401k Plan data: STI 401(K) PLAN plan

STI 401(K) PLAN 401k Plan overview

Plan Name	STI 401(K) PLAN
Plan identification number	001

STI 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

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

Company Name: SHORETEL, INC.

Employer identification number (EIN): 770443568

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about SHORETEL, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4251261

More information about SHORETEL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 KIM CHAPLIN
001 2014-01-01 CECILIA MUNOZ
001 2013-01-01 MIKE HEALY
001 2012-01-01 CAROLYN GRACEY
001 2011-01-01 CECILIA MUNOZ
001 2010-01-01 CAROLYN GRACEY
001 2009-01-01 RACHEL PEDERSEN

Plan Statistics for STI 401(K) PLAN

401k plan membership statisitcs for STI 401(K) PLAN

Measure Date Value
2018: STI 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,055
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STI 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,139
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 704
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 351
Total of all active and inactive participants 2017-01-01 1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,055
Number of participants with account balances 2017-01-01 931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: STI 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,048
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 932
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 206
Total of all active and inactive participants 2016-01-01 1,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,138
Number of participants with account balances 2016-01-01 959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STI 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,023
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 877
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 171
Total of all active and inactive participants 2015-01-01 1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,048
Number of participants with account balances 2015-01-01 869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STI 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 929
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 884
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 139
Total of all active and inactive participants 2014-01-01 1,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,023
Number of participants with account balances 2014-01-01 792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STI 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 997
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 783
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 146
Total of all active and inactive participants 2013-01-01 929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 929
Number of participants with account balances 2013-01-01 709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STI 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 729
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 893
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 104
Total of all active and inactive participants 2012-01-01 997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 997
Number of participants with account balances 2012-01-01 694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 594
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 647
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 76
Total of all active and inactive participants 2011-01-01 723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 723
Number of participants with account balances 2011-01-01 546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STI 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 453
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 527
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 65
Total of all active and inactive participants 2010-01-01 592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 592
Number of participants with account balances 2010-01-01 435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: STI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 363
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 45
Total of all active and inactive participants 2009-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 408
Number of participants with account balances 2009-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: STI 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,055
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STI 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,139
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	704
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	351
Total of all active and inactive participants	2017-01-01	1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,055
Number of participants with account balances	2017-01-01	931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: STI 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,048
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	932
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	206
Total of all active and inactive participants	2016-01-01	1,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,138
Number of participants with account balances	2016-01-01	959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STI 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,023
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	877
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	171
Total of all active and inactive participants	2015-01-01	1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,048
Number of participants with account balances	2015-01-01	869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STI 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	929
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	884
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	139
Total of all active and inactive participants	2014-01-01	1,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,023
Number of participants with account balances	2014-01-01	792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STI 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	997
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	783
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	146
Total of all active and inactive participants	2013-01-01	929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	929
Number of participants with account balances	2013-01-01	709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STI 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	729
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	893
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	104
Total of all active and inactive participants	2012-01-01	997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	997
Number of participants with account balances	2012-01-01	694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	594
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	647
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	76
Total of all active and inactive participants	2011-01-01	723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	723
Number of participants with account balances	2011-01-01	546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STI 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	453
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	527
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	65
Total of all active and inactive participants	2010-01-01	592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	592
Number of participants with account balances	2010-01-01	435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: STI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	363
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	45
Total of all active and inactive participants	2009-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	408
Number of participants with account balances	2009-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STI 401(K) PLAN

