401k Plan data: STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST plan

STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

STEPHEN ELDRIDGE & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN ELDRIDGE & COMPANY, INC.

Employer identification number (EIN): 020366808

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about STEPHEN ELDRIDGE & COMPANY, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division

Incorporation Date: 1994-10-21

Company Identification Number: 65369

Legal Registered Office Address: 1 IRVING HEIGHTS

RUTLAND
United States of America (USA)
05701

More information about STEPHEN ELDRIDGE & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEPHEN ELDRIDGE 2024-10-10
001 2022-01-01 STEPHEN ELDRIDGE 2023-06-07
001 2021-01-01 STEPHEN ELDRIDGE 2022-10-11
001 2020-01-01 STEPHEN ELDRIDGE 2021-06-02
001 2019-01-01 STEPHEN ELDRIDGE 2020-06-09
001 2018-01-01 STEPHEN ELDRIDGE 2019-04-18
001 2017-01-01 STEPHEN ELDRIDGE 2018-09-07
001 2016-01-01 STEPHEN ELDRIDGE 2017-07-12
001 2015-01-01 STEPHEN ELDRIDGE 2016-08-03
001 2014-01-01 STEPHEN ELDRIDGE 2015-05-15
001 2013-01-01 STEPHEN ELDRIDGE 2014-09-22
001 2012-01-01 STEPHEN ELDRIDGE 2013-10-14
001 2011-01-01 STEPHEN ELDRIDGE 2012-07-06
001 2010-01-01 STEPHEN ELDRIDGE
001 2009-01-01 STEPHEN ELDRIDGE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	STEPHEN ELDRIDGE	2024-10-10
001	2022-01-01	STEPHEN ELDRIDGE	2023-06-07
001	2021-01-01	STEPHEN ELDRIDGE	2022-10-11
001	2020-01-01	STEPHEN ELDRIDGE	2021-06-02
001	2019-01-01	STEPHEN ELDRIDGE	2020-06-09
001	2018-01-01	STEPHEN ELDRIDGE	2019-04-18
001	2017-01-01	STEPHEN ELDRIDGE	2018-09-07
001	2016-01-01	STEPHEN ELDRIDGE	2017-07-12
001	2015-01-01	STEPHEN ELDRIDGE	2016-08-03
001	2014-01-01	STEPHEN ELDRIDGE	2015-05-15
001	2013-01-01	STEPHEN ELDRIDGE	2014-09-22
001	2012-01-01	STEPHEN ELDRIDGE	2013-10-14
001	2011-01-01	STEPHEN ELDRIDGE	2012-07-06
001	2010-01-01	STEPHEN ELDRIDGE
001	2009-01-01	STEPHEN ELDRIDGE

Plan Statistics for STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010: STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 21
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 22
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	21
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	22
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2010 : STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$444,021
Expenses. Total of all expenses incurred	2010-12-31	$8,033
Benefits paid (including direct rollovers)	2010-12-31	$8,033
Total plan assets at end of year	2010-12-31	$2,549,949
Total plan assets at beginning of year	2010-12-31	$2,113,961
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$164,319
Other income received	2010-12-31	$239,217
Net income (gross income less expenses)	2010-12-31	$435,988
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,549,949
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,113,961
Assets. Value of participant loans	2010-12-31	$101,584
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$40,485

Form 5500 Responses for STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST

2010: STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VA98985540

Policy instance

Insurance contract or identification number	VA98985540
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $119
Total amount of fees paid to insurance company	USD $18
Are there contracts with allocated funds for individual policies?	Yes
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?	No
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
Commission paid to Insurance Broker	USD $119
Amount paid for insurance broker fees	18
Additional information about fees paid to insurance broker	OVERRIDE
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL CORP

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Company Name:	STEPHEN ELDRIDGE & COMPANY, INC.
Employer identification number (EIN):	020366808
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Vermont Secretary of State Corporations Division
Incorporation Date:	1994-10-21
Company Identification Number:	65369
Legal Registered Office Address:	1 IRVING HEIGHTS RUTLAND United States of America (USA) 05701