STEPHEN J PLACE INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEPHEN J PLACE INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: STEPHEN J PLACE INC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 1 |
| Total of all active and inactive participants | 2019-03-01 | 2 |
| Total participants | 2019-03-01 | 2 |
| Number of participants with account balances | 2019-03-01 | 2 |
| 2018: STEPHEN J PLACE INC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 1 |
| Total of all active and inactive participants | 2018-03-01 | 2 |
| Total participants | 2018-03-01 | 2 |
| Number of participants with account balances | 2018-03-01 | 2 |
| 2017: STEPHEN J PLACE INC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 1 |
| Total of all active and inactive participants | 2017-03-01 | 2 |
| Total participants | 2017-03-01 | 2 |
| Number of participants with account balances | 2017-03-01 | 2 |
| 2016: STEPHEN J PLACE INC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 1 |
| Total of all active and inactive participants | 2016-03-01 | 2 |
| Total participants | 2016-03-01 | 2 |
| Number of participants with account balances | 2016-03-01 | 2 |
| 2015: STEPHEN J PLACE INC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 1 |
| Total of all active and inactive participants | 2015-03-01 | 2 |
| Total participants | 2015-03-01 | 2 |
| Number of participants with account balances | 2015-03-01 | 2 |
| 2014: STEPHEN J PLACE INC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 1 |
| Total of all active and inactive participants | 2014-03-01 | 2 |
| Total participants | 2014-03-01 | 2 |
| Number of participants with account balances | 2014-03-01 | 2 |
| 2013: STEPHEN J PLACE INC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 1 |
| Total of all active and inactive participants | 2013-03-01 | 2 |
| Total participants | 2013-03-01 | 2 |
| Number of participants with account balances | 2013-03-01 | 2 |
| 2012: STEPHEN J PLACE INC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-03-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 1 |
| Total of all active and inactive participants | 2012-03-01 | 2 |
| Total participants | 2012-03-01 | 2 |
| Number of participants with account balances | 2012-03-01 | 2 |
| 2011: STEPHEN J PLACE INC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 2 |
| Total of all active and inactive participants | 2011-03-01 | 2 |
| Total participants | 2011-03-01 | 2 |
| Number of participants with account balances | 2011-03-01 | 2 |
| 2009: STEPHEN J PLACE INC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 2 |
| Total of all active and inactive participants | 2009-03-01 | 2 |
| Total participants | 2009-03-01 | 2 |
| Number of participants with account balances | 2009-03-01 | 2 |
| Measure | Date | Value |
|---|
| 2020 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-02-29 | $67,683 |
| Expenses. Total of all expenses incurred | 2020-02-29 | $201,667 |
| Benefits paid (including direct rollovers) | 2020-02-29 | $196,556 |
| Total plan assets at end of year | 2020-02-29 | $3,557,418 |
| Total plan assets at beginning of year | 2020-02-29 | $3,691,402 |
| Expenses. Other expenses not covered elsewhere | 2020-02-29 | $5,111 |
| Other income received | 2020-02-29 | $67,683 |
| Net income (gross income less expenses) | 2020-02-29 | $-133,984 |
| Net plan assets at end of year (total assets less liabilities) | 2020-02-29 | $3,557,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-02-29 | $3,691,402 |
| 2019 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-02-28 | $-55,460 |
| Expenses. Total of all expenses incurred | 2019-02-28 | $130,362 |
| Benefits paid (including direct rollovers) | 2019-02-28 | $125,391 |
| Total plan assets at end of year | 2019-02-28 | $3,691,402 |
| Total plan assets at beginning of year | 2019-02-28 | $3,877,224 |
| Expenses. Other expenses not covered elsewhere | 2019-02-28 | $4,971 |
| Other income received | 2019-02-28 | $-55,460 |
| Net income (gross income less expenses) | 2019-02-28 | $-185,822 |
| Net plan assets at end of year (total assets less liabilities) | 2019-02-28 | $3,691,402 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-02-28 | $3,877,224 |
| 2018 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-02-28 | $183,810 |
| Expenses. Total of all expenses incurred | 2018-02-28 | $181,863 |
| Benefits paid (including direct rollovers) | 2018-02-28 | $173,167 |
| Total plan assets at end of year | 2018-02-28 | $3,877,224 |
| Total plan assets at beginning of year | 2018-02-28 | $3,875,277 |
| Other income received | 2018-02-28 | $183,810 |
| Net income (gross income less expenses) | 2018-02-28 | $1,947 |
| Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $3,877,224 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $3,875,277 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-02-28 | $8,696 |
| 2017 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-02-28 | $286,629 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $145,877 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $131,600 |
| Total plan assets at end of year | 2017-02-28 | $3,875,277 |
| Total plan assets at beginning of year | 2017-02-28 | $3,734,525 |
| Expenses. Other expenses not covered elsewhere | 2017-02-28 | $300 |
| Other income received | 2017-02-28 | $286,629 |
| Net income (gross income less expenses) | 2017-02-28 | $140,752 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $3,875,277 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $3,734,525 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-02-28 | $13,977 |
| 2016 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-02-29 | $-162,461 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $116,574 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $99,341 |
| Total plan assets at end of year | 2016-02-29 | $3,734,525 |
| Total plan assets at beginning of year | 2016-02-29 | $4,013,560 |
| Expenses. Other expenses not covered elsewhere | 2016-02-29 | $2,375 |
| Other income received | 2016-02-29 | $-162,461 |
| Net income (gross income less expenses) | 2016-02-29 | $-279,035 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $3,734,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $4,013,560 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $14,858 |
| 2015 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-02-28 | $199,581 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $219,837 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $205,341 |
| Total plan assets at end of year | 2015-02-28 | $4,013,560 |
| Total plan assets at beginning of year | 2015-02-28 | $4,033,816 |
| Other income received | 2015-02-28 | $199,581 |
| Net income (gross income less expenses) | 2015-02-28 | $-20,256 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $4,013,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $4,033,816 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-02-28 | $14,496 |