Measure	Date	Value
2018 : STI 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-13	$0
Total transfer of assets from this plan	2018-06-13	$58,612,574
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-13	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-13	$0
Total income from all sources (including contributions)	2018-06-13	$-70,220
Total loss/gain on sale of assets	2018-06-13	$0
Total of all expenses incurred	2018-06-13	$4,258,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-13	$4,100,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-13	$51,877
Value of total assets at end of year	2018-06-13	$0
Value of total assets at beginning of year	2018-06-13	$62,941,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-13	$157,291
Total interest from all sources	2018-06-13	$23,765
Total dividends received (eg from common stock, registered investment company shares)	2018-06-13	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-13	No
Was this plan covered by a fidelity bond	2018-06-13	Yes
Value of fidelity bond cover	2018-06-13	$500,000
If this is an individual account plan, was there a blackout period	2018-06-13	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-13	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-13	No
Participant contributions at end of year	2018-06-13	$0
Participant contributions at beginning of year	2018-06-13	$608,006
Assets. Other investments not covered elsewhere at end of year	2018-06-13	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-06-13	$1,568,331
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-13	$51,877
Other income not declared elsewhere	2018-06-13	$19,335
Total non interest bearing cash at end of year	2018-06-13	$0
Total non interest bearing cash at beginning of year	2018-06-13	$180,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-13	No
Value of net income/loss	2018-06-13	$-4,328,456
Value of net assets at end of year (total assets less liabilities)	2018-06-13	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-06-13	$62,941,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-13	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-13	No
Were any leases to which the plan was party in default or uncollectible	2018-06-13	No
Investment advisory and management fees	2018-06-13	$30,993
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-13	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-13	$57,497,680
Interest on participant loans	2018-06-13	$5,981
Interest earned on other investments	2018-06-13	$17,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-13	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-13	$3,086,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-13	$-165,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-13	No
Was there a failure to transmit to the plan any participant contributions	2018-06-13	No
Has the plan failed to provide any benefit when due under the plan	2018-06-13	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-13	$4,100,945
Contract administrator fees	2018-06-13	$126,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-13	Yes
Did the plan have assets held for investment	2018-06-13	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-13	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-13	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-13	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-13	Disclaimer
Accountancy firm name	2018-06-13	DAVID J CORMIA CPA
Accountancy firm EIN	2018-06-13	208298840
2017 : STI 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$19,100,339
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$11,137,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$10,979,548
Value of total corrective distributions	2017-12-31	$8,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$9,674,991
Value of total assets at end of year	2017-12-31	$62,941,030
Value of total assets at beginning of year	2017-12-31	$54,978,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$150,130
Total interest from all sources	2017-12-31	$110,506
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$7,535,511
Participant contributions at end of year	2017-12-31	$608,006
Participant contributions at beginning of year	2017-12-31	$681,965
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,568,331
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,268,523
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,031,794
Other income not declared elsewhere	2017-12-31	$185,872
Total non interest bearing cash at end of year	2017-12-31	$180,475
Total non interest bearing cash at beginning of year	2017-12-31	$9,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$7,962,430
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$62,941,030
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$54,978,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$58,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$57,497,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$49,707,203
Interest on participant loans	2017-12-31	$36,467
Interest earned on other investments	2017-12-31	$74,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,086,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,311,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,128,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,107,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$10,979,548
Contract administrator fees	2017-12-31	$92,098
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DAVID J CORMIA CPA
Accountancy firm EIN	2017-12-31	208298840
2016 : STI 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$14,465,739
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,119,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,992,265
Value of total corrective distributions	2016-12-31	$264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,100,371
Value of total assets at end of year	2016-12-31	$54,978,600
Value of total assets at beginning of year	2016-12-31	$45,631,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$126,554
Total interest from all sources	2016-12-31	$106,490
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$7,472,474
Participant contributions at end of year	2016-12-31	$681,965
Participant contributions at beginning of year	2016-12-31	$784,567
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,268,523
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,341,344
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,537,160
Other income not declared elsewhere	2016-12-31	$81,771
Total non interest bearing cash at end of year	2016-12-31	$9,568
Total non interest bearing cash at beginning of year	2016-12-31	$254,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$9,346,656
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$54,978,600
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$45,631,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$48,965
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$49,707,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$40,504,417
Interest on participant loans	2016-12-31	$38,336
Interest earned on other investments	2016-12-31	$68,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,311,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,747,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,177,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,090,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,992,265
Contract administrator fees	2016-12-31	$77,589
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DAVID J CORMIA CPA
Accountancy firm EIN	2016-12-31	208298840
2015 : STI 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$8,781,021
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,978,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,845,306
Value of total corrective distributions	2015-12-31	$9,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$8,767,471
Value of total assets at end of year	2015-12-31	$45,631,944
Value of total assets at beginning of year	2015-12-31	$40,829,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$123,484
Total interest from all sources	2015-12-31	$92,062
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$7,146,239
Participant contributions at end of year	2015-12-31	$784,567
Participant contributions at beginning of year	2015-12-31	$639,936
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,341,344
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,380,829
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$889,921
Other income not declared elsewhere	2015-12-31	$-45,364
Total non interest bearing cash at end of year	2015-12-31	$254,373
Total non interest bearing cash at beginning of year	2015-12-31	$8,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$4,802,648
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$45,631,944
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$40,829,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$40,504,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$36,486,695
Interest on participant loans	2015-12-31	$35,618
Interest earned on other investments	2015-12-31	$56,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,747,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,313,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-33,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$731,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,845,306
Contract administrator fees	2015-12-31	$123,484
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DAVID J CORMIA CPA
Accountancy firm EIN	2015-12-31	208298840
2014 : STI 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$9,215,652
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$5,231,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,073,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,459,425
Value of total assets at end of year	2014-12-31	$40,829,296
Value of total assets at beginning of year	2014-12-31	$36,845,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$158,174
Total interest from all sources	2014-12-31	$86,526
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$5,996,570
Participant contributions at end of year	2014-12-31	$639,936
Participant contributions at beginning of year	2014-12-31	$547,271
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,380,829
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,420,959
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$462,855
Other income not declared elsewhere	2014-12-31	$-5,284
