401k Plan data: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN plan

STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEWART COMPANIES 401(K) & PROFIT SHARING PLAN
Plan identification number	001

STEWART COMPANIES 401(K) & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

GARBERVILLE GAS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: GARBERVILLE GAS CORPORATION

Employer identification number (EIN): 941113690

NAIC Classification: 447100
NAIC Description: Gasoline Stations, Gas

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWART COMPANIES 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 PAUL ROBERTI PAUL ROBERTI 2019-01-17
001 2016-07-01 PAUL ROBERTI PAUL ROBERTI 2018-04-18
001 2015-07-01 PAUL ROBERTI 2017-04-17 PAUL ROBERTI 2017-04-17
001 2014-07-01 CEILIN WHITACRE 2016-02-18
001 2013-07-01 CEILIN WHITACRE 2015-04-22
001 2012-07-01 PAUL ROBERTI 2014-04-14
001 2011-07-01 CURTIS CRAVENS 2013-03-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	PAUL ROBERTI		PAUL ROBERTI	2019-01-17
001	2016-07-01	PAUL ROBERTI		PAUL ROBERTI	2018-04-18
001	2015-07-01	PAUL ROBERTI	2017-04-17	PAUL ROBERTI	2017-04-17
001	2014-07-01	CEILIN WHITACRE	2016-02-18
001	2013-07-01	CEILIN WHITACRE	2015-04-22
001	2012-07-01	PAUL ROBERTI	2014-04-14
001	2011-07-01	CURTIS CRAVENS	2013-03-26

Plan Statistics for STEWART COMPANIES 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for STEWART COMPANIES 401(K) & PROFIT SHARING PLAN

Measure Date Value
2022: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 200
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 172
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 36
Total of all active and inactive participants 2022-07-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 208
Number of participants with account balances 2022-07-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 26
2021: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 136
Number of retired or separated participants receiving benefits 2021-07-01 4
Number of other retired or separated participants entitled to future benefits 2021-07-01 43
Total of all active and inactive participants 2021-07-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 183
Number of participants with account balances 2021-07-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 27
2020: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 180
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 125
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 27
Total of all active and inactive participants 2020-07-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 154
Number of participants with account balances 2020-07-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 19
2019: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 162
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 118
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 62
Total of all active and inactive participants 2019-07-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 180
Number of participants with account balances 2019-07-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 32
2018: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 116
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 44
Total of all active and inactive participants 2018-07-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 160
Number of participants with account balances 2018-07-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 18
2017: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 135
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 120
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 35
Total of all active and inactive participants 2017-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 155
Number of participants with account balances 2017-07-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 2
2016: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 106
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 22
Total of all active and inactive participants 2016-07-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 128
Number of participants with account balances 2016-07-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 4

Measure	Date	Value
2022: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	200
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	172
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	36
Total of all active and inactive participants	2022-07-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	208
Number of participants with account balances	2022-07-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	26
2021: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	136
Number of retired or separated participants receiving benefits	2021-07-01	4
Number of other retired or separated participants entitled to future benefits	2021-07-01	43
Total of all active and inactive participants	2021-07-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	183
Number of participants with account balances	2021-07-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	27
2020: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	180
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	125
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	27
Total of all active and inactive participants	2020-07-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	154
Number of participants with account balances	2020-07-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	19
2019: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	162
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	118
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	62
Total of all active and inactive participants	2019-07-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	180
Number of participants with account balances	2019-07-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	32
2018: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	116
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	44
Total of all active and inactive participants	2018-07-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	160
Number of participants with account balances	2018-07-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	18
2017: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	135
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	120
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	35
Total of all active and inactive participants	2017-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	155
Number of participants with account balances	2017-07-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	2
2016: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	106
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	22
Total of all active and inactive participants	2016-07-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	128
Number of participants with account balances	2016-07-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	4

