401k Plan data: STEVENSON & ASSOCIATES ESOP plan

STEVENSON & ASSOCIATES ESOP 401k Plan overview

Plan Name	STEVENSON & ASSOCIATES ESOP
Plan identification number	001

STEVENSON & ASSOCIATES ESOP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

STEVENSON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVENSON & ASSOCIATES, INC.

Employer identification number (EIN): 311060347

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVENSON & ASSOCIATES ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 STEPHEN ANAGNOSTIS
001 2011-01-01 STEPHEN ANAGNOSTIS
001 2009-01-01 STEPHEN ANAGNOSTIS
001 2009-01-01 STEPHEN ANAGNOSTIS
001 2009-01-01 STEPHEN ANAGNOSTIS

Plan Statistics for STEVENSON & ASSOCIATES ESOP

401k plan membership statisitcs for STEVENSON & ASSOCIATES ESOP

Measure Date Value
2017: STEVENSON & ASSOCIATES ESOP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
2016: STEVENSON & ASSOCIATES ESOP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 49
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 65
Total participants 2016-01-01 65
Number of participants with account balances 2016-01-01 65
2015: STEVENSON & ASSOCIATES ESOP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 51
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 63
Total participants 2015-01-01 63
Number of participants with account balances 2015-01-01 63
2014: STEVENSON & ASSOCIATES ESOP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 50
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 53
Total participants 2014-01-01 53
Number of participants with account balances 2014-01-01 53
2013: STEVENSON & ASSOCIATES ESOP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 46
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 51
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 51
2012: STEVENSON & ASSOCIATES ESOP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 40
Total participants 2012-01-01 40
Number of participants with account balances 2012-01-01 40
2011: STEVENSON & ASSOCIATES ESOP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 30
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 33
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 33
2009: STEVENSON & ASSOCIATES ESOP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 24
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 3
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 28

Measure	Date	Value
2017: STEVENSON & ASSOCIATES ESOP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
2016: STEVENSON & ASSOCIATES ESOP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	49
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	65
Total participants	2016-01-01	65
Number of participants with account balances	2016-01-01	65
2015: STEVENSON & ASSOCIATES ESOP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	51
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	63
Total participants	2015-01-01	63
Number of participants with account balances	2015-01-01	63
2014: STEVENSON & ASSOCIATES ESOP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	50
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	53
Total participants	2014-01-01	53
Number of participants with account balances	2014-01-01	53
2013: STEVENSON & ASSOCIATES ESOP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	46
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	51
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	51
2012: STEVENSON & ASSOCIATES ESOP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	40
Total participants	2012-01-01	40
Number of participants with account balances	2012-01-01	40
2011: STEVENSON & ASSOCIATES ESOP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	30
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	33
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	33
2009: STEVENSON & ASSOCIATES ESOP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	24
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	3
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	28

