401k Plan data: STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN plan

STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN
Plan identification number	003

STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STO HOLDINGS INC. has sponsored the creation of one or more 401k plans.

Company Name: STO HOLDINGS INC.

Employer identification number (EIN): 814330608

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2018-01-01

Plan Statistics for STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN

401k plan membership statisitcs for STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN

Measure Date Value
2019: STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,911
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,415
Number of retired or separated participants receiving benefits 2019-01-01 13
Number of other retired or separated participants entitled to future benefits 2019-01-01 519
Total of all active and inactive participants 2019-01-01 1,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 13
Total participants 2019-01-01 1,960
Number of participants with account balances 2019-01-01 1,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,744
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,339
Number of retired or separated participants receiving benefits 2018-01-01 11
Number of other retired or separated participants entitled to future benefits 2018-01-01 546
Total of all active and inactive participants 2018-01-01 1,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 15
Total participants 2018-01-01 1,911
Number of participants with account balances 2018-01-01 1,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15

Measure	Date	Value
2019: STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,911
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,415
Number of retired or separated participants receiving benefits	2019-01-01	13
Number of other retired or separated participants entitled to future benefits	2019-01-01	519
Total of all active and inactive participants	2019-01-01	1,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	13
Total participants	2019-01-01	1,960
Number of participants with account balances	2019-01-01	1,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,744
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,339
Number of retired or separated participants receiving benefits	2018-01-01	11
Number of other retired or separated participants entitled to future benefits	2018-01-01	546
Total of all active and inactive participants	2018-01-01	1,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	15
Total participants	2018-01-01	1,911
Number of participants with account balances	2018-01-01	1,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15

Financial Data on STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN

Measure	Date	Value
2019 : STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$77,451,838
Total of all expenses incurred	2019-12-31	$15,767,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$15,209,988
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$21,521,370
Value of total assets at end of year	2019-12-31	$316,122,830
Value of total assets at beginning of year	2019-12-31	$254,438,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$545,435
Total interest from all sources	2019-12-31	$242,386
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$6,255,989
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	$6,255,989
Administrative expenses professional fees incurred	2019-12-31	$300
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
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	$12,925,993
Participant contributions at end of year	2019-12-31	$3,636,212
Participant contributions at beginning of year	2019-12-31	$3,042,715
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$59,412
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,150,733
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$4,950
Administrative expenses (other) incurred	2019-12-31	$496,385
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	$61,684,118
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$316,122,830
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$254,438,712
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	$48,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$302,468,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$241,835,676
Interest on participant loans	2019-12-31	$242,386
Value of interest in common/collective trusts at end of year	2019-12-31	$3,626,599
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,323,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$49,348,922
Net investment gain or loss from common/collective trusts	2019-12-31	$83,171
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	$6,444,644
Employer contributions (assets) at end of year	2019-12-31	$6,386,870
Employer contributions (assets) at beginning of year	2019-12-31	$6,177,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$15,209,988
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	2019-12-31	No
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	GRASSI & CO
Accountancy firm EIN	2019-12-31	113266576
2018 : STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$27,973,416
Total income from all sources (including contributions)	2018-12-31	$4,870,608
Total of all expenses incurred	2018-12-31	$21,561,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$20,774,435
Expenses. Certain deemed distributions of participant loans	2018-12-31	$243,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$18,526,691
Value of total assets at end of year	2018-12-31	$254,438,712
Value of total assets at beginning of year	2018-12-31	$243,156,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$543,755
Total interest from all sources	2018-12-31	$145,128
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,296,965
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	$5,296,965
Administrative expenses professional fees incurred	2018-12-31	$300
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
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	$11,608,780
Participant contributions at end of year	2018-12-31	$3,042,715
Participant contributions at beginning of year	2018-12-31	$3,089,579
Participant contributions at end of year	2018-12-31	$59,412
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,401,888
Administrative expenses (other) incurred	2018-12-31	$494,705
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	$-16,691,187
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$254,438,712
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$243,156,483
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	$48,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$241,835,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$229,712,365
Interest on participant loans	2018-12-31	$145,128
Value of interest in common/collective trusts at end of year	2018-12-31	$3,323,358
Value of interest in common/collective trusts at beginning of year	2018-12-31	$4,637,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-19,159,370
Net investment gain or loss from common/collective trusts	2018-12-31	$61,194
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	Yes
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	$5,516,023
Employer contributions (assets) at end of year	2018-12-31	$6,177,551
Employer contributions (assets) at beginning of year	2018-12-31	$5,716,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$20,774,435
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
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	GRASSI & CO
Accountancy firm EIN	2018-12-31	113266576

Form 5500 Responses for STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN

2019: STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STO HOLDINGS INC.
Employer identification number (EIN):	814330608
NAIC Classification:	236200