JOSEPH D. STEWART, P.A. has sponsored the creation of one or more 401k plans.
Additional information about JOSEPH D. STEWART, P.A.
Submission information for form 5500 for 401k plan JOSEPH D. STEWART, P.A. 401(K) PLAN
401k plan membership statisitcs for JOSEPH D. STEWART, P.A. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2021: JOSEPH D. STEWART, P.A. 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2018: JOSEPH D. STEWART, P.A. 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: JOSEPH D. STEWART, P.A. 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| 2016: JOSEPH D. STEWART, P.A. 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JOSEPH D. STEWART, P.A. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: JOSEPH D. STEWART, P.A. 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2021 : JOSEPH D. STEWART, P.A. 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $112,790 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,142 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,312,039 |
| Total plan assets at beginning of year | 2021-12-31 | $1,201,391 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $19,809 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $92,981 |
| Net income (gross income less expenses) | 2021-12-31 | $110,648 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,312,039 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,201,391 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,142 |
| 2018 : JOSEPH D. STEWART, P.A. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $46,331 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $107,419 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $57,216 |
| Total plan assets at end of year | 2018-12-31 | $982,521 |
| Total plan assets at beginning of year | 2018-12-31 | $1,043,609 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $23,098 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $50,203 |
| Other income received | 2018-12-31 | $20,788 |
| Net income (gross income less expenses) | 2018-12-31 | $-61,088 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $982,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,043,609 |
| Assets. Value of participant loans | 2018-12-31 | $44,144 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $195,782 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $2,445 |
| 2017 : JOSEPH D. STEWART, P.A. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $192,699 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $62,728 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $20,000 |
| Total plan assets at end of year | 2017-12-31 | $1,043,609 |
| Total plan assets at beginning of year | 2017-12-31 | $913,638 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $24,608 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $42,728 |
| Other income received | 2017-12-31 | $163,670 |
| Net income (gross income less expenses) | 2017-12-31 | $129,971 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,043,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $913,638 |
| Assets. Value of participant loans | 2017-12-31 | $9,721 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $184,971 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,421 |
| 2016 : JOSEPH D. STEWART, P.A. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $114,768 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $22,763 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $13,000 |
| Total plan assets at end of year | 2016-12-31 | $913,638 |
| Total plan assets at beginning of year | 2016-12-31 | $821,633 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $29,579 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $9,763 |
| Other income received | 2016-12-31 | $79,990 |
| Net income (gross income less expenses) | 2016-12-31 | $92,005 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $913,638 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $821,633 |
| Assets. Value of participant loans | 2016-12-31 | $14,043 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $144,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $5,199 |
| 2015 : JOSEPH D. STEWART, P.A. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $56,240 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $21,104 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $13,000 |
| Total plan assets at end of year | 2015-12-31 | $821,633 |
| Total plan assets at beginning of year | 2015-12-31 | $786,497 |
| Value of fidelity bond covering the plan | 2015-12-31 | $130,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $8,716 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $8,104 |
| Other income received | 2015-12-31 | $47,524 |
| Net income (gross income less expenses) | 2015-12-31 | $35,136 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $821,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $786,497 |
| Assets. Value of participant loans | 2015-12-31 | $1,915 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $129,941 |
| 2014 : JOSEPH D. STEWART, P.A. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $70,559 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $41,783 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $18,000 |
| Total plan assets at end of year | 2014-12-31 | $786,497 |
| Total plan assets at beginning of year | 2014-12-31 | $757,721 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $6,760 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $23,783 |
| Other income received | 2014-12-31 | $63,799 |
| Net income (gross income less expenses) | 2014-12-31 | $28,776 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $786,497 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $757,721 |
| Assets. Value of participant loans | 2014-12-31 | $7,770 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $110,300 |
| 2021: JOSEPH D. STEWART, P.A. 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOSEPH D. STEWART, P.A. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOSEPH D. STEWART, P.A. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOSEPH D. STEWART, P.A. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOSEPH D. STEWART, P.A. 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOSEPH D. STEWART, P.A. 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
