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STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 401k Plan overview

Plan NameSTEINMAN & STEINMAN BENEFICIAL ASSOCIATION
Plan identification number 501

STEINMAN & STEINMAN BENEFICIAL ASSOCIATION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

STEINMAN & STEINMAN BENEFICIAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:STEINMAN & STEINMAN BENEFICIAL ASSOCIATION
Employer identification number (EIN):236266375
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEINMAN & STEINMAN BENEFICIAL ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01CYNTHIA STARK
5012016-01-01CYNTHIA STARK
5012015-01-01CYNTHIA STARK
5012014-01-01CYNTHIA L. STARK
5012013-01-01CYNTHIA L. STARK
5012012-01-01CYNTHIA L. STARK CYNTHIA L. STARK2013-10-08
5012011-01-01CYNTHIA L. STARK CYNTHIA L. STARK2012-07-27
5012010-01-01CYNTHIA L. STARK CYNTHIA L. STARK2011-10-03
5012009-01-01CYNTHIA L. STARK CYNTHIA L. STARK2010-10-13

Plan Statistics for STEINMAN & STEINMAN BENEFICIAL ASSOCIATION

401k plan membership statisitcs for STEINMAN & STEINMAN BENEFICIAL ASSOCIATION

Measure Date Value
2021: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
2020: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-011
2019: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2019 401k membership
Total participants, beginning-of-year2019-01-01538
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
2018: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2018 401k membership
Total participants, beginning-of-year2018-01-01581
Total number of active participants reported on line 7a of the Form 55002018-01-01233
Number of retired or separated participants receiving benefits2018-01-01305
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01538
2017: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2017 401k membership
Total participants, beginning-of-year2017-01-01692
Total number of active participants reported on line 7a of the Form 55002017-01-01287
Number of retired or separated participants receiving benefits2017-01-01294
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01581
2016: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2016 401k membership
Total participants, beginning-of-year2016-01-01701
Total number of active participants reported on line 7a of the Form 55002016-01-01398
Number of retired or separated participants receiving benefits2016-01-01294
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01692
2015: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2015 401k membership
Total participants, beginning-of-year2015-01-01725
Total number of active participants reported on line 7a of the Form 55002015-01-01415
Number of retired or separated participants receiving benefits2015-01-01286
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01701
2014: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2014 401k membership
Total participants, beginning-of-year2014-01-01723
Total number of active participants reported on line 7a of the Form 55002014-01-01456
Number of retired or separated participants receiving benefits2014-01-01269
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01725
2013: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2013 401k membership
Total participants, beginning-of-year2013-01-01715
Total number of active participants reported on line 7a of the Form 55002013-01-01445
Number of retired or separated participants receiving benefits2013-01-01278
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01723
2012: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2012 401k membership
Total participants, beginning-of-year2012-01-01735
Total number of active participants reported on line 7a of the Form 55002012-01-01456
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01259
Total of all active and inactive participants2012-01-01715
2011: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2011 401k membership
Total participants, beginning-of-year2011-01-01723
Total number of active participants reported on line 7a of the Form 55002011-01-01468
Number of other retired or separated participants entitled to future benefits2011-01-01267
Total of all active and inactive participants2011-01-01735
2010: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2010 401k membership
Total participants, beginning-of-year2010-01-01850
Total number of active participants reported on line 7a of the Form 55002010-01-01460
Number of other retired or separated participants entitled to future benefits2010-01-01263
Total of all active and inactive participants2010-01-01723
2009: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2009 401k membership
Total participants, beginning-of-year2009-01-01780
Total number of active participants reported on line 7a of the Form 55002009-01-01576
Number of other retired or separated participants entitled to future benefits2009-01-01274
Total of all active and inactive participants2009-01-01850

