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Plan Name | STONEAGE 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | STONEAGE, INC. |
Employer identification number (EIN): | 840810170 |
NAIC Classification: | 333310 |
Additional information about STONEAGE, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1979-12-17 |
Company Identification Number: | 19871387767 |
Legal Registered Office Address: |
466 S. Skylane Dr. Durango United States of America (USA) 81303 |
More information about STONEAGE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | BETSY FITZPATRICK | |||
001 | 2017-01-01 | BETSY FITZPATRICK | BETSY FITZPATRICK | 2019-01-20 | |
001 | 2017-01-01 | BETSY FITZPATRICK | |||
001 | 2017-01-01 | BETSY FITZPATRICK | |||
001 | 2016-01-01 | ELIZABETH FITZPATRICK | 2017-10-09 | ELIZABETH FITZPATRICK | 2017-10-09 |
001 | 2015-01-01 | BETSY FITZPATRICK | 2016-07-28 | BETSY FITZPATRICK | 2016-07-28 |
Measure | Date | Value |
---|---|---|
2022: STONEAGE 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 31 |
Total of all active and inactive participants | 2022-01-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 184 |
Number of participants with account balances | 2022-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: STONEAGE 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 140 |
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 | 27 |
Total of all active and inactive participants | 2021-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 169 |
Number of participants with account balances | 2021-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: STONEAGE 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 31 |
Total of all active and inactive participants | 2020-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 158 |
Number of participants with account balances | 2020-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: STONEAGE 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 23 |
Total of all active and inactive participants | 2019-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 159 |
Number of participants with account balances | 2019-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: STONEAGE 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 17 |
Total of all active and inactive participants | 2018-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 149 |
Number of participants with account balances | 2018-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: STONEAGE 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 133 |
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 | 15 |
Total of all active and inactive participants | 2017-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 148 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : STONEAGE 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $341,849 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-16,828 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $782,445 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $767,992 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,232,506 |
Value of total assets at end of year | 2022-12-31 | $13,049,059 |
Value of total assets at beginning of year | 2022-12-31 | $13,506,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,453 |
Total interest from all sources | 2022-12-31 | $2,475 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $330,865 |
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 | $330,865 |
Administrative expenses professional fees incurred | 2022-12-31 | $5,895 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,133,299 |
Participant contributions at end of year | 2022-12-31 | $71,341 |
Participant contributions at beginning of year | 2022-12-31 | $42,828 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $552,172 |
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 | $-799,273 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,049,059 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,506,483 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,977,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $13,463,655 |
Interest on participant loans | 2022-12-31 | $2,475 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,582,674 |
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 | $547,035 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $767,992 |
Contract administrator fees | 2022-12-31 | $8,558 |
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 | RSM US LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : STONEAGE 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,442,076 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $511,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $497,620 |
Value of total corrective distributions | 2021-12-31 | $357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,786,933 |
Value of total assets at end of year | 2021-12-31 | $13,506,483 |
Value of total assets at beginning of year | 2021-12-31 | $10,575,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,325 |
Total interest from all sources | 2021-12-31 | $4,165 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,486,165 |
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 | $1,486,165 |
Administrative expenses professional fees incurred | 2021-12-31 | $5,593 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
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 | $872,244 |
Participant contributions at end of year | 2021-12-31 | $42,828 |
Participant contributions at beginning of year | 2021-12-31 | $90,879 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $490,853 |
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 | $2,930,774 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,506,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,575,709 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $13,463,655 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,484,830 |
Interest on participant loans | 2021-12-31 | $4,165 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $164,813 |
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 | $423,836 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $497,620 |
Contract administrator fees | 2021-12-31 | $7,732 |
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 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : STONEAGE 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,706,736 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,183,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,171,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,253,516 |
Value of total assets at end of year | 2020-12-31 | $10,575,709 |
Value of total assets at beginning of year | 2020-12-31 | $9,052,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,168 |
Total interest from all sources | 2020-12-31 | $7,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $270,167 |
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 | $270,167 |
Administrative expenses professional fees incurred | 2020-12-31 | $4,298 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
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 | $791,846 |
Participant contributions at end of year | 2020-12-31 | $90,879 |
Participant contributions at beginning of year | 2020-12-31 | $97,899 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $76,185 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,523,280 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,575,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,052,429 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,484,830 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,954,530 |
Interest on participant loans | 2020-12-31 | $7,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,175,821 |
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 | $385,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,171,288 |
Contract administrator fees | 2020-12-31 | $7,870 |
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 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : STONEAGE 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,189,166 |
Total income from all sources (including contributions) | 2019-12-31 | $3,189,166 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $812,309 |
Total of all expenses incurred | 2019-12-31 | $812,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $802,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $802,661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,571,707 |
Value of total assets at end of year | 2019-12-31 | $9,052,429 |
Value of total assets at beginning of year | 2019-12-31 | $6,675,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,648 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,648 |
Total interest from all sources | 2019-12-31 | $5,912 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $206,242 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $206,242 |
Administrative expenses professional fees incurred | 2019-12-31 | $9,648 |
Administrative expenses professional fees incurred | 2019-12-31 | $9,648 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $859,706 |
Participant contributions at end of year | 2019-12-31 | $97,899 |
Participant contributions at beginning of year | 2019-12-31 | $70,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $260,715 |
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 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,376,857 |
Value of net income/loss | 2019-12-31 | $2,376,857 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,052,429 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,675,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $8,954,530 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,604,588 |
Interest on participant loans | 2019-12-31 | $5,912 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,405,305 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $451,286 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $802,661 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $802,661 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : STONEAGE 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $824,162 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $355,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $343,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,246,064 |
Value of total assets at end of year | 2018-12-31 | $6,675,572 |
Value of total assets at beginning of year | 2018-12-31 | $6,207,177 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,074 |
Total interest from all sources | 2018-12-31 | $3,283 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $187,273 |
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 | $187,273 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $794,823 |
Participant contributions at end of year | 2018-12-31 | $70,984 |
Participant contributions at beginning of year | 2018-12-31 | $29,469 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $35,550 |
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 | $468,395 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,675,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,207,177 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,604,588 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,177,708 |
Interest on participant loans | 2018-12-31 | $3,283 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-612,458 |
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 | $415,691 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $343,693 |
Contract administrator fees | 2018-12-31 | $12,074 |
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 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : STONEAGE 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,223,253 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $365,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $360,185 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,367,981 |
Value of total assets at end of year | 2017-12-31 | $6,207,177 |
Value of total assets at beginning of year | 2017-12-31 | $4,349,227 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,118 |
Total interest from all sources | 2017-12-31 | $1,301 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $132,100 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $132,100 |
Administrative expenses professional fees incurred | 2017-12-31 | $2,489 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $715,640 |
Participant contributions at end of year | 2017-12-31 | $29,469 |
Participant contributions at beginning of year | 2017-12-31 | $2,853 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $298,441 |
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 | $1,857,950 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,207,177 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,349,227 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,177,708 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,346,374 |
Interest on participant loans | 2017-12-31 | $1,301 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $721,871 |
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 | $353,900 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $360,185 |
Contract administrator fees | 2017-12-31 | $2,629 |
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 | WILL DETERMINE LATER |
Accountancy firm EIN | 2017-12-31 | 010000001 |
2022: STONEAGE 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: STONEAGE 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: STONEAGE 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: STONEAGE 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: STONEAGE 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: STONEAGE 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |