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NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameNORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 003

NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEPHENS PROPERTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEPHENS PROPERTIES, INC.
Employer identification number (EIN):680223725
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01CHARLES STEPHENS
0032016-01-01CHARLES STEPHENS

Plan Statistics for NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015
Number of participants with account balances2023-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$821,806
Expenses. Total of all expenses incurred2023-12-31$1,022,800
Benefits paid (including direct rollovers)2023-12-31$1,018,836
Total plan assets at end of year2023-12-31$20,335,157
Total plan assets at beginning of year2023-12-31$20,536,151
Value of fidelity bond covering the plan2023-12-31$6,300,000
Assets. Value of loans (other than to participants)2023-12-31$9,194,382
Other income received2023-12-31$813,068
Net income (gross income less expenses)2023-12-31$-200,994
Net plan assets at end of year (total assets less liabilities)2023-12-31$20,335,157
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$20,536,151
Assets. Value of assets in partnership/joint-venture interests2023-12-31$714,843
Assets. Value of real-estate (other than employer real property)2023-12-31$6,320,404
Total contributions received or receivable from employer(s)2023-12-31$8,738
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,964
2022 : NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$2,028,005
Expenses. Total of all expenses incurred2022-12-31$933,033
Benefits paid (including direct rollovers)2022-12-31$923,316
Total plan assets at end of year2022-12-31$20,536,151
Total plan assets at beginning of year2022-12-31$19,441,179
Value of fidelity bond covering the plan2022-12-31$6,300,000
Assets. Value of loans (other than to participants)2022-12-31$8,881,263
Other income received2022-12-31$2,018,435
Net income (gross income less expenses)2022-12-31$1,094,972
Net plan assets at end of year (total assets less liabilities)2022-12-31$20,536,151
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$19,441,179
Assets. Value of assets in partnership/joint-venture interests2022-12-31$740,287
Assets. Value of real-estate (other than employer real property)2022-12-31$6,320,404
Total contributions received or receivable from employer(s)2022-12-31$9,570
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$9,717
2021 : NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$4,398,388
Expenses. Total of all expenses incurred2021-12-31$782,821
Benefits paid (including direct rollovers)2021-12-31$774,290
Total plan assets at end of year2021-12-31$19,441,179
Total plan assets at beginning of year2021-12-31$15,825,612
Value of fidelity bond covering the plan2021-12-31$6,300,000
Total contributions received or receivable from participants2021-12-31$19,500
Assets. Value of loans (other than to participants)2021-12-31$9,454,642
Other income received2021-12-31$4,362,492
Net income (gross income less expenses)2021-12-31$3,615,567
Net plan assets at end of year (total assets less liabilities)2021-12-31$19,441,179
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$15,825,612
Assets. Value of assets in partnership/joint-venture interests2021-12-31$712,510
Assets. Value of real-estate (other than employer real property)2021-12-31$6,320,404
Total contributions received or receivable from employer(s)2021-12-31$16,396
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,531
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,793,439
Expenses. Total of all expenses incurred2020-12-31$384,396
Benefits paid (including direct rollovers)2020-12-31$376,621
Total plan assets at end of year2020-12-31$15,825,612
Total plan assets at beginning of year2020-12-31$13,416,569
Value of fidelity bond covering the plan2020-12-31$6,300,000
Total contributions received or receivable from participants2020-12-31$19,500
Assets. Value of loans (other than to participants)2020-12-31$5,263,453
Other income received2020-12-31$2,750,937
Net income (gross income less expenses)2020-12-31$2,409,043
Net plan assets at end of year (total assets less liabilities)2020-12-31$15,825,612
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$13,416,569
Assets. Value of assets in partnership/joint-venture interests2020-12-31$729,049
Assets. Value of real-estate (other than employer real property)2020-12-31$5,557,439
Total contributions received or receivable from employer(s)2020-12-31$23,002
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,775
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,127,292
Expenses. Total of all expenses incurred2019-12-31$585,460
Benefits paid (including direct rollovers)2019-12-31$585,460
Total plan assets at end of year2019-12-31$13,416,569
Total plan assets at beginning of year2019-12-31$12,874,737
Value of fidelity bond covering the plan2019-12-31$6,300,000
Total contributions received or receivable from participants2019-12-31$19,000
Assets. Value of loans (other than to participants)2019-12-31$3,369,670
Other income received2019-12-31$1,097,924
Net income (gross income less expenses)2019-12-31$541,832
Net plan assets at end of year (total assets less liabilities)2019-12-31$13,416,569
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$12,874,737
Assets. Value of assets in partnership/joint-venture interests2019-12-31$674,355
Assets. Value of real-estate (other than employer real property)2019-12-31$5,557,439
Total contributions received or receivable from employer(s)2019-12-31$10,368
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$5,279,790
Expenses. Total of all expenses incurred2018-12-31$342,837
Benefits paid (including direct rollovers)2018-12-31$342,837
Total plan assets at end of year2018-12-31$12,874,737
Total plan assets at beginning of year2018-12-31$7,937,784
Value of fidelity bond covering the plan2018-12-31$6,300,000
Total contributions received or receivable from participants2018-12-31$18,500
Assets. Value of loans (other than to participants)2018-12-31$3,002,469
Other income received2018-12-31$5,251,927
Net income (gross income less expenses)2018-12-31$4,936,953
Net plan assets at end of year (total assets less liabilities)2018-12-31$12,874,737
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,937,784
Assets. Value of assets in partnership/joint-venture interests2018-12-31$699,004
Assets. Value of real-estate (other than employer real property)2018-12-31$5,526,934
Total contributions received or receivable from employer(s)2018-12-31$9,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$489,523
Expenses. Total of all expenses incurred2017-12-31$333,349
Benefits paid (including direct rollovers)2017-12-31$326,002
Total plan assets at end of year2017-12-31$7,937,784
Total plan assets at beginning of year2017-12-31$7,781,610
Value of fidelity bond covering the plan2017-12-31$6,300,000
Total contributions received or receivable from participants2017-12-31$18,000
Assets. Value of loans (other than to participants)2017-12-31$784,742
Other income received2017-12-31$465,047
Net income (gross income less expenses)2017-12-31$156,174
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,937,784
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,781,610
Assets. Value of assets in partnership/joint-venture interests2017-12-31$710,159
Assets. Value of real-estate (other than employer real property)2017-12-31$4,993,161
Total contributions received or receivable from employer(s)2017-12-31$6,476
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,347
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$721,974
Expenses. Total of all expenses incurred2016-12-31$1,586,368
Benefits paid (including direct rollovers)2016-12-31$1,586,368
Total plan assets at end of year2016-12-31$7,781,610
Total plan assets at beginning of year2016-12-31$8,646,004
Value of fidelity bond covering the plan2016-12-31$6,300,000
Total contributions received or receivable from participants2016-12-31$26,860
Assets. Value of loans (other than to participants)2016-12-31$1,882,565
Other income received2016-12-31$689,560
Net income (gross income less expenses)2016-12-31$-864,394
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,781,610
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,646,004
Assets. Value of real-estate (other than employer real property)2016-12-31$3,937,346
Total contributions received or receivable from employer(s)2016-12-31$5,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST

2023: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH BAY DRYWALL, INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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