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P.W STEPHENS, INC. 401(K) PLAN 401k Plan overview

Plan NameP.W STEPHENS, INC. 401(K) PLAN
Plan identification number 001

P.W STEPHENS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

P.W STEPHENS ENVIRONMENTAL INC. has sponsored the creation of one or more 401k plans.

Company Name:P.W STEPHENS ENVIRONMENTAL INC.
Employer identification number (EIN):262908551
NAIC Classification:562000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P.W STEPHENS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MONICA COEY SCOTT JOHNSON2018-10-12
0012016-01-01MONICA COEY SCOTT JOHNSON2017-10-09
0012015-01-01MONICA COEY SCOTT JOHNSON2016-10-12
0012014-01-01MONICA COEY SCOTT JOHNSON2015-10-05
0012013-01-01SCOTT JOHNSON SCOTT JOHNSON2014-10-08
0012012-01-01SCOTT JOHNSON SCOTT JOHNSON2013-10-04
0012011-01-01SCOTT JOHNSON SCOTT JOHNSON2012-10-12
0012010-01-01SCOTT JOHNSON
0012009-01-01SCOTT JOHNSON SCOTT JOHNSON2010-10-15
0012008-01-01 SCOTT JOHNSON2010-11-12

Plan Statistics for P.W STEPHENS, INC. 401(K) PLAN

401k plan membership statisitcs for P.W STEPHENS, INC. 401(K) PLAN

Measure Date Value
2023: P.W STEPHENS, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01267
Total number of active participants reported on line 7a of the Form 55002023-01-01230
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0120
Total of all active and inactive participants2023-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01250
Number of participants with account balances2023-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: P.W STEPHENS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-01200
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01237
Number of participants with account balances2022-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: P.W STEPHENS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01308
Total number of active participants reported on line 7a of the Form 55002021-01-01217
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01254
Number of participants with account balances2021-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: P.W STEPHENS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01322
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01295
Number of participants with account balances2020-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: P.W STEPHENS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01314
Total number of active participants reported on line 7a of the Form 55002019-01-01300
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01323
Number of participants with account balances2019-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: P.W STEPHENS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01313
Total number of active participants reported on line 7a of the Form 55002018-01-01298
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01319
Number of participants with account balances2018-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: P.W STEPHENS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01283
Total number of active participants reported on line 7a of the Form 55002017-01-01264
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01282
Number of participants with account balances2017-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: P.W STEPHENS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01442
Total number of active participants reported on line 7a of the Form 55002016-01-01455
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01468
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: P.W STEPHENS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01473
Total number of active participants reported on line 7a of the Form 55002015-01-01479
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01488
Number of participants with account balances2015-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: P.W STEPHENS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01442
Total number of active participants reported on line 7a of the Form 55002014-01-01456
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01467
Number of participants with account balances2014-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: P.W STEPHENS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01312
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01321
Number of participants with account balances2013-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: P.W STEPHENS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-01258
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01269
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: P.W STEPHENS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01180
Total number of active participants reported on line 7a of the Form 55002011-01-01238
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01248
Number of participants with account balances2011-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: P.W STEPHENS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01135
Total number of active participants reported on line 7a of the Form 55002010-01-01171
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01180
Number of participants with account balances2010-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: P.W STEPHENS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01163
Total number of active participants reported on line 7a of the Form 55002009-01-01124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01135
Number of participants with account balances2009-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: P.W STEPHENS, INC. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0191
Total number of active participants reported on line 7a of the Form 55002008-01-01160
Number of other retired or separated participants entitled to future benefits2008-01-013
Total of all active and inactive participants2008-01-01163
Total participants2008-01-01163
Number of participants with account balances2008-01-0143

