STUPP BROS., INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STUPP CORPORATION PENSION PLAN
| Measure | Date | Value |
|---|
| 2023: STUPP CORPORATION PENSION PLAN 2023 401k membership |
|---|
| Market value of plan assets | 2023-06-30 | 9,432,999 |
| Acturial value of plan assets | 2023-06-30 | 9,982,078 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-06-30 | 2,571,373 |
| Number of terminated vested participants | 2023-06-30 | 180 |
| Fundng target for terminated vested participants | 2023-06-30 | 3,756,585 |
| Active participant vested funding target | 2023-06-30 | 3,423,815 |
| Number of active participants | 2023-06-30 | 84 |
| Total funding liabilities for active participants | 2023-06-30 | 3,473,692 |
| Total participant count | 2023-06-30 | 308 |
| Total funding target for all participants | 2023-06-30 | 9,801,650 |
| Balance at beginning of prior year after applicable adjustments | 2023-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-06-30 | 1,774,067 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-06-30 | 319,268 |
| Amount remaining of prefunding balance | 2023-06-30 | 1,454,799 |
| Present value of excess contributions | 2023-06-30 | 735,184 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-06-30 | 724,388 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-06-30 | 724,388 |
| Balance of carryovers at beginning of current year | 2023-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2023-06-30 | 2,021,778 |
| Total employer contributions | 2023-06-30 | 500,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-06-30 | 479,197 |
| Liquidity shortfalls end of Q1 | 2023-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2023-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2023-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2023-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2023-06-30 | 310,174 |
| Net shortfall amortization installment of oustanding balance | 2023-06-30 | 1,841,350 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-06-30 | 478,348 |
| Carryover balance elected to use to offset funding requirement | 2023-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2023-06-30 | 261,480 |
| Additional cash requirement | 2023-06-30 | 216,868 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-06-30 | 479,197 |
| Unpaid minimum required contributions for current year | 2023-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2023-06-30 | 0 |
| 2022: STUPP CORPORATION PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 308 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 62 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 179 |
| Total of all active and inactive participants | 2022-07-01 | 277 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 16 |
| Total participants | 2022-07-01 | 293 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| Market value of plan assets | 2022-06-30 | 10,191,043 |
| Acturial value of plan assets | 2022-06-30 | 9,249,328 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 2,207,516 |
| Number of terminated vested participants | 2022-06-30 | 137 |
| Fundng target for terminated vested participants | 2022-06-30 | 2,410,995 |
| Active participant vested funding target | 2022-06-30 | 3,295,869 |
| Number of active participants | 2022-06-30 | 135 |
| Total funding liabilities for active participants | 2022-06-30 | 3,630,421 |
| Total participant count | 2022-06-30 | 313 |
| Total funding target for all participants | 2022-06-30 | 8,248,932 |
| Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 1,337,151 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 268,004 |
| Amount remaining of prefunding balance | 2022-06-30 | 1,069,147 |
| Present value of excess contributions | 2022-06-30 | 382,128 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 451,853 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 451,853 |
| Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2022-06-30 | 1,774,067 |
| Total employer contributions | 2022-06-30 | 1,000,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 938,873 |
| Liquidity shortfalls end of Q1 | 2022-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2022-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2022-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2022-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2022-06-30 | 450,819 |
| Net shortfall amortization installment of oustanding balance | 2022-06-30 | 773,671 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 522,957 |
| Carryover balance elected to use to offset funding requirement | 2022-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 319,268 |
| Additional cash requirement | 2022-06-30 | 203,689 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 938,873 |
| Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
| 2021: STUPP CORPORATION PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 313 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 84 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 180 |
| Total of all active and inactive participants | 2021-07-01 | 293 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 15 |
| Total participants | 2021-07-01 | 308 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| Market value of plan assets | 2021-06-30 | 9,485,221 |
| Acturial value of plan assets | 2021-06-30 | 9,667,289 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 2,271,835 |
| Number of terminated vested participants | 2021-06-30 | 130 |
| Fundng target for terminated vested participants | 2021-06-30 | 2,258,526 |
| Active participant vested funding target | 2021-06-30 | 4,311,217 |
| Number of active participants | 2021-06-30 | 160 |
| Total funding liabilities for active participants | 2021-06-30 | 4,661,786 |
| Total participant count | 2021-06-30 | 330 |
| Total funding target for all participants | 2021-06-30 | 9,192,147 |
| Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 1,294,117 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 266,610 |
| Amount remaining of prefunding balance | 2021-06-30 | 1,027,507 |
| Present value of excess contributions | 2021-06-30 | 267,900 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 276,558 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 276,558 |
| Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2021-06-30 | 1,337,151 |
| Total employer contributions | 2021-06-30 | 800,000 |
| Liquidity shortfalls end of Q1 | 2021-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2021-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2021-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2021-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2021-06-30 | 460,599 |
| Net shortfall amortization installment of oustanding balance | 2021-06-30 | 862,009 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 638,535 |
| Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 268,004 |
| Additional cash requirement | 2021-06-30 | 370,531 |
| Unpaid minimum required contributions for current year | 2021-06-30 | 370,531 |
| Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
