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| Plan Name | STEPHEN J. CHRISTIAN & ASSOCIATES 401(K) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | STEPHEN J. CHRISTIAN & ASSOCIATES |
| Employer identification number (EIN): | 352068920 |
| NAIC Classification: | 541330 |
| NAIC Description: | Engineering Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | SHERLY GEORGE | 2023-06-13 | ||
| 001 | 2021-01-01 | SHERLY GEORGE | 2022-07-20 | ||
| 001 | 2020-01-01 | SHERLY GEORGE | 2021-03-10 | SHERLY GEORGE | 2021-03-10 |
| 001 | 2019-01-01 | SHERLY GEORGE | 2020-03-04 | SHERLY GEORGE | 2020-03-04 |
| 001 | 2018-01-01 | SHERLY GEORGE | 2019-05-13 | SHERLY GEORGE | 2019-05-13 |
| 001 | 2017-01-01 | SHERLY GEORGE | 2018-02-14 | SHERLY GEORGE | 2018-02-14 |
| 001 | 2016-01-01 | SHERLY GEORGE | 2017-06-05 | SHERLY GEORGE | 2017-06-05 |
| 001 | 2015-01-01 | SHERLY GEORGE | 2016-03-07 | SHERLY GEORGE | 2016-03-07 |
| 001 | 2014-01-01 | SHERLY GEORGE | 2015-07-14 | SHERLY GEORGE | 2015-07-14 |
| 001 | 2013-01-01 | SHERLY GEORGE | 2014-02-12 | SHERLY GEORGE | 2014-02-12 |
| 001 | 2012-01-01 | SHERLY GEORGE | 2013-07-12 | SHERLY GEORGE | 2013-07-12 |
| 001 | 2011-01-01 | SHERLY GEORGE | 2012-07-17 | SHERLY GEORGE | 2012-07-17 |
| Measure | Date | Value |
|---|---|---|
| 2023: STEPHEN J. CHRISTIAN & ASSOCIATES 401(K) RETIREMENT PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 88 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 10 |
| Total of all active and inactive participants | 2023-01-01 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 98 |
| Number of participants with account balances | 2023-01-01 | 94 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2023 : STEPHEN J. CHRISTIAN & ASSOCIATES 401(K) RETIREMENT PLAN 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,600,912 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $180,147 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $153,637 |
| Total plan assets at end of year | 2023-12-31 | $5,413,108 |
| Total plan assets at beginning of year | 2023-12-31 | $3,992,343 |
| Value of fidelity bond covering the plan | 2023-12-31 | $700,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $488,573 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $128,925 |
| Other income received | 2023-12-31 | $795,091 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,420,765 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,413,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,992,343 |
| Assets. Value of participant loans | 2023-12-31 | $17,275 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $188,323 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $26,510 |
| 2023: STEPHEN J. CHRISTIAN & ASSOCIATES 401(K) RETIREMENT PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 100172 | ||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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