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STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSTUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STUBBS, ALDERTON & MARKILES, LLP has sponsored the creation of one or more 401k plans.

Company Name:STUBBS, ALDERTON & MARKILES, LLP
Employer identification number (EIN):020631013
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT ALDERTON2024-10-14
0012022-01-01
0012022-01-01SCOTT ALDERTON
0012021-01-01
0012021-01-01SCOTT ALDERTON
0012020-01-01
0012019-01-01SCOTT ALDERTON2020-08-07
0012018-01-01SCOTT ALDERTON2019-09-24
0012017-01-01SCOTT ALDERTON2018-10-02
0012016-01-01SCOTT ALDERTON2017-09-06
0012015-01-01SCOTT ALDERTON
0012014-01-01SCOTT ALDERTON
0012013-01-01SCOTT ALDERTON
0012012-01-01SCOTT ALDERTON2013-10-14
0012011-01-01SCOTT ALDERTON2012-10-15
0012010-01-01SCOTT ALDERTON2012-07-25

Financial Data on STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-14295825
Total expenses incurred by plan in this plan year2025-10-14152144
Net assets as of the end of the plan year2025-10-1414527602
Total assets as of the beginning of the plan year2025-10-1411332437
Value of plan covered by a fidelity bond2025-10-14500000
Participant contributions to plan in this plan year2025-10-14563821
Value of participant loans at end of plan year2025-10-14125354
Other expenses paid from plan in this plan year2025-10-14121
Other income to plan in this plan year2025-10-141874353
Plan net income in this plan year2025-10-142899340
Net assets as of the end of the plan year2025-10-1414527602
Net assets as of the beginning of the plan year2025-10-1411332437
Employer contributions to plan in this plan year2025-10-14613310
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1450507
2024 : STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-14318707
Net assets as of the end of the plan year2024-10-1411332437
Total assets as of the beginning of the plan year2024-10-148819558
Value of plan covered by a fidelity bond2024-10-14500000
Participant contributions to plan in this plan year2024-10-14405752
Value of participant loans at end of plan year2024-10-14140482
Other expenses paid from plan in this plan year2024-10-1471
Other contributions to plan in this plan year2024-10-1457711
Other income to plan in this plan year2024-10-141869707
Plan net income in this plan year2024-10-142512879
Net assets as of the end of the plan year2024-10-1411332437
Net assets as of the beginning of the plan year2024-10-148819558
Employer contributions to plan in this plan year2024-10-14498416
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1440404
2022 : STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$183,700
Total income from all sources2022-12-31$-778,505
Expenses. Total of all expenses incurred2022-12-31$207,914
Benefits paid (including direct rollovers)2022-12-31$172,765
Total plan assets at end of year2022-12-31$8,819,558
Total plan assets at beginning of year2022-12-31$9,622,277
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$376,212
Expenses. Other expenses not covered elsewhere2022-12-31$57
Contributions received from other sources (not participants or employers)2022-12-31$34,019
Other income received2022-12-31$-1,706,094
Net income (gross income less expenses)2022-12-31$-986,419
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,819,558
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$9,622,277
Assets. Value of participant loans2022-12-31$186,732
Assets. Value of assets in partnership/joint-venture interests2022-12-31$8,571
Total contributions received or receivable from employer(s)2022-12-31$517,358
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$35,092
2021 : STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,435,766
Expenses. Total of all expenses incurred2021-12-31$596,629
Benefits paid (including direct rollovers)2021-12-31$565,049
Total plan assets at end of year2021-12-31$9,622,277
Total plan assets at beginning of year2021-12-31$8,783,140
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$339,600
Contributions received from other sources (not participants or employers)2021-12-31$33,333
Other income received2021-12-31$649,497
Net income (gross income less expenses)2021-12-31$839,137
Net plan assets at end of year (total assets less liabilities)2021-12-31$9,622,277
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,783,140
Assets. Value of participant loans2021-12-31$84,559
Assets. Value of assets in partnership/joint-venture interests2021-12-31$8,101
Total contributions received or receivable from employer(s)2021-12-31$413,336
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$31,580
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$16,458
Total income from all sources2020-12-31$2,193,286
Expenses. Total of all expenses incurred2020-12-31$161,661
Benefits paid (including direct rollovers)2020-12-31$132,360
Total plan assets at end of year2020-12-31$8,783,140
Total plan assets at beginning of year2020-12-31$6,735,057
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$342,355
Other income received2020-12-31$1,472,306
Net income (gross income less expenses)2020-12-31$2,031,625
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,783,140
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,735,057
Assets. Value of participant loans2020-12-31$115,465
Assets. Value of assets in partnership/joint-venture interests2020-12-31$3,278
Total contributions received or receivable from employer(s)2020-12-31$378,625
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$29,301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2015 : STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$345,748
Expenses. Total of all expenses incurred2015-12-31$250,227
Benefits paid (including direct rollovers)2015-12-31$248,324
Total plan assets at end of year2015-12-31$3,601,510
Total plan assets at beginning of year2015-12-31$3,505,989
Value of fidelity bond covering the plan2015-12-31$450,452
Total contributions received or receivable from participants2015-12-31$140,137
Other income received2015-12-31$32,363
Net income (gross income less expenses)2015-12-31$95,521
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,601,510
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,505,989
Assets. Value of participant loans2015-12-31$89,488
Assets. Value of assets in partnership/joint-venture interests2015-12-31$5,365
Total contributions received or receivable from employer(s)2015-12-31$173,248
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$210,279
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$348,107
Expenses. Total of all expenses incurred2014-12-31$203,183
Benefits paid (including direct rollovers)2014-12-31$202,298
Total plan assets at end of year2014-12-31$3,505,989
Total plan assets at beginning of year2014-12-31$3,150,786
Value of fidelity bond covering the plan2014-12-31$450,452
Total contributions received or receivable from participants2014-12-31$139,200
Other income received2014-12-31$63,513
Net income (gross income less expenses)2014-12-31$144,924
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,505,989
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,150,786
Assets. Value of participant loans2014-12-31$35,083
Assets. Value of assets in partnership/joint-venture interests2014-12-31$16,164
Total contributions received or receivable from employer(s)2014-12-31$145,394
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$332,803
Expenses. Total of all expenses incurred2013-12-31$1,166,714
Benefits paid (including direct rollovers)2013-12-31$1,149,054
Total plan assets at end of year2013-12-31$3,150,786
Total plan assets at beginning of year2013-12-31$3,984,697
Value of fidelity bond covering the plan2013-12-31$450,452
Total contributions received or receivable from participants2013-12-31$17,519
Expenses. Other expenses not covered elsewhere2013-12-31$380
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$315,284
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$-833,911
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,150,786
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,984,697
Assets. Value of participant loans2013-12-31$98,691
Assets. Value of assets in partnership/joint-venture interests2013-12-31$29,648
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$17,280
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2008 : STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$476,406
Expenses. Total of all expenses incurred2008-12-31$169,271
Benefits paid (including direct rollovers)2008-12-31$168,596
Total plan assets at end of year2008-12-31$1,884,089
Total plan assets at beginning of year2008-12-31$1,576,954
Total contributions received or receivable from participants2008-12-31$125,757
Expenses. Other expenses not covered elsewhere2008-12-31$675
Contributions received from other sources (not participants or employers)2008-12-31$633,129
Other income received2008-12-31$-490,941
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$307,135
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,884,089
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,576,954
Total contributions received or receivable from employer(s)2008-12-31$208,461
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN

2022: STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2015: STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STUBBS ALDERTON & MARKILES, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00105
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00105
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00105
Policy instance 1

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