Logo

THE STONER ELECTRIC GROUP 401K PLAN 401k Plan overview

Plan NameTHE STONER ELECTRIC GROUP 401K PLAN
Plan identification number 001

THE STONER ELECTRIC GROUP 401K PLAN Benefits

401k Plan TypeDefined 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.
  • 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

STONER ELECTRIC, LLC has sponsored the creation of one or more 401k plans.

Company Name:STONER ELECTRIC, LLC
Employer identification number (EIN):930612566
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about STONER ELECTRIC, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1970-11-16
Company Identification Number: 9126913
Legal Registered Office Address: 1904 SE OCHOCO ST

MILWAUKIE
United States of America (USA)
97222

More information about STONER ELECTRIC, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STONER ELECTRIC GROUP 401K 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINE MCCARTHY
0012016-01-01CHRISTINE MCCARTHY
0012015-01-01CHRISTINE MCCARTHY
0012014-01-01CHRISTINE MCCARTHY
0012013-01-01CHRISTINE DAVIS
0012012-01-01CHRISTINE DAVIS CHRISTINE DAVIS2013-10-11
0012011-01-01CHRISTINE DAVIS
0012009-01-01DONI BUCKLEY
0012009-01-012010-10-15

Plan Statistics for THE STONER ELECTRIC GROUP 401K PLAN

401k plan membership statisitcs for THE STONER ELECTRIC GROUP 401K PLAN

Measure Date Value
2023: THE STONER ELECTRIC GROUP 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01372
Total number of active participants reported on line 7a of the Form 55002023-01-01258
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-01146
Total of all active and inactive participants2023-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01410
Number of participants with account balances2023-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE STONER ELECTRIC GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01347
Total number of active participants reported on line 7a of the Form 55002022-01-01240
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01118
Total of all active and inactive participants2022-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01362
Number of participants with account balances2022-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE STONER ELECTRIC GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01315
Total number of active participants reported on line 7a of the Form 55002021-01-01244
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01332
Number of participants with account balances2021-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE STONER ELECTRIC GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01280
Total number of active participants reported on line 7a of the Form 55002020-01-01245
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01311
Number of participants with account balances2020-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE STONER ELECTRIC GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01229
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01260
Number of participants with account balances2019-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE STONER ELECTRIC GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01211
Number of participants with account balances2018-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE STONER ELECTRIC GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01188
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE STONER ELECTRIC GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01175
Total number of active participants reported on line 7a of the Form 55002016-01-01158
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01188
Number of participants with account balances2016-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE STONER ELECTRIC GROUP 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01152
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01161
Number of participants with account balances2015-01-0180
2014: THE STONER ELECTRIC GROUP 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01146
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01146
Number of participants with account balances2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE STONER ELECTRIC GROUP 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01150
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01139
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE STONER ELECTRIC GROUP 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01109
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01138
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE STONER ELECTRIC GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01149
Total number of active participants reported on line 7a of the Form 55002011-01-01123
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01145
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE STONER ELECTRIC GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01158
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01160
Number of participants with account balances2009-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE STONER ELECTRIC GROUP 401K PLAN

