THE STEWART ORGANIZATION, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE STEWART ORGANIZATION 401(K) PARTNER PLAN
Measure | Date | Value |
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2022 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,870,792 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,870,792 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,658,275 |
Total loss/gain on sale of assets | 2022-12-31 | $-205,598 |
Total of all expenses incurred | 2022-12-31 | $1,733,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $16,768,419 |
Value of total assets at beginning of year | 2022-12-31 | $21,160,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $42,235 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $535,971 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $599,921 |
Participant contributions at end of year | 2022-12-31 | $370,456 |
Participant contributions at beginning of year | 2022-12-31 | $401,699 |
Other income not declared elsewhere | 2022-12-31 | $3 |
Administrative expenses (other) incurred | 2022-12-31 | $40 |
Total non interest bearing cash at end of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $33,645 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,086,293 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,820,599 |
Interest on participant loans | 2022-12-31 | $21,310 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,739,776 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,880,637 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $528,749 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $118,491 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $39,791 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $379,690 |
Income. Dividends from common stock | 2022-12-31 | $91,903 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,691,343 |
Contract administrator fees | 2022-12-31 | $8,550 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $7,012,131 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $8,938,846 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $14,317,161 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $14,522,759 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LANE GORMAN TRUBITT LLC |
Accountancy firm EIN | 2022-12-31 | 751044330 |
2021 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $4,178,177 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $4,178,177 |
Total income from all sources (including contributions) | 2021-12-31 | $6,959,378 |
Total loss/gain on sale of assets | 2021-12-31 | $315,299 |
Total of all expenses incurred | 2021-12-31 | $470,993 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $21,160,272 |
Value of total assets at beginning of year | 2021-12-31 | $14,671,887 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $42,795 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $774,798 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $583,494 |
Participant contributions at end of year | 2021-12-31 | $401,699 |
Participant contributions at beginning of year | 2021-12-31 | $319,572 |
Administrative expenses (other) incurred | 2021-12-31 | $93 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $36,777 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,820,599 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,521,659 |
Interest on participant loans | 2021-12-31 | $20,894 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,880,637 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $794,818 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $118,491 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $71,614 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $22,995 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $368,158 |
Income. Dividends from preferred stock | 2021-12-31 | $1,170 |
Income. Dividends from common stock | 2021-12-31 | $77,656 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $428,198 |
Contract administrator fees | 2021-12-31 | $5,925 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $8,938,846 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $4,964,224 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $3,388,478 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $3,073,179 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LANE GORMAN TRUBITT LLC |
Accountancy firm EIN | 2021-12-31 | 751044330 |
2020 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $799,587 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $799,587 |
Total income from all sources (including contributions) | 2020-12-31 | $3,123,041 |
Total loss/gain on sale of assets | 2020-12-31 | $91,127 |
Total of all expenses incurred | 2020-12-31 | $1,760,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,715,801 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $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 year | 2020-12-31 | $14,671,887 |
Value of total assets at beginning of year | 2020-12-31 | $13,309,686 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $39,294 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $350,666 |
Administrative expenses professional fees incurred | 2020-12-31 | $5,342 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $564,124 |
Participant contributions at end of year | 2020-12-31 | $319,572 |
Participant contributions at beginning of year | 2020-12-31 | $302,194 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $156 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,521,659 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,847,356 |
Interest on participant loans | 2020-12-31 | $18,725 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $794,818 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $547,629 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $71,614 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $38,259 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $353,321 |
Income. Dividends from preferred stock | 2020-12-31 | $1,354 |
Income. Dividends from common stock | 2020-12-31 | $74,952 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,715,801 |
Contract administrator fees | 2020-12-31 | $33,952 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $4,964,224 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $4,574,092 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $925,486 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $834,359 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | LANE GORMAN TRUBITT LLC |
Accountancy firm EIN | 2020-12-31 | 751044330 |
2019 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $781,417 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $781,417 |
Total income from all sources (including contributions) | 2019-12-31 | $3,349,989 |
Total loss/gain on sale of assets | 2019-12-31 | $-8,064 |
Total of all expenses incurred | 2019-12-31 | $1,135,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $13,309,686 |
Value of total assets at beginning of year | 2019-12-31 | $11,095,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $29,732 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $343,260 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $649,291 |
Participant contributions at end of year | 2019-12-31 | $302,194 |
Participant contributions at beginning of year | 2019-12-31 | $263,404 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $156 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $29,732 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,847,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,762,291 |
Interest on participant loans | 2019-12-31 | $18,273 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $547,629 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $482,924 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $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 trusts | 2019-12-31 | $12,365 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $382,535 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $911 |
Income. Dividends from common stock | 2019-12-31 | $77,012 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,106,115 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $4,574,092 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $4,586,925 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $916,736 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $924,800 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LANE GORMAN TRUBITT LLC |
Accountancy firm EIN | 2019-12-31 | 751044330 |
2018 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $-572,732 |
