401k Plan data: ASH STEVENS, INC. 401(K) PLAN plan

ASH STEVENS, INC. 401(K) PLAN 401k Plan overview

Plan Name	ASH STEVENS, INC. 401(K) PLAN
Plan identification number	002

ASH STEVENS, INC. 401(K) PLAN 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASH STEVENS, LLC has sponsored the creation of one or more 401k plans.

Company Name: ASH STEVENS, LLC

Employer identification number (EIN): 381715886

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASH STEVENS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 SHANNON HUVER 2019-06-25
002 2017-01-01 SHANNON HUVER
002 2016-01-01 SHELLY BONNICI
002 2015-01-01 SHELLY BONNICI
002 2014-01-01 SHELLY BONNICI
002 2013-01-01 CECILIA KENDRICK
002 2012-01-01 CECELIA KENDRICK
002 2011-01-01 CECELIA KENDRICK
002 2010-01-01 CECELIA KENDRICK
002 2009-01-01 CECELIA KENDRICK

Plan Statistics for ASH STEVENS, INC. 401(K) PLAN

401k plan membership statisitcs for ASH STEVENS, INC. 401(K) PLAN

Measure Date Value
2022: ASH STEVENS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 200
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 76
Total of all active and inactive participants 2022-01-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 276
Number of participants with account balances 2022-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 21
2021: ASH STEVENS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 156
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 64
Total of all active and inactive participants 2021-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 220
Number of participants with account balances 2021-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 27
2020: ASH STEVENS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 162
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 35
Total of all active and inactive participants 2020-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 197
Number of participants with account balances 2020-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: ASH STEVENS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 145
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 176
Number of participants with account balances 2019-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2017: ASH STEVENS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 94
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 120
Total participants 2017-01-01 120
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ASH STEVENS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 77
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 21
Total of all active and inactive participants 2016-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 99
Number of participants with account balances 2016-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: ASH STEVENS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 76
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 16
Total of all active and inactive participants 2015-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 92
Number of participants with account balances 2015-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: ASH STEVENS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 79
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 16
Total of all active and inactive participants 2014-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 95
Number of participants with account balances 2014-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: ASH STEVENS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 80
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 16
Total of all active and inactive participants 2013-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 96
Number of participants with account balances 2013-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: ASH STEVENS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 83
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 13
Total of all active and inactive participants 2012-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 96
Number of participants with account balances 2012-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ASH STEVENS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 77
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 11
Total of all active and inactive participants 2011-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 88
Number of participants with account balances 2011-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: ASH STEVENS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 71
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 83
Number of participants with account balances 2010-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: ASH STEVENS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 69
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 82
Number of participants with account balances 2009-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: ASH STEVENS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	200
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	76
Total of all active and inactive participants	2022-01-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	276
Number of participants with account balances	2022-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	21
2021: ASH STEVENS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	156
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	64
Total of all active and inactive participants	2021-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	220
Number of participants with account balances	2021-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	27
2020: ASH STEVENS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	162
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	35
Total of all active and inactive participants	2020-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	197
Number of participants with account balances	2020-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: ASH STEVENS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	145
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	176
Number of participants with account balances	2019-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2017: ASH STEVENS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	94
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	120
Total participants	2017-01-01	120
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ASH STEVENS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	77
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	21
Total of all active and inactive participants	2016-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	99
Number of participants with account balances	2016-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: ASH STEVENS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	76
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	16
Total of all active and inactive participants	2015-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	92
Number of participants with account balances	2015-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: ASH STEVENS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	79
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	16
Total of all active and inactive participants	2014-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	95
Number of participants with account balances	2014-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: ASH STEVENS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	80
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	16
Total of all active and inactive participants	2013-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	96
Number of participants with account balances	2013-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: ASH STEVENS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	83
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	13
Total of all active and inactive participants	2012-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	96
Number of participants with account balances	2012-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ASH STEVENS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	77
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	11
Total of all active and inactive participants	2011-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	88
Number of participants with account balances	2011-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: ASH STEVENS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	71
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	83
Number of participants with account balances	2010-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: ASH STEVENS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	69
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	82
Number of participants with account balances	2009-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ASH STEVENS, INC. 401(K) PLAN

