401k Plan data: STEWART MANAGEMENT GROUP RETIREMENT PLAN plan

STEWART MANAGEMENT GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	STEWART MANAGEMENT GROUP RETIREMENT PLAN
Plan identification number	001

STEWART MANAGEMENT GROUP RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

STEWART MANAGEMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEWART MANAGEMENT GROUP, INC.

Employer identification number (EIN): 382467461

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Additional information about STEWART MANAGEMENT GROUP, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2003-07-11

Company Identification Number: 602311168

Legal Registered Office Address: 4127 S SULLIVAN PO BOX 14033

SPOKANE VALLEY
United States of America (USA)
99214

More information about STEWART MANAGEMENT GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEWART MANAGEMENT GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 CRAIG M. HALE CRAIG M. HALE 2019-01-14
001 2016-07-01 CRAIG M. HALE CRAIG M. HALE 2018-02-13
001 2015-07-01 ADP RETIREMENT SERVICES COMPLIANCE
001 2014-07-01 CRAIG HALE CRAIG HALE 2016-04-12
001 2013-07-01 CRAIG M. HALE CRAIG M. HALE 2015-02-11
001 2012-07-01 CRAIG M. HALE CRAIG M. HALE 2014-04-15
001 2011-07-01 CRAIG M. HALE CRAIG M. HALE 2013-04-11
001 2010-07-01 CRAIG HALE
001 2009-07-01 CRAIG HALE CRAIG HALE 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	CRAIG M. HALE	CRAIG M. HALE	2019-01-14
001	2016-07-01	CRAIG M. HALE	CRAIG M. HALE	2018-02-13
001	2015-07-01	ADP RETIREMENT SERVICES COMPLIANCE
001	2014-07-01	CRAIG HALE	CRAIG HALE	2016-04-12
001	2013-07-01	CRAIG M. HALE	CRAIG M. HALE	2015-02-11
001	2012-07-01	CRAIG M. HALE	CRAIG M. HALE	2014-04-15
001	2011-07-01	CRAIG M. HALE	CRAIG M. HALE	2013-04-11
001	2010-07-01	CRAIG HALE
001	2009-07-01	CRAIG HALE	CRAIG HALE	2011-04-15

Plan Statistics for STEWART MANAGEMENT GROUP RETIREMENT PLAN

401k plan membership statisitcs for STEWART MANAGEMENT GROUP RETIREMENT PLAN

Measure Date Value
2022: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 278
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 146
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 125
Total of all active and inactive participants 2022-07-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 271
Number of participants with account balances 2022-07-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 4
2021: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 334
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 146
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 135
Total of all active and inactive participants 2021-07-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 281
Number of participants with account balances 2021-07-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 7
2020: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 584
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 164
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 171
Total of all active and inactive participants 2020-07-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 335
Number of participants with account balances 2020-07-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 12
2019: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 570
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 257
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 330
Total of all active and inactive participants 2019-07-01 587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 587
Number of participants with account balances 2019-07-01 542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 10
2018: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 575
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 260
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 314
Total of all active and inactive participants 2018-07-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 574
Number of participants with account balances 2018-07-01 520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 11
2017: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 566
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 315
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 287
Total of all active and inactive participants 2017-07-01 602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 602
Number of participants with account balances 2017-07-01 518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 11
2016: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 517
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 315
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 263
Total of all active and inactive participants 2016-07-01 578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 578
Number of participants with account balances 2016-07-01 479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 19
2015: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 408
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 97
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 355
Total of all active and inactive participants 2015-07-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 452
Number of participants with account balances 2015-07-01 448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 17
2014: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 387
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 100
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 318
Total of all active and inactive participants 2014-07-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 418
Number of participants with account balances 2014-07-01 413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 20
2013: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 405
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 281
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 218
Total of all active and inactive participants 2013-07-01 499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 499
Number of participants with account balances 2013-07-01 394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 19
2012: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 453
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 207
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 198
Total of all active and inactive participants 2012-07-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 405
Number of participants with account balances 2012-07-01 392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 15
2011: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 376
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 271
Number of retired or separated participants receiving benefits 2011-07-01 2
Number of other retired or separated participants entitled to future benefits 2011-07-01 179
Total of all active and inactive participants 2011-07-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 5
Total participants 2011-07-01 457
Number of participants with account balances 2011-07-01 453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 6
2010: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 305
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 249
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 67
Total of all active and inactive participants 2010-07-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 2
Total participants 2010-07-01 318
Number of participants with account balances 2010-07-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 7
2009: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 373
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 237
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 68
Total of all active and inactive participants 2009-07-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 305
Number of participants with account balances 2009-07-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 16