| 2020: STUPP CORPORATION PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 330 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 135 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 137 |
| Total of all active and inactive participants | 2020-07-01 | 303 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 10 |
| Total participants | 2020-07-01 | 313 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| Market value of plan assets | 2020-06-30 | 9,078,372 |
| Acturial value of plan assets | 2020-06-30 | 9,008,262 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 2,026,906 |
| Number of terminated vested participants | 2020-06-30 | 128 |
| Fundng target for terminated vested participants | 2020-06-30 | 2,186,805 |
| Active participant vested funding target | 2020-06-30 | 4,200,002 |
| Number of active participants | 2020-06-30 | 159 |
| Total funding liabilities for active participants | 2020-06-30 | 4,200,002 |
| Total participant count | 2020-06-30 | 324 |
| Total funding target for all participants | 2020-06-30 | 8,413,713 |
| Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 1,225,611 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 226,200 |
| Amount remaining of prefunding balance | 2020-06-30 | 999,411 |
| Present value of excess contributions | 2020-06-30 | 229,438 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 241,637 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 241,637 |
| Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2020-06-30 | 1,294,117 |
| Total employer contributions | 2020-06-30 | 572,000 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 537,296 |
| Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-06-30 | 401,645 |
| Net shortfall amortization installment of oustanding balance | 2020-06-30 | 699,568 |
| Waiver amortization installment | 2020-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 536,006 |
| Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 266,610 |
| Additional cash requirement | 2020-06-30 | 269,396 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 537,296 |
| Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
| 2019: STUPP CORPORATION PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 324 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 160 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 130 |
| Total of all active and inactive participants | 2019-07-01 | 320 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 10 |
| Total participants | 2019-07-01 | 330 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| Market value of plan assets | 2019-06-30 | 8,652,352 |
| Acturial value of plan assets | 2019-06-30 | 8,304,527 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 2,221,588 |
| Number of terminated vested participants | 2019-06-30 | 120 |
| Fundng target for terminated vested participants | 2019-06-30 | 1,925,683 |
| Active participant vested funding target | 2019-06-30 | 3,641,994 |
| Number of active participants | 2019-06-30 | 166 |
| Total funding liabilities for active participants | 2019-06-30 | 3,641,994 |
| Total participant count | 2019-06-30 | 327 |
| Total funding target for all participants | 2019-06-30 | 7,789,265 |
| Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 1,114,949 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 3,082 |
| Amount remaining of prefunding balance | 2019-06-30 | 1,111,867 |
| Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2019-06-30 | 1,225,611 |
| Total employer contributions | 2019-06-30 | 572,000 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 536,455 |
| Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2019-06-30 | 411,388 |
| Net shortfall amortization installment of oustanding balance | 2019-06-30 | 710,349 |
| Waiver amortization installment | 2019-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 533,217 |
| Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 226,200 |
| Additional cash requirement | 2019-06-30 | 307,017 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 536,455 |
| Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
| 2018: STUPP CORPORATION PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 327 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 159 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 27 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 128 |
| Total of all active and inactive participants | 2018-07-01 | 314 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 10 |
| Total participants | 2018-07-01 | 324 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 2 |
| Market value of plan assets | 2018-06-30 | 8,043,208 |
| Acturial value of plan assets | 2018-06-30 | 7,946,761 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 2,011,449 |
| Number of terminated vested participants | 2018-06-30 | 108 |
| Fundng target for terminated vested participants | 2018-06-30 | 1,671,423 |
| Active participant vested funding target | 2018-06-30 | 3,145,490 |
| Number of active participants | 2018-06-30 | 178 |
| Total funding liabilities for active participants | 2018-06-30 | 3,450,947 |
| Total participant count | 2018-06-30 | 324 |
| Total funding target for all participants | 2018-06-30 | 7,133,819 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 783,414 |
| Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 213,872 |
| Amount remaining of prefunding balance | 2018-06-30 | 569,542 |
| Present value of excess contributions | 2018-06-30 | 448,300 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 479,112 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 479,112 |
| Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2018-06-30 | 1,114,949 |
| Total employer contributions | 2018-06-30 | 480,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 449,316 |
| Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2018-06-30 | 402,805 |
| Net shortfall amortization installment of oustanding balance | 2018-06-30 | 302,007 |
| Waiver amortization installment | 2018-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 452,398 |
| Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 3,082 |
| Additional cash requirement | 2018-06-30 | 449,316 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 449,316 |
| Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
| 2017: STUPP CORPORATION PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 324 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 166 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 120 |
| Total of all active and inactive participants | 2017-07-01 | 308 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 8 |
| Total participants | 2017-07-01 | 316 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 11 |
| Market value of plan assets | 2017-06-30 | 7,355,304 |
| Acturial value of plan assets | 2017-06-30 | 7,746,948 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 1,777,224 |
| Number of terminated vested participants | 2017-06-30 | 75 |
| Fundng target for terminated vested participants | 2017-06-30 | 1,257,876 |
