401k Plan data: C. STEIN, INC. RETIREMENT PLAN plan

C. STEIN, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	C. STEIN, INC. RETIREMENT PLAN
Plan identification number	003

C. STEIN, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

C. STEIN, INC. DBA CSB has sponsored the creation of one or more 401k plans.

Company Name: C. STEIN, INC. DBA CSB

Employer identification number (EIN): 820499973

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. STEIN, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 ROB SCHNEIDER
003 2016-01-01 R SCHNEIDER
003 2015-01-01 R SCHNEIDER
003 2014-01-01 R SCHNEIDER
003 2013-01-01 RSCHNEIDER
003 2012-01-01 ROBERT SCHNEIDER ROBERT SCHNEIDER 2013-08-06
003 2011-01-01 ROBERT SCHNEIDER ROBERT SCHNEIDER 2012-10-10
003 2009-01-01 ROBERT SCHNEIDER ROBERT SCHNEIDER 2010-09-15
003 2009-01-01 ROBERT SCHNEIDER
003 2009-01-01 ROBERT SCHNEIDER ROBERT SCHNEIDER 2010-09-20
003 2009-01-01 ROBERT SCHNEIDER
003 2009-01-01 ROBERT SCHNEIDER ROBERT SCHNEIDER 2010-09-15
003 2009-01-01 ROBERT SCHNEIDER ROBERT SCHNEIDER 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	ROB SCHNEIDER
003	2016-01-01	R SCHNEIDER
003	2015-01-01	R SCHNEIDER
003	2014-01-01	R SCHNEIDER
003	2013-01-01	RSCHNEIDER
003	2012-01-01	ROBERT SCHNEIDER	ROBERT SCHNEIDER	2013-08-06
003	2011-01-01	ROBERT SCHNEIDER	ROBERT SCHNEIDER	2012-10-10
003	2009-01-01	ROBERT SCHNEIDER	ROBERT SCHNEIDER	2010-09-15
003	2009-01-01	ROBERT SCHNEIDER
003	2009-01-01	ROBERT SCHNEIDER	ROBERT SCHNEIDER	2010-09-20
003	2009-01-01	ROBERT SCHNEIDER
003	2009-01-01	ROBERT SCHNEIDER	ROBERT SCHNEIDER	2010-09-15
003	2009-01-01	ROBERT SCHNEIDER	ROBERT SCHNEIDER	2010-09-15