Financial Data on STEVENSON & ASSOCIATES ESOP

Measure	Date	Value
2017 : STEVENSON & ASSOCIATES ESOP 2017 401k financial data
Total income from all sources	2017-08-31	$379
Expenses. Total of all expenses incurred	2017-08-31	$1,261,930
Benefits paid (including direct rollovers)	2017-08-31	$1,261,551
Total plan assets at beginning of year	2017-08-31	$1,261,551
Value of fidelity bond covering the plan	2017-08-31	$500,000
Other income received	2017-08-31	$379
Net income (gross income less expenses)	2017-08-31	$-1,261,551
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$1,261,551
Expenses. Administrative service providers (salaries,fees and commissions)	2017-08-31	$379
2016 : STEVENSON & ASSOCIATES ESOP 2016 401k financial data
Total income from all sources	2016-12-31	$2,914,726
Expenses. Total of all expenses incurred	2016-12-31	$8,415,318
Benefits paid (including direct rollovers)	2016-12-31	$8,414,918
Total plan assets at end of year	2016-12-31	$1,261,551
Total plan assets at beginning of year	2016-12-31	$6,762,143
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$2,836,080
Net income (gross income less expenses)	2016-12-31	$-5,500,592
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,261,551
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,762,143
Assets. Value of employer securities	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$78,646
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$400
2015 : STEVENSON & ASSOCIATES ESOP 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$155,980
Total income from all sources	2015-12-31	$941,627
Expenses. Total of all expenses incurred	2015-12-31	$9,194
Benefits paid (including direct rollovers)	2015-12-31	$9,194
Total plan assets at end of year	2015-12-31	$6,762,143
Total plan assets at beginning of year	2015-12-31	$5,985,690
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$636,665
Net income (gross income less expenses)	2015-12-31	$932,433
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,762,143
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,829,710
Assets. Value of employer securities	2015-12-31	$4,173,754
Total contributions received or receivable from employer(s)	2015-12-31	$304,962
2014 : STEVENSON & ASSOCIATES ESOP 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$155,980
Total income from all sources	2014-12-31	$1,156,346
Expenses. Total of all expenses incurred	2014-12-31	$205,980
Benefits paid (including direct rollovers)	2014-12-31	$205,980
Total plan assets at end of year	2014-12-31	$5,985,690
Total plan assets at beginning of year	2014-12-31	$4,879,344
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$856,346
Net income (gross income less expenses)	2014-12-31	$950,366
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,829,710
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,879,344
Assets. Value of employer securities	2014-12-31	$3,511,200
Total contributions received or receivable from employer(s)	2014-12-31	$300,000
2013 : STEVENSON & ASSOCIATES ESOP 2013 401k financial data
Total income from all sources	2013-12-31	$1,528,574
Expenses. Total of all expenses incurred	2013-12-31	$2,601
Benefits paid (including direct rollovers)	2013-12-31	$2,601
Total plan assets at end of year	2013-12-31	$4,879,344
Total plan assets at beginning of year	2013-12-31	$3,353,371
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$1,305,574
Net income (gross income less expenses)	2013-12-31	$1,525,973
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,879,344
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,353,371
Assets. Value of employer securities	2013-12-31	$2,829,666
Total contributions received or receivable from employer(s)	2013-12-31	$223,000
2012 : STEVENSON & ASSOCIATES ESOP 2012 401k financial data
Total income from all sources	2012-12-31	$867,506
Expenses. Total of all expenses incurred	2012-12-31	$5,515
Benefits paid (including direct rollovers)	2012-12-31	$5,515
Total plan assets at end of year	2012-12-31	$3,353,371
Total plan assets at beginning of year	2012-12-31	$2,491,380
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$670,842
Net income (gross income less expenses)	2012-12-31	$861,991
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,353,371
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,491,380
Assets. Value of employer securities	2012-12-31	$1,878,904
Total contributions received or receivable from employer(s)	2012-12-31	$196,664
2011 : STEVENSON & ASSOCIATES ESOP 2011 401k financial data
Total income from all sources	2011-12-31	$387,104
Expenses. Total of all expenses incurred	2011-12-31	$3,539
Benefits paid (including direct rollovers)	2011-12-31	$3,539
Total plan assets at end of year	2011-12-31	$2,491,380
Total plan assets at beginning of year	2011-12-31	$2,107,815
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$230,104
Net income (gross income less expenses)	2011-12-31	$383,565
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,491,380
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,107,815
Assets. Value of employer securities	2011-12-31	$1,328,044
Total contributions received or receivable from employer(s)	2011-12-31	$157,000
2010 : STEVENSON & ASSOCIATES ESOP 2010 401k financial data
Total income from all sources	2010-12-31	$310,945
Expenses. Total of all expenses incurred	2010-12-31	$23,501
Benefits paid (including direct rollovers)	2010-12-31	$23,501
Total plan assets at end of year	2010-12-31	$2,107,815
Total plan assets at beginning of year	2010-12-31	$1,820,371
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$166,945
Net income (gross income less expenses)	2010-12-31	$287,444
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,107,815
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,820,371
Assets. Value of employer securities	2010-12-31	$1,010,621
Total contributions received or receivable from employer(s)	2010-12-31	$144,000

Form 5500 Responses for STEVENSON & ASSOCIATES ESOP

2017: STEVENSON & ASSOCIATES ESOP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEVENSON & ASSOCIATES ESOP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEVENSON & ASSOCIATES ESOP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEVENSON & ASSOCIATES ESOP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEVENSON & ASSOCIATES ESOP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEVENSON & ASSOCIATES ESOP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEVENSON & ASSOCIATES ESOP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STEVENSON & ASSOCIATES ESOP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVENSON & ASSOCIATES, INC.
Employer identification number (EIN):	311060347
NAIC Classification:	541330
NAIC Description:	Engineering Services