| 2014 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-02-28 | $371,218 |
| Expenses. Total of all expenses incurred | 2014-02-28 | $462,285 |
| Benefits paid (including direct rollovers) | 2014-02-28 | $448,341 |
| Total plan assets at end of year | 2014-02-28 | $4,033,816 |
| Total plan assets at beginning of year | 2014-02-28 | $4,124,883 |
| Other income received | 2014-02-28 | $371,218 |
| Net income (gross income less expenses) | 2014-02-28 | $-91,067 |
| Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $4,033,816 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $4,124,883 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-02-28 | $13,944 |
| 2013 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-02-28 | $163,306 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $291,906 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $284,341 |
| Total plan assets at end of year | 2013-02-28 | $4,124,883 |
| Total plan assets at beginning of year | 2013-02-28 | $4,253,483 |
| Other income received | 2013-02-28 | $163,306 |
| Net income (gross income less expenses) | 2013-02-28 | $-128,600 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $4,124,883 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $4,253,483 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-02-28 | $7,565 |
| 2012 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-02-29 | $127,352 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $149,341 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $149,341 |
| Total plan assets at end of year | 2012-02-29 | $4,253,483 |
| Total plan assets at beginning of year | 2012-02-29 | $4,275,472 |
| Other income received | 2012-02-29 | $127,352 |
| Net income (gross income less expenses) | 2012-02-29 | $-21,989 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $4,253,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $4,275,472 |
| 2011 : STEPHEN J PLACE INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-02-28 | $333,477 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $46,361 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $46,361 |
| Total plan assets at end of year | 2011-02-28 | $4,275,472 |
| Total plan assets at beginning of year | 2011-02-28 | $3,988,356 |
| Value of fidelity bond covering the plan | 2011-02-28 | $100,000 |
| Other income received | 2011-02-28 | $333,477 |
| Net income (gross income less expenses) | 2011-02-28 | $287,116 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $4,275,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $3,988,356 |
| 2019: STEPHEN J PLACE INC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | Plan funding arrangement – Trust | Yes |
| 2019-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-03-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STEPHEN J PLACE INC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | Plan funding arrangement – Trust | Yes |
| 2018-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-03-01 | Plan benefit arrangement - Trust | Yes |
| 2017: STEPHEN J PLACE INC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Plan funding arrangement – Trust | Yes |
| 2017-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-03-01 | Plan benefit arrangement - Trust | Yes |
| 2016: STEPHEN J PLACE INC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Plan funding arrangement – Trust | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STEPHEN J PLACE INC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STEPHEN J PLACE INC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-03-01 | Type of plan entity | Single employer plan |
| 2014-03-01 | Plan funding arrangement – Trust | Yes |
| 2014-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-03-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STEPHEN J PLACE INC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-03-01 | Type of plan entity | Single employer plan |
| 2013-03-01 | Plan funding arrangement – Trust | Yes |
| 2013-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-03-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STEPHEN J PLACE INC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-03-01 | Type of plan entity | Single employer plan |
| 2012-03-01 | Plan funding arrangement – Trust | Yes |
| 2012-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-03-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STEPHEN J PLACE INC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Plan funding arrangement – Trust | Yes |
| 2011-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-03-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STEPHEN J PLACE INC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-03-01 | Plan benefit arrangement - Trust | Yes |
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 58757390 |
| Policy instance | 1 |
| Insurance contract or identification number | 58757390 | | Insurance policy start date | 2018-07-10 | | Insurance policy end date | 2019-07-10 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 58757390 |
| Policy instance | 1 |
| Insurance contract or identification number | 58757390 | | Insurance policy start date | 2016-07-10 | | Insurance policy end date | 2017-07-10 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 58757390 |
| Policy instance | 1 |
| Insurance contract or identification number | 58757390 | | Insurance policy start date | 2016-07-10 | | Insurance policy end date | 2017-07-10 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT TUOZZO |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 58757390 |
| Policy instance | 1 |
| Insurance contract or identification number | 58757390 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT TUOZZO |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 58757390 |
| Policy instance | 1 |
| Insurance contract or identification number | 58757390 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT TUOZZO |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 58757390 |
| Policy instance | 1 |
| Insurance contract or identification number | 58757390 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $300 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $300 | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT TUOZZO |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 58757390 |
| Policy instance | 1 |
| Insurance contract or identification number | 58757390 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $300 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $300 | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT TUOZZO |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 58757390 |
| Policy instance | 1 |
| Insurance contract or identification number | 58757390 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 58757390 |
| Policy instance | 1 |
| Insurance contract or identification number | 58757390 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT TUOZZO |
|