Measure	Date	Value
2022: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	278
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	146
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	125
Total of all active and inactive participants	2022-07-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	271
Number of participants with account balances	2022-07-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	4
2021: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	334
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	146
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	135
Total of all active and inactive participants	2021-07-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	281
Number of participants with account balances	2021-07-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	7
2020: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	584
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	164
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	171
Total of all active and inactive participants	2020-07-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	335
Number of participants with account balances	2020-07-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	12
2019: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	570
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	257
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	330
Total of all active and inactive participants	2019-07-01	587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	587
Number of participants with account balances	2019-07-01	542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	10
2018: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	575
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	260
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	314
Total of all active and inactive participants	2018-07-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	574
Number of participants with account balances	2018-07-01	520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	11
2017: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	566
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	315
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	287
Total of all active and inactive participants	2017-07-01	602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	602
Number of participants with account balances	2017-07-01	518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	11
2016: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	517
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	315
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	263
Total of all active and inactive participants	2016-07-01	578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	578
Number of participants with account balances	2016-07-01	479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	19
2015: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	408
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	97
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	355
Total of all active and inactive participants	2015-07-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	452
Number of participants with account balances	2015-07-01	448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	17
2014: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	387
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	100
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	318
Total of all active and inactive participants	2014-07-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	418
Number of participants with account balances	2014-07-01	413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	20
2013: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	405
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	281
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	218
Total of all active and inactive participants	2013-07-01	499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	499
Number of participants with account balances	2013-07-01	394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	19
2012: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	453
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	207
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	198
Total of all active and inactive participants	2012-07-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	405
Number of participants with account balances	2012-07-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	15
2011: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	376
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	271
Number of retired or separated participants receiving benefits	2011-07-01	2
Number of other retired or separated participants entitled to future benefits	2011-07-01	179
Total of all active and inactive participants	2011-07-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	5
Total participants	2011-07-01	457
Number of participants with account balances	2011-07-01	453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	6
2010: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	305
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	249
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	67
Total of all active and inactive participants	2010-07-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	2
Total participants	2010-07-01	318
Number of participants with account balances	2010-07-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	7
2009: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	373
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	237
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	68
Total of all active and inactive participants	2009-07-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	305
Number of participants with account balances	2009-07-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	16