Financial Data on STEINMAN & STEINMAN BENEFICIAL ASSOCIATION

Measure Date Value
2021 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2021 401k financial data
Total income from all sources2021-12-31$0
Expenses. Total of all expenses incurred2021-12-31$600
Total plan assets at end of year2021-12-31$35,515
Total plan assets at beginning of year2021-12-31$36,115
Value of fidelity bond covering the plan2021-12-31$3,000,000
Net income (gross income less expenses)2021-12-31$-600
Net plan assets at end of year (total assets less liabilities)2021-12-31$35,515
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$36,115
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$600
2020 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2020 401k financial data
Total income from all sources2020-12-31$4,429
Expenses. Total of all expenses incurred2020-12-31$14,034
Benefits paid (including direct rollovers)2020-12-31$13,500
Total plan assets at end of year2020-12-31$36,115
Total plan assets at beginning of year2020-12-31$45,720
Value of fidelity bond covering the plan2020-12-31$3,000,000
Other income received2020-12-31$4,429
Net income (gross income less expenses)2020-12-31$-9,605
Net plan assets at end of year (total assets less liabilities)2020-12-31$36,115
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$45,720
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$534
2019 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,265
Total income from all sources (including contributions)2019-12-31$19,265
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,380,458
Total of all expenses incurred2019-12-31$2,380,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,352,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,352,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$45,720
Value of total assets at end of year2019-12-31$45,720
Value of total assets at beginning of year2019-12-31$2,406,913
Value of total assets at beginning of year2019-12-31$2,406,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,048
Total interest from all sources2019-12-31$19,265
Total interest from all sources2019-12-31$19,265
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$16,133
Administrative expenses professional fees incurred2019-12-31$16,133
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$11,865
Administrative expenses (other) incurred2019-12-31$11,865
Total non interest bearing cash at end of year2019-12-31$45,720
Total non interest bearing cash at end of year2019-12-31$45,720
Total non interest bearing cash at beginning of year2019-12-31$38,229
Total non interest bearing cash at beginning of year2019-12-31$38,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-2,361,193
Value of net income/loss2019-12-31$-2,361,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,720
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,720
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,406,913
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,406,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50
Investment advisory and management fees2019-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,368,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,368,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,352,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,352,410
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31TROUT CPA
Accountancy firm name2019-12-31TROUT CPA
Accountancy firm EIN2019-12-31231551315
Accountancy firm EIN2019-12-31231551315
2018 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-926,357
Total unrealized appreciation/depreciation of assets2018-12-31$-926,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$90,075
Total loss/gain on sale of assets2018-12-31$963,241
Total of all expenses incurred2018-12-31$67,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$42,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,119
Value of total assets at end of year2018-12-31$2,406,913
Value of total assets at beginning of year2018-12-31$2,384,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,027
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$32,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$14,766
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,043
Total non interest bearing cash at end of year2018-12-31$38,229
Total non interest bearing cash at beginning of year2018-12-31$103,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$22,766
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,406,913
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,384,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$8,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,368,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$9,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$32,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$42,282
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,281,008
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,507,491
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,544,250
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TROUT EBERSOLE & GROFF, LLP
Accountancy firm EIN2018-12-31231551315
2017 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$372,098
Total unrealized appreciation/depreciation of assets2017-12-31$372,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$518,174
Total loss/gain on sale of assets2017-12-31$96,114
Total of all expenses incurred2017-12-31$83,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$57,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,899
Value of total assets at end of year2017-12-31$2,384,147
Value of total assets at beginning of year2017-12-31$1,949,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,487
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$34,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$11,675
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$15,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$4,446
Total non interest bearing cash at end of year2017-12-31$103,139
Total non interest bearing cash at beginning of year2017-12-31$30,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$434,718
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,384,147
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,949,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$34,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$57,969
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,281,008
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,916,744
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$239,818
Aggregate carrying amount (costs) on sale of assets2017-12-31$143,704
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TROUT EBERSOLE & GROFF, LLP
Accountancy firm EIN2017-12-31231551315
2016 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-106,111
Total unrealized appreciation/depreciation of assets2016-12-31$-106,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,713
Total income from all sources (including contributions)2016-12-31$108,989
Total loss/gain on sale of assets2016-12-31$158,332
Total of all expenses incurred2016-12-31$90,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$67,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,476
Value of total assets at end of year2016-12-31$1,949,429
Value of total assets at beginning of year2016-12-31$1,937,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,528
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,108
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$23,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,713
Administrative expenses (other) incurred2016-12-31$7,451
Total non interest bearing cash at end of year2016-12-31$30,287
Total non interest bearing cash at beginning of year2016-12-31$57,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$18,492
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,949,429
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,930,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$33,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$67,969
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,916,744
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,880,096
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$514,076
Aggregate carrying amount (costs) on sale of assets2016-12-31$355,744
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TROUT EBERSOLE & GROFF, LLP
Accountancy firm EIN2016-12-31231551315
2015 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-65,886
Total unrealized appreciation/depreciation of assets2015-12-31$-65,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-5,024
Total loss/gain on sale of assets2015-12-31$9,074
Total of all expenses incurred2015-12-31$98,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$76,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,536
Value of total assets at end of year2015-12-31$1,937,650
Value of total assets at beginning of year2015-12-31$2,034,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,772
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$31,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$11,590
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$20,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,495
Total non interest bearing cash at end of year2015-12-31$57,554
Total non interest bearing cash at beginning of year2015-12-31$43,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-103,457
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,930,937
