THEODORE A. STAMAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THEODORE A. STAMAS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : THEODORE A. STAMAS PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $349,269 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $70 |
| Total plan assets at end of year | 2023-12-31 | $2,575,449 |
| Total plan assets at beginning of year | 2023-12-31 | $2,226,250 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $70 |
| Other income received | 2023-12-31 | $307,493 |
| Net income (gross income less expenses) | 2023-12-31 | $349,199 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,575,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,226,250 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $41,776 |
| 2022 : THEODORE A. STAMAS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $86,800 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $321,258 |
| Total plan assets at end of year | 2022-12-31 | $2,226,250 |
| Total plan assets at beginning of year | 2022-12-31 | $2,460,708 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $321,258 |
| Net income (gross income less expenses) | 2022-12-31 | $-234,458 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,226,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,460,708 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $86,800 |
| 2021 : THEODORE A. STAMAS PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $297,896 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $70 |
| Total plan assets at end of year | 2021-12-31 | $2,460,708 |
| Total plan assets at beginning of year | 2021-12-31 | $2,162,882 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $70 |
| Other income received | 2021-12-31 | $234,353 |
| Net income (gross income less expenses) | 2021-12-31 | $297,826 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,460,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,162,882 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $63,543 |
| 2020 : THEODORE A. STAMAS PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $286,708 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $70 |
| Total plan assets at end of year | 2020-12-31 | $2,162,882 |
| Total plan assets at beginning of year | 2020-12-31 | $1,876,244 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $70 |
| Other income received | 2020-12-31 | $215,050 |
| Net income (gross income less expenses) | 2020-12-31 | $286,638 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,162,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,876,244 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $71,658 |
| 2016 : THEODORE A. STAMAS PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $116,150 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $100 |
| Total plan assets at end of year | 2016-12-31 | $1,280,290 |
| Total plan assets at beginning of year | 2016-12-31 | $1,164,240 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $100 |
| Other income received | 2016-12-31 | $68,443 |
| Net income (gross income less expenses) | 2016-12-31 | $116,050 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,280,290 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,164,240 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $47,707 |
| 2015 : THEODORE A. STAMAS PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $29,504 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $100 |
| Total plan assets at end of year | 2015-12-31 | $1,164,240 |
| Total plan assets at beginning of year | 2015-12-31 | $1,134,836 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $100 |
| Other income received | 2015-12-31 | $-21,347 |
| Net income (gross income less expenses) | 2015-12-31 | $29,404 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,164,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,134,836 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $50,851 |
| 2014 : THEODORE A. STAMAS PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $85,284 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $100 |
| Total plan assets at end of year | 2014-12-31 | $1,134,836 |
| Total plan assets at beginning of year | 2014-12-31 | $1,049,652 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $100 |
| Other income received | 2014-12-31 | $67,275 |
| Net income (gross income less expenses) | 2014-12-31 | $85,184 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,134,836 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,049,652 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $18,009 |
| 2013 : THEODORE A. STAMAS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $170,592 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $100 |
| Total plan assets at end of year | 2013-12-31 | $1,049,652 |
| Total plan assets at beginning of year | 2013-12-31 | $879,160 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $100 |
| Other income received | 2013-12-31 | $137,145 |
| Net income (gross income less expenses) | 2013-12-31 | $170,492 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,049,652 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $879,160 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $33,447 |
| 2012 : THEODORE A. STAMAS PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $127,148 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $70 |
| Total plan assets at end of year | 2012-12-31 | $879,160 |
| Total plan assets at beginning of year | 2012-12-31 | $752,082 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $70 |
| Other income received | 2012-12-31 | $68,498 |
| Net income (gross income less expenses) | 2012-12-31 | $127,078 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $879,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $752,082 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $58,650 |
| 2011 : THEODORE A. STAMAS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-1,926 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $70 |
| Total plan assets at end of year | 2011-12-31 | $752,082 |
| Total plan assets at beginning of year | 2011-12-31 | $754,078 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $70 |
| Other income received | 2011-12-31 | $-57,584 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,996 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $752,082 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $754,078 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $55,658 |
| 2010 : THEODORE A. STAMAS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $111,166 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $70 |
| Total plan assets at end of year | 2010-12-31 | $754,078 |
| Total plan assets at beginning of year | 2010-12-31 | $642,982 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $70 |
| Other income received | 2010-12-31 | $68,266 |
| Net income (gross income less expenses) | 2010-12-31 | $111,096 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $754,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $642,982 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $42,900 |
| 2023: THEODORE A. STAMAS PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: THEODORE A. STAMAS PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: THEODORE A. STAMAS PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: THEODORE A. STAMAS PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: THEODORE A. STAMAS PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: THEODORE A. STAMAS PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: THEODORE A. STAMAS PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: THEODORE A. STAMAS PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: THEODORE A. STAMAS PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: THEODORE A. STAMAS PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THEODORE A. STAMAS PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: THEODORE A. STAMAS PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 80004273 |
| Policy instance | 3 |
| Insurance contract or identification number | 80004273 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $1,082 | | Are there contracts with allocated funds for individual policies? | 1 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169611 |
| Policy instance | 2 |
| Insurance contract or identification number | 210169611 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $3,203 | | Are there contracts with allocated funds for individual policies? | 1 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610 |
| Policy instance | 1 |
| Insurance contract or identification number | 210169610 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $473 | | Are there contracts with allocated funds for individual policies? | 1 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 80004273 |
| Policy instance | 3 |
| Insurance contract or identification number | 80004273 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,000 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169611 |
| Policy instance | 2 |
| Insurance contract or identification number | 210169611 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,176 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610 |
| Policy instance | 1 |
| Insurance contract or identification number | 210169610 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $341 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 80004273 |
| Policy instance | 3 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169611 |
| Policy instance | 2 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 80004273 |
| Policy instance | 3 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169611 |
| Policy instance | 2 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169611 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 80004273 |
| Policy instance | 2 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610 |
| Policy instance | 3 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610, 2101 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610, 2101 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610, 2101 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610, 2101 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610, 2101 |
| Policy instance | 1 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210169610, 2101 |
| Policy instance | 1 |
