401k Plan data: ALLIED STONE, INC. 401(K) PLAN plan

ALLIED STONE, INC. 401(K) PLAN 401k Plan overview

Plan Name	ALLIED STONE, INC. 401(K) PLAN
Plan identification number	001

ALLIED STONE, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALLIED STONE, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALLIED STONE, INC.

Employer identification number (EIN): 731571695

NAIC Classification: 332810

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED STONE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JAMES RIVERA
001 2017-01-01 JAMES RIVERA

Plan Statistics for ALLIED STONE, INC. 401(K) PLAN

401k plan membership statisitcs for ALLIED STONE, INC. 401(K) PLAN

Measure Date Value
2022: ALLIED STONE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 614
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 773
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 801
Number of participants with account balances 2022-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 45
2021: ALLIED STONE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 550
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 562
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 586
Number of participants with account balances 2021-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 32
2020: ALLIED STONE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 548
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 529
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 540
Number of participants with account balances 2020-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: ALLIED STONE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 529
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 537
Number of participants with account balances 2019-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 19
2018: ALLIED STONE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 426
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 450
Number of participants with account balances 2018-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 20
2017: ALLIED STONE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 346
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 355
Number of participants with account balances 2017-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10

Measure	Date	Value
2022: ALLIED STONE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	614
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	773
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	801
Number of participants with account balances	2022-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	45
2021: ALLIED STONE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	550
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	562
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	586
Number of participants with account balances	2021-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	32
2020: ALLIED STONE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	548
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	529
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	540
Number of participants with account balances	2020-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: ALLIED STONE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	529
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	537
Number of participants with account balances	2019-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	19
2018: ALLIED STONE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	426
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	450
Number of participants with account balances	2018-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	20
2017: ALLIED STONE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	346
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	355
Number of participants with account balances	2017-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10