Financial Data on STEWART MANAGEMENT GROUP RETIREMENT PLAN

Measure	Date	Value
2023 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total transfer of assets to this plan	2023-06-30	$0
Total transfer of assets from this plan	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$2,232,582
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,823,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,787,374
Expenses. Certain deemed distributions of participant loans	2023-06-30	$3,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$975,277
Value of total assets at end of year	2023-06-30	$11,217,513
Value of total assets at beginning of year	2023-06-30	$10,808,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$32,473
Total interest from all sources	2023-06-30	$12,856
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$439,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$439,852
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$720,599
Participant contributions at end of year	2023-06-30	$218,226
Participant contributions at beginning of year	2023-06-30	$195,292
Assets. Other investments not covered elsewhere at end of year	2023-06-30	$218,428
Assets. Other investments not covered elsewhere at beginning of year	2023-06-30	$460,292
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$43,076
Other income not declared elsewhere	2023-06-30	$159,636
Administrative expenses (other) incurred	2023-06-30	$32,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$409,212
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$11,217,513
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$10,808,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$9,847,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$9,170,625
Interest on participant loans	2023-06-30	$12,856
Value of interest in common/collective trusts at end of year	2023-06-30	$933,391
Value of interest in common/collective trusts at beginning of year	2023-06-30	$982,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$624,324
Net investment gain or loss from common/collective trusts	2023-06-30	$20,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$211,602
Employer contributions (assets) at end of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,787,374
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	PLANTE & MORAN PLLC
Accountancy firm EIN	2023-06-30	381357951
2022 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-1,026,729
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$5,178,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$5,064,807
Expenses. Certain deemed distributions of participant loans	2022-06-30	$67,448
Value of total corrective distributions	2022-06-30	$119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,027,466
Value of total assets at end of year	2022-06-30	$10,808,301
Value of total assets at beginning of year	2022-06-30	$17,013,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$46,327
Total interest from all sources	2022-06-30	$13,146
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$1,107,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$1,107,206
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$804,460
Participant contributions at end of year	2022-06-30	$195,292
Participant contributions at beginning of year	2022-06-30	$285,613
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$460,292
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$617,062
Other income not declared elsewhere	2022-06-30	$-44,692
Administrative expenses (other) incurred	2022-06-30	$46,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-6,205,430
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$10,808,301
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$17,013,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$9,170,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$14,451,641
Interest on participant loans	2022-06-30	$13,146
Value of interest in common/collective trusts at end of year	2022-06-30	$982,092
Value of interest in common/collective trusts at beginning of year	2022-06-30	$1,659,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-3,140,956
Net investment gain or loss from common/collective trusts	2022-06-30	$11,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$223,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$5,064,807
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	PLANTE & MORAN PLLC
Accountancy firm EIN	2022-06-30	381357951
2021 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	2021-06-30	$0
Total transfer of assets from this plan	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$5,428,511
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,574,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,499,558
Expenses. Certain deemed distributions of participant loans	2021-06-30	$23,718
Value of total corrective distributions	2021-06-30	$81
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,314,839
Value of total assets at end of year	2021-06-30	$17,013,731
Value of total assets at beginning of year	2021-06-30	$14,160,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$51,586
Total interest from all sources	2021-06-30	$16,576
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$677,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$677,432
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,058,488
Participant contributions at end of year	2021-06-30	$285,613
Participant contributions at beginning of year	2021-06-30	$353,635
Participant contributions at beginning of year	2021-06-30	$9,968
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$617,062
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$828,767
Other income not declared elsewhere	2021-06-30	$287,840
Administrative expenses (other) incurred	2021-06-30	$51,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,853,568
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$17,013,731
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$14,160,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$14,451,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$11,825,884
Interest on participant loans	2021-06-30	$16,576
Value of interest in common/collective trusts at end of year	2021-06-30	$1,659,415
Value of interest in common/collective trusts at beginning of year	2021-06-30	$1,138,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$3,117,743
Net investment gain or loss from common/collective trusts	2021-06-30	$14,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$256,351
Employer contributions (assets) at beginning of year	2021-06-30	$3,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,499,558
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	PLANTE & MORAN PLLC
Accountancy firm EIN	2021-06-30	381357951
2020 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$2,084,801
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$2,267,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,215,575
Expenses. Certain deemed distributions of participant loans	2020-06-30	$537
Value of total corrective distributions	2020-06-30	$43,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,153,971
Value of total assets at end of year	2020-06-30	$14,160,163
Value of total assets at beginning of year	2020-06-30	$14,343,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$8,251
Total interest from all sources	2020-06-30	$17,492
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$699,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$699,267
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$870,650
Participant contributions at end of year	2020-06-30	$353,635
Participant contributions at beginning of year	2020-06-30	$298,820
Participant contributions at end of year	2020-06-30	$9,968
Participant contributions at beginning of year	2020-06-30	$11,000
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$828,767
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$478,640
