?>
| Plan Name | SHARON TELEPHONE COMPANY RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SHARON TELEPHONE COMPANY |
| Employer identification number (EIN): | 420518820 |
| NAIC Classification: | 517000 |
Additional information about SHARON TELEPHONE COMPANY
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 1920-10-14 |
| Company Identification Number: | 037022 |
| Legal Registered Office Address: |
100 E. MAIN STREET HILLS United States of America (USA) 52235 |
More information about SHARON TELEPHONE COMPANY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | SCOTT HAVEL | 2025-01-23 | SCOTT HAVEL | 2025-01-23 |
| 001 | 2022-01-01 | SCOTT HAVEL | 2023-10-05 | ||
| 001 | 2021-01-01 | SCOTT HAVEL | 2022-09-16 | ||
| 001 | 2020-01-01 | SCOTT HAVEL | 2021-06-16 | SCOTT HAVEL | 2021-06-16 |
| 001 | 2020-01-01 | SCOTT HAVEL | 2022-07-19 | ||
| 001 | 2019-01-01 | ROBERT J SCHNEIDER JR | 2020-08-31 | ||
| 001 | 2018-01-01 | ROBERT J SCHNEIDER JR | 2019-07-05 | ROBERT J SCHNEIDER JR | 2019-07-05 |
| 001 | 2017-01-01 | ROBERT SCHNEIDER | 2018-10-03 | ||
| 001 | 2016-01-01 | ROBERT SCHNEIDER | 2017-09-28 | ROBERT SCHNEIDER | 2017-09-28 |
| 001 | 2015-01-01 | ROBERT SCHNEIDER | ROBERT SCHNEIDER | 2016-09-30 | |
| 001 | 2014-01-01 | ROBERT SCHNEIDER | ROBERT SCHNEIDER | 2015-09-09 | |
| 001 | 2013-01-01 | DANIEL PIEPER | DANIEL PIEPER | 2014-10-08 | |
| 001 | 2012-01-01 | BOB SCHNEIDER | BOB SCHNEIDER | 2015-04-15 | |
| 001 | 2011-01-01 | BOB SCHNEIDER | BOB SCHNEIDER | 2015-04-15 | |
| 001 | 2010-01-01 | MICHAEL YODER | 2011-06-30 | ||
| 001 | 2009-01-01 | MIKE YODER |
| Measure | Date | Value |
|---|---|---|
| 2025: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-01-23 | 9 |
| Total number of particpants at end of year | 2025-01-23 | 0 |
| Number of Participants With Account Balances | 2025-01-23 | 0 |
| 2015: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 8 |
| Number of participants with account balances | 2015-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 9 |
| Number of participants with account balances | 2014-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 8 |
| Number of participants with account balances | 2012-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-01-23 | -429790 |
| Total expenses incurred by plan in this plan year | 2025-01-23 | 3941 |
| Net assets as of the end of the plan year | 2025-01-23 | 0 |
| Total assets as of the beginning of the plan year | 2025-01-23 | 254671 |
| Value of plan covered by a fidelity bond | 2025-01-23 | 50000 |
| Participant contributions to plan in this plan year | 2025-01-23 | 67160 |
| Value of participant loans at end of plan year | 2025-01-23 | 0 |
| Other expenses paid from plan in this plan year | 2025-01-23 | 816 |
| Other income to plan in this plan year | 2025-01-23 | 99768 |
| Plan net income in this plan year | 2025-01-23 | 175119 |
| Net assets as of the end of the plan year | 2025-01-23 | 0 |
| Net assets as of the beginning of the plan year | 2025-01-23 | 254671 |
| Employer contributions to plan in this plan year | 2025-01-23 | 12132 |
| Fees paid to broker by Benefit Provider | 2025-01-23 | 816 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-23 | 1125 |
| 2015 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $7,021 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $332,539 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $323,904 |
| Total plan assets at end of year | 2015-12-31 | $468,837 |
| Total plan assets at beginning of year | 2015-12-31 | $794,355 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $1,070 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $5,951 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-325,518 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $468,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $794,355 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,635 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $86,176 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $9,821 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $794,355 |
| Total plan assets at beginning of year | 2014-12-31 | $718,000 |
| Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $1,920 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $49,618 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $76,355 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $794,355 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $718,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $34,638 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,821 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $177,276 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $318,656 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $309,555 |
| Total plan assets at end of year | 2013-12-31 | $718,000 |
| Total plan assets at beginning of year | 2013-12-31 | $859,380 |
| Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $13,720 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $128,203 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-141,380 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $718,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $859,380 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $35,353 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,101 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2012 401k financial data | ||
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $149,490 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $10,710 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,423 |
| Total plan assets at end of year | 2012-12-31 | $992,517 |
| Total plan assets at beginning of year | 2012-12-31 | $853,737 |
| Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $16,720 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $821 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $94,385 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $138,780 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $992,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $853,737 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $38,385 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,466 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : SHARON TELEPHONE COMPANY RETIREMENT PLAN 2011 401k financial data | ||
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $151,146 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $26,007 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $24,134 |
| Total plan assets at end of year | 2011-12-31 | $853,737 |
| Total plan assets at beginning of year | 2011-12-31 | $728,598 |
| Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $15,600 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,873 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $103,335 |
| Net income (gross income less expenses) | 2011-12-31 | $125,139 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $853,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $728,598 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $32,211 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2015: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SHARON TELEPHONE COMPANY RETIREMENT PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 13-604-334 |
| Policy instance | 1 |