Financial Data on P.W STEPHENS, INC. 401(K) PLAN

Measure Date Value
2023 : P.W STEPHENS, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,446,674
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$369,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$336,254
Expenses. Certain deemed distributions of participant loans2023-12-31$537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$991,177
Value of total assets at end of year2023-12-31$11,024,381
Value of total assets at beginning of year2023-12-31$8,947,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$33,080
Total interest from all sources2023-12-31$12,051
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$247,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$247,700
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$679,977
Participant contributions at end of year2023-12-31$213,443
Participant contributions at beginning of year2023-12-31$135,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,076,803
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,024,381
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,947,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$29,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,834,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,888,675
Interest on participant loans2023-12-31$12,051
Value of interest in common/collective trusts at end of year2023-12-31$976,692
Value of interest in common/collective trusts at beginning of year2023-12-31$923,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,168,912
Net investment gain or loss from common/collective trusts2023-12-31$26,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$311,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$336,254
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DAVID L. BUCK
Accountancy firm EIN2023-12-31752988353
2022 : P.W STEPHENS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-802,985
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$666,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$633,852
Expenses. Certain deemed distributions of participant loans2022-12-31$603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$920,936
Value of total assets at end of year2022-12-31$8,947,578
Value of total assets at beginning of year2022-12-31$10,416,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,808
Total interest from all sources2022-12-31$5,507
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$234,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$234,050
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$636,186
Participant contributions at end of year2022-12-31$135,321
Participant contributions at beginning of year2022-12-31$81,050
Administrative expenses (other) incurred2022-12-31$31,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,469,248
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,947,578
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,416,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,888,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,319,645
Interest on participant loans2022-12-31$5,507
Value of interest in common/collective trusts at end of year2022-12-31$923,582
Value of interest in common/collective trusts at beginning of year2022-12-31$1,016,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,987,420
Net investment gain or loss from common/collective trusts2022-12-31$23,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$284,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$633,852
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DAVID L. BUCK, CPA
Accountancy firm EIN2022-12-31752988353
2021 : P.W STEPHENS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,010,104
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$423,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$390,892
Expenses. Certain deemed distributions of participant loans2021-12-31$1,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$930,086
Value of total assets at end of year2021-12-31$10,416,826
Value of total assets at beginning of year2021-12-31$8,829,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,146
Total interest from all sources2021-12-31$6,102
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$387,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$387,318
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$639,010
Participant contributions at end of year2021-12-31$81,050
Participant contributions at beginning of year2021-12-31$104,744
Administrative expenses (other) incurred2021-12-31$31,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,587,009
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,416,826
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,829,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,319,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,567,908
Interest on participant loans2021-12-31$6,102
Value of interest in common/collective trusts at end of year2021-12-31$1,016,131
Value of interest in common/collective trusts at beginning of year2021-12-31$1,157,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$664,869
Net investment gain or loss from common/collective trusts2021-12-31$21,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$291,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$390,892
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DAVID L. BUCK, CPA
Accountancy firm EIN2021-12-31752988353
2020 : P.W STEPHENS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,061,844
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,021,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$993,058
Expenses. Certain deemed distributions of participant loans2020-12-31$4,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$843,508
Value of total assets at end of year2020-12-31$8,829,817
Value of total assets at beginning of year2020-12-31$7,789,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,366
Total interest from all sources2020-12-31$10,271
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$234,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$234,146
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$561,385
Participant contributions at end of year2020-12-31$104,744
Participant contributions at beginning of year2020-12-31$219,620
Administrative expenses (other) incurred2020-12-31$24,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,040,043
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,829,817
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,789,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,567,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,566,934
Interest on participant loans2020-12-31$10,271
Value of interest in common/collective trusts at end of year2020-12-31$1,157,165
Value of interest in common/collective trusts at beginning of year2020-12-31$1,003,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$947,276
Net investment gain or loss from common/collective trusts2020-12-31$26,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$282,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$993,058
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BPM LLP
Accountancy firm EIN2020-12-31814234542
2019 : P.W STEPHENS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$2,105,616
Total income from all sources (including contributions)2019-12-31$2,105,616
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$347,515
Total of all expenses incurred2019-12-31$347,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$314,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$314,617
Expenses. Certain deemed distributions of participant loans2019-12-31$225
