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STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSTONE & HINDS, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

STONE & HINDS, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

STONE & HINDS, PC has sponsored the creation of one or more 401k plans.

Company Name:STONE & HINDS, PC
Employer identification number (EIN):620992032
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE & HINDS, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ERIC MORRISON2019-06-12
0012017-01-01ERIC MORRISON2018-05-21
0012016-01-01ERIC MORRISON2017-07-11
0012015-01-01ERIC MORRISON2016-05-16
0012014-01-01ERIC MORRISON2015-07-08
0012013-01-01ERIC MORRISON
0012012-01-01ERIC MORRISON
0012011-01-01ERIC MORRISON
0012009-01-01ERIC MORRISON

Plan Statistics for STONE & HINDS, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STONE & HINDS, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0135
Total participants2013-01-0135
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0137
Total number of active participants reported on line 7a of the Form 55002012-01-0130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0146
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0137
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0143
Total number of active participants reported on line 7a of the Form 55002009-01-0137
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0144
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on STONE & HINDS, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$560,285
Expenses. Total of all expenses incurred2013-12-31$330,139
Benefits paid (including direct rollovers)2013-12-31$330,139
Total plan assets at end of year2013-12-31$2,773,195
Total plan assets at beginning of year2013-12-31$2,543,049
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$65,045
Other income received2013-12-31$459,045
Net income (gross income less expenses)2013-12-31$230,146
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,773,195
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,543,049
Assets. Value of participant loans2013-12-31$49,356
Total contributions received or receivable from employer(s)2013-12-31$36,195
2012 : STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total income from all sources2012-12-31$392,372
Expenses. Total of all expenses incurred2012-12-31$91,731
Benefits paid (including direct rollovers)2012-12-31$71,409
Total plan assets at end of year2012-12-31$2,543,049
Total plan assets at beginning of year2012-12-31$2,242,408
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$71,509
Other income received2012-12-31$280,371
Net income (gross income less expenses)2012-12-31$300,641
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,543,049
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,242,408
Assets. Value of participant loans2012-12-31$22,074
Total contributions received or receivable from employer(s)2012-12-31$40,492
Value of certain deemed distributions of participant loans2012-12-31$20,322
2011 : STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$31,907
Expenses. Total of all expenses incurred2011-12-31$187,224
Benefits paid (including direct rollovers)2011-12-31$182,808
Total plan assets at end of year2011-12-31$2,242,408
Total plan assets at beginning of year2011-12-31$2,397,725
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$62,176
Expenses. Other expenses not covered elsewhere2011-12-31$4,416
Other income received2011-12-31$-65,605
Net income (gross income less expenses)2011-12-31$-155,317
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,242,408
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,397,725
Assets. Value of participant loans2011-12-31$80,174
Total contributions received or receivable from employer(s)2011-12-31$35,336

Form 5500 Responses for STONE & HINDS, PC 401(K) PROFIT SHARING PLAN

2013: STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STONE & HINDS, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17017
Policy instance 1
Insurance contract or identification number17017
Number of Individuals Covered29
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,637
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,637
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17017
Policy instance 1
Insurance contract or identification number17017
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,943
Total amount of fees paid to insurance companyUSD $243
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,943
Insurance broker organization code?3
Amount paid for insurance broker fees243
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker nameFINANCIAL SERVICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17017
Policy instance 1
Insurance contract or identification number17017
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,678
Total amount of fees paid to insurance companyUSD $2,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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