401k Plan data: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN plan

STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 401k Plan overview

Plan Name	STONY BROOK HAMLET MANAGEMENT INC 401K PLAN
Plan identification number	001

STONY BROOK HAMLET MANAGEMENT INC 401K 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.
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.

401k Sponsoring company profile

STONY BROOK HAMLET MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: STONY BROOK HAMLET MANAGEMENT, INC.

Employer identification number (EIN): 113053111

NAIC Classification: 531310

Additional information about STONY BROOK HAMLET MANAGEMENT, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1991-01-10

Company Identification Number: 1500924

Legal Registered Office Address: 111 MAIN STREET
P.O. BOX 572
STONY BROOK
United States of America (USA)
11790

More information about STONY BROOK HAMLET MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONY BROOK HAMLET MANAGEMENT INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 GLORIA ROCCHIO 2023-10-31
001 2021-07-01 GLORIA ROCCHIO 2023-03-30
001 2020-07-01 GLORIA ROCCHIO 2021-10-26
001 2019-07-01 GLORIA ROCCHIO 2020-10-28
001 2018-07-01 GLORIA ROCCHIO 2020-01-21
001 2017-07-01 GLORIA ROCCHIO 2019-01-07
001 2016-07-01 GLORIA ROCCHIO 2017-10-05
001 2015-07-01 GLORIA ROCCHIO 2016-09-12
001 2014-07-01 GLORIA ROCCHIO 2016-02-12
001 2013-07-01 GLORIA ROCCHIO 2015-02-06
001 2012-07-01 GLORIA ROCCHIO
001 2011-07-01 GLORIA ROCCHIO
001 2009-07-01 GLORIA D ROCCHIO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	GLORIA ROCCHIO	2023-10-31
001	2021-07-01	GLORIA ROCCHIO	2023-03-30
001	2020-07-01	GLORIA ROCCHIO	2021-10-26
001	2019-07-01	GLORIA ROCCHIO	2020-10-28
001	2018-07-01	GLORIA ROCCHIO	2020-01-21
001	2017-07-01	GLORIA ROCCHIO	2019-01-07
001	2016-07-01	GLORIA ROCCHIO	2017-10-05
001	2015-07-01	GLORIA ROCCHIO	2016-09-12
001	2014-07-01	GLORIA ROCCHIO	2016-02-12
001	2013-07-01	GLORIA ROCCHIO	2015-02-06
001	2012-07-01	GLORIA ROCCHIO
001	2011-07-01	GLORIA ROCCHIO
001	2009-07-01	GLORIA D ROCCHIO

Plan Statistics for STONY BROOK HAMLET MANAGEMENT INC 401K PLAN

401k plan membership statisitcs for STONY BROOK HAMLET MANAGEMENT INC 401K PLAN

Measure Date Value
2012: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 9
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 10
Number of participants with account balances 2012-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 10
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 11
Number of participants with account balances 2011-07-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1
2009: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 11
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 11
Number of participants with account balances 2009-07-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2012: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	9
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	10
Number of participants with account balances	2012-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	10
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	11
Number of participants with account balances	2011-07-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1
2009: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	11
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	11
Number of participants with account balances	2009-07-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on STONY BROOK HAMLET MANAGEMENT INC 401K PLAN

Measure	Date	Value
2013 : STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$102,873
Expenses. Total of all expenses incurred	2013-06-30	$17,406
Benefits paid (including direct rollovers)	2013-06-30	$17,406
Total plan assets at end of year	2013-06-30	$376,770
Total plan assets at beginning of year	2013-06-30	$291,303
Value of fidelity bond covering the plan	2013-06-30	$30,000
Total contributions received or receivable from participants	2013-06-30	$19,400
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$50,026
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$85,467
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$376,770
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$291,303
Assets. Value of participant loans	2013-06-30	$1,913
Total contributions received or receivable from employer(s)	2013-06-30	$33,447
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
2012 : STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$57,062
Expenses. Total of all expenses incurred	2012-06-30	$0
Benefits paid (including direct rollovers)	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$291,303
Total plan assets at beginning of year	2012-06-30	$234,241
Value of fidelity bond covering the plan	2012-06-30	$30,000
Total contributions received or receivable from participants	2012-06-30	$19,945
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$4,321
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$57,062
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$291,303
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$234,241
Assets. Value of participant loans	2012-06-30	$6,353
Total contributions received or receivable from employer(s)	2012-06-30	$32,796
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
2011 : STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$81,938
Expenses. Total of all expenses incurred	2011-06-30	$6,295
Benefits paid (including direct rollovers)	2011-06-30	$6,295
Total plan assets at end of year	2011-06-30	$234,241
Total plan assets at beginning of year	2011-06-30	$158,598
Value of fidelity bond covering the plan	2011-06-30	$30,000
Total contributions received or receivable from participants	2011-06-30	$23,390
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$22,938
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$75,643
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$234,241
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$158,598
Assets. Value of participant loans	2011-06-30	$14,798
Total contributions received or receivable from employer(s)	2011-06-30	$35,610
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0

Form 5500 Responses for STONY BROOK HAMLET MANAGEMENT INC 401K PLAN

2012: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: STONY BROOK HAMLET MANAGEMENT INC 401K PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STONY BROOK HAMLET MANAGEMENT, INC.
Employer identification number (EIN):	113053111
NAIC Classification:	531310

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1991-01-10
Company Identification Number:	1500924
Legal Registered Office Address:	111 MAIN STREET P.O. BOX 572 STONY BROOK United States of America (USA) 11790