401k Plan data: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN plan

STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 401k Plan overview

Plan Name	STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN
Plan identification number	002

STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STONE TRANSPORTATION AGENCY, LLC has sponsored the creation of one or more 401k plans.

Company Name: STONE TRANSPORTATION AGENCY, LLC

Employer identification number (EIN): 261651929

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about STONE TRANSPORTATION AGENCY, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4558671

More information about STONE TRANSPORTATION AGENCY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 BRADLEY W POST BRADLEY W POST 2017-04-27
002 2015-01-01 BRADLEY W POST BRADLEY W POST 2016-06-20
002 2014-01-01 TINA MCSHERRY TINA MCSHERRY 2015-07-14
002 2013-01-01 BRADLEY W POST BRADLEY W POST 2014-07-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	BRADLEY W POST	BRADLEY W POST	2017-04-27
002	2015-01-01	BRADLEY W POST	BRADLEY W POST	2016-06-20
002	2014-01-01	TINA MCSHERRY	TINA MCSHERRY	2015-07-14
002	2013-01-01	BRADLEY W POST	BRADLEY W POST	2014-07-10

Plan Statistics for STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN

401k plan membership statisitcs for STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN

Measure Date Value
2016: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2016: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN

Measure	Date	Value
2016 : STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$69,723
Expenses. Total of all expenses incurred	2016-09-30	$520,704
Benefits paid (including direct rollovers)	2016-09-30	$520,528
Total plan assets at end of year	2016-09-30	$0
Total plan assets at beginning of year	2016-09-30	$450,981
Total contributions received or receivable from participants	2016-09-30	$21,544
Expenses. Other expenses not covered elsewhere	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$22,754
Net income (gross income less expenses)	2016-09-30	$-450,981
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$450,981
Total contributions received or receivable from employer(s)	2016-09-30	$25,425
Value of certain deemed distributions of participant loans	2016-09-30	$0
Value of corrective distributions	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-09-30	$0
Amount contributed by the employer to the plan for this plan year	2016-09-30	$0
2015 : STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$16,604
Expenses. Total of all expenses incurred	2015-12-31	$11,860
Benefits paid (including direct rollovers)	2015-12-31	$11,570
Total plan assets at end of year	2015-12-31	$450,981
Total plan assets at beginning of year	2015-12-31	$446,237
Total contributions received or receivable from participants	2015-12-31	$21,504
Expenses. Other expenses not covered elsewhere	2015-12-31	$125
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-16,923
Net income (gross income less expenses)	2015-12-31	$4,744
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$450,981
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$446,237
Assets. Value of participant loans	2015-12-31	$2,002
Total contributions received or receivable from employer(s)	2015-12-31	$12,023
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$56,689
Expenses. Total of all expenses incurred	2014-12-31	$1,051
Benefits paid (including direct rollovers)	2014-12-31	$971
Total plan assets at end of year	2014-12-31	$446,237
Total plan assets at beginning of year	2014-12-31	$390,599
Total contributions received or receivable from participants	2014-12-31	$17,601
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$10,681
Other income received	2014-12-31	$17,722
Net income (gross income less expenses)	2014-12-31	$55,638
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$446,237
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$390,599
Total contributions received or receivable from employer(s)	2014-12-31	$10,685
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$78,490
Expenses. Total of all expenses incurred	2013-12-31	$7,961
Benefits paid (including direct rollovers)	2013-12-31	$7,824
Total plan assets at end of year	2013-12-31	$390,599
Total plan assets at beginning of year	2013-12-31	$320,070
Total contributions received or receivable from participants	2013-12-31	$15,243
Expenses. Other expenses not covered elsewhere	2013-12-31	$137
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$55,936
Net income (gross income less expenses)	2013-12-31	$70,529
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$390,599
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$320,070
Assets. Value of participant loans	2013-12-31	$1,716
Total contributions received or receivable from employer(s)	2013-12-31	$7,311
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN

2016: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STONE TRANSPORTATION AGENCY, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61135

Policy instance

Insurance contract or identification number	MR 61135
Number of Individuals Covered	6
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61135

Policy instance

Insurance contract or identification number	MR 61135
Number of Individuals Covered	11
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61135

Policy instance

Insurance contract or identification number	MR 61135
Number of Individuals Covered	7
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	STONE TRANSPORTATION AGENCY, LLC
Employer identification number (EIN):	261651929
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4558671