Measure Date Value
2023 : THE STONER ELECTRIC GROUP 401K PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,461
Total income from all sources (including contributions)2023-12-31$4,388,104
Total of all expenses incurred2023-12-31$1,018,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$913,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,239,279
Value of total assets at end of year2023-12-31$12,507,454
Value of total assets at beginning of year2023-12-31$9,142,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$105,313
Total interest from all sources2023-12-31$4,745
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$50,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$50,546
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,063,504
Participant contributions at end of year2023-12-31$81,248
Participant contributions at beginning of year2023-12-31$86,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$4,461
Other income not declared elsewhere2023-12-31$57
Total non interest bearing cash at end of year2023-12-31$15,720
Total non interest bearing cash at beginning of year2023-12-31$4,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,369,193
Value of net assets at end of year (total assets less liabilities)2023-12-31$12,507,454
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,138,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$57,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,982,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,735,895
Interest on participant loans2023-12-31$4,745
Value of interest in common/collective trusts at end of year2023-12-31$10,428,471
Value of interest in common/collective trusts at beginning of year2023-12-31$7,315,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$265,527
Net investment gain or loss from common/collective trusts2023-12-31$2,827,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$175,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$913,598
Contract administrator fees2023-12-31$25,363
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2023-12-31930743240
2022 : THE STONER ELECTRIC GROUP 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,258,911
Total unrealized appreciation/depreciation of assets2022-12-31$-6,258,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$225
Total income from all sources (including contributions)2022-12-31$-5,188,097
Total loss/gain on sale of assets2022-12-31$51,534
Total of all expenses incurred2022-12-31$262,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$159,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$945,894
Value of total assets at end of year2022-12-31$9,142,722
Value of total assets at beginning of year2022-12-31$14,589,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$103,522
Total interest from all sources2022-12-31$3,247
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$69,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$69,353
Administrative expenses professional fees incurred2022-12-31$14,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$935,799
Participant contributions at end of year2022-12-31$86,886
Participant contributions at beginning of year2022-12-31$49,292
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$225
Other income not declared elsewhere2022-12-31$786
Administrative expenses (other) incurred2022-12-31$3,030
Total non interest bearing cash at end of year2022-12-31$4,461
Total non interest bearing cash at beginning of year2022-12-31$3,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,450,692
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,138,261
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,588,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$63,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,735,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,271,916
Interest on participant loans2022-12-31$3,247
Value of interest in common/collective trusts at end of year2022-12-31$7,315,480
Value of interest in common/collective trusts at beginning of year2022-12-31$12,264,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$159,073
Contract administrator fees2022-12-31$21,658
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$51,534
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2022-12-31930743240
2021 : THE STONER ELECTRIC GROUP 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,823,699
Total unrealized appreciation/depreciation of assets2021-12-31$-1,823,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$670,273
Total loss/gain on sale of assets2021-12-31$1,525,169
Total of all expenses incurred2021-12-31$1,148,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,026,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$805,880
Value of total assets at end of year2021-12-31$14,589,178
Value of total assets at beginning of year2021-12-31$15,067,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$122,227
Total interest from all sources2021-12-31$162,923
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$15,296
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$801,946
Participant contributions at end of year2021-12-31$49,292
Participant contributions at beginning of year2021-12-31$55,998
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$3,638
Total non interest bearing cash at beginning of year2021-12-31$11,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-478,103
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,588,953
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,067,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$81,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,271,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,355,873
Interest on participant loans2021-12-31$2,922
Value of interest in common/collective trusts at end of year2021-12-31$12,264,332
Value of interest in common/collective trusts at beginning of year2021-12-31$13,643,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$160,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,026,149
Contract administrator fees2021-12-31$25,617
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,525,169
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2021-12-31930743240
2020 : THE STONER ELECTRIC GROUP 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,499,320
Total unrealized appreciation/depreciation of assets2020-12-31$5,499,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,090
Total income from all sources (including contributions)2020-12-31$6,711,880
Total loss/gain on sale of assets2020-12-31$426,239
Total of all expenses incurred2020-12-31$1,273,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,189,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$725,098
Value of total assets at end of year2020-12-31$15,067,056
Value of total assets at beginning of year2020-12-31$9,630,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,663
Total interest from all sources2020-12-31$4,701
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$56,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$56,522
Administrative expenses professional fees incurred2020-12-31$11,902
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$723,405
Participant contributions at end of year2020-12-31$55,998
Participant contributions at beginning of year2020-12-31$127,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,090
Administrative expenses (other) incurred2020-12-31$4,194
Total non interest bearing cash at end of year2020-12-31$11,775
Total non interest bearing cash at beginning of year2020-12-31$220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,438,306
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,067,056
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,628,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$54,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,355,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,173,281