Financial Data on ALLIED STONE, INC. 401(K) PLAN

Measure	Date	Value
2022 : ALLIED STONE, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$333,955
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$242,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$236,755
Expenses. Certain deemed distributions of participant loans	2022-12-31	$355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$769,690
Value of total assets at end of year	2022-12-31	$2,534,155
Value of total assets at beginning of year	2022-12-31	$2,442,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,176
Total interest from all sources	2022-12-31	$3,335
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$182,699
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	$182,699
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$245,000
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	$678,689
Participant contributions at end of year	2022-12-31	$64,623
Participant contributions at beginning of year	2022-12-31	$71,557
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$20,643
Other income not declared elsewhere	2022-12-31	$15
Administrative expenses (other) incurred	2022-12-31	$5,176
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	$91,669
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,534,155
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,442,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,121,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,071,728
Interest on participant loans	2022-12-31	$3,335
Value of interest in common/collective trusts at end of year	2022-12-31	$347,705
Value of interest in common/collective trusts at beginning of year	2022-12-31	$299,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-569,667
Net investment gain or loss from common/collective trusts	2022-12-31	$-52,117
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	$70,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$236,755
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TURNER STONE & COMPANY, LLP
Accountancy firm EIN	2022-12-31	752608885
2021 : ALLIED STONE, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$989,184
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$237,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$216,024
Value of total corrective distributions	2021-12-31	$17,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$717,652
Value of total assets at end of year	2021-12-31	$2,442,486
Value of total assets at beginning of year	2021-12-31	$1,690,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,897
Total interest from all sources	2021-12-31	$1,091
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$157,712
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	$157,712
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$170,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$538,108
Participant contributions at end of year	2021-12-31	$71,557
Participant contributions at beginning of year	2021-12-31	$29,774
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$119,612
Other income not declared elsewhere	2021-12-31	$2,355
Administrative expenses (other) incurred	2021-12-31	$3,897
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	$751,513
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,442,486
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,690,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,071,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,423,878
Interest on participant loans	2021-12-31	$1,091
Value of interest in common/collective trusts at end of year	2021-12-31	$299,201
Value of interest in common/collective trusts at beginning of year	2021-12-31	$237,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$69,964
Net investment gain or loss from common/collective trusts	2021-12-31	$40,410
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	$59,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$216,024
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TURNER STONE & COMPANY, LLP
Accountancy firm EIN	2021-12-31	752608885
2020 : ALLIED STONE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$701,032
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$238,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$192,543
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5
Value of total corrective distributions	2020-12-31	$43,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$484,704
Value of total assets at end of year	2020-12-31	$1,690,973
Value of total assets at beginning of year	2020-12-31	$1,228,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,635
Total interest from all sources	2020-12-31	$1,614
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$66,920
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	$66,920
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$123,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$432,404
Participant contributions at end of year	2020-12-31	$29,774
Participant contributions at beginning of year	2020-12-31	$31,899
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,078
Administrative expenses (other) incurred	2020-12-31	$2,635
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	$462,718
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,690,973
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,228,255
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	$1,423,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,067,862
Interest on participant loans	2020-12-31	$1,614
Value of interest in common/collective trusts at end of year	2020-12-31	$237,321
Value of interest in common/collective trusts at beginning of year	2020-12-31	$128,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$125,254
Net investment gain or loss from common/collective trusts	2020-12-31	$22,540
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	$49,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$192,543
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BIRDSONG ADAMS KNIGHT CARROLL
Accountancy firm EIN	2020-12-31	471745781
2019 : ALLIED STONE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$607,236
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$143,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$137,235
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$416,644
Value of total assets at end of year	2019-12-31	$1,228,255
Value of total assets at beginning of year	2019-12-31	$764,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,052
Total interest from all sources	2019-12-31	$2,114
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$51,101
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	$51,101
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$77,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$374,615
Participant contributions at end of year	2019-12-31	$31,899
Participant contributions at beginning of year	2019-12-31	$22,477
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,349
Administrative expenses (other) incurred	2019-12-31	$4,052
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	$463,514
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,228,255
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$764,741
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,067,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$669,522
Interest on participant loans	2019-12-31	$2,114
Value of interest in common/collective trusts at end of year	2019-12-31	$128,494
Value of interest in common/collective trusts at beginning of year	2019-12-31	$72,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$118,739
Net investment gain or loss from common/collective trusts	2019-12-31	$18,638
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	$38,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$137,235
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
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	BIRDSONG ADAMS KNIGHT CARROLL
Accountancy firm EIN	2019-12-31	471745781
2018 : ALLIED STONE, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$352,206
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$21,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$17,920
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$409,116
Value of total assets at end of year	2018-12-31	$764,741
Value of total assets at beginning of year	2018-12-31	$433,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,370
Total interest from all sources	2018-12-31	$1,056
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$49,845
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	$49,845
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$44,000
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	$270,355
Participant contributions at end of year	2018-12-31	$22,477
Participant contributions at beginning of year	2018-12-31	$5,715
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$104,385
Administrative expenses (other) incurred	2018-12-31	$1,370
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	$330,843
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$764,741
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$433,898
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$669,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$398,924
Interest on participant loans	2018-12-31	$1,056
Value of interest in common/collective trusts at end of year	2018-12-31	$72,742
Value of interest in common/collective trusts at beginning of year	2018-12-31	$29,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-104,844
Net investment gain or loss from common/collective trusts	2018-12-31	$-2,967
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	$34,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$17,920
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	LI BEALL
Accountancy firm EIN	2018-12-31	731571695
2017 : ALLIED STONE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$-258,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$186,096
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$10,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$9,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$148,196
Value of total assets at end of year	2017-12-31	$433,898
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$575
Total interest from all sources	2017-12-31	$205
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$12,805
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	$12,805
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$130,026
Participant contributions at end of year	2017-12-31	$5,715
Administrative expenses (other) incurred	2017-12-31	$575
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	$175,752
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$433,898
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$398,924
Interest on participant loans	2017-12-31	$205
Value of interest in common/collective trusts at end of year	2017-12-31	$29,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$23,720
Net investment gain or loss from common/collective trusts	2017-12-31	$1,170
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	No
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	$18,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$9,769
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	2017-12-31	Yes
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	LI BEALL
Accountancy firm EIN	2017-12-31	731571695

Form 5500 Responses for ALLIED STONE, INC. 401(K) PLAN

2022: ALLIED STONE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLIED STONE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALLIED STONE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLIED STONE, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALLIED STONE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALLIED STONE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	ALLIED STONE, INC.
Employer identification number (EIN):	731571695
NAIC Classification:	332810