401k Plan data: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN plan

STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN
Plan identification number	002

STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

STEIN CROSBY CAPITAL ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEIN CROSBY CAPITAL ADVISORS, INC.

Employer identification number (EIN): 271690748

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 DANA CROSBY DANA CROSBY 2016-10-05
002 2014-01-01 DANA CROSBY DANA CROSBY 2015-10-26
002 2013-01-01 DANA L. CROSBY DANA L. CROSBY 2014-07-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	DANA CROSBY	DANA CROSBY	2016-10-05
002	2014-01-01	DANA CROSBY	DANA CROSBY	2015-10-26
002	2013-01-01	DANA L. CROSBY	DANA L. CROSBY	2014-07-09

Plan Statistics for STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN

Measure Date Value
2015: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2015: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$13,351
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$723,928
Total plan assets at beginning of year	2015-12-31	$710,577
Value of fidelity bond covering the plan	2015-12-31	$60,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-75,399
Net income (gross income less expenses)	2015-12-31	$13,351
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$723,928
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$710,577
Assets. Value of participant loans	2015-12-31	$7,946
Assets. Value of employer securities	2015-12-31	$378,700
Total contributions received or receivable from employer(s)	2015-12-31	$88,750
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$134,279
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$710,577
Total plan assets at beginning of year	2014-12-31	$576,298
Value of fidelity bond covering the plan	2014-12-31	$60,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$38,439
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$134,279
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$710,577
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$576,298
Assets. Value of participant loans	2014-12-31	$14,542
Assets. Value of employer securities	2014-12-31	$412,301
Total contributions received or receivable from employer(s)	2014-12-31	$95,840
2013 : STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$143,355
Expenses. Total of all expenses incurred	2013-12-31	$64
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$576,298
Total plan assets at beginning of year	2013-12-31	$433,007
Value of fidelity bond covering the plan	2013-12-31	$60,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$64
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$55,225
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$143,291
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$576,298
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$433,007
Assets. Value of participant loans	2013-12-31	$4,644
Assets. Value of employer securities	2013-12-31	$358,265
Total contributions received or receivable from employer(s)	2013-12-31	$88,130
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0

Form 5500 Responses for STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN

2015: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEIN CROSBY CAPITAL ADVISORS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STEIN CROSBY CAPITAL ADVISORS, INC.
Employer identification number (EIN):	271690748
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services