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STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameSTEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

STEWART TITLE COMPANY OF SACRAMENTO has sponsored the creation of one or more 401k plans.

Company Name:STEWART TITLE COMPANY OF SACRAMENTO
Employer identification number (EIN):942594339
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL CARRILLO PAUL CARRILLO2018-10-15
0012016-01-01PAUL CARRILLO PAUL CARRILLO2017-10-16
0012015-01-01PAUL CARRILLO PAUL CARRILLO2016-10-17
0012014-01-01PAUL CARRILLO PAUL CARRILLO2015-10-13
0012013-01-01PAUL CARRILLO PAUL CARRILLO2014-10-15
0012012-01-01PAUL CARRILLO PAUL CARRILLO2013-10-15
0012011-01-01PAUL CARRILLO PAUL CARRILLO2012-10-12
0012010-01-01PAUL CARRILLO PAUL CARRILLO2011-10-17
0012009-01-01PAUL D. CARRILLO

Plan Statistics for STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01124
Total number of active participants reported on line 7a of the Form 55002021-01-01107
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01127
Number of participants with account balances2021-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01116
Number of participants with account balances2020-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01117
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01116
Number of participants with account balances2019-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01122
Total number of active participants reported on line 7a of the Form 55002018-01-0191
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01112
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01119
Number of participants with account balances2017-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01118
Total number of active participants reported on line 7a of the Form 55002016-01-0193
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01114
Number of participants with account balances2016-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01111
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01114
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01114
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0193
Number of participants with account balances2014-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01121
Total number of active participants reported on line 7a of the Form 55002013-01-0195
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01110
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01117
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01113
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01126
Total number of active participants reported on line 7a of the Form 55002011-01-0187
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01114
Number of participants with account balances2011-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01123
Total number of active participants reported on line 7a of the Form 55002010-01-0195
Number of retired or separated participants receiving benefits2010-01-0118
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01121
Number of participants with account balances2010-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-0184
Number of retired or separated participants receiving benefits2009-01-0125
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01121
Number of participants with account balances2009-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-874,912
Total unrealized appreciation/depreciation of assets2021-12-31$-874,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$939,216
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$54,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$8,081,510
Value of total assets at beginning of year2021-12-31$7,196,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,292
Total interest from all sources2021-12-31$7,974
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$44,604
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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
Other income not declared elsewhere2021-12-31$1,806,154
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$884,924
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,081,510
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,196,586
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
Assets. partnership/joint venture interests at beginning of year2021-12-31$185,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,081,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,333,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,333,596
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,974
Asset value of US Government securities at beginning of year2021-12-31$184,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Assets. Invements in employer securities at beginning of year2021-12-31$5,390,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$102,867
Contract administrator fees2021-12-31$9,688
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2021-12-31680251243
2020 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,087,109
Total unrealized appreciation/depreciation of assets2020-12-31$1,087,109
Total transfer of assets to this plan2020-12-31$0
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$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,113,349
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$396,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$364,507
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$7,196,586
Value of total assets at beginning of year2020-12-31$6,479,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,042
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$26,240
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$0
Administrative expenses professional fees incurred2020-12-31$12,413
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$211,170
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$716,800
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,196,586
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,479,786
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Assets. partnership/joint venture interests at end of year2020-12-31$185,000
Assets. partnership/joint venture interests at beginning of year2020-12-31$210,000
Investment advisory and management fees2020-12-31$6,500
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$8,867
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,333,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,252,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,252,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$17,373
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$184,826
Asset value of US Government securities at beginning of year2020-12-31$304,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$5,390,297
Assets. Invements in employer securities at beginning of year2020-12-31$4,497,637
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$364,507
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$102,867
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$215,167
Contract administrator fees2020-12-31$13,129
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2020-12-31680251243
2019 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$767,649
Total unrealized appreciation/depreciation of assets2019-12-31$767,649
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$802,896
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$709,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$658,188
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$6,479,786
Value of total assets at beginning of year2019-12-31$6,386,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,112
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$24,304
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,943
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$10,943
Administrative expenses professional fees incurred2019-12-31$13,916
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$496,587
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$93,596
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,479,786
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,386,190
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$210,000
Assets. partnership/joint venture interests at beginning of year2019-12-31$220,000
Investment advisory and management fees2019-12-31$21,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$375,459
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,252,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$155,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$155,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,304
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$304,407
