at end of year2017-12-31$293,865
Participant contributions at beginning of year2017-12-31$183,282
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$555,552
Total non interest bearing cash at beginning of year2017-12-31$3,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,876,607
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,294,059
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,417,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$25,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,858,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,744,925
Interest on participant loans2017-12-31$11,961
Value of interest in common/collective trusts at end of year2017-12-31$425,790
Value of interest in common/collective trusts at beginning of year2017-12-31$356,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$91,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$91,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,111,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$339,114
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$7,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$717,705
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,716,154
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$5,037,669
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2017-12-31752919818
2016 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,707,591
Total unrealized appreciation/depreciation of assets2016-12-31$1,707,591
Total income from all sources (including contributions)2016-12-31$3,038,025
Total loss/gain on sale of assets2016-12-31$19,817
Total of all expenses incurred2016-12-31$625,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$602,842
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$883,016
Value of total assets at end of year2016-12-31$11,417,452
Value of total assets at beginning of year2016-12-31$9,004,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,223
Total interest from all sources2016-12-31$9,572
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$200,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$174,835
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$535,540
Participant contributions at end of year2016-12-31$183,282
Participant contributions at beginning of year2016-12-31$183,136
Participant contributions at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,487
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$3,844
Total non interest bearing cash at beginning of year2016-12-31$355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,412,960
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,417,452
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,004,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$22,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,744,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,519,633
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$9,569
Value of interest in common/collective trusts at end of year2016-12-31$356,697
Value of interest in common/collective trusts at beginning of year2016-12-31$84,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$91,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$102,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$102,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$212,079
Net investment gain or loss from common/collective trusts2016-12-31$5,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$318,989
Employer contributions (assets) at end of year2016-12-31$0
Income. Dividends from common stock2016-12-31$25,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$602,842
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$5,037,669
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,114,640
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$64,978
Aggregate carrying amount (costs) on sale of assets2016-12-31$45,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUSELTON, MORGAN & MAULTSBY P.C.
Accountancy firm EIN2016-12-31752409112
2015 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,812
Total income from all sources (including contributions)2015-12-31$1,780,813
Total of all expenses incurred2015-12-31$7,868,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,865,518
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,026,433
Value of total assets at end of year2015-12-31$9,004,492
Value of total assets at beginning of year2015-12-31$15,115,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,311
Total interest from all sources2015-12-31$9,550
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$20,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$26,235
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$548,488
Participant contributions at end of year2015-12-31$183,136
Participant contributions at beginning of year2015-12-31$415,883
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$179,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$22,812
Total non interest bearing cash at end of year2015-12-31$355
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,088,016
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,004,492
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,092,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$17,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,519,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$220,814
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,989,009
Interest on participant loans2015-12-31$9,550
Value of interest in common/collective trusts at end of year2015-12-31$84,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$102,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$206,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$206,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$724,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$298,044
Income. Dividends from common stock2015-12-31$20,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,865,518
Contract administrator fees2015-12-31$3,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,114,640
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,238,110
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HUSELTON MORGAN & MAULTSBY, PC
Accountancy firm EIN2015-12-31752409112
2014 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,812
Total income from all sources (including contributions)2014-12-31$2,921,514
Total of all expenses incurred2014-12-31$192,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$189,178
Expenses. Certain deemed distributions of participant loans2014-12-31$437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,137,100
Value of total assets at end of year2014-12-31$15,115,320
Value of total assets at beginning of year2014-12-31$12,363,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,074
Total interest from all sources2014-12-31$21,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,074
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$26,235
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$703,931
Participant contributions at end of year2014-12-31$415,883
Participant contributions at beginning of year2014-12-31$449,786
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$69
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$22,812
Total non interest bearing cash at beginning of year2014-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,728,825
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,092,508
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,363,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$17,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$220,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$212,563
Value of interest in pooled separate accounts at end of year2014-12-31$11,989,009
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,486,822
Interest on participant loans2014-12-31$21,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$206,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$306,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$306,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,184,279
Net investment gain/loss from pooled separate accounts2014-12-31$579,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$393,310
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$46
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$189,178
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,238,110
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$905,794
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HUSELTON MORGAN & MAULTSBY, PC
Accountancy firm EIN2014-12-31752409112
2013 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$3,143,345
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$382,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$375,402
Expenses. Certain deemed distributions of participant loans2013-12-31$1,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,049,609
Value of total assets at end of year2013-12-31$12,363,683
Value of total assets at beginning of year2013-12-31$9,603,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,987
Total interest from all sources2013-12-31$21,388
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,987
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$660,897
Participant contributions at end of year2013-12-31$449,786
Participant contributions at beginning of year2013-12-31$441,363
Participant contributions at end of year2013-12-31$69
Participant contributions at beginning of year2013-12-31$621
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,318
Total non interest bearing cash at end of year2013-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,760,613
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,363,683
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,603,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$212,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$10,486,822