Financial Data on STEWART COMPANIES 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2023 : STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-06-30	$0
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Expenses. Interest paid	2023-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$2,127,335
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,053,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,001,009
Expenses. Certain deemed distributions of participant loans	2023-06-30	$1,363
Value of total corrective distributions	2023-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,471,707
Value of total assets at end of year	2023-06-30	$7,835,757
Value of total assets at beginning of year	2023-06-30	$6,761,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$50,633
Total income from rents	2023-06-30	$0
Total interest from all sources	2023-06-30	$4,856
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$31,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$31,266
Assets. Real estate other than employer real property at end of year	2023-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2023-06-30	$0
Administrative expenses professional fees incurred	2023-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-06-30	$0
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$695,306
Participant contributions at end of year	2023-06-30	$111,691
Participant contributions at beginning of year	2023-06-30	$113,639
Participant contributions at end of year	2023-06-30	$0
Participant contributions at beginning of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2023-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$134,689
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-06-30	$0
Assets. Loans (other than to participants) at end of year	2023-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2023-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-06-30	$0
Other income not declared elsewhere	2023-06-30	$0
Administrative expenses (other) incurred	2023-06-30	$0
Total non interest bearing cash at end of year	2023-06-30	$0
Total non interest bearing cash at beginning of year	2023-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Income. Non cash contributions	2023-06-30	$0
Value of net income/loss	2023-06-30	$1,074,330
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$7,835,757
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$6,761,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Assets. partnership/joint venture interests at end of year	2023-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2023-06-30	$0
Investment advisory and management fees	2023-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$1,021,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$1,013,318
Value of interest in pooled separate accounts at end of year	2023-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$0
Interest on participant loans	2023-06-30	$4,856
Income. Interest from loans (other than to participants)	2023-06-30	$0
Interest earned on other investments	2023-06-30	$0
Income. Interest from US Government securities	2023-06-30	$0
Income. Interest from corporate debt instruments	2023-06-30	$0
Value of interest in master investment trust accounts at end of year	2023-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2023-06-30	$0
Value of interest in common/collective trusts at end of year	2023-06-30	$6,702,750
Value of interest in common/collective trusts at beginning of year	2023-06-30	$5,634,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$0
Asset value of US Government securities at end of year	2023-06-30	$0
Asset value of US Government securities at beginning of year	2023-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$73,071
Net investment gain/loss from pooled separate accounts	2023-06-30	$0
Net investment gain or loss from common/collective trusts	2023-06-30	$546,435
Net gain/loss from 103.12 investment entities	2023-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Assets. Invements in employer securities at end of year	2023-06-30	$0
Assets. Invements in employer securities at beginning of year	2023-06-30	$0
Assets. Value of employer real property at end of year	2023-06-30	$0
Assets. Value of employer real property at beginning of year	2023-06-30	$0
Contributions received in cash from employer	2023-06-30	$641,712
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Income. Dividends from preferred stock	2023-06-30	$0
Income. Dividends from common stock	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,001,009
Asset. Corporate debt instrument preferred debt at end of year	2023-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-06-30	$0
Contract administrator fees	2023-06-30	$50,633
Assets. Corporate common stocks other than exployer securities at end of year	2023-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2023-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-06-30	$0
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Aggregate proceeds on sale of assets	2023-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2023-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-06-30	$0
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	BPM LLP
Accountancy firm EIN	2023-06-30	814234542
2022 : STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$362,702
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$464,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$435,921
Expenses. Certain deemed distributions of participant loans	2022-06-30	$1,458
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,171,299
Value of total assets at end of year	2022-06-30	$6,761,427
Value of total assets at beginning of year	2022-06-30	$6,863,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$27,538
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$5,051
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$40,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$40,206
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$568,160
Participant contributions at end of year	2022-06-30	$113,639
Participant contributions at beginning of year	2022-06-30	$112,237
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$90,982
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$7,315
Administrative expenses (other) incurred	2022-06-30	$0
Liabilities. Value of operating payables at end of year	2022-06-30	$0
Liabilities. Value of operating payables at beginning of year	2022-06-30	$0
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-102,215