Asset value of US Government securities at beginning of year2019-12-31$163,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Assets. Invements in employer securities at end of year2019-12-31$4,497,637
Assets. Invements in employer securities at beginning of year2019-12-31$4,402,453
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$658,188
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$215,167
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$320,387
Contract administrator fees2019-12-31$15,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$749,009
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2019-12-31680251243
2018 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$629,152
Total unrealized appreciation/depreciation of assets2018-12-31$629,152
Total transfer of assets to this plan2018-12-31$0
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$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$671,787
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$571,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$519,722
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$6,386,190
Value of total assets at beginning of year2018-12-31$6,285,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,419
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$15,828
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$26,807
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$26,807
Administrative expenses professional fees incurred2018-12-31$6,600
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$370,452
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$20,396
Liabilities. Value of operating payables at beginning of year2018-12-31$0
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$100,646
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,386,190
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,285,544
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Assets. partnership/joint venture interests at end of year2018-12-31$220,000
Assets. partnership/joint venture interests at beginning of year2018-12-31$200,000
Investment advisory and management fees2018-12-31$12,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$375,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$396,968
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$155,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$103,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$103,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$15,828
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$163,010
Asset value of US Government securities at beginning of year2018-12-31$213,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$4,402,453
Assets. Invements in employer securities at beginning of year2018-12-31$4,175,950
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$519,722
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$320,387
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$367,988
Contract administrator fees2018-12-31$11,825
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$749,009
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$825,258
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CAMPBELL TAYLOR AND COMPANY
Accountancy firm EIN2018-12-31680251243
2017 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$685,479
Total unrealized appreciation/depreciation of assets2017-12-31$685,479
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,409
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$848,893
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$377,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$339,532
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$6,285,544
Value of total assets at beginning of year2017-12-31$5,818,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,772
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$23,264
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,180
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$0
Administrative expenses professional fees incurred2017-12-31$6,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$194,065
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$6,000
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$4,394
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$471,589
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,285,544
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,813,955
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Assets. partnership/joint venture interests at end of year2017-12-31$200,000
Assets. partnership/joint venture interests at beginning of year2017-12-31$200,000
Investment advisory and management fees2017-12-31$15,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$396,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$353,341
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$103,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$107,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$107,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$23,264
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$213,113
Asset value of US Government securities at beginning of year2017-12-31$64,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$114,970
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$4,175,950
Assets. Invements in employer securities at beginning of year2017-12-31$3,747,011
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$25,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$339,532
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$367,988
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$537,399
Contract administrator fees2017-12-31$10,361
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$825,258
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$803,994
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$15
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$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2017-12-31680251243
2016 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$691,819
Total unrealized appreciation/depreciation of assets2016-12-31$691,819
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$838,092
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$525,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$483,612
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$5,818,364
Value of total assets at beginning of year2016-12-31$5,501,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,546
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$3,986
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$45,377
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$0
Administrative expenses professional fees incurred2016-12-31$12,575
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$357,795
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$59,570
Administrative expenses (other) incurred2016-12-31$286
Liabilities. Value of operating payables at end of year2016-12-31$4,394
Liabilities. Value of operating payables at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$312,934
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,813,955
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,501,021
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Assets. partnership/joint venture interests at end of year2016-12-31$200,000
Assets. partnership/joint venture interests at beginning of year2016-12-31$155,213
Investment advisory and management fees2016-12-31$16,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$353,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$375,165
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$107,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$133,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$133,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,986
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$64,496
Asset value of US Government securities at beginning of year2016-12-31$45,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$37,340
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$3,747,011
Assets. Invements in employer securities at beginning of year2016-12-31$3,459,684
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$45,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$483,612
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$537,399
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$377,156
Contract administrator fees2016-12-31$12,127
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$803,994
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$950,413
Liabilities. Value of benefit claims payable at end of year2016-12-31$15
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$15
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 appraiser2016-12-31Yes
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$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2016-12-31680251243
