STAPLETON'S, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STAPLETON'S, INC.
401k plan membership statisitcs for STAPLETON'S, INC.
Measure | Date | Value |
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2014: STAPLETON'S, INC. 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 19 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 1 |
Total of all active and inactive participants | 2014-07-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 20 |
Number of participants with account balances | 2014-07-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: STAPLETON'S, INC. 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 19 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 2 |
Total of all active and inactive participants | 2013-07-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 21 |
Number of participants with account balances | 2013-07-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: STAPLETON'S, INC. 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 19 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 1 |
Total of all active and inactive participants | 2012-07-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 20 |
Number of participants with account balances | 2012-07-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: STAPLETON'S, INC. 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 19 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 1 |
Total of all active and inactive participants | 2011-07-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 20 |
Number of participants with account balances | 2011-07-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2009: STAPLETON'S, INC. 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 18 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 1 |
Total of all active and inactive participants | 2009-07-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 19 |
Number of participants with account balances | 2009-07-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
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2015 : STAPLETON'S, INC. 2015 401k financial data |
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Transfers to/from the plan | 2015-06-30 | $0 |
Total income from all sources | 2015-06-30 | $138,980 |
Expenses. Total of all expenses incurred | 2015-06-30 | $28,475 |
Benefits paid (including direct rollovers) | 2015-06-30 | $28,280 |
Total plan assets at end of year | 2015-06-30 | $973,170 |
Total plan assets at beginning of year | 2015-06-30 | $862,665 |
Value of fidelity bond covering the plan | 2015-06-30 | $35,000 |
Total contributions received or receivable from participants | 2015-06-30 | $69,285 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $195 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
Other income received | 2015-06-30 | $39,223 |
Net income (gross income less expenses) | 2015-06-30 | $110,505 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $973,170 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $862,665 |
Assets. Value of participant loans | 2015-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $30,472 |
Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
Value of corrective distributions | 2015-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : STAPLETON'S, INC. 2014 401k financial data |
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Transfers to/from the plan | 2014-06-30 | $0 |
Total income from all sources | 2014-06-30 | $248,835 |
Expenses. Total of all expenses incurred | 2014-06-30 | $129,990 |
Benefits paid (including direct rollovers) | 2014-06-30 | $129,798 |
Total plan assets at end of year | 2014-06-30 | $862,665 |
Total plan assets at beginning of year | 2014-06-30 | $743,820 |
Value of fidelity bond covering the plan | 2014-06-30 | $35,000 |
Total contributions received or receivable from participants | 2014-06-30 | $68,877 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $192 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
Other income received | 2014-06-30 | $149,788 |
Net income (gross income less expenses) | 2014-06-30 | $118,845 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $862,665 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $743,820 |
Assets. Value of participant loans | 2014-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $30,170 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
Minimum employer required contribution for this plan year | 2014-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $0 |
2013 : STAPLETON'S, INC. 2013 401k financial data |
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Transfers to/from the plan | 2013-06-30 | $0 |
Total income from all sources | 2013-06-30 | $197,178 |
Expenses. Total of all expenses incurred | 2013-06-30 | $79,716 |
Benefits paid (including direct rollovers) | 2013-06-30 | $78,600 |
Total plan assets at end of year | 2013-06-30 | $743,820 |
Total plan assets at beginning of year | 2013-06-30 | $626,358 |
Value of fidelity bond covering the plan | 2013-06-30 | $35,000 |
Total contributions received or receivable from participants | 2013-06-30 | $62,710 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $190 |
Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
Other income received | 2013-06-30 | $105,846 |
Net income (gross income less expenses) | 2013-06-30 | $117,462 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $743,820 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $626,358 |
Assets. Value of participant loans | 2013-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $28,622 |
Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
Value of corrective distributions | 2013-06-30 | $926 |
Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
2012 : STAPLETON'S, INC. 2012 401k financial data |
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Transfers to/from the plan | 2012-06-30 | $0 |
Total income from all sources | 2012-06-30 | $102,994 |
Expenses. Total of all expenses incurred | 2012-06-30 | $38,163 |
Benefits paid (including direct rollovers) | 2012-06-30 | $37,981 |
Total plan assets at end of year | 2012-06-30 | $626,358 |
Total plan assets at beginning of year | 2012-06-30 | $561,527 |
Value of fidelity bond covering the plan | 2012-06-30 | $35,000 |
Total contributions received or receivable from participants | 2012-06-30 | $72,030 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $182 |
Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
Other income received | 2012-06-30 | $-1,005 |
Net income (gross income less expenses) | 2012-06-30 | $64,831 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $626,358 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $561,527 |
Assets. Value of participant loans | 2012-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $31,969 |
Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
Value of corrective distributions | 2012-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
2011 : STAPLETON'S, INC. 2011 401k financial data |
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Transfers to/from the plan | 2011-06-30 | $0 |
Total income from all sources | 2011-06-30 | $190,434 |
Expenses. Total of all expenses incurred | 2011-06-30 | $34,737 |
Benefits paid (including direct rollovers) | 2011-06-30 | $34,559 |
Total plan assets at end of year | 2011-06-30 | $561,527 |
Total plan assets at beginning of year | 2011-06-30 | $405,830 |
Value of fidelity bond covering the plan | 2011-06-30 | $35,000 |
Total contributions received or receivable from participants | 2011-06-30 | $59,888 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $178 |
Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
Other income received | 2011-06-30 | $103,459 |
Net income (gross income less expenses) | 2011-06-30 | $155,697 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $561,527 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $405,830 |
Assets. Value of participant loans | 2011-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $27,087 |
Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
Value of corrective distributions | 2011-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
Minimum employer required contribution for this plan year | 2011-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $0 |
2010 : STAPLETON'S, INC. 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
Minimum employer required contribution for this plan year | 2010-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $0 |
2014: STAPLETON'S, INC. 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2013: STAPLETON'S, INC. 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2012: STAPLETON'S, INC. 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2011: STAPLETON'S, INC. 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2009: STAPLETON'S, INC. 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-024250 |
Policy instance | 1 |
Insurance contract or identification number | GA-024250 | Number of Individuals Covered | 19 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $3,168 | 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 $3,168 | 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-024250 |
Policy instance | 1 |
Insurance contract or identification number | GA-024250 | Number of Individuals Covered | 20 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $2,982 | 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 $2,982 | 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-024250 |
Policy instance | 1 |
Insurance contract or identification number | GA-024250 | Number of Individuals Covered | 19 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $2,529 | 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 $2,529 | 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-024250 |
Policy instance | 1 |
Insurance contract or identification number | GA-024250 | Number of Individuals Covered | 19 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $2,417 | 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-024250 |
Policy instance | 1 |
Insurance contract or identification number | GA-024250 | Number of Individuals Covered | 18 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $2,045 | 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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