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$6,761,427
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$6,863,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$1,013,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$1,060,993
Value of interest in pooled separate accounts at end of year	2022-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$0
Interest on participant loans	2022-06-30	$5,051
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$0
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$5,634,470
Value of interest in common/collective trusts at beginning of year	2022-06-30	$5,690,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-266,034
Net investment gain/loss from pooled separate accounts	2022-06-30	$0
Net investment gain or loss from common/collective trusts	2022-06-30	$-595,135
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Assets. Value of employer real property at end of year	2022-06-30	$0
Assets. Value of employer real property at beginning of year	2022-06-30	$0
Contributions received in cash from employer	2022-06-30	$512,157
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$435,921
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Contract administrator fees	2022-06-30	$27,538
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BPM LLP
Accountancy firm EIN	2022-06-30	814234542
2021 : STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$0
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Expenses. Interest paid	2021-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$1,880,775
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$218,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$189,312
Expenses. Certain deemed distributions of participant loans	2021-06-30	$7,314
Value of total corrective distributions	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$722,069
Value of total assets at end of year	2021-06-30	$6,863,642
Value of total assets at beginning of year	2021-06-30	$5,201,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$22,090
Total income from rents	2021-06-30	$0
Total interest from all sources	2021-06-30	$4,361
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$12,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$12,891
Assets. Real estate other than employer real property at end of year	2021-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2021-06-30	$0
Administrative expenses professional fees incurred	2021-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-06-30	$0
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$494,852
Participant contributions at end of year	2021-06-30	$112,237
Participant contributions at beginning of year	2021-06-30	$38,405
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$3,608
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$0
Assets. Loans (other than to participants) at end of year	2021-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$0
Other income not declared elsewhere	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$0
Liabilities. Value of operating payables at end of year	2021-06-30	$0
Liabilities. Value of operating payables at beginning of year	2021-06-30	$0
Total non interest bearing cash at end of year	2021-06-30	$0
Total non interest bearing cash at beginning of year	2021-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Income. Non cash contributions	2021-06-30	$0
Value of net income/loss	2021-06-30	$1,662,059
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$6,863,642
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,201,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Assets. partnership/joint venture interests at end of year	2021-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2021-06-30	$0
Investment advisory and management fees	2021-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$1,060,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$696,612
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$0
Interest on participant loans	2021-06-30	$4,361
Income. Interest from loans (other than to participants)	2021-06-30	$0
Interest earned on other investments	2021-06-30	$0
Income. Interest from US Government securities	2021-06-30	$0
Income. Interest from corporate debt instruments	2021-06-30	$0
Value of interest in master investment trust accounts at end of year	2021-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2021-06-30	$0
Value of interest in common/collective trusts at end of year	2021-06-30	$5,690,412
Value of interest in common/collective trusts at beginning of year	2021-06-30	$4,466,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Asset value of US Government securities at end of year	2021-06-30	$0
Asset value of US Government securities at beginning of year	2021-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$287,631
Net investment gain/loss from pooled separate accounts	2021-06-30	$0
Net investment gain or loss from common/collective trusts	2021-06-30	$853,823
Net gain/loss from 103.12 investment entities	2021-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Assets. Invements in employer securities at end of year	2021-06-30	$0
Assets. Invements in employer securities at beginning of year	2021-06-30	$0
Assets. Value of employer real property at end of year	2021-06-30	$0
Assets. Value of employer real property at beginning of year	2021-06-30	$0
Contributions received in cash from employer	2021-06-30	$223,609
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Income. Dividends from preferred stock	2021-06-30	$0
Income. Dividends from common stock	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$189,312
Asset. Corporate debt instrument preferred debt at end of year	2021-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$0
Contract administrator fees	2021-06-30	$22,090
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-06-30	$0
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-06-30	$0
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BPM LLP
Accountancy firm EIN	2021-06-30	814234542
2020 : STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$0
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Expenses. Interest paid	2020-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$816,039
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$711,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$672,006
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Value of total corrective distributions	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$652,464