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$21,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$306,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$37,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$37,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,267,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$327,315
Net investment gain/loss from pooled separate accounts2013-12-31$1,745,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$387,609
Employer contributions (assets) at end of year2013-12-31$46
Employer contributions (assets) at beginning of year2013-12-31$108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$375,402
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$905,794
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$855,356
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIPIAZZA, LAROCCA, HEETER & CO, LLC
Accountancy firm EIN2013-12-31263731278
2012 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$2,267,450
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$258,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$230,287
Expenses. Certain deemed distributions of participant loans2012-12-31$25,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$854,452
Value of total assets at end of year2012-12-31$9,603,070
Value of total assets at beginning of year2012-12-31$7,593,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,348
Total interest from all sources2012-12-31$15,051
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,348
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$593,502
Participant contributions at end of year2012-12-31$441,363
Participant contributions at beginning of year2012-12-31$370,549
Participant contributions at end of year2012-12-31$621
Participant contributions at beginning of year2012-12-31$10,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$32
Total non interest bearing cash at beginning of year2012-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,009,249
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,603,070
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,593,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$15,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$37,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$168,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$168,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,267,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,605,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$458,541
Net investment gain/loss from pooled separate accounts2012-12-31$939,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$260,950
Employer contributions (assets) at end of year2012-12-31$108
Employer contributions (assets) at beginning of year2012-12-31$4,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$230,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$855,356
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$434,339
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIPIAZZA, LAROCCA, HEETER & CO, LLC
Accountancy firm EIN2012-12-31263731278
2011 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-415,634
Total unrealized appreciation/depreciation of assets2011-12-31$-415,634
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$465,362
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$37,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$33,307
Expenses. Certain deemed distributions of participant loans2011-12-31$898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$853,523
Value of total assets at end of year2011-12-31$7,593,821
Value of total assets at beginning of year2011-12-31$7,165,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,877
Total interest from all sources2011-12-31$19,211
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$595,027
Participant contributions at end of year2011-12-31$370,549
Participant contributions at beginning of year2011-12-31$281,348
Participant contributions at end of year2011-12-31$10,055
Participant contributions at beginning of year2011-12-31$6,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4
Total non interest bearing cash at end of year2011-12-31$1
Total non interest bearing cash at beginning of year2011-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$428,280
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,593,821
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,165,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,605,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,358,109
Interest on participant loans2011-12-31$14,808
Income. Interest from corporate debt instruments2011-12-31$4,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$168,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$196,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$196,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$15
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$258,496
Employer contributions (assets) at end of year2011-12-31$4,526
Employer contributions (assets) at beginning of year2011-12-31$2,722
Income. Dividends from common stock2011-12-31$8,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,307
Contract administrator fees2011-12-31$840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$434,339
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$320,760
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIPIAZZA, LAROCCA, HEETER & CO, LLC
Accountancy firm EIN2011-12-31263731278
2010 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$820,641
Total unrealized appreciation/depreciation of assets2010-12-31$820,641
Total income from all sources (including contributions)2010-12-31$1,593,885
Total of all expenses incurred2010-12-31$338,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$337,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$753,859
Value of total assets at end of year2010-12-31$7,165,541
Value of total assets at beginning of year2010-12-31$5,910,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,015
Total interest from all sources2010-12-31$19,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$528,358
Participant contributions at end of year2010-12-31$281,348
Participant contributions at beginning of year2010-12-31$222,697
Participant contributions at end of year2010-12-31$6,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3
Total non interest bearing cash at end of year2010-12-31$1
Total non interest bearing cash at beginning of year2010-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,255,032
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,165,541
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,910,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,358,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,289,648
Interest on participant loans2010-12-31$13,106
Income. Interest from corporate debt instruments2010-12-31$6,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$196,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$104,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$104,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$64
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$225,501
Employer contributions (assets) at end of year2010-12-31$2,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$337,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$320,760
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$293,560
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIPIAZZA, LAROCCA, HEETER & CO, LLC
Accountancy firm EIN2010-12-31263731278

Form 5500 Responses for THE STEWART ORGANIZATION 401(K) PARTNER PLAN

2022: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79843
Policy instance 1
Insurance contract or identification number79843
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-10-12
Total amount of commissions paid to insurance brokerUSD $13,555
Total amount of fees paid to insurance companyUSD $4,607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,336
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees4187
Insurance broker nameNOVA 401(K) ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79843
Policy instance 1
Insurance contract or identification number79843
Number of Individuals Covered143
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $26,799
Total amount of fees paid to insurance companyUSD $7,528
Commission paid to Insurance BrokerUSD $26,799
Insurance broker organization code?4
Amount paid for insurance broker fees1727
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMMR, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79843
Policy instance 1
Insurance contract or identification number79843
Number of Individuals Covered137
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,612
Total amount of fees paid to insurance companyUSD $9,561
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $25,612
Insurance broker organization code?2
Amount paid for insurance broker fees4800
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMMR, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79843
Policy instance 1
Insurance contract or identification number79843
Number of Individuals Covered127
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $26,426
Total amount of fees paid to insurance companyUSD $4,008
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $25,869
Insurance broker organization code?2
Amount paid for insurance broker fees3841
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameVANGUARD GROUP, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79843
Policy instance 1
Insurance contract or identification number79843
Number of Individuals Covered131
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $32,607
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79843
Policy instance 1
Insurance contract or identification number79843
Number of Individuals Covered119
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,969
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3