STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST 401k Plan overview
| Plan Name | STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST |
| Plan identification number | 001 |
STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Profit-sharing
- ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
- Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
- 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.
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401k Sponsoring company profile
STORY EQUIPMENT SALES, INC. has sponsored the creation of one or more 401k plans.
Additional information about STORY EQUIPMENT SALES, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1995-06-23 |
| Company Identification Number: | 908319 |
| Legal Registered Office Address: |
4137 W 227TH ST
-
CLEVELAND
United States of America (USA)
44126
|
More information about STORY EQUIPMENT SALES, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2020-01-01 | JOHN P CORSI | 2021-04-22 | | |
| 001 | 2019-01-01 | JOHN P CORSI | 2020-07-23 | | |
| 001 | 2018-01-01 | JOHN P CORSI | 2019-04-21 | | |
| 001 | 2017-01-01 | JOHN P CORSI | 2018-07-25 | | |
| 001 | 2016-01-01 | JOHN P CORSI | 2017-07-20 | | |
| 001 | 2015-01-01 | JOHN P CORSI | 2016-07-30 | | |
| 001 | 2014-01-01 | JOHN P CORSI | 2015-05-18 | | |
| 001 | 2013-01-01 | JOHN P CORSI | 2014-07-24 | | |
| 001 | 2012-01-01 | JOHN P CORSI | 2013-03-05 | | |
| 001 | 2011-01-01 | JOHN P CORSI | | | |
| 001 | 2009-01-01 | JOHN P CORSI | | | |
Plan Statistics for STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2011: STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| 2009: STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
Financial Data on STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2011 : STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $10,347 |
| Total plan assets at end of year | 2011-12-31 | $297,043 |
| Total plan assets at beginning of year | 2011-12-31 | $286,696 |
| Total contributions received or receivable from participants | 2011-12-31 | $8,778 |
| Other income received | 2011-12-31 | $-7,209 |
| Net income (gross income less expenses) | 2011-12-31 | $10,347 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $297,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $286,696 |
| Assets. Value of participant loans | 2011-12-31 | $30,685 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $8,778 |
| 2010 : STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $43,922 |
| Total plan assets at end of year | 2010-12-31 | $286,696 |
| Total plan assets at beginning of year | 2010-12-31 | $242,774 |
| Total contributions received or receivable from participants | 2010-12-31 | $8,778 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $38,400 |
| Other income received | 2010-12-31 | $26,366 |
| Net income (gross income less expenses) | 2010-12-31 | $43,922 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $286,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $242,774 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $8,778 |
Form 5500 Responses for STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST
| 2011: STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 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 |
| 2009: STORY EQUIPMENT SALES,INC. 401(K) PROFIT SHARING RETIREMENT PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
Insurance Providers Used on plan
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 34-1806936 |
| Policy instance | 1 |
| Insurance contract or identification number | 34-1806936 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,007 | | Total amount of fees paid to insurance company | USD $0 |
|
| JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
| Policy contract number | 34-1806936 |
| Policy instance | 1 |
| Insurance contract or identification number | 34-1806936 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,692 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $203 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 7 | | Insurance broker name | JOHN P. CORSI |
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