Value of total assets at end of year	2020-06-30	$5,201,583
Value of total assets at beginning of year	2020-06-30	$5,096,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$39,313
Total income from rents	2020-06-30	$0
Total interest from all sources	2020-06-30	$2,939
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$12,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$12,369
Assets. Real estate other than employer real property at end of year	2020-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2020-06-30	$0
Administrative expenses professional fees incurred	2020-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$446,922
Participant contributions at end of year	2020-06-30	$38,405
Participant contributions at beginning of year	2020-06-30	$87,167
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$17,800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Assets. Loans (other than to participants) at end of year	2020-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$0
Other income not declared elsewhere	2020-06-30	$31
Administrative expenses (other) incurred	2020-06-30	$0
Total non interest bearing cash at end of year	2020-06-30	$0
Total non interest bearing cash at beginning of year	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Income. Non cash contributions	2020-06-30	$0
Value of net income/loss	2020-06-30	$104,720
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,201,583
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,096,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Assets. partnership/joint venture interests at end of year	2020-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2020-06-30	$0
Investment advisory and management fees	2020-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$696,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$587,017
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$0
Interest on participant loans	2020-06-30	$2,939
Income. Interest from loans (other than to participants)	2020-06-30	$0
Interest earned on other investments	2020-06-30	$0
Income. Interest from US Government securities	2020-06-30	$0
Income. Interest from corporate debt instruments	2020-06-30	$0
Value of interest in master investment trust accounts at end of year	2020-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2020-06-30	$0
Value of interest in common/collective trusts at end of year	2020-06-30	$4,466,566
Value of interest in common/collective trusts at beginning of year	2020-06-30	$4,422,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Asset value of US Government securities at end of year	2020-06-30	$0
Asset value of US Government securities at beginning of year	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-12,582
Net investment gain/loss from pooled separate accounts	2020-06-30	$0
Net investment gain or loss from common/collective trusts	2020-06-30	$160,818
Net gain/loss from 103.12 investment entities	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Assets. Invements in employer securities at end of year	2020-06-30	$0
Assets. Invements in employer securities at beginning of year	2020-06-30	$0
Assets. Value of employer real property at end of year	2020-06-30	$0
Assets. Value of employer real property at beginning of year	2020-06-30	$0
Contributions received in cash from employer	2020-06-30	$187,742
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$0
Income. Dividends from preferred stock	2020-06-30	$0
Income. Dividends from common stock	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$672,006
Asset. Corporate debt instrument preferred debt at end of year	2020-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$0
Contract administrator fees	2020-06-30	$39,313
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-06-30	$0
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BPM LLP
Accountancy firm EIN	2020-06-30	814234542
2019 : STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$0
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Expenses. Interest paid	2019-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,014,563
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,778,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,727,190
Expenses. Certain deemed distributions of participant loans	2019-06-30	$23,776
Value of total corrective distributions	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$737,306
Value of total assets at end of year	2019-06-30	$5,096,863
Value of total assets at beginning of year	2019-06-30	$5,861,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$27,827
Total income from rents	2019-06-30	$0
Total interest from all sources	2019-06-30	$6,492
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$63,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$63,220
Assets. Real estate other than employer real property at end of year	2019-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2019-06-30	$0
Administrative expenses professional fees incurred	2019-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$350,502
Participant contributions at end of year	2019-06-30	$87,167
Participant contributions at beginning of year	2019-06-30	$107,736
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$4,119
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$274,210
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Assets. Loans (other than to participants) at end of year	2019-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$10
Administrative expenses (other) incurred	2019-06-30	$0
Liabilities. Value of operating payables at end of year	2019-06-30	$0
Liabilities. Value of operating payables at beginning of year	2019-06-30	$0
Total non interest bearing cash at end of year	2019-06-30	$0
Total non interest bearing cash at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Income. Non cash contributions	2019-06-30	$0
Value of net income/loss	2019-06-30	$-764,230
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,096,863
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,861,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Assets. partnership/joint venture interests at end of year	2019-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2019-06-30	$0
Investment advisory and management fees	2019-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$587,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$5,193,252
Value of interest in pooled separate accounts at end of year	2019-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$0