Total of all expenses incurred | 2018-12-31 | $1,625,783 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,595,242 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $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 year | 2018-12-31 | $11,095,544 |
Value of total assets at beginning of year | 2018-12-31 | $13,294,059 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $30,453 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $628,183 |
Participant contributions at end of year | 2018-12-31 | $263,404 |
Participant contributions at beginning of year | 2018-12-31 | $293,865 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $30,453 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,762,291 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,858,250 |
Interest on participant loans | 2018-12-31 | $16,183 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $482,924 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 benefits | 2018-12-31 | $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 trusts | 2018-12-31 | $10,085 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $358,033 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $-1,201,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $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 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $4,586,925 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $5,716,154 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LANE GORMAN TRUBITT, LLC |
Accountancy firm EIN | 2018-12-31 | 751044330 |
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 incurred | 2017-12-31 | $743,585 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $717,705 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $933,489 |
Value of total assets at end of year | 2017-12-31 | $13,294,059 |
Value of total assets at beginning of year | 2017-12-31 | $11,417,452 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $25,880 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $564,545 |
Participant contributions at end of year | 2017-12-31 | $293,865 |
Participant contributions at beginning of year | 2017-12-31 | $183,282 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $555,552 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $25,880 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,858,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,744,925 |
Interest on participant loans | 2017-12-31 | $11,961 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $425,790 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $356,697 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $91,035 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 benefits | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $339,114 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $7,510 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $717,705 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $5,716,154 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $5,037,669 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MONTGOMERY COSCIA GREILICH LLP |
Accountancy firm EIN | 2017-12-31 | 752919818 |
2016 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,707,591 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,707,591 |
Total income from all sources (including contributions) | 2016-12-31 | $3,038,025 |
Total loss/gain on sale of assets | 2016-12-31 | $19,817 |
Total of all expenses incurred | 2016-12-31 | $625,065 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $602,842 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $883,016 |
Value of total assets at end of year | 2016-12-31 | $11,417,452 |
Value of total assets at beginning of year | 2016-12-31 | $9,004,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $22,223 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
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 year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $535,540 |
Participant contributions at end of year | 2016-12-31 | $183,282 |
Participant contributions at beginning of year | 2016-12-31 | $183,136 |
Participant contributions at end of year | 2016-12-31 | $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 year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $3,844 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $355 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $22,223 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,744,925 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,519,633 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $9,569 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $356,697 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $84,136 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $91,035 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $102,592 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 benefits | 2016-12-31 | $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 trusts | 2016-12-31 | $5,465 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $318,989 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $25,650 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $602,842 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $5,037,669 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $3,114,640 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $64,978 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $45,161 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HUSELTON, MORGAN & MAULTSBY P.C. |
Accountancy firm EIN | 2016-12-31 | 752409112 |
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 incurred | 2015-12-31 | $7,868,829 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,865,518 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $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 year | 2015-12-31 | $9,004,492 |
Value of total assets at beginning of year | 2015-12-31 | $15,115,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,311 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
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 year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $26,235 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $548,488 |
Participant contributions at end of year | 2015-12-31 | $183,136 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,880 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $22,812 |
Total non interest bearing cash at end of year | 2015-12-31 | $355 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $17,292 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,519,633 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $220,814 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $11,989,009 |
Interest on participant loans | 2015-12-31 | $9,550 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $84,136 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $102,592 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $206,097 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 benefits | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $724,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $298,044 |
Income. Dividends from common stock | 2015-12-31 | $20,088 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,865,518 |
Contract administrator fees | 2015-12-31 | $3,311 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $3,114,640 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $2,238,110 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HUSELTON MORGAN & MAULTSBY, PC |
Accountancy firm EIN | 2015-12-31 | 752409112 |
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 incurred | 2014-12-31 | $192,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $189,178 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $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 year | 2014-12-31 | $15,115,320 |
Value of total assets at beginning of year | 2014-12-31 | $12,363,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,074 |
Total interest from all sources | 2014-12-31 | $21,121 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $3,074 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $26,235 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $703,931 |
Participant contributions at end of year | 2014-12-31 | $415,883 |
Participant contributions at beginning of year | 2014-12-31 | $449,786 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $1,880 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,579 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $22,812 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $17,292 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $220,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $212,563 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $11,989,009 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $10,486,822 |