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,034,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$31,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$76,661
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,880,096
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,991,321
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$318,861
Aggregate carrying amount (costs) on sale of assets2015-12-31$309,787
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TROUT EBERSOLE & GROFF, LLP
Accountancy firm EIN2015-12-31231551315
2014 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$141,725
Total unrealized appreciation/depreciation of assets2014-12-31$141,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$362,795
Total loss/gain on sale of assets2014-12-31$168,874
Total of all expenses incurred2014-12-31$103,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$87,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,712
Value of total assets at end of year2014-12-31$2,034,394
Value of total assets at beginning of year2014-12-31$1,775,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,508
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$30,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,736
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$21,712
Administrative expenses (other) incurred2014-12-31$1,864
Total non interest bearing cash at end of year2014-12-31$43,073
Total non interest bearing cash at beginning of year2014-12-31$9,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$258,827
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,034,394
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,775,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$137,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$137,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$30,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$87,460
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,991,321
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,628,789
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$305,754
Aggregate carrying amount (costs) on sale of assets2014-12-31$136,880
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TROUT EBERSOLE & GROFF, LLP
Accountancy firm EIN2014-12-31231551315
2013 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$350,212
Total unrealized appreciation/depreciation of assets2013-12-31$350,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$531,437
Total loss/gain on sale of assets2013-12-31$133,860
Total of all expenses incurred2013-12-31$72,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$21,198
Value of total assets at end of year2013-12-31$1,775,567
Value of total assets at beginning of year2013-12-31$1,316,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,683
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$26,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,448
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$21,198
Administrative expenses (other) incurred2013-12-31$1,634
Total non interest bearing cash at end of year2013-12-31$9,023
Total non interest bearing cash at beginning of year2013-12-31$18,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$458,633
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,775,567
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,316,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$137,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$45,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$45,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$26,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,121
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,628,789
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,253,440
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$367,790
Aggregate carrying amount (costs) on sale of assets2013-12-31$233,930
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TROUT EBERSOLE & GROFF, LLP
Accountancy firm EIN2013-12-31231551315
2012 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$143,380
Total unrealized appreciation/depreciation of assets2012-12-31$143,380
Total income from all sources (including contributions)2012-12-31$246,153
Total loss/gain on sale of assets2012-12-31$51,932
Total of all expenses incurred2012-12-31$85,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$71,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,922
Value of total assets at end of year2012-12-31$1,316,934
Value of total assets at beginning of year2012-12-31$1,155,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,309
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,625
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$21,922
Administrative expenses (other) incurred2012-12-31$832
Total non interest bearing cash at end of year2012-12-31$18,028
Total non interest bearing cash at beginning of year2012-12-31$5,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$161,130
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,316,934
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,155,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$45,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$28,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$71,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,253,440
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,146,439
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$281,897
Aggregate carrying amount (costs) on sale of assets2012-12-31$229,965
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TROUT, EBERSOLE & GROFF, LLP
Accountancy firm EIN2012-12-31231551315
2011 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$36,545
Total unrealized appreciation/depreciation of assets2011-12-31$36,545
Total income from all sources (including contributions)2011-12-31$19,541
Total loss/gain on sale of assets2011-12-31$-68,366
Total of all expenses incurred2011-12-31$67,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,325
Value of total assets at end of year2011-12-31$1,155,804
Value of total assets at beginning of year2011-12-31$1,203,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,875
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$27,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$6,450
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$24,325
Administrative expenses (other) incurred2011-12-31$825
Total non interest bearing cash at end of year2011-12-31$5,276
Total non interest bearing cash at beginning of year2011-12-31$6,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-48,127
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,155,804
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,203,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$27,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,793
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,146,439
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,187,625
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$109,391
Aggregate carrying amount (costs) on sale of assets2011-12-31$177,757
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TROUT, EBERSOLE & GROFF, LLP
Accountancy firm EIN2011-12-31231551315
2010 : STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$98,736
Total unrealized appreciation/depreciation of assets2010-12-31$98,736
Total income from all sources (including contributions)2010-12-31$155,249
Total loss/gain on sale of assets2010-12-31$10,800
Total of all expenses incurred2010-12-31$78,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$65,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,973
Value of total assets at end of year2010-12-31$1,203,931
Value of total assets at beginning of year2010-12-31$1,126,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,350
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$25,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$19,973
Administrative expenses (other) incurred2010-12-31$825
Total non interest bearing cash at end of year2010-12-31$6,019
Total non interest bearing cash at beginning of year2010-12-31$9,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$77,023
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,203,931
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,126,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$25,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$65,876
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,187,625
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,114,916
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$204,814
Aggregate carrying amount (costs) on sale of assets2010-12-31$194,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TROUT, EBERSOLE, & GROFF, LLP
Accountancy firm EIN2010-12-31231551315

Form 5500 Responses for STEINMAN & STEINMAN BENEFICIAL ASSOCIATION

2021: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 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: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 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
2019: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 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: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 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: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 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
2012: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEINMAN & STEINMAN BENEFICIAL ASSOCIATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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