Expenses. Certain deemed distributions of participant loans2019-12-31$225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$850,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$850,522
Value of total assets at end of year2019-12-31$7,789,774
Value of total assets at end of year2019-12-31$7,789,774
Value of total assets at beginning of year2019-12-31$6,031,673
Value of total assets at beginning of year2019-12-31$6,031,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,673
Total interest from all sources2019-12-31$11,619
Total interest from all sources2019-12-31$11,619
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$183,227
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$183,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$183,227
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$183,227
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$570,527
Contributions received from participants2019-12-31$570,527
Participant contributions at end of year2019-12-31$219,620
Participant contributions at end of year2019-12-31$219,620
Participant contributions at beginning of year2019-12-31$199,337
Participant contributions at beginning of year2019-12-31$199,337
Other income not declared elsewhere2019-12-31$18,064
Other income not declared elsewhere2019-12-31$18,064
Administrative expenses (other) incurred2019-12-31$32,673
Administrative expenses (other) incurred2019-12-31$32,673
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$1,758,101
Value of net income/loss2019-12-31$1,758,101
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,789,774
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,789,774
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,031,673
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,031,673
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,566,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,566,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,209,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,209,564
Interest on participant loans2019-12-31$11,619
Interest on participant loans2019-12-31$11,619
Value of interest in common/collective trusts at end of year2019-12-31$1,003,220
Value of interest in common/collective trusts at end of year2019-12-31$1,003,220
Value of interest in common/collective trusts at beginning of year2019-12-31$2,622,772
Value of interest in common/collective trusts at beginning of year2019-12-31$2,622,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$815,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$815,069
Net investment gain or loss from common/collective trusts2019-12-31$227,115
Net investment gain or loss from common/collective trusts2019-12-31$227,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$279,995
Contributions received in cash from employer2019-12-31$279,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$314,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$314,617
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm name2019-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2019-12-31330941619
Accountancy firm EIN2019-12-31330941619
2018 : P.W STEPHENS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
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$352,375
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$287,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$268,214
Expenses. Certain deemed distributions of participant loans2018-12-31$215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$723,481
Value of total assets at end of year2018-12-31$6,031,673
Value of total assets at beginning of year2018-12-31$5,967,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,343
Total interest from all sources2018-12-31$9,797
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$168,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$168,966
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$486,954
Participant contributions at end of year2018-12-31$199,337
Participant contributions at beginning of year2018-12-31$152,035
Other income not declared elsewhere2018-12-31$20,833
Administrative expenses (other) incurred2018-12-31$19,343
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$64,603
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,031,673
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,967,070
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,209,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,212,613
Interest on participant loans2018-12-31$9,797
Value of interest in common/collective trusts at end of year2018-12-31$2,622,772
Value of interest in common/collective trusts at beginning of year2018-12-31$2,602,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-459,227
Net investment gain or loss from common/collective trusts2018-12-31$-111,475
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
Contributions received in cash from employer2018-12-31$236,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$268,214
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2018-12-31330941619
2017 : P.W STEPHENS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
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$1,436,208
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$140,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$124,026
Expenses. Certain deemed distributions of participant loans2017-12-31$271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$703,597
Value of total assets at end of year2017-12-31$5,967,070
Value of total assets at beginning of year2017-12-31$4,671,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,347
Total interest from all sources2017-12-31$7,534
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$94,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$94,999
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$468,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$433,749
Participant contributions at end of year2017-12-31$152,035
Participant contributions at beginning of year2017-12-31$157,216
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$59,286
Other income not declared elsewhere2017-12-31$17,173
Administrative expenses (other) incurred2017-12-31$16,347
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$1,295,564
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,967,070
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,671,506
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,212,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,412,823
Interest on participant loans2017-12-31$7,534
Value of interest in common/collective trusts at end of year2017-12-31$2,602,422
Value of interest in common/collective trusts at beginning of year2017-12-31$2,101,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$358,419
Net investment gain or loss from common/collective trusts2017-12-31$254,486
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
Contributions received in cash from employer2017-12-31$210,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$124,026
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2017-12-31330941619
2016 : P.W STEPHENS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
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$0
Total income from all sources (including contributions)2016-12-31$933,703
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$37,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,271
Expenses. Certain deemed distributions of participant loans2016-12-31$3,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$629,064
Value of total assets at end of year2016-12-31$4,671,506
Value of total assets at beginning of year2016-12-31$3,775,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,611