2015 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$194,404
Total unrealized appreciation/depreciation of assets2015-12-31$194,404
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$233,970
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$368,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$322,131
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$5,501,036
Value of total assets at beginning of year2015-12-31$5,635,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,262
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$25,900
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$16,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$201,669
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$11,923
Liabilities. Value of operating payables at beginning of year2015-12-31$0
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-134,423
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,501,021
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,635,444
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Assets. partnership/joint venture interests at end of year2015-12-31$155,213
Assets. partnership/joint venture interests at beginning of year2015-12-31$171,709
Investment advisory and management fees2015-12-31$7,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$375,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$372,325
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$22,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$133,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$80,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$80,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,582
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$45,775
Asset value of US Government securities at beginning of year2015-12-31$46,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$13,666
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$3,459,684
Assets. Invements in employer securities at beginning of year2015-12-31$3,448,823
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$322,131
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$377,156
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$522,836
Contract administrator fees2015-12-31$10,915
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$950,413
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$985,570
Liabilities. Value of benefit claims payable at end of year2015-12-31$15
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$15
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$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2015-12-31680251243
2014 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$95,991
Total unrealized appreciation/depreciation of assets2014-12-31$95,991
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$175,943
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$598,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$556,839
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$5,635,459
Value of total assets at beginning of year2014-12-31$6,057,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,363
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$23,309
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$38,289
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$8,862
Administrative expenses professional fees incurred2014-12-31$11,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$407,821
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$5,908
Administrative expenses (other) incurred2014-12-31$2,752
Liabilities. Value of operating payables at beginning of year2014-12-31$0
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-422,259
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,635,444
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,057,703
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Assets. partnership/joint venture interests at end of year2014-12-31$171,709
Assets. partnership/joint venture interests at beginning of year2014-12-31$175,093
Investment advisory and management fees2014-12-31$16,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$372,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$360,588
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$2,201
Income. Interest from corporate debt instruments2014-12-31$14,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$80,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$152,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$152,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,322
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$46,782
Asset value of US Government securities at beginning of year2014-12-31$93,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,446
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$3,448,823
Assets. Invements in employer securities at beginning of year2014-12-31$3,742,851
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$29,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$556,839
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$522,836
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$411,653
Contract administrator fees2014-12-31$10,493
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$985,570
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,114,245
Liabilities. Value of benefit claims payable at end of year2014-12-31$15
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$15
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CAMPBELL TAYLOR & COMPAY
Accountancy firm EIN2014-12-31680251243
2013 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$585,943
Total unrealized appreciation/depreciation of assets2013-12-31$585,943
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$830,333
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$514,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$471,938
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$6,057,718
Value of total assets at beginning of year2013-12-31$5,741,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,259
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$19,837
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$36,828
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$6,176
Administrative expenses professional fees incurred2013-12-31$12,038
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$319,867
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$144,197
Administrative expenses (other) incurred2013-12-31$25
Liabilities. Value of operating payables at beginning of year2013-12-31$0
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$316,136
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,057,703
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,741,567
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Assets. partnership/joint venture interests at end of year2013-12-31$175,093
Assets. partnership/joint venture interests at beginning of year2013-12-31$180,000
Investment advisory and management fees2013-12-31$16,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$360,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$2,492
Income. Interest from corporate debt instruments2013-12-31$10,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$152,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$113,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$113,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,658
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$93,394
Asset value of US Government securities at beginning of year2013-12-31$121,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$43,528
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$3,742,851
Assets. Invements in employer securities at beginning of year2013-12-31$3,624,124
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$30,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$471,938
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$411,653
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$406,891
Contract administrator fees2013-12-31$13,745
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,114,245
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,288,681
Liabilities. Value of benefit claims payable at end of year2013-12-31$15
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$15
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2013-12-31680251243
2012 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$525,575
Total unrealized appreciation/depreciation of assets2012-12-31$525,575
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,305
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$615,218
Total loss/gain on sale of assets2012-12-31$9,855
Total of all expenses incurred2012-12-31$992,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$953,732