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$22,170
Other income not declared elsewhere	2020-06-30	$270,188
Administrative expenses (other) incurred	2020-06-30	$8,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-183,124
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$14,160,163
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$14,343,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$11,825,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$11,866,828
Interest on participant loans	2020-06-30	$17,492
Value of interest in common/collective trusts at end of year	2020-06-30	$1,138,485
Value of interest in common/collective trusts at beginning of year	2020-06-30	$1,683,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-79,222
Net investment gain or loss from common/collective trusts	2020-06-30	$23,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$261,151
Employer contributions (assets) at end of year	2020-06-30	$3,424
Employer contributions (assets) at beginning of year	2020-06-30	$4,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,215,575
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	PLANTE MORAN PLLC
Accountancy firm EIN	2020-06-30	381357951
2019 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total transfer of assets from this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,112,516
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$2,425,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,401,967
Expenses. Certain deemed distributions of participant loans	2019-06-30	$6,461
Value of total corrective distributions	2019-06-30	$10,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,160,777
Value of total assets at end of year	2019-06-30	$14,343,287
Value of total assets at beginning of year	2019-06-30	$14,656,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$7,304
Total interest from all sources	2019-06-30	$16,050
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$948,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$948,603
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$902,843
Participant contributions at end of year	2019-06-30	$298,820
Participant contributions at beginning of year	2019-06-30	$320,050
Participant contributions at end of year	2019-06-30	$11,000
Participant contributions at beginning of year	2019-06-30	$10,980
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$478,640
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$562,330
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$895
Other income not declared elsewhere	2019-06-30	$48,343
Administrative expenses (other) incurred	2019-06-30	$7,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-313,391
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$14,343,287
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$14,656,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$11,866,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$11,913,338
Interest on participant loans	2019-06-30	$16,050
Value of interest in common/collective trusts at end of year	2019-06-30	$1,683,928
Value of interest in common/collective trusts at beginning of year	2019-06-30	$1,845,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-84,331
Net investment gain or loss from common/collective trusts	2019-06-30	$23,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$257,039
Employer contributions (assets) at end of year	2019-06-30	$4,071
Employer contributions (assets) at beginning of year	2019-06-30	$4,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$2,401,967
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	PLANTE MORAN PLLC
Accountancy firm EIN	2019-06-30	381357951
2018 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total transfer of assets from this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,494,899
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,490,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,418,055
Expenses. Certain deemed distributions of participant loans	2018-06-30	$1,076
Value of total corrective distributions	2018-06-30	$58,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,124,267
Value of total assets at end of year	2018-06-30	$14,656,678
Value of total assets at beginning of year	2018-06-30	$13,651,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$12,726
Total interest from all sources	2018-06-30	$13,064
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$588,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$588,303
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$794,840
Participant contributions at end of year	2018-06-30	$320,050
Participant contributions at beginning of year	2018-06-30	$267,934
Participant contributions at end of year	2018-06-30	$10,980
Participant contributions at beginning of year	2018-06-30	$9,397
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$562,330
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$494,674
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$69,671
Other income not declared elsewhere	2018-06-30	$71,068
Administrative expenses (other) incurred	2018-06-30	$12,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,004,718
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$14,656,678
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$13,651,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$11,913,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$10,842,640
Interest on participant loans	2018-06-30	$13,064
Value of interest in common/collective trusts at end of year	2018-06-30	$1,845,919
Value of interest in common/collective trusts at beginning of year	2018-06-30	$2,033,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$678,695
Net investment gain or loss from common/collective trusts	2018-06-30	$19,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$259,756
Employer contributions (assets) at end of year	2018-06-30	$4,061
Employer contributions (assets) at beginning of year	2018-06-30	$3,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,418,055
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	PLANTE MORAN PLLC
Accountancy firm EIN	2018-06-30	381357951
2017 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$0
Total transfer of assets from this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,613,440
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$839,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$782,481
Expenses. Certain deemed distributions of participant loans	2017-06-30	$32,806
Value of total corrective distributions	2017-06-30	$18,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,097,474
Value of total assets at end of year	2017-06-30	$13,651,960
Value of total assets at beginning of year	2017-06-30	$11,878,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$6,032
Total interest from all sources	2017-06-30	$9,133
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$301,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$301,957
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$840,847
Participant contributions at end of year	2017-06-30	$267,934
Participant contributions at beginning of year	2017-06-30	$231,445
Participant contributions at end of year	2017-06-30	$9,397
Participant contributions at beginning of year	2017-06-30	$2,244
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$494,674
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$423,208
Other income not declared elsewhere	2017-06-30	$125,702
Administrative expenses (other) incurred	2017-06-30	$6,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,773,717
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$13,651,960
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$11,878,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$10,842,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$8,943,024
Interest on participant loans	2017-06-30	$9,133
Value of interest in common/collective trusts at end of year	2017-06-30	$2,033,930