Plan Statistics for C. STEIN, INC. RETIREMENT PLAN

401k plan membership statisitcs for C. STEIN, INC. RETIREMENT PLAN

Measure Date Value
2022: C. STEIN, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 335
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 83
Total of all active and inactive participants 2022-01-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 422
Number of participants with account balances 2022-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: C. STEIN, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 381
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 77
Total of all active and inactive participants 2021-01-01 460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 461
Number of participants with account balances 2021-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: C. STEIN, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 433
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 340
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 75
Total of all active and inactive participants 2020-01-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 415
Number of participants with account balances 2020-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: C. STEIN, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 478
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 355
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 72
Total of all active and inactive participants 2019-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 428
Number of participants with account balances 2019-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: C. STEIN, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 382
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 70
Total of all active and inactive participants 2018-01-01 453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 453
Number of participants with account balances 2018-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: C. STEIN, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 329
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 68
Total of all active and inactive participants 2017-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 398
Number of participants with account balances 2017-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: C. STEIN, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 269
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 64
Total of all active and inactive participants 2016-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 333
Number of participants with account balances 2016-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: C. STEIN, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 260
Number of other retired or separated participants entitled to future benefits 2015-01-01 51
Total of all active and inactive participants 2015-01-01 311
Total participants 2015-01-01 311
Number of participants with account balances 2015-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: C. STEIN, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 263
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 49
Total of all active and inactive participants 2014-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 312
Number of participants with account balances 2014-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: C. STEIN, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 250
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 42
Total of all active and inactive participants 2013-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 293
Number of participants with account balances 2013-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: C. STEIN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 234
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 46
Total of all active and inactive participants 2012-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 280
Number of participants with account balances 2012-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: C. STEIN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 243
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 46
Total of all active and inactive participants 2011-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 289
Number of participants with account balances 2011-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: C. STEIN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 223
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 50
Total of all active and inactive participants 2009-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 273
Number of participants with account balances 2009-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2022: C. STEIN, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	335
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	83
Total of all active and inactive participants	2022-01-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	422
Number of participants with account balances	2022-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: C. STEIN, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	381
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	77
Total of all active and inactive participants	2021-01-01	460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	461
Number of participants with account balances	2021-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: C. STEIN, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	433
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	340
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	75
Total of all active and inactive participants	2020-01-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	415
Number of participants with account balances	2020-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: C. STEIN, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	478
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	355
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	72
Total of all active and inactive participants	2019-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	428
Number of participants with account balances	2019-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: C. STEIN, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	382
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	70
Total of all active and inactive participants	2018-01-01	453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	453
Number of participants with account balances	2018-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: C. STEIN, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	329
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	68
Total of all active and inactive participants	2017-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	398
Number of participants with account balances	2017-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: C. STEIN, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	269
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	64
Total of all active and inactive participants	2016-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	333
Number of participants with account balances	2016-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: C. STEIN, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	260
Number of other retired or separated participants entitled to future benefits	2015-01-01	51
Total of all active and inactive participants	2015-01-01	311
Total participants	2015-01-01	311
Number of participants with account balances	2015-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: C. STEIN, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	263
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	49
Total of all active and inactive participants	2014-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	312
Number of participants with account balances	2014-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: C. STEIN, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	250
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	42
Total of all active and inactive participants	2013-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	293
Number of participants with account balances	2013-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: C. STEIN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	234
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	46
Total of all active and inactive participants	2012-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	280
Number of participants with account balances	2012-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: C. STEIN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	243
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	46
Total of all active and inactive participants	2011-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	289
Number of participants with account balances	2011-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: C. STEIN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	223
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	50
Total of all active and inactive participants	2009-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	273
Number of participants with account balances	2009-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

