E.R. STUEBNER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM
401k plan membership statisitcs for E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM
| Measure | Date | Value |
|---|
| 2023: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 23 |
| Total of all active and inactive participants | 2023-01-01 | 23 |
| 2022: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
| Total of all active and inactive participants | 2022-01-01 | 21 |
| 2020: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 23 |
| Total of all active and inactive participants | 2020-01-01 | 23 |
| 2019: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 22 |
| Total of all active and inactive participants | 2019-01-01 | 22 |
| 2018: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21 |
| Total of all active and inactive participants | 2018-01-01 | 21 |
| 2017: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 26 |
| Total of all active and inactive participants | 2017-01-01 | 26 |
| 2016: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 23 |
| 2015: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 21 |
| 2014: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 22 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
| Total of all active and inactive participants | 2014-04-01 | 22 |
| Measure | Date | Value |
|---|
| 2023 : E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $102,629 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $209,542 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $123,331 |
| Total plan assets at end of year | 2023-12-31 | $169,803 |
| Total plan assets at beginning of year | 2023-12-31 | $276,716 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $0 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-106,913 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $169,803 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $276,716 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $102,629 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $86,211 |
| 2022 : E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $122,134 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $140,475 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $133,787 |
| Total plan assets at end of year | 2022-12-31 | $276,716 |
| Total plan assets at beginning of year | 2022-12-31 | $295,057 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Net income (gross income less expenses) | 2022-12-31 | $-18,341 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $276,716 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $295,057 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $122,134 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $6,688 |
| 2020 : E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $122,401 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $128,563 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $122,992 |
| Total plan assets at end of year | 2020-12-31 | $145,046 |
| Total plan assets at beginning of year | 2020-12-31 | $151,208 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Net income (gross income less expenses) | 2020-12-31 | $-6,162 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $145,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $151,208 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $122,401 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,571 |
| 2019 : E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $145,782 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $139,056 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $133,354 |
| Total plan assets at end of year | 2019-12-31 | $151,208 |
| Total plan assets at beginning of year | 2019-12-31 | $144,482 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Net income (gross income less expenses) | 2019-12-31 | $6,726 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $151,208 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $144,482 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $145,782 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,702 |
| 2018 : E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $104,293 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $100,965 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $95,173 |
| Total plan assets at end of year | 2018-12-31 | $144,482 |
| Total plan assets at beginning of year | 2018-12-31 | $141,154 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Net income (gross income less expenses) | 2018-12-31 | $3,328 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $144,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $141,154 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $104,293 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,792 |
| 2017 : E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $130,678 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $78,766 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $78,229 |
| Total plan assets at end of year | 2017-12-31 | $141,154 |
| Total plan assets at beginning of year | 2017-12-31 | $89,242 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Net income (gross income less expenses) | 2017-12-31 | $51,912 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $141,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $89,242 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $130,678 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $537 |
| 2016 : E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $90,525 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $43,575 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $40,947 |
| Total plan assets at end of year | 2016-12-31 | $89,242 |
| Total plan assets at beginning of year | 2016-12-31 | $42,292 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Net income (gross income less expenses) | 2016-12-31 | $46,950 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $89,242 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $42,292 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $90,525 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,628 |
| 2015 : E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $67,746 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $37,282 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $35,610 |
| Total plan assets at end of year | 2015-12-31 | $42,292 |
| Total plan assets at beginning of year | 2015-12-31 | $11,828 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Net income (gross income less expenses) | 2015-12-31 | $30,464 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $42,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,828 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $67,746 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,672 |
| 2014 : E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $21,728 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $9,900 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $9,414 |
| Total plan assets at end of year | 2014-12-31 | $11,828 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Net income (gross income less expenses) | 2014-12-31 | $11,828 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $21,728 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $486 |
| 2023: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: E. R. STUEBNER, INC. HEALTH & WELFARE PROGRAM 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | First time form 5500 has been submitted | Yes |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
