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| Plan Name | E. R. STUEBNER, INC. EMPLOYEE BENEFIT PLAN |
| Plan identification number | 502 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | E.R. STUEBNER, INC. |
| Employer identification number (EIN): | 231462430 |
| NAIC Classification: | 236200 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 502 | 2023-03-01 |
| Measure | Date | Value |
|---|---|---|
| 2023: E. R. STUEBNER, INC. EMPLOYEE BENEFIT PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-03-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-03-01 | 31 |
| Number of retired or separated participants receiving benefits | 2023-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-03-01 | 0 |
| Total of all active and inactive participants | 2023-03-01 | 31 |
| Measure | Date | Value |
|---|---|---|
| 2024 : E. R. STUEBNER, INC. EMPLOYEE BENEFIT PLAN 2024 401k financial data | ||
| Total plan liabilities at end of year | 2024-02-29 | $49,478 |
| Total plan liabilities at beginning of year | 2024-02-29 | $29,751 |
| Total income from all sources | 2024-02-29 | $418,532 |
| Expenses. Total of all expenses incurred | 2024-02-29 | $485,379 |
| Benefits paid (including direct rollovers) | 2024-02-29 | $289,972 |
| Total plan assets at end of year | 2024-02-29 | $4,005 |
| Total plan assets at beginning of year | 2024-02-29 | $51,125 |
| Value of fidelity bond covering the plan | 2024-02-29 | $520,000 |
| Total contributions received or receivable from participants | 2024-02-29 | $107,308 |
| Expenses. Other expenses not covered elsewhere | 2024-02-29 | $144,252 |
| Contributions received from other sources (not participants or employers) | 2024-02-29 | $0 |
| Other income received | 2024-02-29 | $1,620 |
| Net income (gross income less expenses) | 2024-02-29 | $-66,847 |
| Net plan assets at end of year (total assets less liabilities) | 2024-02-29 | $-45,473 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-02-29 | $21,374 |
| Total contributions received or receivable from employer(s) | 2024-02-29 | $309,604 |
| Value of corrective distributions | 2024-02-29 | $41,502 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-02-29 | $9,653 |
| 2023: E. R. STUEBNER, INC. EMPLOYEE BENEFIT PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-03-01 | Type of plan entity | Single employer plan |
| 2023-03-01 | Submission has been amended | No |
| 2023-03-01 | This submission is the final filing | No |
| 2023-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-03-01 | Plan is a collectively bargained plan | No |
| 2023-03-01 | Plan funding arrangement – Insurance | Yes |
| 2023-03-01 | Plan funding arrangement – Trust | Yes |
| 2023-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-03-01 | Plan benefit arrangement - Trust | Yes |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 00531859 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 3086 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | UNI-203409 | ||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||
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