W. P. STEWART & CO., LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan W. P. STEWART & CO., LTD. EMPLOYEES' PENSION PLAN
401k plan membership statisitcs for W. P. STEWART & CO., LTD. EMPLOYEES' PENSION PLAN
| Measure | Date | Value |
|---|
| 2012: W. P. STEWART & CO., LTD. EMPLOYEES' PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21 |
| Total of all active and inactive participants | 2012-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 44 |
| Number of participants with account balances | 2012-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: W. P. STEWART & CO., LTD. EMPLOYEES' PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 24 |
| Total of all active and inactive participants | 2011-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 53 |
| Number of participants with account balances | 2011-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : W. P. STEWART & CO., LTD. EMPLOYEES' PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $356,240 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $740,110 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $740,110 |
| Total plan assets at end of year | 2012-12-31 | $2,703,821 |
| Total plan assets at beginning of year | 2012-12-31 | $3,087,691 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $356,240 |
| Net income (gross income less expenses) | 2012-12-31 | $-383,870 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,703,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,087,691 |
| Assets. Value of participant loans | 2012-12-31 | $42,185 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : W. P. STEWART & CO., LTD. EMPLOYEES' PENSION PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $127,588 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $470,182 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $470,182 |
| Total plan assets at end of year | 2011-12-31 | $3,087,691 |
| Total plan assets at beginning of year | 2011-12-31 | $3,430,285 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $127,588 |
| Net income (gross income less expenses) | 2011-12-31 | $-342,594 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,087,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,430,285 |
| Assets. Value of participant loans | 2011-12-31 | $35,727 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $126,771 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2012: W. P. STEWART & CO., LTD. EMPLOYEES' PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: W. P. STEWART & CO., LTD. EMPLOYEES' PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Multi-employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
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