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J. L. STOREDAHL & SONS, INC. 401k Plan overview

Plan NameJ. L. STOREDAHL & SONS, INC.
Plan identification number 501

J. L. STOREDAHL & SONS, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

J.L. STOREDAHL & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:J.L. STOREDAHL & SONS, INC.
Employer identification number (EIN):910851541
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. L. STOREDAHL & SONS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-03-01LIBERTY ENGLEMAN2023-08-10
5012021-03-01LIBERTY ENGLEMAN2022-07-11
5012020-03-01LIBERTY ENGLEMAN2021-09-20
5012019-03-01LIBERTY ENGLEMAN2020-06-11
5012018-03-01

Plan Statistics for J. L. STOREDAHL & SONS, INC.

401k plan membership statisitcs for J. L. STOREDAHL & SONS, INC.

Measure Date Value
2022: J. L. STOREDAHL & SONS, INC. 2022 401k membership
Total participants, beginning-of-year2022-03-01101
Total number of active participants reported on line 7a of the Form 55002022-03-0193
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-010
Total of all active and inactive participants2022-03-0193
Number of employers contributing to the scheme2022-03-010
2021: J. L. STOREDAHL & SONS, INC. 2021 401k membership
Total participants, beginning-of-year2021-03-01100
Total number of active participants reported on line 7a of the Form 55002021-03-01101
Number of retired or separated participants receiving benefits2021-03-010
Number of other retired or separated participants entitled to future benefits2021-03-010
Total of all active and inactive participants2021-03-01101
Number of employers contributing to the scheme2021-03-010
2020: J. L. STOREDAHL & SONS, INC. 2020 401k membership
Total participants, beginning-of-year2020-03-01103
Total number of active participants reported on line 7a of the Form 55002020-03-01100
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-010
Total of all active and inactive participants2020-03-01100
Number of employers contributing to the scheme2020-03-010
2019: J. L. STOREDAHL & SONS, INC. 2019 401k membership
Total participants, beginning-of-year2019-03-01112
Total number of active participants reported on line 7a of the Form 55002019-03-0198
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-0198
Number of employers contributing to the scheme2019-03-010
2018: J. L. STOREDAHL & SONS, INC. 2018 401k membership
Total participants, beginning-of-year2018-03-01100
Total number of active participants reported on line 7a of the Form 55002018-03-01112
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-01112
Number of employers contributing to the scheme2018-03-010

Form 5500 Responses for J. L. STOREDAHL & SONS, INC.

2022: J. L. STOREDAHL & SONS, INC. 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – InsuranceYes
2021: J. L. STOREDAHL & SONS, INC. 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – InsuranceYes
2020: J. L. STOREDAHL & SONS, INC. 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: J. L. STOREDAHL & SONS, INC. 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: J. L. STOREDAHL & SONS, INC. 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01First time form 5500 has been submittedYes
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3958
Policy instance 1
Insurance contract or identification number3958
Number of Individuals Covered151
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $29,624
Total amount of fees paid to insurance companyUSD $358
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $984,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,624
Amount paid for insurance broker fees358
Additional information about fees paid to insurance brokerRETENTION BONUS
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3958
Policy instance 1
Insurance contract or identification number3958
Number of Individuals Covered151
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $29,624
Total amount of fees paid to insurance companyUSD $358
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $984,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,624
Amount paid for insurance broker fees358
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3958
Policy instance 1
Insurance contract or identification number3958
Number of Individuals Covered151
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $30,142
Total amount of fees paid to insurance companyUSD $390
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $874,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,142
Amount paid for insurance broker fees390
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3958
Policy instance 1
Insurance contract or identification number3958
Number of Individuals Covered141
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $24,266
Total amount of fees paid to insurance companyUSD $6
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $875,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,266
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3958
Policy instance 1
Insurance contract or identification number3958
Number of Individuals Covered161
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $29,408
Total amount of fees paid to insurance companyUSD $7
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $995,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,408
Amount paid for insurance broker fees7
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3

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