Value of interest in common/collective trusts at beginning of year	2017-06-30	$2,278,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,062,953
Net investment gain or loss from common/collective trusts	2017-06-30	$16,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$256,627
Employer contributions (assets) at end of year	2017-06-30	$3,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$782,481
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	PLANTE MORAN PLLC
Accountancy firm EIN	2017-06-30	381357951
2016 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$0
Total transfer of assets from this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$773,950
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$964,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$941,540
Expenses. Certain deemed distributions of participant loans	2016-06-30	$17,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,058,835
Value of total assets at end of year	2016-06-30	$11,878,243
Value of total assets at beginning of year	2016-06-30	$12,068,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$5,223
Total interest from all sources	2016-06-30	$11,570
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$544,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$544,570
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$822,038
Participant contributions at end of year	2016-06-30	$231,445
Participant contributions at beginning of year	2016-06-30	$296,634
Participant contributions at end of year	2016-06-30	$2,244
Participant contributions at beginning of year	2016-06-30	$2,244
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$423,208
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$477,688
Other income not declared elsewhere	2016-06-30	$-54,462
Administrative expenses (other) incurred	2016-06-30	$5,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-190,688
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$11,878,243
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$12,068,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$8,943,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$9,520,817
Interest on participant loans	2016-06-30	$11,570
Value of interest in common/collective trusts at end of year	2016-06-30	$2,278,322
Value of interest in common/collective trusts at beginning of year	2016-06-30	$1,770,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-797,277
Net investment gain or loss from common/collective trusts	2016-06-30	$10,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$236,797
Employer contributions (assets) at beginning of year	2016-06-30	$726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$941,540
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	PLANTE MORAN PLLC
Accountancy firm EIN	2016-06-30	381357951
2015 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$0
Total transfer of assets from this plan	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,600,161
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,103,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,076,111
Expenses. Certain deemed distributions of participant loans	2015-06-30	$423
Value of total corrective distributions	2015-06-30	$21,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,039,783
Value of total assets at end of year	2015-06-30	$12,068,931
Value of total assets at beginning of year	2015-06-30	$11,572,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$5,891
Total interest from all sources	2015-06-30	$7,634
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$712,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$712,225
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$794,633
Participant contributions at end of year	2015-06-30	$296,634
Participant contributions at beginning of year	2015-06-30	$190,006
Participant contributions at end of year	2015-06-30	$2,244
Participant contributions at beginning of year	2015-06-30	$10,785
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$477,688
Assets. Other investments not covered elsewhere at beginning of year	2015-06-30	$465,926
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$22,639
Other income not declared elsewhere	2015-06-30	$35,564
Administrative expenses (other) incurred	2015-06-30	$5,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$496,667
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$12,068,931
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$11,572,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$9,520,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$9,133,572
Interest on participant loans	2015-06-30	$7,634
Value of interest in common/collective trusts at end of year	2015-06-30	$1,770,822
Value of interest in common/collective trusts at beginning of year	2015-06-30	$1,768,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-201,704
Net investment gain or loss from common/collective trusts	2015-06-30	$6,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$222,511
Employer contributions (assets) at end of year	2015-06-30	$726
Employer contributions (assets) at beginning of year	2015-06-30	$3,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,076,111
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	PLANTE MORAN PLLC
Accountancy firm EIN	2015-06-30	381357951
2014 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$2,400,832
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$630,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$599,851
Expenses. Certain deemed distributions of participant loans	2014-06-30	$25,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$929,256
Value of total assets at end of year	2014-06-30	$11,572,264
Value of total assets at beginning of year	2014-06-30	$9,802,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$5,151
Total interest from all sources	2014-06-30	$7,981
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$417,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$417,072
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$726,649
Participant contributions at end of year	2014-06-30	$190,006
Participant contributions at beginning of year	2014-06-30	$194,748
Participant contributions at end of year	2014-06-30	$10,785
Participant contributions at beginning of year	2014-06-30	$12,216
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$465,926
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$444,882
Other income not declared elsewhere	2014-06-30	$68,443
Administrative expenses (other) incurred	2014-06-30	$5,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,770,264
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$11,572,264
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$9,802,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$9,133,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$7,287,974
Interest on participant loans	2014-06-30	$7,981
Value of interest in common/collective trusts at end of year	2014-06-30	$1,768,723
Value of interest in common/collective trusts at beginning of year	2014-06-30	$1,858,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$970,359
Net investment gain or loss from common/collective trusts	2014-06-30	$7,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$202,607
Employer contributions (assets) at end of year	2014-06-30	$3,252
Employer contributions (assets) at beginning of year	2014-06-30	$3,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$599,851
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	PLANTE MORAN PLLC
Accountancy firm EIN	2014-06-30	381357951
2013 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,817,026
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,211,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,208,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$917,683
Value of total assets at end of year	2013-06-30	$9,802,000
