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STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameSTEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN
Plan identification number 001

STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STEWART & PATTEN CO., LLC has sponsored the creation of one or more 401k plans.

Company Name:STEWART & PATTEN CO., LLC
Employer identification number (EIN):941611234
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LORI SHERMAN2023-04-21
0012021-01-01LORI SHERMAN2022-04-29
0012020-01-01LORI SHERMAN2021-06-04
0012018-01-01LORI SHERMAN2019-05-09
0012017-01-01LORI SHERMAN2018-05-09
0012016-01-01LORI SHERMAN2017-06-28
0012016-01-01LORI SHERMAN2017-06-14
0012015-01-01LORI SHERMAN2016-03-25
0012014-01-01LORI SHERMAN2015-04-27
0012013-01-01LORI SHERMAN2014-06-16
0012012-01-01LORI SHERMAN2013-06-28
0012011-01-01STEPHEN ETHRIDGE2012-07-09
0012010-01-01STEPHEN ETHRIDGE2011-05-25
0012009-01-01STEPHEN ETHRIDGE
0012009-01-01STEPHEN ETHRIDGE
0012009-01-01STEPHEN ETHRIDGE
0012008-01-01STEPHEN ETHRIDGE

Plan Statistics for STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN

Measure Date Value
2009: STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-017
Total number of active participants reported on line 7a of the Form 55002008-01-018
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-018
Number of participants with account balances2008-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Form 5500 Responses for STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN

2009: STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: STEWART & PATTEN CO., LLC SAVINGS & RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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