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STEWARD ENTERPRISES, LLC 401(K) PLAN 401k Plan overview

Plan NameSTEWARD ENTERPRISES, LLC 401(K) PLAN
Plan identification number 001

STEWARD ENTERPRISES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

STEWARD ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.

Company Name:STEWARD ENTERPRISES, LLC
Employer identification number (EIN):883592516
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWARD ENTERPRISES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATIE SELESKIE2024-09-23 KATIE SELESKIE2024-09-23

Financial Data on STEWARD ENTERPRISES, LLC 401(K) PLAN

Measure Date Value
2025 : STEWARD ENTERPRISES, LLC 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-16243
Total liabilities as of the beginning of the plan year2025-09-1630
Total expenses incurred by plan in this plan year2025-09-164954
Net assets as of the end of the plan year2025-09-164699190
Total assets as of the beginning of the plan year2025-09-163692661
Value of plan covered by a fidelity bond2025-09-161000000
Participant contributions to plan in this plan year2025-09-16160664
Other expenses paid from plan in this plan year2025-09-160
Other contributions to plan in this plan year2025-09-16132213
Other income to plan in this plan year2025-09-16552621
Plan net income in this plan year2025-09-161006316
Net assets as of the end of the plan year2025-09-164698947
Net assets as of the beginning of the plan year2025-09-163692631
Employer contributions to plan in this plan year2025-09-16165772
Fees paid to broker by Benefit Provider2025-09-16362
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-16250
2024 : STEWARD ENTERPRISES, LLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-2330
Total liabilities as of the beginning of the plan year2024-09-231
Total expenses incurred by plan in this plan year2024-09-23222617
Net assets as of the end of the plan year2024-09-233692661
Total assets as of the beginning of the plan year2024-09-233057090
Value of plan covered by a fidelity bond2024-09-231000000
Participant contributions to plan in this plan year2024-09-23148928
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-23593632
Plan net income in this plan year2024-09-23635542
Net assets as of the end of the plan year2024-09-233692631
Net assets as of the beginning of the plan year2024-09-233057089
Employer contributions to plan in this plan year2024-09-23115599
Fees paid to broker by Benefit Provider2024-09-23281
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-23300

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