Interest on participant loans | 2014-12-31 | $21,121 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $206,097 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $306,023 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $306,023 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 accounts | 2014-12-31 | $579,014 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $393,310 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $46 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $189,178 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $2,238,110 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $905,794 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HUSELTON MORGAN & MAULTSBY, PC |
Accountancy firm EIN | 2014-12-31 | 752409112 |
2013 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,143,345 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $382,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $375,402 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $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 year | 2013-12-31 | $12,363,683 |
Value of total assets at beginning of year | 2013-12-31 | $9,603,070 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,987 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $5,987 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $660,897 |
Participant contributions at end of year | 2013-12-31 | $449,786 |
Participant contributions at beginning of year | 2013-12-31 | $441,363 |
Participant contributions at end of year | 2013-12-31 | $69 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $2,579 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,318 |
Total non interest bearing cash at end of year | 2013-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $212,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $10,486,822 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $21,388 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $306,023 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $37,106 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $37,106 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 accounts | 2013-12-31 | $1,745,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $387,609 |
Employer contributions (assets) at end of year | 2013-12-31 | $46 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $108 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $375,402 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $905,794 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $855,356 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DIPIAZZA, LAROCCA, HEETER & CO, LLC |
Accountancy firm EIN | 2013-12-31 | 263731278 |
2012 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,267,450 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $258,201 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $230,287 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $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 year | 2012-12-31 | $9,603,070 |
Value of total assets at beginning of year | 2012-12-31 | $7,593,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,348 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $2,348 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $593,502 |
Participant contributions at end of year | 2012-12-31 | $441,363 |
Participant contributions at beginning of year | 2012-12-31 | $370,549 |
Participant contributions at end of year | 2012-12-31 | $621 |
Participant contributions at beginning of year | 2012-12-31 | $10,055 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,318 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $32 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $15,051 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $37,106 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $168,528 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $168,528 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $8,267,198 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $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 accounts | 2012-12-31 | $939,406 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $260,950 |
Employer contributions (assets) at end of year | 2012-12-31 | $108 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $230,287 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $855,356 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $434,339 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DIPIAZZA, LAROCCA, HEETER & CO, LLC |
Accountancy firm EIN | 2012-12-31 | 263731278 |
2011 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-415,634 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $37,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $33,307 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $898 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $853,523 |
Value of total assets at end of year | 2011-12-31 | $7,593,821 |
Value of total assets at beginning of year | 2011-12-31 | $7,165,541 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,877 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $595,027 |
Participant contributions at end of year | 2011-12-31 | $370,549 |
Participant contributions at beginning of year | 2011-12-31 | $281,348 |
Participant contributions at end of year | 2011-12-31 | $10,055 |
Participant contributions at beginning of year | 2011-12-31 | $6,431 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $32 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $4 |
Total non interest bearing cash at end of year | 2011-12-31 | $1 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $2,037 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,605,791 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,358,109 |
Interest on participant loans | 2011-12-31 | $14,808 |
Income. Interest from corporate debt instruments | 2011-12-31 | $4,388 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $168,528 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $196,166 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $258,496 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,526 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,722 |
Income. Dividends from common stock | 2011-12-31 | $8,262 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $33,307 |
Contract administrator fees | 2011-12-31 | $840 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $434,339 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $320,760 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DIPIAZZA, LAROCCA, HEETER & CO, LLC |
Accountancy firm EIN | 2011-12-31 | 263731278 |
2010 : THE STEWART ORGANIZATION 401(K) PARTNER PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $820,641 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $820,641 |
Total income from all sources (including contributions) | 2010-12-31 | $1,593,885 |
Total of all expenses incurred | 2010-12-31 | $338,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $7,165,541 |
Value of total assets at beginning of year | 2010-12-31 | $5,910,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,015 |
Total interest from all sources | 2010-12-31 | $19,385 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $528,358 |
Participant contributions at end of year | 2010-12-31 | $281,348 |
Participant contributions at beginning of year | 2010-12-31 | $222,697 |
Participant contributions at end of year | 2010-12-31 | $6,431 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $4 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3 |
Total non interest bearing cash at end of year | 2010-12-31 | $1 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $1,015 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,358,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,289,648 |
Interest on participant loans | 2010-12-31 | $13,106 |
Income. Interest from corporate debt instruments | 2010-12-31 | $6,215 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $196,166 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $104,600 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $225,501 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $337,838 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $320,760 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $293,560 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DIPIAZZA, LAROCCA, HEETER & CO, LLC |
Accountancy firm EIN | 2010-12-31 | 263731278 |