Interest on participant loans	2019-06-30	$4,665
Income. Interest from loans (other than to participants)	2019-06-30	$0
Interest earned on other investments	2019-06-30	$1,827
Income. Interest from US Government securities	2019-06-30	$0
Income. Interest from corporate debt instruments	2019-06-30	$0
Value of interest in master investment trust accounts at end of year	2019-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2019-06-30	$0
Value of interest in common/collective trusts at end of year	2019-06-30	$4,422,679
Value of interest in common/collective trusts at beginning of year	2019-06-30	$542,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2019-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Asset value of US Government securities at end of year	2019-06-30	$0
Asset value of US Government securities at beginning of year	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$135,452
Net investment gain/loss from pooled separate accounts	2019-06-30	$0
Net investment gain or loss from common/collective trusts	2019-06-30	$72,083
Net gain/loss from 103.12 investment entities	2019-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Assets. Invements in employer securities at end of year	2019-06-30	$0
Assets. Invements in employer securities at beginning of year	2019-06-30	$0
Assets. Value of employer real property at end of year	2019-06-30	$0
Assets. Value of employer real property at beginning of year	2019-06-30	$0
Contributions received in cash from employer	2019-06-30	$112,594
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$13,028
Income. Dividends from preferred stock	2019-06-30	$0
Income. Dividends from common stock	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,727,190
Asset. Corporate debt instrument preferred debt at end of year	2019-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-06-30	$0
Contract administrator fees	2019-06-30	$27,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2019-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BPM LLP
Accountancy firm EIN	2019-06-30	814234542
2018 : STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,171,818
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$305,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$283,408
Expenses. Certain deemed distributions of participant loans	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$441,110
Value of total assets at end of year	2018-06-30	$5,861,093
Value of total assets at beginning of year	2018-06-30	$4,994,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$21,955
Total interest from all sources	2018-06-30	$4,430
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$27,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$27,447
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$329,491
Participant contributions at end of year	2018-06-30	$107,736
Participant contributions at beginning of year	2018-06-30	$86,243
Participant contributions at end of year	2018-06-30	$4,119
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$5,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$18,567
Administrative expenses (other) incurred	2018-06-30	$21,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$866,455
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,861,093
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,994,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$5,193,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,406,127
Interest on participant loans	2018-06-30	$4,430
Value of interest in common/collective trusts at end of year	2018-06-30	$542,958
Value of interest in common/collective trusts at beginning of year	2018-06-30	$483,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$688,911
Net investment gain or loss from common/collective trusts	2018-06-30	$9,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$105,869
Employer contributions (assets) at end of year	2018-06-30	$13,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$283,408
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BPM LLP
Accountancy firm EIN	2018-06-30	814234542
2017 : STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,108,572
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$279,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$260,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$399,398
Value of total assets at end of year	2017-06-30	$4,994,638
Value of total assets at beginning of year	2017-06-30	$4,165,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$18,336
Total interest from all sources	2017-06-30	$3,665
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$29,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$29,557
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$282,915
Participant contributions at end of year	2017-06-30	$86,243
Participant contributions at beginning of year	2017-06-30	$81,372
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$18,567
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$18,567
Administrative expenses (other) incurred	2017-06-30	$18,336
Total non interest bearing cash at beginning of year	2017-06-30	$37
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$829,572
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,994,638
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,165,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$4,406,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,586,557
Interest on participant loans	2017-06-30	$3,665
Value of interest in common/collective trusts at end of year	2017-06-30	$483,701
Value of interest in common/collective trusts at beginning of year	2017-06-30	$497,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$667,713
Net investment gain or loss from common/collective trusts	2017-06-30	$8,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$97,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$260,664
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BPM
Accountancy firm EIN	2017-06-30	814234542

Form 5500 Responses for STEWART COMPANIES 401(K) & PROFIT SHARING PLAN

2022: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: STEWART COMPANIES 401(K) & PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

505595-01

Policy instance

Insurance contract or identification number	505595-01
Number of Individuals Covered	0
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GARBERVILLE GAS CORPORATION
Employer identification number (EIN):	941113690
NAIC Classification:	447100
NAIC Description:	Gasoline Stations, Gas