| Active participant vested funding target | 2017-06-30 | 3,602,051 |
| Number of active participants | 2017-06-30 | 274 |
| Total funding liabilities for active participants | 2017-06-30 | 3,602,051 |
| Total participant count | 2017-06-30 | 385 |
| Total funding target for all participants | 2017-06-30 | 6,637,151 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 764,354 |
| Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 210,332 |
| Amount remaining of prefunding balance | 2017-06-30 | 554,022 |
| Present value of excess contributions | 2017-06-30 | 229,979 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 230,722 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 230,722 |
| Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2017-06-30 | 783,414 |
| Total employer contributions | 2017-06-30 | 480,000 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 448,300 |
| Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2017-06-30 | 383,994 |
| Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 57,611 |
| Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 213,872 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 448,300 |
| Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
| 2016: STUPP CORPORATION PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 390 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 234 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 96 |
| Total of all active and inactive participants | 2016-07-01 | 360 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 13 |
| Total participants | 2016-07-01 | 373 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 11 |
| 2015: STUPP CORPORATION PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 393 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 276 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 73 |
| Total of all active and inactive participants | 2015-07-01 | 377 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 13 |
| Total participants | 2015-07-01 | 390 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 22 |
| 2014: STUPP CORPORATION PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 434 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 290 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 68 |
| Total of all active and inactive participants | 2014-07-01 | 384 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 9 |
| Total participants | 2014-07-01 | 393 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 54 |
| 2013: STUPP CORPORATION PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 477 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 334 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 63 |
| Total of all active and inactive participants | 2013-07-01 | 426 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 8 |
| Total participants | 2013-07-01 | 434 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 45 |
| 2012: STUPP CORPORATION PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 418 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 383 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 58 |
| Total of all active and inactive participants | 2012-07-01 | 470 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 7 |
| Total participants | 2012-07-01 | 477 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 20 |
| 2011: STUPP CORPORATION PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 335 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 327 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 55 |
| Total of all active and inactive participants | 2011-07-01 | 411 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 7 |
| Total participants | 2011-07-01 | 418 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 14 |
| 2010: STUPP CORPORATION PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 304 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 248 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 55 |
| Total of all active and inactive participants | 2010-07-01 | 328 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 7 |
| Total participants | 2010-07-01 | 335 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 18 |
| 2009: STUPP CORPORATION PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 279 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 215 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 24 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 56 |
| Total of all active and inactive participants | 2009-07-01 | 295 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 9 |
| Total participants | 2009-07-01 | 304 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 14 |
| Measure | Date | Value |
|---|
| 2023 : STUPP CORPORATION PENSION PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2023-06-30 | $-26,575 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $151,147 |
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $124,572 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $17,669 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $18,847 |
| Total income from all sources (including contributions) | 2023-06-30 | $1,477,142 |
| Total loss/gain on sale of assets | 2023-06-30 | $77,532 |
| Total of all expenses incurred | 2023-06-30 | $623,865 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $448,961 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $500,000 |
| Value of total assets at end of year | 2023-06-30 | $10,304,633 |
| Value of total assets at beginning of year | 2023-06-30 | $9,452,534 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $174,904 |
| Total interest from all sources | 2023-06-30 | $34,190 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $165,046 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $165,046 |
| Assets. Real estate other than employer real property at end of year | 2023-06-30 | $197,926 |
| Assets. Real estate other than employer real property at beginning of year | 2023-06-30 | $224,501 |
| Administrative expenses professional fees incurred | 2023-06-30 | $73,638 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $8,584 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $8,993 |
| Other income not declared elsewhere | 2023-06-30 | $54,877 |
| Administrative expenses (other) incurred | 2023-06-30 | $42,328 |
| Liabilities. Value of operating payables at end of year | 2023-06-30 | $17,669 |
| Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $18,847 |
| Total non interest bearing cash at end of year | 2023-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2023-06-30 | $14,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $853,277 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $10,286,964 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $9,433,687 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2023-06-30 | $238,939 |
| Assets. partnership/joint venture interests at beginning of year | 2023-06-30 | $230,161 |
| Investment advisory and management fees | 2023-06-30 | $58,938 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $7,927,143 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $6,935,580 |