Interest on participant loans2020-12-31$4,701
Value of interest in common/collective trusts at end of year2020-12-31$13,643,410
Value of interest in common/collective trusts at beginning of year2020-12-31$8,330,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,189,911
Contract administrator fees2020-12-31$12,956
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$426,239
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2020-12-31930743240
2019 : THE STONER ELECTRIC GROUP 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,935,599
Total unrealized appreciation/depreciation of assets2019-12-31$1,935,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,847,262
Total loss/gain on sale of assets2019-12-31$250,859
Total of all expenses incurred2019-12-31$1,132,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,057,098
Value of total corrective distributions2019-12-31$2,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$606,080
Value of total assets at end of year2019-12-31$9,630,840
Value of total assets at beginning of year2019-12-31$7,914,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,832
Total interest from all sources2019-12-31$5,669
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$49,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$49,055
Administrative expenses professional fees incurred2019-12-31$12,511
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$606,080
Participant contributions at end of year2019-12-31$127,020
Participant contributions at beginning of year2019-12-31$84,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$3,975
Total non interest bearing cash at end of year2019-12-31$220
Total non interest bearing cash at beginning of year2019-12-31$6,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,714,268
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,628,750
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,914,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$48,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,173,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,468,001
Interest on participant loans2019-12-31$7,219
Interest earned on other investments2019-12-31$-1,550
Value of interest in common/collective trusts at end of year2019-12-31$8,330,319
Value of interest in common/collective trusts at beginning of year2019-12-31$6,354,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,057,098
Contract administrator fees2019-12-31$8,550
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$250,859
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2019-12-31930743240
2018 : THE STONER ELECTRIC GROUP 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-1,067,679
Total unrealized appreciation/depreciation of assets2018-12-31$-1,067,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$69,698
Total income from all sources (including contributions)2018-12-31$-300,005
Total loss/gain on sale of assets2018-12-31$223,469
Total of all expenses incurred2018-12-31$633,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$561,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$448,195
Value of total assets at end of year2018-12-31$7,914,482
Value of total assets at beginning of year2018-12-31$8,917,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,263
Total interest from all sources2018-12-31$9,328
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$86,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$86,682
Administrative expenses professional fees incurred2018-12-31$23,225
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$446,986
Participant contributions at end of year2018-12-31$84,712
Participant contributions at beginning of year2018-12-31$119,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$69,698
Total non interest bearing cash at end of year2018-12-31$6,860
Total non interest bearing cash at beginning of year2018-12-31$214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-933,273
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,914,482
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,847,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$49,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,468,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,584,852
Interest on participant loans2018-12-31$9,328
Value of interest in common/collective trusts at end of year2018-12-31$6,354,909
Value of interest in common/collective trusts at beginning of year2018-12-31$7,212,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$561,005
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$223,469
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2018-12-31930743240
2017 : THE STONER ELECTRIC GROUP 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,153,447
Total unrealized appreciation/depreciation of assets2017-12-31$1,153,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$69,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,328
Total income from all sources (including contributions)2017-12-31$1,913,564
Total loss/gain on sale of assets2017-12-31$236,740
Total of all expenses incurred2017-12-31$711,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$572,951
Value of total corrective distributions2017-12-31$69,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$439,116
Value of total assets at end of year2017-12-31$8,917,453
Value of total assets at beginning of year2017-12-31$7,653,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,442
Total interest from all sources2017-12-31$9,119
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$75,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$75,142
Administrative expenses professional fees incurred2017-12-31$11,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$382,671
Participant contributions at end of year2017-12-31$119,741
Participant contributions at beginning of year2017-12-31$102,741
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$56,445
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$9,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$69,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,328
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$214
Total non interest bearing cash at beginning of year2017-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,202,473
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,847,755
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,645,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$45,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,584,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,248,486
Interest on participant loans2017-12-31$9,119
Value of interest in common/collective trusts at end of year2017-12-31$7,212,646
Value of interest in common/collective trusts at beginning of year2017-12-31$6,302,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$563,763
Contract administrator fees2017-12-31$11,867
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$236,740
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2017-12-31930743240
2016 : THE STONER ELECTRIC GROUP 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$912,766
Total unrealized appreciation/depreciation of assets2016-12-31$912,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$64,654
Total income from all sources (including contributions)2016-12-31$1,050,807
Total loss/gain on sale of assets2016-12-31$-280,603
Total of all expenses incurred2016-12-31$55,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Value of total corrective distributions2016-12-31$8,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$373,669
Value of total assets at end of year2016-12-31$7,653,610
Value of total assets at beginning of year2016-12-31$6,714,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,972
Total interest from all sources2016-12-31$9,932