Measure	Date	Value
2022 : ASH STEVENS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,136
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	$-446,418
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,472,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,404,683
Expenses. Certain deemed distributions of participant loans	2022-12-31	$33,441
Value of total corrective distributions	2022-12-31	$2,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,417,032
Value of total assets at end of year	2022-12-31	$18,217,889
Value of total assets at beginning of year	2022-12-31	$21,135,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,586
Total interest from all sources	2022-12-31	$10,897
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$365,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$365,531
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,571,972
Participant contributions at end of year	2022-12-31	$271,109
Participant contributions at beginning of year	2022-12-31	$133,399
Participant contributions at end of year	2022-12-31	$30,939
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$947,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$2,136
Administrative expenses (other) incurred	2022-12-31	$32,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,919,264
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,215,753
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,135,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,875,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,993,963
Interest on participant loans	2022-12-31	$10,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,239,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$897,146
Employer contributions (assets) at end of year	2022-12-31	$40,580
Employer contributions (assets) at beginning of year	2022-12-31	$7,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,404,683
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KNAV, LLP
Accountancy firm EIN	2022-12-31	923540684
2021 : ASH STEVENS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$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	$5,400,858
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,066,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,012,081
Expenses. Certain deemed distributions of participant loans	2021-12-31	$27,006
Value of total corrective distributions	2021-12-31	$831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,370,535
Value of total assets at end of year	2021-12-31	$21,135,017
Value of total assets at beginning of year	2021-12-31	$19,800,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,141
Total interest from all sources	2021-12-31	$7,384
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,136,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,136,335
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,477,867
Participant contributions at end of year	2021-12-31	$133,399
Participant contributions at beginning of year	2021-12-31	$115,431
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$50,658
Administrative expenses (other) incurred	2021-12-31	$26,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,334,799
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,135,017
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,800,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,993,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,666,398
Interest on participant loans	2021-12-31	$7,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,886,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$842,010
Employer contributions (assets) at end of year	2021-12-31	$7,655
Employer contributions (assets) at beginning of year	2021-12-31	$18,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,012,081
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KNAV P.A.
Accountancy firm EIN	2021-12-31	202751082
2020 : ASH STEVENS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$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	$6,212,810
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,071,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,045,921
Expenses. Certain deemed distributions of participant loans	2020-12-31	$45
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,082,628
Value of total assets at end of year	2020-12-31	$19,800,218
Value of total assets at beginning of year	2020-12-31	$14,658,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,576
Total interest from all sources	2020-12-31	$5,174
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,370,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,370,741
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,296,743
Participant contributions at end of year	2020-12-31	$115,431
Participant contributions at beginning of year	2020-12-31	$30,057
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,022,478
Administrative expenses (other) incurred	2020-12-31	$25,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,141,268
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,800,218
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,658,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,666,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,628,893
Interest on participant loans	2020-12-31	$5,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,754,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$763,407
Employer contributions (assets) at end of year	2020-12-31	$18,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,045,921
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KNAV P.A.
Accountancy firm EIN	2020-12-31	202751082
2019 : ASH STEVENS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	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 income from all sources (including contributions)	2019-12-31	$4,613,348
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,355,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,335,595
Expenses. Certain deemed distributions of participant loans	2019-12-31	$735
Value of total corrective distributions	2019-12-31	$249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,843,828
Value of total assets at end of year	2019-12-31	$14,658,950
Value of total assets at beginning of year	2019-12-31	$11,400,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,763
Total interest from all sources	2019-12-31	$1,931
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$390,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$390,707
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,093,505
Participant contributions at end of year	2019-12-31	$30,057
Participant contributions at beginning of year	2019-12-31	$37,277
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$119,316
Administrative expenses (other) incurred	2019-12-31	$18,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,258,006
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,658,950
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,400,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,628,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,363,667
Interest on participant loans	2019-12-31	$1,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,376,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$631,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,335,595
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KNAV
Accountancy firm EIN	2019-12-31	202751082
2017 : ASH STEVENS, INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$3,582,946
Expenses. Total of all expenses incurred	2017-12-31	$1,516,783
Benefits paid (including direct rollovers)	2017-12-31	$1,515,983
Total plan assets at end of year	2017-12-31	$14,839,863
Total plan assets at beginning of year	2017-12-31	$12,773,700