Financial Data on C. STEIN, INC. RETIREMENT PLAN

Measure	Date	Value
2022 : C. STEIN, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-805,090
Total of all expenses incurred	2022-12-31	$1,529,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,454,626
Value of total corrective distributions	2022-12-31	$20,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$860,193
Value of total assets at end of year	2022-12-31	$9,108,708
Value of total assets at beginning of year	2022-12-31	$11,443,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$53,965
Total interest from all sources	2022-12-31	$6,171
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$309,659
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	$309,659
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$593,591
Participant contributions at end of year	2022-12-31	$105,624
Participant contributions at beginning of year	2022-12-31	$139,141
Participant contributions at end of year	2022-12-31	$7,287
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$17,500
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$163
Administrative expenses (other) incurred	2022-12-31	$30,520
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	$-2,334,616
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,108,708
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,443,324
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	$23,445
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,981,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,290,369
Interest on participant loans	2022-12-31	$6,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,981,113
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	Yes
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	$249,102
Employer contributions (assets) at end of year	2022-12-31	$14,187
Employer contributions (assets) at beginning of year	2022-12-31	$13,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,454,626
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	2022-12-31	No
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	GRANT THORNTON LLP
Accountancy firm EIN	2022-12-31	366055558
2021 : C. STEIN, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,943,473
Total of all expenses incurred	2021-12-31	$666,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$582,662
Value of total corrective distributions	2021-12-31	$16,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$801,157
Value of total assets at end of year	2021-12-31	$11,443,324
Value of total assets at beginning of year	2021-12-31	$10,166,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$67,593
Total interest from all sources	2021-12-31	$7,676
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$230,604
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	$230,604
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$505,755
Participant contributions at end of year	2021-12-31	$139,141
Participant contributions at beginning of year	2021-12-31	$153,625
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$9,072
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$52,630
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$163
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$210
Administrative expenses (other) incurred	2021-12-31	$32,860
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	$1,277,112
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,443,324
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,166,212
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	$34,733
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,290,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,983,661
Interest on participant loans	2021-12-31	$7,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$904,036
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	Yes
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	$242,772
Employer contributions (assets) at end of year	2021-12-31	$13,651
Employer contributions (assets) at beginning of year	2021-12-31	$19,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$582,662
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	2021-12-31	No
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	GRANT THORNTON LLP
Accountancy firm EIN	2021-12-31	366055558
2020 : C. STEIN, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,930,910
Total of all expenses incurred	2020-12-31	$1,701,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,646,736
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,248
Value of total corrective distributions	2020-12-31	$5,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$703,933
Value of total assets at end of year	2020-12-31	$10,166,212
Value of total assets at beginning of year	2020-12-31	$9,936,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$45,650
Total interest from all sources	2020-12-31	$10,244
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$222,030
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	$222,030
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$473,734
Participant contributions at end of year	2020-12-31	$153,625
Participant contributions at beginning of year	2020-12-31	$234,542
Participant contributions at end of year	2020-12-31	$9,072
Participant contributions at beginning of year	2020-12-31	$15,151
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,028
Administrative expenses (other) incurred	2020-12-31	$28,786
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	$229,738
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,166,212
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,936,474
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
Investment advisory and management fees	2020-12-31	$16,864
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,983,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,663,249
Interest on participant loans	2020-12-31	$10,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$994,703
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	Yes
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	$230,199
Employer contributions (assets) at end of year	2020-12-31	$19,644
Employer contributions (assets) at beginning of year	2020-12-31	$22,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,646,736
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	2020-12-31	No
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	GRANT THORNTON LLP
Accountancy firm EIN	2020-12-31	366055558
2019 : C. STEIN, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,248,362
Total of all expenses incurred	2019-12-31	$569,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$550,087
Value of total corrective distributions	2019-12-31	$8,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$722,044
Value of total assets at end of year	2019-12-31	$9,936,474
Value of total assets at beginning of year	2019-12-31	$8,257,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,891
Total interest from all sources	2019-12-31	$12,327
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$71,226
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	$71,226
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	$477,013
Participant contributions at end of year	2019-12-31	$234,542
Participant contributions at beginning of year	2019-12-31	$217,102
Participant contributions at end of year	2019-12-31	$15,151
Participant contributions at beginning of year	2019-12-31	$15,207
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$18,971
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$291
Administrative expenses (other) incurred	2019-12-31	$10,891
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	$1,679,243
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,936,474
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,257,231
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	$9,663,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,001,593
Interest on participant loans	2019-12-31	$12,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$290,577
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,152,188
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	$226,060
Employer contributions (assets) at end of year	2019-12-31	$22,504
Employer contributions (assets) at beginning of year	2019-12-31	$23,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$550,087
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	FORD BLACK AND CO PC