Total non interest bearing cash at end of year	2014-12-31	$8,315
Total non interest bearing cash at beginning of year	2014-12-31	$283,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,983,905
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$40,829,296
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$36,845,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$36,486,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$32,277,531
Interest on participant loans	2014-12-31	$32,578
Interest earned on other investments	2014-12-31	$53,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,313,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,316,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,674,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,073,573
Contract administrator fees	2014-12-31	$158,174
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DAVID J CORMIA CPA
Accountancy firm EIN	2014-12-31	208298840
2013 : STI 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$13,715,053
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,561,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,438,119
Value of total corrective distributions	2013-12-31	$18,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$7,203,176
Value of total assets at end of year	2013-12-31	$36,845,391
Value of total assets at beginning of year	2013-12-31	$27,691,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$104,288
Total interest from all sources	2013-12-31	$47,133
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$5,985,606
Participant contributions at end of year	2013-12-31	$547,271
Participant contributions at beginning of year	2013-12-31	$560,720
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,420,959
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,002,249
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,217,570
Other income not declared elsewhere	2013-12-31	$278,202
Total non interest bearing cash at end of year	2013-12-31	$283,424
Total non interest bearing cash at beginning of year	2013-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$9,154,023
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$36,845,391
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$27,691,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$32,277,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$24,322,934
Interest on participant loans	2013-12-31	$27,919
Interest earned on other investments	2013-12-31	$19,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,805,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,805,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,316,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,186,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,438,119
Contract administrator fees	2013-12-31	$104,288
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DAVID J CORMIA CPA
Accountancy firm EIN	2013-12-31	208298840
2012 : STI 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$9,317,408
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,680,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,555,956
Value of total corrective distributions	2012-12-31	$7,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,808,830
Value of total assets at end of year	2012-12-31	$27,691,368
Value of total assets at beginning of year	2012-12-31	$21,054,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$116,237
Total interest from all sources	2012-12-31	$24,675
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$5,328,275
Participant contributions at end of year	2012-12-31	$560,720
Participant contributions at beginning of year	2012-12-31	$418,448
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,002,249
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$900,612
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,480,555
Other income not declared elsewhere	2012-12-31	$48,879
Total non interest bearing cash at end of year	2012-12-31	$1
Total non interest bearing cash at beginning of year	2012-12-31	$176,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$6,637,248
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$27,691,368
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,054,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$24,322,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,864,738
Interest on participant loans	2012-12-31	$24,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,805,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,694,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,694,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$-81
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,435,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,555,956
Contract administrator fees	2012-12-31	$116,237
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DAVID J CORMIA CPA
Accountancy firm EIN	2012-12-31	208298840
2011 : STI 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,727,789
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$980,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$888,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,252,302
Value of total assets at end of year	2011-12-31	$21,054,120
Value of total assets at beginning of year	2011-12-31	$17,307,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$92,357
Total interest from all sources	2011-12-31	$15,235
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$4,571,724
Participant contributions at end of year	2011-12-31	$418,448
Participant contributions at beginning of year	2011-12-31	$252,777
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$900,612
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$816,853
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$680,578
Other income not declared elsewhere	2011-12-31	$-48,457
Total non interest bearing cash at end of year	2011-12-31	$176,020
Total non interest bearing cash at beginning of year	2011-12-31	$142,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$3,746,866
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,054,120
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,307,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,864,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$14,765,769
Interest on participant loans	2011-12-31	$15,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,694,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,328,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,328,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-491,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$888,566
Contract administrator fees	2011-12-31	$92,357
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DAVID J CORMIA CPA
Accountancy firm EIN	2011-12-31	208298840
2010 : STI 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,013,175
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$763,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$697,108
Value of total corrective distributions	2010-12-31	$1,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,059,183
Value of total assets at end of year	2010-12-31	$17,307,254
Value of total assets at beginning of year	2010-12-31	$12,057,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$64,560
Total interest from all sources	2010-12-31	$11,748
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$3,623,151
Participant contributions at end of year	2010-12-31	$252,777
Participant contributions at beginning of year	2010-12-31	$153,121
Participant contributions at beginning of year	2010-12-31	$90,780
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$816,853
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$538,520
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$436,032
Other income not declared elsewhere	2010-12-31	$81,858
Total non interest bearing cash at end of year	2010-12-31	$142,878
Total non interest bearing cash at beginning of year	2010-12-31	$443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,249,515
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,307,254
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$12,057,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$14,765,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,002,370
Interest on participant loans	2010-12-31	$11,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,328,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,272,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,272,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$204
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,860,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$697,108
Contract administrator fees	2010-12-31	$64,560
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DAVID J. CORMIA CPA
Accountancy firm EIN	2010-12-31	208298840
2009 : STI 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STI 401(K) PLAN

2018: STI 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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: STI 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: STI 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: STI 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: STI 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
2013: STI 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STI 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STI 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STI 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STI 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

806170

Policy instance

Insurance contract or identification number	806170
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-06-13
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

806170

Policy instance

Insurance contract or identification number	806170
Number of Individuals Covered	1055
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

806170

Policy instance

Insurance contract or identification number	806170
Number of Individuals Covered	1048
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

806170

Policy instance

Insurance contract or identification number	806170
Number of Individuals Covered	1023
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

806170

Policy instance

Insurance contract or identification number	806170
Number of Individuals Covered	929
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SHORETEL, INC.
Employer identification number (EIN):	770443568
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4251261