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JOHN D STEVES 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN D STEVES 401K PROFIT SHARING PLAN
Plan identification number 001

JOHN D STEVES 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

JOHN D STEVES has sponsored the creation of one or more 401k plans.

Company Name:JOHN D STEVES
Employer identification number (EIN):873474825
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN D STEVES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01

Plan Statistics for JOHN D STEVES 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN D STEVES 401K PROFIT SHARING PLAN

Measure Date Value
2023: JOHN D STEVES 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JOHN D STEVES 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOHN D STEVES 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010

Financial Data on JOHN D STEVES 401K PROFIT SHARING PLAN

Measure Date Value
2023 : JOHN D STEVES 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$67,864
Total plan assets at end of year2023-12-31$143,057
Total plan assets at beginning of year2023-12-31$75,193
Value of fidelity bond covering the plan2023-12-31$20,000
Total contributions received or receivable from participants2023-12-31$30,000
Other income received2023-12-31$18,064
Net income (gross income less expenses)2023-12-31$67,864
Net plan assets at end of year (total assets less liabilities)2023-12-31$143,057
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$75,193
Total contributions received or receivable from employer(s)2023-12-31$19,800
2022 : JOHN D STEVES 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$38,024
Total plan assets at end of year2022-12-31$75,193
Total plan assets at beginning of year2022-12-31$37,169
Total contributions received or receivable from participants2022-12-31$27,000
Other income received2022-12-31$-7,276
Net income (gross income less expenses)2022-12-31$38,024
Net plan assets at end of year (total assets less liabilities)2022-12-31$75,193
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$37,169
Total contributions received or receivable from employer(s)2022-12-31$18,300
2021 : JOHN D STEVES 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$37,169
Total plan assets at end of year2021-12-31$37,169
Total plan assets at beginning of year2021-12-31$0
Total contributions received or receivable from participants2021-12-31$19,500
Other income received2021-12-31$269
Net income (gross income less expenses)2021-12-31$37,169
Net plan assets at end of year (total assets less liabilities)2021-12-31$37,169
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$17,400

Form 5500 Responses for JOHN D STEVES 401K PROFIT SHARING PLAN

2023: JOHN D STEVES 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN D STEVES 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN D STEVES 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

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