Accountancy firm EIN	2019-12-31	930690981
2018 : C. STEIN, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$125,679
Total of all expenses incurred	2018-12-31	$1,138,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,132,231
Value of total corrective distributions	2018-12-31	$3,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$692,313
Value of total assets at end of year	2018-12-31	$8,257,231
Value of total assets at beginning of year	2018-12-31	$9,270,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,390
Total interest from all sources	2018-12-31	$12,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$469,741
Participant contributions at end of year	2018-12-31	$217,102
Participant contributions at beginning of year	2018-12-31	$271,814
Participant contributions at end of year	2018-12-31	$15,207
Participant contributions at beginning of year	2018-12-31	$14,633
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$354
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$3,390
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	$-1,013,283
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,257,231
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,270,514
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 pooled separate accounts at end of year	2018-12-31	$8,001,593
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,960,777
Interest on participant loans	2018-12-31	$12,356
Net investment gain/loss from pooled separate accounts	2018-12-31	$-578,990
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	$222,218
Employer contributions (assets) at end of year	2018-12-31	$23,038
Employer contributions (assets) at beginning of year	2018-12-31	$23,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,132,231
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	FORD BLACK AND CO PC
Accountancy firm EIN	2018-12-31	930690981
2017 : C. STEIN, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,852,354
Total of all expenses incurred	2017-12-31	$501,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$493,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$702,212
Value of total assets at end of year	2017-12-31	$9,270,514
Value of total assets at beginning of year	2017-12-31	$7,919,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,681
Total interest from all sources	2017-12-31	$12,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
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	$462,826
Participant contributions at end of year	2017-12-31	$271,814
Participant contributions at beginning of year	2017-12-31	$309,082
Participant contributions at end of year	2017-12-31	$14,633
Administrative expenses (other) incurred	2017-12-31	$8,681
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	$1,350,584
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,270,514
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,919,930
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 pooled separate accounts at end of year	2017-12-31	$8,960,777
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,610,848
Interest on participant loans	2017-12-31	$12,973
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,137,169
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	$239,386
Employer contributions (assets) at end of year	2017-12-31	$23,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$493,089
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	No
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	FORD BALCK AND CO PC
Accountancy firm EIN	2017-12-31	930690981
2016 : C. STEIN, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,173,715
Total of all expenses incurred	2016-12-31	$591,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$571,713
Expenses. Certain deemed distributions of participant loans	2016-12-31	$3,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$693,146
Value of total assets at end of year	2016-12-31	$7,919,930
Value of total assets at beginning of year	2016-12-31	$7,337,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,333
Total interest from all sources	2016-12-31	$13,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$415,429
Participant contributions at end of year	2016-12-31	$309,082
Participant contributions at beginning of year	2016-12-31	$276,530
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$67,695
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	$582,556
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,919,930
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,337,374
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
Value of interest in pooled separate accounts at end of year	2016-12-31	$7,610,848
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$7,060,844
Interest on participant loans	2016-12-31	$13,216
Net investment gain/loss from pooled separate accounts	2016-12-31	$467,353
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	$210,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$571,713
Contract administrator fees	2016-12-31	$16,333
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
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	FORD BLACK AND CO PC
Accountancy firm EIN	2016-12-31	930690981
2015 : C. STEIN, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$708,352
Total of all expenses incurred	2015-12-31	$1,004,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$986,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$707,075
Value of total assets at end of year	2015-12-31	$7,337,374
Value of total assets at beginning of year	2015-12-31	$7,633,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,869
Total interest from all sources	2015-12-31	$10,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$391,666
Participant contributions at end of year	2015-12-31	$276,530
Participant contributions at beginning of year	2015-12-31	$277,353
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$109,446
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	$-296,478
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,337,374
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,633,852
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
Value of interest in pooled separate accounts at end of year	2015-12-31	$7,060,844
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$7,356,499
Interest on participant loans	2015-12-31	$10,879
Net investment gain/loss from pooled separate accounts	2015-12-31	$-9,602
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	$205,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$986,961
Contract administrator fees	2015-12-31	$17,869
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	FORD BLACK AND CO PC
Accountancy firm EIN	2015-12-31	930690981
2014 : C. STEIN, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$896,407
Total of all expenses incurred	2014-12-31	$463,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$446,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$539,172
Value of total assets at end of year	2014-12-31	$7,633,852
Value of total assets at beginning of year	2014-12-31	$7,200,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,356
Total interest from all sources	2014-12-31	$10,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$357,605
Participant contributions at end of year	2014-12-31	$277,353
Participant contributions at beginning of year	2014-12-31	$289,971
Participant contributions at beginning of year	2014-12-31	$5,927
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	$433,270
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,633,852
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,200,582
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
Value of interest in pooled separate accounts at end of year	2014-12-31	$7,356,499
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,877,303
Interest on participant loans	2014-12-31	$10,299
Net investment gain/loss from pooled separate accounts	2014-12-31	$346,936
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	$181,567
Employer contributions (assets) at beginning of year	2014-12-31	$27,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$446,781
Contract administrator fees	2014-12-31	$16,356
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	FORD BLACK & CO, PC
Accountancy firm EIN	2014-12-31	930690981
2013 : C. STEIN, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,790,475