Total interest from all sources2016-12-31$6,552
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$59,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$59,361
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$378,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$414,436
Participant contributions at end of year2016-12-31$157,216
Participant contributions at beginning of year2016-12-31$137,557
Other income not declared elsewhere2016-12-31$13,467
Administrative expenses (other) incurred2016-12-31$14,611
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$896,021
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,671,506
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,775,485
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,412,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,084,454
Interest on participant loans2016-12-31$6,552
Value of interest in common/collective trusts at end of year2016-12-31$2,101,467
Value of interest in common/collective trusts at beginning of year2016-12-31$1,553,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$60,280
Net investment gain or loss from common/collective trusts2016-12-31$164,979
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
Contributions received in cash from employer2016-12-31$214,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,271
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
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 name2016-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2016-12-31330941619
2015 : P.W STEPHENS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$450,318
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,478
Expenses. Certain deemed distributions of participant loans2015-12-31$1,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$519,825
Value of total assets at end of year2015-12-31$3,775,485
Value of total assets at beginning of year2015-12-31$3,336,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,824
Total interest from all sources2015-12-31$6,836
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$58,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$58,529
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$334,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$353,630
Participant contributions at end of year2015-12-31$137,557
Participant contributions at beginning of year2015-12-31$145,053
Other income not declared elsewhere2015-12-31$2,092
Administrative expenses (other) incurred2015-12-31$2,824
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$438,984
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,775,485
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,336,501
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,084,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,518,453
Interest on participant loans2015-12-31$6,836
Value of interest in common/collective trusts at end of year2015-12-31$1,553,474
Value of interest in common/collective trusts at beginning of year2015-12-31$1,015,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$657,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$657,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-131,100
Net investment gain or loss from common/collective trusts2015-12-31$-5,864
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
Contributions received in cash from employer2015-12-31$166,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,478
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
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 name2015-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2015-12-31330941619
2014 : P.W STEPHENS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
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$562,261
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$430,319
Value of total assets at end of year2014-12-31$3,336,501
Value of total assets at beginning of year2014-12-31$2,793,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,275
Total interest from all sources2014-12-31$5,030
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$132,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$132,393
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$280,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$287,918
Participant contributions at end of year2014-12-31$145,053
Participant contributions at beginning of year2014-12-31$58,219
Administrative expenses (other) incurred2014-12-31$1,275
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$542,965
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,336,501
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,793,536
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,518,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$945,458
Interest on participant loans2014-12-31$5,030
Value of interest in common/collective trusts at end of year2014-12-31$1,015,147
Value of interest in common/collective trusts at beginning of year2014-12-31$1,192,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$657,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$597,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$597,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-96,507
Net investment gain or loss from common/collective trusts2014-12-31$91,026
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
Contributions received in cash from employer2014-12-31$142,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,021
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
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 name2014-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2014-12-31330941619
2013 : P.W STEPHENS, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$737,792
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$125,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$125,281
Expenses. Certain deemed distributions of participant loans2013-12-31$79
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$308,672
Value of total assets at end of year2013-12-31$2,793,536
Value of total assets at beginning of year2013-12-31$2,181,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$475
Total interest from all sources2013-12-31$2,468
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$65,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$65,694
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$219,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$211,489
Participant contributions at end of year2013-12-31$58,219
Participant contributions at beginning of year2013-12-31$38,276
Other income not declared elsewhere2013-12-31$10
Administrative expenses (other) incurred2013-12-31$475
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$611,957
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,793,536
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,181,579
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$945,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$836,024
Interest on participant loans2013-12-31$2,468
Value of interest in common/collective trusts at end of year2013-12-31$1,192,420
Value of interest in common/collective trusts at beginning of year2013-12-31$933,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$597,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$374,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$374,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$105,234
Net investment gain or loss from common/collective trusts2013-12-31$255,714
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
Contributions received in cash from employer2013-12-31$97,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$125,281
