STUBBINS, WATSON, BRYAN & WITUCKY CO., LPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN
401k plan membership statisitcs for STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN
| Measure | Date | Value |
|---|
| 2025: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-30 | 16 |
| Total number of particpants at end of year | 2025-07-30 | 16 |
| Number of Participants With Account Balances | 2025-07-30 | 15 |
| 2024: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-23 | 18 |
| Total number of particpants at end of year | 2024-07-23 | 16 |
| Number of Participants With Account Balances | 2024-07-23 | 15 |
| 2022: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-12 | 18 |
| Total number of particpants at end of year | 2022-10-12 | 16 |
| Number of Participants With Account Balances | 2022-10-12 | 16 |
| 2015: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
| 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 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 15 |
| Number of participants with account balances | 2015-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
| 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 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 12 |
| Number of participants with account balances | 2014-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 19 |
| Number of participants with account balances | 2013-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 11 |
| Number of participants with account balances | 2012-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-30 | 846 |
| Net assets as of the end of the plan year | 2025-07-30 | 4017820 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 3333511 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 71754 |
| Other income to plan in this plan year | 2025-07-30 | 490254 |
| Plan net income in this plan year | 2025-07-30 | 684309 |
| Net assets as of the end of the plan year | 2025-07-30 | 4017820 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 3333511 |
| Value of employer contributions paid | 2025-07-30 | 0 |
| Employer contributions to plan in this plan year | 2025-07-30 | 123147 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 846 |
| 2024 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-23 | 580140 |
| Net assets as of the end of the plan year | 2024-07-23 | 3333511 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 3349026 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-23 | 69750 |
| Other income to plan in this plan year | 2024-07-23 | 360859 |
| Plan net income in this plan year | 2024-07-23 | -15515 |
| Net assets as of the end of the plan year | 2024-07-23 | 3333511 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 3349026 |
| Value of employer contributions paid | 2024-07-23 | 0 |
| Employer contributions to plan in this plan year | 2024-07-23 | 134016 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-23 | 653 |
| 2022 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-12 | 19249 |
| Net assets as of the end of the plan year | 2022-10-12 | 3729322 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 3203171 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 46808 |
| Other expenses paid from plan in this plan year | 2022-10-12 | 0 |
| Other income to plan in this plan year | 2022-10-12 | 417681 |
| Plan net income in this plan year | 2022-10-12 | 526151 |
| Net assets as of the end of the plan year | 2022-10-12 | 3729322 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 3203171 |
| Value of employer contributions paid | 2022-10-12 | 0 |
| Employer contributions to plan in this plan year | 2022-10-12 | 80911 |
| Fees paid to broker by Benefit Provider | 2022-10-12 | 17 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 544 |
| 2015 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $265,396 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $7,182 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $7,182 |
| Total plan assets at end of year | 2015-12-31 | $1,991,149 |
| Total plan assets at beginning of year | 2015-12-31 | $1,732,935 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $23,472 |
| Other income received | 2015-12-31 | $126,161 |
| Net income (gross income less expenses) | 2015-12-31 | $258,214 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,991,149 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,732,935 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $115,763 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $51,159 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,507 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,741 |
| Total plan assets at end of year | 2014-12-31 | $1,732,935 |
| Total plan assets at beginning of year | 2014-12-31 | $1,688,283 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $21,160 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-55,591 |
| Net income (gross income less expenses) | 2014-12-31 | $44,652 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,732,935 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,688,283 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $85,590 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $3,766 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $382,355 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $93,801 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $93,801 |
| Total plan assets at end of year | 2013-12-31 | $1,688,283 |
| Total plan assets at beginning of year | 2013-12-31 | $1,399,729 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $17,697 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $268,948 |
| Net income (gross income less expenses) | 2013-12-31 | $288,554 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,688,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,399,729 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $95,710 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $199,749 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $41,471 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $41,471 |
| Total plan assets at end of year | 2012-12-31 | $1,399,729 |
| Total plan assets at beginning of year | 2012-12-31 | $1,241,451 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $17,577 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $83,223 |
| Net income (gross income less expenses) | 2012-12-31 | $158,278 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,399,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,241,451 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $98,949 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $168,571 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,437 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,437 |
| Total plan assets at end of year | 2011-12-31 | $1,241,451 |
| Total plan assets at beginning of year | 2011-12-31 | $1,074,317 |
| Total contributions received or receivable from participants | 2011-12-31 | $17,510 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $61,138 |
| Net income (gross income less expenses) | 2011-12-31 | $167,134 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,241,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,074,317 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $89,923 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2015: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION 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: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STUBBINS, WATSON & BRYAN CO.,LPA EMPLOYEES' PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