Total of all expenses incurred	2013-12-31	$278,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$263,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$657,106
Value of total assets at end of year	2013-12-31	$7,200,582
Value of total assets at beginning of year	2013-12-31	$5,688,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,646
Total interest from all sources	2013-12-31	$14,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$361,609
Participant contributions at end of year	2013-12-31	$289,971
Participant contributions at beginning of year	2013-12-31	$303,179
Participant contributions at end of year	2013-12-31	$5,927
Participant contributions at beginning of year	2013-12-31	$5,857
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$86,891
Other income not declared elsewhere	2013-12-31	$1,119,271
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	$1,512,440
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,200,582
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,688,142
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 pooled separate accounts at end of year	2013-12-31	$6,877,303
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,349,275
Interest on participant loans	2013-12-31	$14,098
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	$208,606
Employer contributions (assets) at end of year	2013-12-31	$27,381
Employer contributions (assets) at beginning of year	2013-12-31	$29,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$263,389
Contract administrator fees	2013-12-31	$14,646
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	2013-12-31	No
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	FORD BLACK & CO, PC
Accountancy firm EIN	2013-12-31	930690981
2012 : C. STEIN, INC. RETIREMENT 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	$1,134,545
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$434,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$421,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$546,756
Value of total assets at end of year	2012-12-31	$5,688,142
Value of total assets at beginning of year	2012-12-31	$4,988,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,961
Total interest from all sources	2012-12-31	$13,107
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
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$337,438
Participant contributions at end of year	2012-12-31	$303,179
Participant contributions at beginning of year	2012-12-31	$287,546
Participant contributions at end of year	2012-12-31	$5,857
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	$699,678
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,688,142
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,988,464
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
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,349,275
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,700,918
Interest on participant loans	2012-12-31	$13,107
Net investment gain/loss from pooled separate accounts	2012-12-31	$574,682
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	$209,318
Employer contributions (assets) at end of year	2012-12-31	$29,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$421,906
Contract administrator fees	2012-12-31	$12,961
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
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	BLACK & CO, PC
Accountancy firm EIN	2012-12-31	930690981
2011 : C. STEIN, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$363,569
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$223,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$212,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$514,873
Value of total assets at end of year	2011-12-31	$4,988,464
Value of total assets at beginning of year	2011-12-31	$4,848,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,449
Total interest from all sources	2011-12-31	$12,791
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
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	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$318,428
Participant contributions at end of year	2011-12-31	$287,546
Participant contributions at beginning of year	2011-12-31	$247,315
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$33,333
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	$140,094
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,988,464
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,848,370
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,700,918
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,567,722
Interest on participant loans	2011-12-31	$12,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-164,095
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	$196,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$212,026
Contract administrator fees	2011-12-31	$11,449
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
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	FORD BLACK & CO, PC
Accountancy firm EIN	2011-12-31	930690981
2010 : C. STEIN, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$982,387
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$199,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$189,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$512,671
Value of total assets at end of year	2010-12-31	$4,848,370
Value of total assets at beginning of year	2010-12-31	$4,065,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,453
Total interest from all sources	2010-12-31	$9,980
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
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	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$297,561
Participant contributions at end of year	2010-12-31	$247,315
Participant contributions at beginning of year	2010-12-31	$117,918
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$33,333
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	$783,189
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,848,370
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,065,181
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,947,263
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,567,722
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$9,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$459,736
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	Yes
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	$215,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$189,745
Contract administrator fees	2010-12-31	$9,453
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
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	FORD BLACK & CO, PC
Accountancy firm EIN	2010-12-31	930690981
2009 : C. STEIN, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for C. STEIN, INC. RETIREMENT PLAN

2022: C. STEIN, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: C. STEIN, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: C. STEIN, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: C. STEIN, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: C. STEIN, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: C. STEIN, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: C. STEIN, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: C. STEIN, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: C. STEIN, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: C. STEIN, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: C. STEIN, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: C. STEIN, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: C. STEIN, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517595

Policy instance

Insurance contract or identification number	517595
Number of Individuals Covered	202
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998780

Policy instance

Insurance contract or identification number	998780
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $13,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,672
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

998780

Policy instance

Insurance contract or identification number	998780
Number of Individuals Covered	198
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $16,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,277
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

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Company Name:	C. STEIN, INC. DBA CSB
Employer identification number (EIN):	820499973
NAIC Classification:	424800