Value of total assets at beginning of year	2013-06-30	$9,196,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$3,040
Total interest from all sources	2013-06-30	$1,614
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$201,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$42,722
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$697,481
Participant contributions at end of year	2013-06-30	$194,748
Participant contributions at end of year	2013-06-30	$12,216
Participant contributions at beginning of year	2013-06-30	$8,840
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$444,882
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$380,958
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$16,744
Other income not declared elsewhere	2013-06-30	$12,659
Administrative expenses (other) incurred	2013-06-30	$2,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$605,623
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$9,802,000
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$9,196,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$7,287,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$6,563,894
Interest on participant loans	2013-06-30	$1,614
Value of interest in common/collective trusts at end of year	2013-06-30	$1,858,974
Value of interest in common/collective trusts at beginning of year	2013-06-30	$1,989,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$250,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$250,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$675,129
Net investment gain or loss from common/collective trusts	2013-06-30	$8,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$203,458
Employer contributions (assets) at end of year	2013-06-30	$3,206
Employer contributions (assets) at beginning of year	2013-06-30	$2,763
Income. Dividends from common stock	2013-06-30	$158,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,208,363
Contract administrator fees	2013-06-30	$75
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	Yes
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	PLANTE MORAN PLLC
Accountancy firm EIN	2013-06-30	381357951
2012 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$602,226
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$768,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$767,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$754,702
Value of total assets at end of year	2012-06-30	$9,196,377
Value of total assets at beginning of year	2012-06-30	$9,362,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$150
Total interest from all sources	2012-06-30	$7
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$172,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$172,654
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$562,526
Participant contributions at end of year	2012-06-30	$8,840
Participant contributions at beginning of year	2012-06-30	$900
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$380,958
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$321,340
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$4,592
Other income not declared elsewhere	2012-06-30	$-42,138
Administrative expenses (other) incurred	2012-06-30	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-165,847
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$9,196,377
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$9,362,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$6,563,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$6,460,688
Value of interest in common/collective trusts at end of year	2012-06-30	$1,989,588
Value of interest in common/collective trusts at beginning of year	2012-06-30	$2,210,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$250,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$368,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$368,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-310,315
Net investment gain or loss from common/collective trusts	2012-06-30	$27,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$187,584
Employer contributions (assets) at end of year	2012-06-30	$2,763
Employer contributions (assets) at beginning of year	2012-06-30	$177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$767,923
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	PLANTE & MORAN, PLLC
Accountancy firm EIN	2012-06-30	381357951
2011 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$2,185,645
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$811,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$786,570
Value of total corrective distributions	2011-06-30	$21,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$771,209
Value of total assets at end of year	2011-06-30	$9,362,224
Value of total assets at beginning of year	2011-06-30	$7,988,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$3,290
Total interest from all sources	2011-06-30	$31
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$89,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$89,722
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$523,999
Participant contributions at end of year	2011-06-30	$900
Participant contributions at beginning of year	2011-06-30	$1,581
Assets. Other investments not covered elsewhere at end of year	2011-06-30	$321,340
Assets. Other investments not covered elsewhere at beginning of year	2011-06-30	$269,434
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$79,288
Other income not declared elsewhere	2011-06-30	$11,293
Administrative expenses (other) incurred	2011-06-30	$3,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,373,921
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$9,362,224
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$7,988,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$6,460,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$5,134,410
Value of interest in common/collective trusts at end of year	2011-06-30	$2,210,225
Value of interest in common/collective trusts at beginning of year	2011-06-30	$2,184,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$368,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$397,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$397,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$1,282,486
Net investment gain or loss from common/collective trusts	2011-06-30	$30,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$167,922
Employer contributions (assets) at end of year	2011-06-30	$177
Employer contributions (assets) at beginning of year	2011-06-30	$814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$786,570
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	PLANTE & MORAN, PLLC
Accountancy firm EIN	2011-06-30	381357951
2010 : STEWART MANAGEMENT GROUP RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for STEWART MANAGEMENT GROUP RETIREMENT PLAN

2022: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2014 form 5500 responses
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 – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2013 form 5500 responses
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 – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2012 form 5500 responses
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 – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2011 form 5500 responses
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 – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: STEWART MANAGEMENT GROUP RETIREMENT PLAN 2009 form 5500 responses
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 – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEWART MANAGEMENT GROUP, INC.
Employer identification number (EIN):	382467461
NAIC Classification:	561110
NAIC Description:	Office Administrative Services

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2003-07-11
Company Identification Number:	602311168
Legal Registered Office Address:	4127 S SULLIVAN PO BOX 14033 SPOKANE VALLEY United States of America (USA) 99214