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SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 401k Plan overview

Plan NameSAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN
Plan identification number 001

SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT 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.
  • 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

SAMETZ BLACKSTONE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAMETZ BLACKSTONE ASSOCIATES, INC.
Employer identification number (EIN):042682547
NAIC Classification:541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-10-01ROGER SAMETZ2021-12-14
0012019-10-01ROGER SAMETZ2021-02-23
0012017-10-01ROGER SAMETZ2018-12-18
0012015-10-01ROGER SAMETZ
0012014-10-01ROGER SAMETZ
0012014-10-01ROGER SAMETZ
0012013-10-01ROGER SAMETZ ROGER SAMETZ2015-04-07
0012012-10-01ROGER SAMETZ ROGER SAMETZ2014-04-28
0012011-10-01ROGER SAMETZ
0012010-10-01ROGER SAMETZ ROGER SAMETZ2012-05-01
0012009-10-01DONNA WARDLAW ROGER SAMETZ2011-04-25
0012006-10-01ROGER SAMETZ
0012006-10-01ROGER SAMETZ
0012006-10-01ROGER SAMETZ

Plan Statistics for SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN

401k plan membership statisitcs for SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN

Measure Date Value
2015: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0136
Total number of active participants reported on line 7a of the Form 55002015-10-0114
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0122
Total of all active and inactive participants2015-10-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0136
Number of participants with account balances2015-10-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0139
Total number of active participants reported on line 7a of the Form 55002014-10-0110
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0127
Total of all active and inactive participants2014-10-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0137
Number of participants with account balances2014-10-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-011
2013: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0138
Total number of active participants reported on line 7a of the Form 55002013-10-0115
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0127
Total of all active and inactive participants2013-10-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0142
Number of participants with account balances2013-10-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-012
2012: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0136
Total number of active participants reported on line 7a of the Form 55002012-10-0116
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0124
Total of all active and inactive participants2012-10-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0140
Number of participants with account balances2012-10-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0135
Total number of active participants reported on line 7a of the Form 55002011-10-0112
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0125
Total of all active and inactive participants2011-10-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0137
Number of participants with account balances2011-10-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-011
2010: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0133
Total number of active participants reported on line 7a of the Form 55002010-10-0118
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0117
Total of all active and inactive participants2010-10-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0135
Number of participants with account balances2010-10-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0134
Total number of active participants reported on line 7a of the Form 55002009-10-0116
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0117
Total of all active and inactive participants2009-10-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0133
Number of participants with account balances2009-10-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
2006: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year2006-10-0130
Total number of active participants reported on line 7a of the Form 55002006-10-0117
Number of retired or separated participants receiving benefits2006-10-010
Number of other retired or separated participants entitled to future benefits2006-10-0113
Total of all active and inactive participants2006-10-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-10-010
Total participants2006-10-0130
Number of participants with account balances2006-10-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-10-010

Financial Data on SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN

Measure Date Value
2016 : SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-09-30$349,433
Expenses. Total of all expenses incurred2016-09-30$179,505
Benefits paid (including direct rollovers)2016-09-30$179,105
Total plan assets at end of year2016-09-30$2,436,578
Total plan assets at beginning of year2016-09-30$2,266,650
Value of fidelity bond covering the plan2016-09-30$140,000
Total contributions received or receivable from participants2016-09-30$68,830
Expenses. Other expenses not covered elsewhere2016-09-30$400
Other income received2016-09-30$244,003
Net income (gross income less expenses)2016-09-30$169,928
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,436,578
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$2,266,650
Total contributions received or receivable from employer(s)2016-09-30$36,600
2015 : SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-09-30$66,769
Expenses. Total of all expenses incurred2015-09-30$371,791
Benefits paid (including direct rollovers)2015-09-30$371,551
Total plan assets at end of year2015-09-30$2,266,650
Total plan assets at beginning of year2015-09-30$2,571,672
Value of fidelity bond covering the plan2015-09-30$140,000
Total contributions received or receivable from participants2015-09-30$60,769
Expenses. Other expenses not covered elsewhere2015-09-30$240
Contributions received from other sources (not participants or employers)2015-09-30$3,746
Other income received2015-09-30$-30,771
Net income (gross income less expenses)2015-09-30$-305,022
Net plan assets at end of year (total assets less liabilities)2015-09-30$2,266,650
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,571,672
Total contributions received or receivable from employer(s)2015-09-30$33,025
2014 : SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-09-30$357,720
Expenses. Total of all expenses incurred2014-09-30$14,367
Benefits paid (including direct rollovers)2014-09-30$14,287
Total plan assets at end of year2014-09-30$2,571,672
Total plan assets at beginning of year2014-09-30$2,228,319
Value of fidelity bond covering the plan2014-09-30$140,000
Total contributions received or receivable from participants2014-09-30$55,581
Contributions received from other sources (not participants or employers)2014-09-30$46,368
Other income received2014-09-30$221,620
Net income (gross income less expenses)2014-09-30$343,353
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,571,672
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$2,228,319
Total contributions received or receivable from employer(s)2014-09-30$34,151
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$80
2013 : SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-09-30$409,698
Expenses. Total of all expenses incurred2013-09-30$134,879
Benefits paid (including direct rollovers)2013-09-30$134,826
Total plan assets at end of year2013-09-30$2,228,319
Total plan assets at beginning of year2013-09-30$1,953,500
Value of fidelity bond covering the plan2013-09-30$140,000
Total contributions received or receivable from participants2013-09-30$58,715
Other income received2013-09-30$322,614
Net income (gross income less expenses)2013-09-30$274,819
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,228,319
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,953,500
Total contributions received or receivable from employer(s)2013-09-30$28,369
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$53
2012 : SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-09-30$399,829
Expenses. Total of all expenses incurred2012-09-30$26,684
Benefits paid (including direct rollovers)2012-09-30$26,594
Total plan assets at end of year2012-09-30$1,953,500
Total plan assets at beginning of year2012-09-30$1,580,355
Value of fidelity bond covering the plan2012-09-30$140,000
Total contributions received or receivable from participants2012-09-30$55,469
Other income received2012-09-30$344,360
Net income (gross income less expenses)2012-09-30$373,145
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,953,500
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,580,355
Assets. Value of participant loans2012-09-30$2,201
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$90
2011 : SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-09-30$10,374
Expenses. Total of all expenses incurred2011-09-30$50
Total plan assets at end of year2011-09-30$1,580,355
Total plan assets at beginning of year2011-09-30$1,570,031
Value of fidelity bond covering the plan2011-09-30$140,000
Total contributions received or receivable from participants2011-09-30$58,977
Other income received2011-09-30$-53,603
Net income (gross income less expenses)2011-09-30$10,324
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,580,355
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,570,031
Assets. Value of participant loans2011-09-30$3,631
Total contributions received or receivable from employer(s)2011-09-30$5,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$50

Form 5500 Responses for SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN

2015: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedYes
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2006: SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN 2006 form 5500 responses
2006-10-01Type of plan entitySingle employer plan
2006-10-01Submission has been amendedYes
2006-10-01This submission is the final filingNo
2006-10-01This return/report is a short plan year return/report (less than 12 months)No
2006-10-01Plan is a collectively bargained planNo
2006-10-01Plan funding arrangement – InsuranceYes
2006-10-01Plan funding arrangement – TrustYes
2006-10-01Plan benefit arrangement – InsuranceYes
2006-10-01Plan benefit arrangement - TrustYes

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