| Income. Interest from US Government securities | 2023-06-30 | $9,531 |
| Income. Interest from corporate debt instruments | 2023-06-30 | $15,398 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $223,240 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $161,975 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $161,975 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-30 | $9,261 |
| Asset value of US Government securities at end of year | 2023-06-30 | $778,169 |
| Asset value of US Government securities at beginning of year | 2023-06-30 | $583,154 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $520,925 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $500,000 |
| Employer contributions (assets) at end of year | 2023-06-30 | $250,000 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $750,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $448,961 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-06-30 | $680,632 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-06-30 | $544,170 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-06-30 | No |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Aggregate proceeds on sale of assets | 2023-06-30 | $722,748 |
| Aggregate carrying amount (costs) on sale of assets | 2023-06-30 | $645,216 |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | UHY, LLP |
| Accountancy firm EIN | 2023-06-30 | 200694403 |
| 2022 : STUPP CORPORATION PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2022-06-30 | $24,501 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-299,124 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-274,623 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $18,847 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $17,846 |
| Total income from all sources (including contributions) | 2022-06-30 | $-60,428 |
| Total loss/gain on sale of assets | 2022-06-30 | $220,680 |
| Total of all expenses incurred | 2022-06-30 | $701,817 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $479,317 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $1,000,000 |
| Value of total assets at end of year | 2022-06-30 | $9,452,534 |
| Value of total assets at beginning of year | 2022-06-30 | $10,213,778 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $222,500 |
| Total interest from all sources | 2022-06-30 | $30,141 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $153,252 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $153,252 |
| Assets. Real estate other than employer real property at end of year | 2022-06-30 | $224,501 |
| Administrative expenses professional fees incurred | 2022-06-30 | $50,391 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $8,993 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $8,719 |
| Other income not declared elsewhere | 2022-06-30 | $14,096 |
| Administrative expenses (other) incurred | 2022-06-30 | $111,886 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $18,847 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $17,846 |
| Total non interest bearing cash at end of year | 2022-06-30 | $14,000 |
| Total non interest bearing cash at beginning of year | 2022-06-30 | $35,195 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-762,245 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $9,433,687 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $10,195,932 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2022-06-30 | $230,161 |
| Assets. partnership/joint venture interests at beginning of year | 2022-06-30 | $405,811 |
| Investment advisory and management fees | 2022-06-30 | $60,223 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $6,935,580 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $7,752,991 |
| Income. Interest from US Government securities | 2022-06-30 | $11,337 |
| Income. Interest from corporate debt instruments | 2022-06-30 | $18,506 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $161,975 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $215,212 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $215,212 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $298 |
| Asset value of US Government securities at end of year | 2022-06-30 | $583,154 |
| Asset value of US Government securities at beginning of year | 2022-06-30 | $609,718 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-1,203,974 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $1,000,000 |
| Employer contributions (assets) at end of year | 2022-06-30 | $750,000 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $600,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $479,317 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-06-30 | $544,170 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-06-30 | $586,132 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-06-30 | No |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Aggregate proceeds on sale of assets | 2022-06-30 | $390,346 |
| Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $169,666 |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | UHY, LLP |
| Accountancy firm EIN | 2022-06-30 | 200694403 |
| 2021 : STUPP CORPORATION PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $-30,608 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $-30,608 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $17,846 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $25,408 |
| Total income from all sources (including contributions) | 2021-06-30 | $2,815,319 |
| Total loss/gain on sale of assets | 2021-06-30 | $1,482,763 |
| Total of all expenses incurred | 2021-06-30 | $2,085,254 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $1,849,667 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $800,000 |
| Value of total assets at end of year | 2021-06-30 | $10,213,778 |
| Value of total assets at beginning of year | 2021-06-30 | $9,491,275 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $235,587 |
| Total interest from all sources | 2021-06-30 | $75,149 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $142,919 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $103,408 |
| Administrative expenses professional fees incurred | 2021-06-30 | $41,542 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-06-30 | $80,042 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $8,719 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $18,448 |
| Administrative expenses (other) incurred | 2021-06-30 | $109,650 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $17,846 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $25,408 |
| Total non interest bearing cash at end of year | 2021-06-30 | $35,195 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $730,065 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $10,195,932 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $9,465,867 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2021-06-30 | $405,811 |
| Investment advisory and management fees | 2021-06-30 | $84,395 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $7,752,991 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $1,620,417 |