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$35,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$35,043
Administrative expenses professional fees incurred2016-12-31$2,260
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$373,669
Participant contributions at end of year2016-12-31$102,741
Participant contributions at beginning of year2016-12-31$113,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$64,654
Administrative expenses (other) incurred2016-12-31$7,156
Total non interest bearing cash at end of year2016-12-31$27
Total non interest bearing cash at beginning of year2016-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$995,507
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,645,282
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,649,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$37,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,248,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,520,480
Interest on participant loans2016-12-31$9,285
Interest earned on other investments2016-12-31$647
Value of interest in common/collective trusts at end of year2016-12-31$6,302,356
Value of interest in common/collective trusts at beginning of year2016-12-31$80,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-280,603
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2016-12-31930743240
2015 : THE STONER ELECTRIC GROUP 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-683,837
Total unrealized appreciation/depreciation of assets2015-12-31$-683,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$64,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$82,507
Total income from all sources (including contributions)2015-12-31$409,239
Total loss/gain on sale of assets2015-12-31$278,620
Total of all expenses incurred2015-12-31$1,903,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,796,276
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$64,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$432,029
Value of total assets at end of year2015-12-31$6,714,429
Value of total assets at beginning of year2015-12-31$8,226,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,221
Total interest from all sources2015-12-31$6,476
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$375,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$11,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$379,683
Participant contributions at end of year2015-12-31$113,137
Participant contributions at beginning of year2015-12-31$83,545
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$52,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$64,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$82,507
Total non interest bearing cash at end of year2015-12-31$27
Total non interest bearing cash at beginning of year2015-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,494,512
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,649,775
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,144,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$30,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,520,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,097,904
Interest on participant loans2015-12-31$6,462
Interest earned on other investments2015-12-31$14
Value of interest in common/collective trusts at end of year2015-12-31$80,785
Value of interest in common/collective trusts at beginning of year2015-12-31$45,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from preferred stock2015-12-31$375,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,796,276
Contract administrator fees2015-12-31$1,525
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$278,620
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2015-12-31930743240
2014 : THE STONER ELECTRIC GROUP 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-581,875
Total unrealized appreciation/depreciation of assets2014-12-31$-581,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$82,507
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$34,683
Total income from all sources (including contributions)2014-12-31$1,047,462
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$255,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$105,227
Expenses. Certain deemed distributions of participant loans2014-12-31$20,601
Value of total corrective distributions2014-12-31$82,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$418,952
Value of total assets at end of year2014-12-31$8,226,794
Value of total assets at beginning of year2014-12-31$7,387,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,653
Total interest from all sources2014-12-31$7,518
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$665,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$665,799
Administrative expenses professional fees incurred2014-12-31$10,597
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$418,952
Participant contributions at end of year2014-12-31$83,545
Participant contributions at beginning of year2014-12-31$146,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$82,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$34,683
Total non interest bearing cash at end of year2014-12-31$2
Total non interest bearing cash at beginning of year2014-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$791,474
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,144,287
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,352,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$36,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,097,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,217,473
Interest on participant loans2014-12-31$7,518
Value of interest in common/collective trusts at end of year2014-12-31$45,343
Value of interest in common/collective trusts at beginning of year2014-12-31$23,974
Net gain/loss from 103.12 investment entities2014-12-31$537,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$105,227
Contract administrator fees2014-12-31$525
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2014-12-31930743240
2013 : THE STONER ELECTRIC GROUP 401K PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$799,860
Total unrealized appreciation/depreciation of assets2013-12-31$799,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,125
Total income from all sources (including contributions)2013-12-31$1,845,753
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$611,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$539,397
Value of total corrective distributions2013-12-31$34,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$412,449
Value of total assets at end of year2013-12-31$7,387,496
Value of total assets at beginning of year2013-12-31$6,133,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,685
Total interest from all sources2013-12-31$7,651
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$388,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$388,610
Administrative expenses professional fees incurred2013-12-31$5,616
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$412,449
Participant contributions at end of year2013-12-31$146,047
Participant contributions at beginning of year2013-12-31$90,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$34,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,125
Total non interest bearing cash at end of year2013-12-31$2
Total non interest bearing cash at beginning of year2013-12-31$5,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,233,988
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,352,813
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,118,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$30,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,217,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,896,430
Interest on participant loans2013-12-31$7,651
Value of interest in common/collective trusts at end of year2013-12-31$23,974
