401k Plan data: STONE & WARD, INC. 401(K) PROFIT SHARING PLAN plan

STONE & WARD, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STONE & WARD, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

STONE & WARD, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

STONE & WARD, INC. ESOP has sponsored the creation of one or more 401k plans.

Company Name: STONE & WARD, INC. ESOP

Employer identification number (EIN): 710710164

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE & WARD, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 JOHN ROGERS 2024-07-15 JOHN ROGERS 2024-07-15
001 2021-10-01 JOHN ROGERS 2023-04-21 JOHN ROGERS 2023-04-21
001 2020-10-01 JOHN ROGERS 2022-01-05 JOHN ROGERS 2022-01-05
001 2019-10-01 JOHN ROGERS 2020-12-11 JOHN ROGERS 2020-12-11
001 2018-10-01 JOHN ROGERS 2020-04-20
001 2017-10-01 JOHN ROGERS 2019-04-18 JOHN ROGERS 2019-04-18
001 2016-10-01 JOHN ROGERS 2017-11-30 JOHN ROGERS 2017-11-30
001 2015-10-01 JOHN ROGERS 2017-04-19 JOHN ROGERS 2017-04-19
001 2014-10-01 JOHN ROGERS 2016-04-28 JOHN ROGERS 2016-04-28
001 2013-10-01 JOHN ROGERS 2014-11-24 JOHN ROGERS 2014-11-24
001 2012-10-01 JOHN ROGERS 2013-12-19 JOHN ROGERS 2013-12-19
001 2011-10-01 JOHN ROGERS 2013-01-16 JOHN ROGERS 2013-01-16
001 2010-10-01 JOHN ROGERS 2012-04-19 JOHN ROGERS 2012-04-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	JOHN ROGERS	2024-07-15	JOHN ROGERS	2024-07-15
001	2021-10-01	JOHN ROGERS	2023-04-21	JOHN ROGERS	2023-04-21
001	2020-10-01	JOHN ROGERS	2022-01-05	JOHN ROGERS	2022-01-05
001	2019-10-01	JOHN ROGERS	2020-12-11	JOHN ROGERS	2020-12-11
001	2018-10-01	JOHN ROGERS	2020-04-20
001	2017-10-01	JOHN ROGERS	2019-04-18	JOHN ROGERS	2019-04-18
001	2016-10-01	JOHN ROGERS	2017-11-30	JOHN ROGERS	2017-11-30
001	2015-10-01	JOHN ROGERS	2017-04-19	JOHN ROGERS	2017-04-19
001	2014-10-01	JOHN ROGERS	2016-04-28	JOHN ROGERS	2016-04-28
001	2013-10-01	JOHN ROGERS	2014-11-24	JOHN ROGERS	2014-11-24
001	2012-10-01	JOHN ROGERS	2013-12-19	JOHN ROGERS	2013-12-19
001	2011-10-01	JOHN ROGERS	2013-01-16	JOHN ROGERS	2013-01-16
001	2010-10-01	JOHN ROGERS	2012-04-19	JOHN ROGERS	2012-04-19

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Company Name:	STONE & WARD, INC. ESOP
Employer identification number (EIN):	710710164
NAIC Classification:	541800