| Interest earned on other investments | 2021-06-30 | $594 |
| Income. Interest from US Government securities | 2021-06-30 | $24,421 |
| Income. Interest from corporate debt instruments | 2021-06-30 | $11,119 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $215,212 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $175,034 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $175,034 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $39,015 |
| Asset value of US Government securities at end of year | 2021-06-30 | $609,718 |
| Asset value of US Government securities at beginning of year | 2021-06-30 | $1,443,602 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $345,096 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $800,000 |
| Employer contributions (assets) at end of year | 2021-06-30 | $600,000 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $429,000 |
| Income. Dividends from common stock | 2021-06-30 | $39,511 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $1,849,667 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-06-30 | $586,132 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-06-30 | $1,174,648 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-06-30 | $4,550,084 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Aggregate proceeds on sale of assets | 2021-06-30 | $18,690,072 |
| Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $17,207,309 |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | UHY, LLP |
| Accountancy firm EIN | 2021-06-30 | 200694403 |
| 2020 : STUPP CORPORATION PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $367,331 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $367,331 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $25,408 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $18,609 |
| Total income from all sources (including contributions) | 2020-06-30 | $854,799 |
| Total loss/gain on sale of assets | 2020-06-30 | $-166,503 |
| Total of all expenses incurred | 2020-06-30 | $454,852 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $231,630 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $572,000 |
| Value of total assets at end of year | 2020-06-30 | $9,491,275 |
| Value of total assets at beginning of year | 2020-06-30 | $9,084,529 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $223,222 |
| Total interest from all sources | 2020-06-30 | $67,310 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $131,652 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $54,250 |
| Administrative expenses professional fees incurred | 2020-06-30 | $45,740 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-06-30 | $80,042 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $18,448 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $15,014 |
| Administrative expenses (other) incurred | 2020-06-30 | $103,980 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $25,408 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $18,609 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $399,947 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $9,465,867 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $9,065,920 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $73,502 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $1,620,417 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $1,653,215 |
| Interest earned on other investments | 2020-06-30 | $1,010 |
| Income. Interest from US Government securities | 2020-06-30 | $36,732 |
| Income. Interest from corporate debt instruments | 2020-06-30 | $27,721 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $175,034 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $289,070 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $289,070 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $1,847 |
| Asset value of US Government securities at end of year | 2020-06-30 | $1,443,602 |
| Asset value of US Government securities at beginning of year | 2020-06-30 | $1,415,613 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-116,991 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $572,000 |
| Employer contributions (assets) at end of year | 2020-06-30 | $429,000 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $429,000 |
| Income. Dividends from common stock | 2020-06-30 | $77,402 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $231,630 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-06-30 | $1,174,648 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-06-30 | $895,597 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-06-30 | $4,550,084 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-06-30 | $4,387,020 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Aggregate proceeds on sale of assets | 2020-06-30 | $3,954,331 |
| Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $4,120,834 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | UHY LLP |
| Accountancy firm EIN | 2020-06-30 | 200694403 |
| 2019 : STUPP CORPORATION PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $269,186 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $269,186 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $18,609 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $17,507 |
| Total income from all sources (including contributions) | 2019-06-30 | $1,012,275 |
| Total of all expenses incurred | 2019-06-30 | $586,468 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $426,090 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $572,000 |
| Value of total assets at end of year | 2019-06-30 | $9,084,529 |
| Value of total assets at beginning of year | 2019-06-30 | $8,657,620 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $160,378 |
| Total interest from all sources | 2019-06-30 | $63,730 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $107,359 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $33,472 |
| Administrative expenses professional fees incurred | 2019-06-30 | $38,430 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $15,014 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $13,850 |
| Administrative expenses (other) incurred | 2019-06-30 | $52,470 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $18,609 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $17,507 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $425,807 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $9,065,920 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $8,640,113 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Investment advisory and management fees | 2019-06-30 | $69,478 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $1,653,215 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $1,271,118 |
| Income. Interest from US Government securities | 2019-06-30 | $29,188 |
| Income. Interest from corporate debt instruments | 2019-06-30 | $25,802 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $289,070 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $270,994 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $270,994 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $8,740 |
