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STOWERS GROUP 403(B) SAVINGS PLAN 401k Plan overview

Plan NameSTOWERS GROUP 403(B) SAVINGS PLAN
Plan identification number 003

STOWERS GROUP 403(B) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STOWERS RESOURCE MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name:STOWERS RESOURCE MANAGEMENT INC
Employer identification number (EIN):412186719
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STOWERS GROUP 403(B) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01RODERICK STURGEON
0032016-01-01RODERICK STURGEON
0032015-01-01RODERICK STURGEON RODERICK STURGEON2016-07-28
0032014-01-01RODERICK STURGEON RODERICK STURGEON2015-07-29
0032013-01-01RODERICK STURGEON
0032012-01-01RODERICK STURGEON
0032011-01-01RODERICK STURGEON
0032009-01-01RODERICK STURGEON

Plan Statistics for STOWERS GROUP 403(B) SAVINGS PLAN

401k plan membership statisitcs for STOWERS GROUP 403(B) SAVINGS PLAN

Measure Date Value
2023: STOWERS GROUP 403(B) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01579
Total number of active participants reported on line 7a of the Form 55002023-01-01515
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01102
Total of all active and inactive participants2023-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01618
Number of participants with account balances2023-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: STOWERS GROUP 403(B) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01562
Total number of active participants reported on line 7a of the Form 55002022-01-01487
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01579
Number of participants with account balances2022-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STOWERS GROUP 403(B) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01566
Total number of active participants reported on line 7a of the Form 55002021-01-01484
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01562
Number of participants with account balances2021-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STOWERS GROUP 403(B) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01570
Total number of active participants reported on line 7a of the Form 55002020-01-01499
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0166
Total of all active and inactive participants2020-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01566
Number of participants with account balances2020-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STOWERS GROUP 403(B) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01563
Total number of active participants reported on line 7a of the Form 55002019-01-01511
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01570
Number of participants with account balances2019-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STOWERS GROUP 403(B) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01559
Total number of active participants reported on line 7a of the Form 55002018-01-01505
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01563
Number of participants with account balances2018-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STOWERS GROUP 403(B) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01579
Total number of active participants reported on line 7a of the Form 55002017-01-01503
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01559
Number of participants with account balances2017-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STOWERS GROUP 403(B) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01569
Total number of active participants reported on line 7a of the Form 55002016-01-01507
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01579
Number of participants with account balances2016-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STOWERS GROUP 403(B) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01529
Total number of active participants reported on line 7a of the Form 55002015-01-01432
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01137
Total of all active and inactive participants2015-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01569
Number of participants with account balances2015-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STOWERS GROUP 403(B) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01529
Total number of active participants reported on line 7a of the Form 55002014-01-01448
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01529
Number of participants with account balances2014-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STOWERS GROUP 403(B) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01526
Total number of active participants reported on line 7a of the Form 55002013-01-01448
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0181
Total of all active and inactive participants2013-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01529
Number of participants with account balances2013-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STOWERS GROUP 403(B) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01540
Total number of active participants reported on line 7a of the Form 55002012-01-01452
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0174
Total of all active and inactive participants2012-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01526
Number of participants with account balances2012-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STOWERS GROUP 403(B) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01546
Total number of active participants reported on line 7a of the Form 55002011-01-01480
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01540
Number of participants with account balances2011-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STOWERS GROUP 403(B) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01490
Total number of active participants reported on line 7a of the Form 55002009-01-01441
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01493
Number of participants with account balances2009-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STOWERS GROUP 403(B) SAVINGS PLAN