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$823,167
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$2,354,509
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,066,163
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$14,839,863
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$12,773,700
Assets. Value of participant loans	2017-12-31	$68,865
Total contributions received or receivable from employer(s)	2017-12-31	$405,270
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$800
2016 : ASH STEVENS, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$2,215,396
Expenses. Total of all expenses incurred	2016-12-31	$1,324,395
Benefits paid (including direct rollovers)	2016-12-31	$1,323,970
Total plan assets at end of year	2016-12-31	$12,773,700
Total plan assets at beginning of year	2016-12-31	$11,882,699
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$748,464
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$1,097,915
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$891,001
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$12,773,700
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,882,699
Assets. Value of participant loans	2016-12-31	$114,601
Total contributions received or receivable from employer(s)	2016-12-31	$369,017
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$425
2015 : ASH STEVENS, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$820,033
Expenses. Total of all expenses incurred	2015-12-31	$3,045,660
Benefits paid (including direct rollovers)	2015-12-31	$3,045,460
Total plan assets at end of year	2015-12-31	$11,882,699
Total plan assets at beginning of year	2015-12-31	$14,108,326
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$722,042
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$3,679
Other income received	2015-12-31	$13,079
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-2,225,627
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,882,699
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$14,108,326
Assets. Value of participant loans	2015-12-31	$150,059
Total contributions received or receivable from employer(s)	2015-12-31	$81,233
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$200
2014 : ASH STEVENS, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$2,263,723
Expenses. Total of all expenses incurred	2014-12-31	$1,781,687
Benefits paid (including direct rollovers)	2014-12-31	$1,780,573
Total plan assets at end of year	2014-12-31	$14,108,326
Total plan assets at beginning of year	2014-12-31	$13,626,290
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$696,053
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$121,331
Other income received	2014-12-31	$1,066,049
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$482,036
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$14,108,326
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$13,626,290
Assets. Value of participant loans	2014-12-31	$174,466
Total contributions received or receivable from employer(s)	2014-12-31	$380,290
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,114
2013 : ASH STEVENS, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$3,895,047
Expenses. Total of all expenses incurred	2013-12-31	$66,850
Benefits paid (including direct rollovers)	2013-12-31	$55,595
Total plan assets at end of year	2013-12-31	$13,626,290
Total plan assets at beginning of year	2013-12-31	$9,798,093
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$690,439
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$411,995
Other income received	2013-12-31	$2,434,875
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$3,828,197
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$13,626,290
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,798,093
Assets. Value of participant loans	2013-12-31	$65,329
Total contributions received or receivable from employer(s)	2013-12-31	$357,738
Value of certain deemed distributions of participant loans	2013-12-31	$10,525
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$730
2012 : ASH STEVENS, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,102,069
Expenses. Total of all expenses incurred	2012-12-31	$306,826
Benefits paid (including direct rollovers)	2012-12-31	$302,184
Total plan assets at end of year	2012-12-31	$9,798,093
Total plan assets at beginning of year	2012-12-31	$8,002,850
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$643,802
Other income received	2012-12-31	$1,134,572
Net income (gross income less expenses)	2012-12-31	$1,795,243
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,798,093
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,002,850
Assets. Value of participant loans	2012-12-31	$30,936
Total contributions received or receivable from employer(s)	2012-12-31	$323,695
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,642
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ASH STEVENS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$893,518
Expenses. Total of all expenses incurred	2011-12-31	$150,622
Benefits paid (including direct rollovers)	2011-12-31	$143,989
Total plan assets at end of year	2011-12-31	$8,002,850
Total plan assets at beginning of year	2011-12-31	$7,259,954
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$597,865
Contributions received from other sources (not participants or employers)	2011-12-31	$200,641
Other income received	2011-12-31	$-197,757
Net income (gross income less expenses)	2011-12-31	$742,896
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,002,850
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,259,954
Assets. Value of participant loans	2011-12-31	$18,254
Total contributions received or receivable from employer(s)	2011-12-31	$292,769
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,633
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ASH STEVENS, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,690,319
Expenses. Total of all expenses incurred	2010-12-31	$286,807
Benefits paid (including direct rollovers)	2010-12-31	$283,377
Total plan assets at end of year	2010-12-31	$7,259,954
Total plan assets at beginning of year	2010-12-31	$5,856,442
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$509,925
Other income received	2010-12-31	$929,885
Net income (gross income less expenses)	2010-12-31	$1,403,512
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,259,954
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,856,442
Assets. Value of participant loans	2010-12-31	$13,635
Total contributions received or receivable from employer(s)	2010-12-31	$250,509
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ASH STEVENS, 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 securities	2009-12-31	$0

Form 5500 Responses for ASH STEVENS, INC. 401(K) PLAN

2022: ASH STEVENS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ASH STEVENS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ASH STEVENS, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ASH STEVENS, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: ASH STEVENS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ASH STEVENS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ASH STEVENS, INC. 401(K) 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: ASH STEVENS, INC. 401(K) 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: ASH STEVENS, INC. 401(K) 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
2012: ASH STEVENS, INC. 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ASH STEVENS, INC. 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ASH STEVENS, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ASH STEVENS, INC. 401(K) PLAN 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ASH STEVENS, LLC
Employer identification number (EIN):	381715886
NAIC Classification:	325410