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$5,741,582
Value of total assets at beginning of year2012-12-31$6,123,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$38,557
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$21,822
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$45,513
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$1,840
Administrative expenses professional fees incurred2012-12-31$11,600
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$739,511
Were there any nonexempt tranactions with any party-in-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$99,649
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,691
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$7,449
Administrative expenses (other) incurred2012-12-31$2,519
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$5,305
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$-377,071
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,741,567
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,118,638
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Assets. partnership/joint venture interests at end of year2012-12-31$180,000
Assets. partnership/joint venture interests at beginning of year2012-12-31$187,000
Investment advisory and management fees2012-12-31$14,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$370,064
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$3,724
Income. Interest from corporate debt instruments2012-12-31$11,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$113,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$173,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$173,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,177
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$121,209
Asset value of US Government securities at beginning of year2012-12-31$154,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,004
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$3,624,124
Assets. Invements in employer securities at beginning of year2012-12-31$3,949,715
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$43,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$953,732
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$406,891
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$480,414
Contract administrator fees2012-12-31$10,285
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,288,681
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$808,321
Liabilities. Value of benefit claims payable at end of year2012-12-31$15
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$365,914
Aggregate carrying amount (costs) on sale of assets2012-12-31$356,059
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CAMPBELL TAYLOR AND COMPANY
Accountancy firm EIN2012-12-31680251243
2011 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$426,971
Total unrealized appreciation/depreciation of assets2011-12-31$426,971
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$598
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$471,375
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$988,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$937,934
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18
Value of total assets at end of year2011-12-31$6,123,943
Value of total assets at beginning of year2011-12-31$6,635,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$50,178
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$41,917
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$27,314
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$6,121
Administrative expenses professional fees incurred2011-12-31$11,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$13,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,635
Administrative expenses (other) incurred2011-12-31$22,836
Liabilities. Value of operating payables at end of year2011-12-31$5,305
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$298
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-516,737
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,118,638
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,635,375
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Assets. partnership/joint venture interests at end of year2011-12-31$187,000
Assets. partnership/joint venture interests at beginning of year2011-12-31$163,925
Investment advisory and management fees2011-12-31$15,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$370,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$782,019
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$3,498
Income. Interest from corporate debt instruments2011-12-31$38,035
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$404,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$173,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$160,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$160,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$384
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$154,615
Asset value of US Government securities at beginning of year2011-12-31$57,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-26,480
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$3,949,715
Assets. Invements in employer securities at beginning of year2011-12-31$4,227,965
Contributions received in cash from employer2011-12-31$18
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$21,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$937,934
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$480,414
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$808,321
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$825,526
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$598
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CAMPBELL TAYLOR AND COMPANY
Accountancy firm EIN2011-12-31680251243
2010 : STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$907,089
Total unrealized appreciation/depreciation of assets2010-12-31$907,089
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$960,592
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,328,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,298,777
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$6,635,973
Value of total assets at beginning of year2010-12-31$7,002,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,416
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$25,517
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,986
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$0
Administrative expenses professional fees incurred2010-12-31$14,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$13,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$134
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$298
Total non interest bearing cash at beginning of year2010-12-31$0
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$-367,601
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,635,375
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,002,976
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Assets. partnership/joint venture interests at end of year2010-12-31$163,925
Assets. partnership/joint venture interests at beginning of year2010-12-31$200,000
Investment advisory and management fees2010-12-31$14,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$782,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$288,412
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$404,832
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$160,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$177,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$177,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$25,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$761,163
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$57,695
Asset value of US Government securities at beginning of year2010-12-31$112,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$4,227,965
Assets. Invements in employer securities at beginning of year2010-12-31$4,085,023
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$27,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,298,777
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$556,704
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$825,526
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$810,418
Liabilities. Value of benefit claims payable at end of year2010-12-31$598
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2010-12-31680251243

Form 5500 Responses for STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN

2021: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2010: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEWART TITLE COMPANY OF SACRAMENTO STOCK BONUS EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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