Value of interest in common/collective trusts at beginning of year2013-12-31$141,404
Net gain/loss from 103.12 investment entities2013-12-31$237,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$539,397
Contract administrator fees2013-12-31$1,175
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2013-12-31930743240
2012 : THE STONER ELECTRIC GROUP 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$209,577
Total unrealized appreciation/depreciation of assets2012-12-31$209,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,891
Total income from all sources (including contributions)2012-12-31$1,107,545
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$359,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$309,942
Value of total corrective distributions2012-12-31$15,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$363,437
Value of total assets at end of year2012-12-31$6,133,950
Value of total assets at beginning of year2012-12-31$5,375,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,433
Total interest from all sources2012-12-31$5,844
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$151,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$151,287
Administrative expenses professional fees incurred2012-12-31$8,618
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$363,437
Participant contributions at end of year2012-12-31$90,538
Participant contributions at beginning of year2012-12-31$120,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,891
Total non interest bearing cash at end of year2012-12-31$5,578
Total non interest bearing cash at beginning of year2012-12-31$5,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$748,045
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,118,825
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,370,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$25,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,896,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,985,248
Interest on participant loans2012-12-31$5,844
Value of interest in common/collective trusts at end of year2012-12-31$141,404
Value of interest in common/collective trusts at beginning of year2012-12-31$264,118
Net gain/loss from 103.12 investment entities2012-12-31$377,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$309,942
Contract administrator fees2012-12-31$775
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2012-12-31930743240
2011 : THE STONER ELECTRIC GROUP 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-715,842
Total unrealized appreciation/depreciation of assets2011-12-31$-715,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,544
Total income from all sources (including contributions)2011-12-31$12,894
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$348,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$309,626
Value of total corrective distributions2011-12-31$4,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$343,866
Value of total assets at end of year2011-12-31$5,375,671
Value of total assets at beginning of year2011-12-31$5,713,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,265
Total interest from all sources2011-12-31$8,116
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$94,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$94,183
Administrative expenses professional fees incurred2011-12-31$9,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$343,866
Participant contributions at end of year2011-12-31$120,753
Participant contributions at beginning of year2011-12-31$158,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,544
Total non interest bearing cash at end of year2011-12-31$5,552
Total non interest bearing cash at beginning of year2011-12-31$6,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-335,888
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,370,780
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,706,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$24,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,985,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,526,537
Interest on participant loans2011-12-31$8,116
Value of interest in common/collective trusts at end of year2011-12-31$264,118
Value of interest in common/collective trusts at beginning of year2011-12-31$22,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$282,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$309,626
Contract administrator fees2011-12-31$475
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2011-12-31930743240
2010 : THE STONER ELECTRIC GROUP 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,544
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,222
Total income from all sources (including contributions)2010-12-31$1,275,365
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$394,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$359,415
Value of total corrective distributions2010-12-31$6,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$358,909
Value of total assets at end of year2010-12-31$5,713,212
Value of total assets at beginning of year2010-12-31$4,833,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,732
Total interest from all sources2010-12-31$12,317
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$32,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$32,754
Administrative expenses professional fees incurred2010-12-31$7,923
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$358,909
Participant contributions at end of year2010-12-31$158,567
Participant contributions at beginning of year2010-12-31$158,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,222
Total non interest bearing cash at end of year2010-12-31$6,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$880,674
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,706,668
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,825,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$13,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,526,537
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,674,622
Interest on participant loans2010-12-31$12,317
Value of interest in common/collective trusts at end of year2010-12-31$22,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$871,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$359,415
Contract administrator fees2010-12-31$7,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOFFMAN, STEWART AND SCHMIDT, P.C.
Accountancy firm EIN2010-12-31930743240
2009 : THE STONER ELECTRIC GROUP 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE STONER ELECTRIC GROUP 401K PLAN

2023: THE STONER ELECTRIC GROUP 401K 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: THE STONER ELECTRIC GROUP 401K PLAN 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: THE STONER ELECTRIC GROUP 401K PLAN 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: THE STONER ELECTRIC GROUP 401K PLAN 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: THE STONER ELECTRIC GROUP 401K PLAN 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: THE STONER ELECTRIC GROUP 401K PLAN 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: THE STONER ELECTRIC GROUP 401K PLAN 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: THE STONER ELECTRIC GROUP 401K PLAN 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
2015: THE STONER ELECTRIC GROUP 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE STONER ELECTRIC GROUP 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE STONER ELECTRIC GROUP 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE STONER ELECTRIC GROUP 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE STONER ELECTRIC GROUP 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE STONER ELECTRIC GROUP 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91652708
Policy instance 1
Insurance contract or identification number91652708
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1