Measure Date Value
2023 : STOWERS GROUP 403(B) SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$8,735,910
Total of all expenses incurred2023-12-31$2,660,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,651,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,885,213
Value of total assets at end of year2023-12-31$42,344,080
Value of total assets at beginning of year2023-12-31$36,268,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$8,684
Total interest from all sources2023-12-31$91,849
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,172,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,172,521
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,423,427
Assets. Other investments not covered elsewhere at end of year2023-12-31$3,275,630
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$2,750,364
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$461,786
Other income not declared elsewhere2023-12-31$467,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,075,862
Value of net assets at end of year (total assets less liabilities)2023-12-31$42,344,080
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$36,268,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$8,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$36,800,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$31,807,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,267,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,710,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,710,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$91,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,118,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,651,364
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : STOWERS GROUP 403(B) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,402,155
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$992,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$983,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,634,260
Value of total assets at end of year2022-12-31$36,268,218
Value of total assets at beginning of year2022-12-31$41,662,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,585
Total interest from all sources2022-12-31$26,290
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,799,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,799,323
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,319,244
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,750,364
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,125,170
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$315,016
Other income not declared elsewhere2022-12-31$-499,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,394,279
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,268,218
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,662,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$8,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,807,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,546,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,710,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$990,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$990,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$26,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,362,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$983,539
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : STOWERS GROUP 403(B) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,357,965
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,657,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,648,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,409,529
Value of total assets at end of year2021-12-31$41,662,497
Value of total assets at beginning of year2021-12-31$36,961,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,627
Total interest from all sources2021-12-31$479
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,549,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,549,997
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,285,598
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,125,170
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,718,506
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$123,931
Other income not declared elsewhere2021-12-31$331,398
Administrative expenses (other) incurred2021-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,700,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,662,497
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,961,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,546,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,014,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$990,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,226,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,226,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,066,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,648,375
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : STOWERS GROUP 403(B) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,175,470
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,915,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,907,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,233,372
Value of total assets at end of year2020-12-31$36,961,534
Value of total assets at beginning of year2020-12-31$31,701,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,762
Total interest from all sources2020-12-31$6,745
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,513,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,513,370
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,126,413
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,718,506
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,740,420
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$88,540
Other income not declared elsewhere2020-12-31$371,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,260,468
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,961,534
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,701,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,014,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,902,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,226,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,058,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,058,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,050,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$18,419
Employer contributions (assets) at end of year2020-12-31$1,710
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,907,240
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : STOWERS GROUP 403(B) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,594,524
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,375,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,375,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,900,099
Value of total assets at end of year2019-12-31$31,701,066
Value of total assets at beginning of year2019-12-31$24,482,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$750
Total interest from all sources2019-12-31$1,626,935
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,074,110
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,740,420
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$400,378
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$824,863
Other income not declared elsewhere2019-12-31$177,009
Administrative expenses (other) incurred2019-12-31$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,218,654
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,701,066
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,482,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,902,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,045,333
Interest earned on other investments2019-12-31$1,602,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,058,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,036,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,036,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,890,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,375,120
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : STOWERS GROUP 403(B) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$339,429
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,142,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,142,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,971,521
Value of total assets at end of year2018-12-31$24,482,412
Value of total assets at beginning of year2018-12-31$25,285,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$20,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,408,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,408,335
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,916,406
Assets. Other investments not covered elsewhere at end of year2018-12-31$400,378
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$376,652
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$55,115
Other income not declared elsewhere2018-12-31$-13,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-802,594
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,482,412
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,285,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,045,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,023,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,036,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$885,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$885,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$20,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,046,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,142,023
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : STOWERS GROUP 403(B) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,248,250
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$780,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$779,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,745,820
Value of total assets at end of year2017-12-31$25,285,006
Value of total assets at beginning of year2017-12-31$20,817,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$750
Total interest from all sources2017-12-31$1,140,451
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,738,814
Assets. Other investments not covered elsewhere at end of year2017-12-31$376,652
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$308,917
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,006
Other income not declared elsewhere2017-12-31$40,346
Administrative expenses (other) incurred2017-12-31$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,467,891
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,285,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,817,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,023,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,344,475
Interest earned on other investments2017-12-31$1,135,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$885,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,163,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,163,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,321,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$779,609
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : STOWERS GROUP 403(B) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,195,603
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,405,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,405,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,634,129
Value of total assets at end of year2016-12-31$20,817,115
Value of total assets at beginning of year2016-12-31$19,027,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$152
Total interest from all sources2016-12-31$237
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$771,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$771,842
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,570,016
Assets. Other investments not covered elsewhere at end of year2016-12-31$308,917
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$64,113
Other income not declared elsewhere2016-12-31$8,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,789,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,817,115
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,027,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$152
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,344,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,027,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,163,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$780,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,405,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : STOWERS GROUP 403(B) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,722,876
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$394,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$394,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,922,518
Value of total assets at end of year2015-12-31$19,027,298
Value of total assets at beginning of year2015-12-31$17,698,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,922,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,328,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,027,298
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,698,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,027,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,698,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-199,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$394,406
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : STOWERS GROUP 403(B) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,686,820
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$426,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$426,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,530,782
Value of total assets at end of year2014-12-31$17,698,828
Value of total assets at beginning of year2014-12-31$15,438,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,530,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,260,712
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,698,828
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,438,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,698,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,438,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,156,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$426,108
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : STOWERS GROUP 403(B) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,857,878
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$400,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$400,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,483,593
Value of total assets at end of year2013-12-31$15,438,116
Value of total assets at beginning of year2013-12-31$11,980,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,483,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,457,347
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,438,116
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,980,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,438,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,980,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,374,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$400,531
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : STOWERS GROUP 403(B) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,938,205
Total of all expenses incurred2012-12-31$88,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$88,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,655,457
Value of total assets at end of year2012-12-31$11,980,769
Value of total assets at beginning of year2012-12-31$9,130,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,655,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,849,946
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,980,769
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,130,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,980,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,130,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,282,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$88,259
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : STOWERS GROUP 403(B) SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,210,899
Total of all expenses incurred2011-12-31$370,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$370,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,359,868
Value of total assets at end of year2011-12-31$9,130,823
Value of total assets at beginning of year2011-12-31$8,290,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,359,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$840,786
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,130,823
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,290,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,130,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,290,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-148,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$370,113
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : STOWERS GROUP 403(B) SAVINGS PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,439
Total income from all sources (including contributions)2010-12-31$2,476,218
Total of all expenses incurred2010-12-31$418,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$418,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,451,748
Value of total assets at end of year2010-12-31$8,290,037
Value of total assets at beginning of year2010-12-31$6,236,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,451,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,057,640
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,290,037
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,232,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,290,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,236,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,024,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$418,578
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,439
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : STOWERS GROUP 403(B) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STOWERS GROUP 403(B) SAVINGS PLAN

2023: STOWERS GROUP 403(B) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: STOWERS GROUP 403(B) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STOWERS GROUP 403(B) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STOWERS GROUP 403(B) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STOWERS GROUP 403(B) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STOWERS GROUP 403(B) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STOWERS GROUP 403(B) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STOWERS GROUP 403(B) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STOWERS GROUP 403(B) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STOWERS GROUP 403(B) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STOWERS GROUP 403(B) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STOWERS GROUP 403(B) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STOWERS GROUP 403(B) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STOWERS GROUP 403(B) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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