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STERLING BUSINESS FORMS, INC. 401(K) PROFIT 401k Plan overview

Plan NameSTERLING BUSINESS FORMS, INC. 401(K) PROFIT
Plan identification number 001

STERLING BUSINESS FORMS, INC. 401(K) PROFIT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STERLING BUSINESS FORMS INC has sponsored the creation of one or more 401k plans.

Company Name:STERLING BUSINESS FORMS INC
Employer identification number (EIN):910849597
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STERLING BUSINESS FORMS, INC. 401(K) PROFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01AHILA MAHESWARAN
0012015-01-01AHILA MAHESWARAN
0012014-01-01PAM PETERS
0012013-01-01SANDY ROTH
0012012-01-01PAM PETERS
0012011-01-01NICK SUTHEIMER
0012009-01-01NICK SUTHEIMER

Plan Statistics for STERLING BUSINESS FORMS, INC. 401(K) PROFIT

401k plan membership statisitcs for STERLING BUSINESS FORMS, INC. 401(K) PROFIT

Measure Date Value
2025: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2025 401k membership
Total number of particpants at beginning of year2025-08-1263
Total number of particpants at end of year2025-08-1257
Number of Participants With Account Balances2025-08-1248
2024: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2024 401k membership
Total number of particpants at beginning of year2024-06-0164
Total number of particpants at end of year2024-06-0162
Number of Participants With Account Balances2024-06-0149
2022: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2022 401k membership
Total number of particpants at beginning of year2022-04-2970
Total number of particpants at end of year2022-04-2961
Number of Participants With Account Balances2022-04-2943
2016: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2016 401k membership
Total participants, beginning-of-year2016-01-01100
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0195
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2015 401k membership
Total participants, beginning-of-year2015-01-01106
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0197
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2014 401k membership
Total participants, beginning-of-year2014-01-01108
Total number of active participants reported on line 7a of the Form 55002014-01-0188
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01103
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-0190
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01103
Number of participants with account balances2013-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01114
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2011 401k membership
Total participants, beginning-of-year2011-01-01118
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2009 401k membership
Total participants, beginning-of-year2009-01-01111
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01131
Number of participants with account balances2009-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STERLING BUSINESS FORMS, INC. 401(K) PROFIT

