STACE-ALLEN CHUCK, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN
Measure | Date | Value |
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2014: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 1 |
Total of all active and inactive participants | 2014-04-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 12 |
Number of participants with account balances | 2014-04-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 1 |
2013: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 12 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 1 |
Total of all active and inactive participants | 2013-04-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 13 |
Number of participants with account balances | 2013-04-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 1 |
2012: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 13 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 1 |
Total of all active and inactive participants | 2012-04-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 14 |
Number of participants with account balances | 2012-04-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 13 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 1 |
Total of all active and inactive participants | 2011-04-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 14 |
Number of participants with account balances | 2011-04-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
2009: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 12 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 3 |
Total of all active and inactive participants | 2009-04-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 15 |
Number of participants with account balances | 2009-04-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
Measure | Date | Value |
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2015 : STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-03-31 | $0 |
Total income from all sources | 2015-03-31 | $189,387 |
Expenses. Total of all expenses incurred | 2015-03-31 | $4,993 |
Benefits paid (including direct rollovers) | 2015-03-31 | $4,993 |
Total plan assets at end of year | 2015-03-31 | $2,088,983 |
Total plan assets at beginning of year | 2015-03-31 | $1,904,589 |
Value of fidelity bond covering the plan | 2015-03-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-03-31 | $63,939 |
Expenses. Other expenses not covered elsewhere | 2015-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-03-31 | $0 |
Other income received | 2015-03-31 | $85,068 |
Net income (gross income less expenses) | 2015-03-31 | $184,394 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $2,088,983 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $1,904,589 |
Assets. Value of participant loans | 2015-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-03-31 | $40,380 |
Value of certain deemed distributions of participant loans | 2015-03-31 | $0 |
Value of corrective distributions | 2015-03-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
2014 : STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-03-31 | $0 |
Total income from all sources | 2014-03-31 | $321,086 |
Expenses. Total of all expenses incurred | 2014-03-31 | $215,818 |
Benefits paid (including direct rollovers) | 2014-03-31 | $215,818 |
Total plan assets at end of year | 2014-03-31 | $1,904,589 |
Total plan assets at beginning of year | 2014-03-31 | $1,799,321 |
Value of fidelity bond covering the plan | 2014-03-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-03-31 | $58,405 |
Expenses. Other expenses not covered elsewhere | 2014-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-03-31 | $0 |
Other income received | 2014-03-31 | $225,586 |
Net income (gross income less expenses) | 2014-03-31 | $105,268 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $1,904,589 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,799,321 |
Assets. Value of participant loans | 2014-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-03-31 | $37,095 |
Value of certain deemed distributions of participant loans | 2014-03-31 | $0 |
Value of corrective distributions | 2014-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-03-31 | $0 |
Minimum employer required contribution for this plan year | 2014-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-03-31 | $0 |
2013 : STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-03-31 | $0 |
Total income from all sources | 2013-03-31 | $177,219 |
Expenses. Total of all expenses incurred | 2013-03-31 | $5,020 |
Benefits paid (including direct rollovers) | 2013-03-31 | $5,020 |
Total plan assets at end of year | 2013-03-31 | $1,799,321 |
Total plan assets at beginning of year | 2013-03-31 | $1,627,122 |
Value of fidelity bond covering the plan | 2013-03-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-03-31 | $39,487 |
Expenses. Other expenses not covered elsewhere | 2013-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-03-31 | $0 |
Other income received | 2013-03-31 | $111,662 |
Net income (gross income less expenses) | 2013-03-31 | $172,199 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $1,799,321 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,627,122 |
Assets. Value of participant loans | 2013-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-03-31 | $26,070 |
Value of certain deemed distributions of participant loans | 2013-03-31 | $0 |
Value of corrective distributions | 2013-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-03-31 | $0 |
Minimum employer required contribution for this plan year | 2013-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-03-31 | $0 |
2012 : STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-03-31 | $0 |
Total income from all sources | 2012-03-31 | $119,260 |
Expenses. Total of all expenses incurred | 2012-03-31 | $4,764 |
Benefits paid (including direct rollovers) | 2012-03-31 | $4,764 |
Total plan assets at end of year | 2012-03-31 | $1,627,122 |
Total plan assets at beginning of year | 2012-03-31 | $1,512,626 |
Value of fidelity bond covering the plan | 2012-03-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-03-31 | $59,065 |
Expenses. Other expenses not covered elsewhere | 2012-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-03-31 | $0 |
Other income received | 2012-03-31 | $24,616 |
Net income (gross income less expenses) | 2012-03-31 | $114,496 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $1,627,122 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $1,512,626 |
Assets. Value of participant loans | 2012-03-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-03-31 | $1,030 |
Total contributions received or receivable from employer(s) | 2012-03-31 | $35,579 |
Value of certain deemed distributions of participant loans | 2012-03-31 | $0 |
Value of corrective distributions | 2012-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-03-31 | $0 |
Minimum employer required contribution for this plan year | 2012-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-03-31 | $0 |
2011 : STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-03-31 | $0 |
Total income from all sources | 2011-03-31 | $160,155 |
Expenses. Total of all expenses incurred | 2011-03-31 | $259,182 |
Benefits paid (including direct rollovers) | 2011-03-31 | $259,182 |
Total plan assets at end of year | 2011-03-31 | $1,512,626 |
Total plan assets at beginning of year | 2011-03-31 | $1,611,653 |
Value of fidelity bond covering the plan | 2011-03-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-03-31 | $45,644 |
Expenses. Other expenses not covered elsewhere | 2011-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-03-31 | $0 |
Other income received | 2011-03-31 | $87,275 |
Net income (gross income less expenses) | 2011-03-31 | $-99,027 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $1,512,626 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $1,611,653 |
Assets. Value of participant loans | 2011-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-03-31 | $27,236 |
Value of certain deemed distributions of participant loans | 2011-03-31 | $0 |
Value of corrective distributions | 2011-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-03-31 | $0 |
Minimum employer required contribution for this plan year | 2011-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-03-31 | $0 |
2010 : STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-03-31 | $0 |
Minimum employer required contribution for this plan year | 2010-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-03-31 | $0 |
2014: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2013: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2012: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2011: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
2009: STACE-ALLEN CHUCK, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-803190 |
Policy instance | 1 |
Insurance contract or identification number | GA-803190 | Number of Individuals Covered | 12 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $5,347 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,347 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY, LL |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-803190 |
Policy instance | 1 |
Insurance contract or identification number | GA-803190 | Number of Individuals Covered | 13 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $4,705 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,705 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS INS AGY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-803190 |
Policy instance | 1 |
Insurance contract or identification number | GA-803190 | Number of Individuals Covered | 13 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $4,679 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,679 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS INS AGY |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-803190 |
Policy instance | 1 |
Insurance contract or identification number | GA-803190 | Number of Individuals Covered | 14 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $4,823 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-803190 |
Policy instance | 1 |
Insurance contract or identification number | GA-803190 | Number of Individuals Covered | 14 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $4,338 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,338 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY LLC |
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