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
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 name2013-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2013-12-31330941619
2012 : P.W STEPHENS, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$540,001
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$241,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$212,393
Expenses. Certain deemed distributions of participant loans2012-12-31$28,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$305,169
Value of total assets at end of year2012-12-31$2,181,579
Value of total assets at beginning of year2012-12-31$1,882,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$3,948
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,472
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$189,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$209,004
Participant contributions at end of year2012-12-31$38,276
Participant contributions at beginning of year2012-12-31$83,070
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$298,742
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,181,579
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,882,837
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$836,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$652,499
Interest on participant loans2012-12-31$3,948
Value of interest in common/collective trusts at end of year2012-12-31$933,030
Value of interest in common/collective trusts at beginning of year2012-12-31$846,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$374,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$300,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$300,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$77,073
Net investment gain or loss from common/collective trusts2012-12-31$125,339
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
Contributions received in cash from employer2012-12-31$96,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$212,393
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
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 name2012-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2012-12-31330941619
2011 : P.W STEPHENS, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$257,984
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$39,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$302,044
Value of total assets at end of year2011-12-31$1,882,837
Value of total assets at beginning of year2011-12-31$1,664,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$5,110
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$16,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$16,300
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$167,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$203,862
Participant contributions at end of year2011-12-31$83,070
Participant contributions at beginning of year2011-12-31$92,468
Other income not declared elsewhere2011-12-31$15
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$218,204
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,882,837
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,664,633
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$652,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$552,133
Interest on participant loans2011-12-31$5,110
Value of interest in common/collective trusts at end of year2011-12-31$846,371
Value of interest in common/collective trusts at beginning of year2011-12-31$756,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$300,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$263,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$263,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-67,218
Net investment gain or loss from common/collective trusts2011-12-31$1,733
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
Contributions received in cash from employer2011-12-31$98,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$39,780
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
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 name2011-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2011-12-31330941619
2010 : P.W STEPHENS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$415,828
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$133,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$133,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$251,846
Value of total assets at end of year2010-12-31$1,664,633
Value of total assets at beginning of year2010-12-31$1,382,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$5,885
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,088
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$139,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$135,523
Participant contributions at end of year2010-12-31$92,468
Participant contributions at beginning of year2010-12-31$111,330
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$42,575
Other income not declared elsewhere2010-12-31$380
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$282,337
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,664,633
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,382,296
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$552,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$415,031
Interest on participant loans2010-12-31$5,885
Value of interest in common/collective trusts at end of year2010-12-31$756,089
Value of interest in common/collective trusts at beginning of year2010-12-31$619,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$263,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$236,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$236,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$49,315
Net investment gain or loss from common/collective trusts2010-12-31$100,314
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
Contributions received in cash from employer2010-12-31$73,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$133,491
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
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 name2010-12-31WARNICK, MAESTAS & MARONEY
Accountancy firm EIN2010-12-31330941619
2009 : P.W STEPHENS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : P.W STEPHENS, INC. 401(K) PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0

Form 5500 Responses for P.W STEPHENS, INC. 401(K) PLAN

2023: P.W STEPHENS, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: P.W STEPHENS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: P.W STEPHENS, INC. 401(K) PLAN 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: P.W STEPHENS, INC. 401(K) PLAN 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: P.W STEPHENS, INC. 401(K) PLAN 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: P.W STEPHENS, INC. 401(K) PLAN 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: P.W STEPHENS, INC. 401(K) PLAN 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: P.W STEPHENS, INC. 401(K) PLAN 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: P.W STEPHENS, INC. 401(K) PLAN 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: P.W STEPHENS, INC. 401(K) PLAN 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: P.W STEPHENS, INC. 401(K) PLAN 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: P.W STEPHENS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: P.W STEPHENS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: P.W STEPHENS, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: P.W STEPHENS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: P.W STEPHENS, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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