Measure Date Value
2025 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-12278770
Net assets as of the end of the plan year2025-08-122310316
Total assets as of the beginning of the plan year2025-08-122198308
Value of plan covered by a fidelity bond2025-08-12230000
Participant contributions to plan in this plan year2025-08-12146011
Value of participant loans at end of plan year2025-08-125914
Other income to plan in this plan year2025-08-12189191
Plan net income in this plan year2025-08-12112008
Net assets as of the end of the plan year2025-08-122310316
Net assets as of the beginning of the plan year2025-08-122198308
Employer contributions to plan in this plan year2025-08-1255576
Fees paid to broker by Benefit Provider2025-08-121926
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-123455
2024 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-010
Total liabilities as of the beginning of the plan year2024-06-010
Total expenses incurred by plan in this plan year2024-06-0199684
Net assets as of the end of the plan year2024-06-012198308
Total assets as of the beginning of the plan year2024-06-011927847
Value of plan covered by a fidelity bond2024-06-01230000
Participant contributions to plan in this plan year2024-06-01140798
Other contributions to plan in this plan year2024-06-0120255
Other income to plan in this plan year2024-06-01203670
Plan net income in this plan year2024-06-01270461
Net assets as of the end of the plan year2024-06-012198308
Net assets as of the beginning of the plan year2024-06-011927847
Employer contributions to plan in this plan year2024-06-015422
Fees paid to broker by Benefit Provider2024-06-011796
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-013280
2022 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-290
Total liabilities as of the end of the plan year2022-04-290
Total liabilities as of the beginning of the plan year2022-04-290
Total expenses incurred by plan in this plan year2022-04-29212800
Net assets as of the end of the plan year2022-04-292295994
Total assets as of the beginning of the plan year2022-04-292208383
Value of plan covered by a fidelity bond2022-04-291000000
Participant contributions to plan in this plan year2022-04-2975096
Value of participant loans at end of plan year2022-04-290
Other expenses paid from plan in this plan year2022-04-290
Other contributions to plan in this plan year2022-04-290
Other income to plan in this plan year2022-04-29225315
Plan net income in this plan year2022-04-2987611
Net assets as of the end of the plan year2022-04-292295994
Net assets as of the beginning of the plan year2022-04-292208383
Employer contributions to plan in this plan year2022-04-290
Fees paid to broker by Benefit Provider2022-04-291308
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-293262
2016 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$217,802
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$65,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$61,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$66,254
Value of total assets at end of year2016-12-31$2,161,784
Value of total assets at beginning of year2016-12-31$2,009,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,334
Total interest from all sources2016-12-31$13,824
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$225,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$66,254
Participant contributions at end of year2016-12-31$38,003
Participant contributions at beginning of year2016-12-31$42,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$151,942
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,161,784
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,009,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,710,086
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,560,797
Interest on participant loans2016-12-31$1,973
Interest earned on other investments2016-12-31$11,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$413,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$406,453
Net investment gain/loss from pooled separate accounts2016-12-31$137,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$61,526
Contract administrator fees2016-12-31$4,334
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOLATORE SCROGGIN PETERSON & CO LLP
Accountancy firm EIN2016-12-31930428202
2015 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$820
Total income from all sources (including contributions)2015-12-31$69,459
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$85,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$81,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$73,461
Value of total assets at end of year2015-12-31$2,009,842
Value of total assets at beginning of year2015-12-31$2,027,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,130
Total interest from all sources2015-12-31$14,943
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$225,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$73,461
Participant contributions at end of year2015-12-31$42,592
Participant contributions at beginning of year2015-12-31$45,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-16,411
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,009,842
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,026,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,560,797
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,565,478
Interest on participant loans2015-12-31$2,319
Interest earned on other investments2015-12-31$12,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$406,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$416,008
Net investment gain/loss from pooled separate accounts2015-12-31$-18,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$81,740
Contract administrator fees2015-12-31$4,130
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOLATORE SCROGGIN PETERSON & CO LLP
Accountancy firm EIN2015-12-31930428202
2014 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$226,867
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$29,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$82,523
Value of total assets at end of year2014-12-31$2,027,073
Value of total assets at beginning of year2014-12-31$1,828,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,950
Total interest from all sources2014-12-31$15,041
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$82,523
Participant contributions at end of year2014-12-31$45,587
Participant contributions at beginning of year2014-12-31$37,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$197,511
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,026,253
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,828,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,565,478
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,406,325
Interest on participant loans2014-12-31$2,099
Interest earned on other investments2014-12-31$12,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$416,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$384,519
Net investment gain/loss from pooled separate accounts2014-12-31$129,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,406
Contract administrator fees2014-12-31$4,950
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOLATORE SCROGGIN PETERSON & CO LLP
Accountancy firm EIN2014-12-31930428202
2013 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$210,742
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$99,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$95,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$66,588
Value of total assets at end of year2013-12-31$1,828,742
Value of total assets at beginning of year2013-12-31$1,717,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,875
Total interest from all sources2013-12-31$14,710
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$66,588
Participant contributions at end of year2013-12-31$37,898
Participant contributions at beginning of year2013-12-31$30,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$110,761
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,828,742
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,717,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,406,325
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,314,657
Interest on participant loans2013-12-31$2,110
Interest earned on other investments2013-12-31$12,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$384,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$373,151
Net investment gain/loss from pooled separate accounts2013-12-31$129,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$95,106
Contract administrator fees2013-12-31$4,875
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KOSMATKA DONNELLY / KDCO PIELS
Accountancy firm EIN2013-12-31930745639
2012 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$243,201
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$144,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$138,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$76,236
Value of total assets at end of year2012-12-31$1,717,981
Value of total assets at beginning of year2012-12-31$1,619,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,475
Total interest from all sources2012-12-31$15,377
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$76,236
Participant contributions at end of year2012-12-31$30,173
Participant contributions at beginning of year2012-12-31$38,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$98,841
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,717,981
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,619,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,314,657
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,200,361
Interest on participant loans2012-12-31$1,872
Interest earned on other investments2012-12-31$13,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$373,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$380,662
Net investment gain/loss from pooled separate accounts2012-12-31$151,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$138,885
Contract administrator fees2012-12-31$5,475
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOLATORE SCROGGIN PETERSON & CO
Accountancy firm EIN2012-12-31930428202
2011 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$151,216
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$376,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$371,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$79,993
Value of total assets at end of year2011-12-31$1,619,140
Value of total assets at beginning of year2011-12-31$1,844,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,525
Total interest from all sources2011-12-31$16,209
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$79,993
Participant contributions at end of year2011-12-31$38,117
Participant contributions at beginning of year2011-12-31$41,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-225,179
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,619,140
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,844,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,200,361
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,229,633
Interest on participant loans2011-12-31$2,127
Interest earned on other investments2011-12-31$14,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$380,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$573,656
Net investment gain/loss from pooled separate accounts2011-12-31$55,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$371,870
Contract administrator fees2011-12-31$4,525
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOLATORE SCROGGIN PETERSON & CO
Accountancy firm EIN2011-12-31930428202
2010 : STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$268,592
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$178,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$173,550
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$86,403
Value of total assets at end of year2010-12-31$1,844,319
Value of total assets at beginning of year2010-12-31$1,754,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,190
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$25,762
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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$86,403
Participant contributions at end of year2010-12-31$41,030
Participant contributions at beginning of year2010-12-31$42,859
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$89,852
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,844,319
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,754,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$1,229,633
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,069,770
Interest on participant loans2010-12-31$2,740
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$23,022
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$573,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$641,838
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$156,427
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$173,550
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$5,190
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOLATORE SCROGGIN PETERSON & CO
Accountancy firm EIN2010-12-31930428202

Form 5500 Responses for STERLING BUSINESS FORMS, INC. 401(K) PROFIT

2016: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STERLING BUSINESS FORMS, INC. 401(K) PROFIT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63518-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63518-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63518-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63518-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63518-71
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-63518-71
Policy instance 1

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