| Asset value of US Government securities at end of year | 2019-06-30 | $1,415,613 |
| Asset value of US Government securities at beginning of year | 2019-06-30 | $1,357,949 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $572,000 |
| Employer contributions (assets) at end of year | 2019-06-30 | $429,000 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $360,000 |
| Income. Dividends from common stock | 2019-06-30 | $73,887 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $426,090 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-06-30 | $895,597 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-06-30 | $826,914 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $4,387,020 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $4,556,795 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | UHY LLP |
| Accountancy firm EIN | 2019-06-30 | 200694403 |
| 2018 : STUPP CORPORATION PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $622,243 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $622,243 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $17,507 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $16,421 |
| Total income from all sources (including contributions) | 2018-06-30 | $1,263,496 |
| Total of all expenses incurred | 2018-06-30 | $655,754 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $473,202 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $480,000 |
| Value of total assets at end of year | 2018-06-30 | $8,657,620 |
| Value of total assets at beginning of year | 2018-06-30 | $8,048,792 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $182,552 |
| Total interest from all sources | 2018-06-30 | $58,586 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $102,667 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $28,444 |
| Administrative expenses professional fees incurred | 2018-06-30 | $43,619 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $13,850 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $18,300 |
| Administrative expenses (other) incurred | 2018-06-30 | $68,868 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $17,507 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $16,421 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $607,742 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $8,640,113 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $8,032,371 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $70,065 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $1,271,118 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $835,285 |
| Income. Interest from US Government securities | 2018-06-30 | $25,977 |
| Income. Interest from corporate debt instruments | 2018-06-30 | $32,330 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $270,994 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $96,476 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $96,476 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $279 |
| Asset value of US Government securities at end of year | 2018-06-30 | $1,357,949 |
| Asset value of US Government securities at beginning of year | 2018-06-30 | $1,326,809 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $480,000 |
| Employer contributions (assets) at end of year | 2018-06-30 | $360,000 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $360,000 |
| Income. Dividends from common stock | 2018-06-30 | $74,223 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $473,202 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-06-30 | $826,914 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-06-30 | $915,911 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-06-30 | $4,556,795 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-06-30 | $4,496,011 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | HANNIS T. BOURGEOIS, LLP |
| Accountancy firm EIN | 2018-06-30 | 720636725 |
| 2017 : STUPP CORPORATION PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $621,329 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $621,329 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $16,421 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $31,382 |
| Total income from all sources (including contributions) | 2017-06-30 | $1,293,949 |
| Total loss/gain on sale of assets | 2017-06-30 | $-28,463 |
| Total of all expenses incurred | 2017-06-30 | $591,264 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $427,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $480,000 |
| Value of total assets at end of year | 2017-06-30 | $8,048,792 |
| Value of total assets at beginning of year | 2017-06-30 | $7,361,068 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $163,598 |
| Total interest from all sources | 2017-06-30 | $58,902 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $94,161 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $19,531 |
| Administrative expenses professional fees incurred | 2017-06-30 | $33,808 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $18,300 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $15,713 |
| Administrative expenses (other) incurred | 2017-06-30 | $65,920 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $16,421 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $31,382 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $702,685 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $8,032,371 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $7,329,686 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $63,870 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $835,285 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $734,560 |
| Income. Interest from US Government securities | 2017-06-30 | $22,068 |
| Income. Interest from corporate debt instruments | 2017-06-30 | $35,987 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $96,476 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $337,917 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $337,917 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $847 |
| Asset value of US Government securities at end of year | 2017-06-30 | $1,326,809 |
| Asset value of US Government securities at beginning of year | 2017-06-30 | $1,262,544 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $68,020 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $480,000 |
| Employer contributions (assets) at end of year | 2017-06-30 | $360,000 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $360,000 |
| Income. Dividends from common stock | 2017-06-30 | $74,630 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $427,666 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-06-30 | $915,911 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-06-30 | $945,999 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-06-30 | $4,496,011 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-06-30 | $3,704,335 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $2,808,398 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $2,836,861 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | HANNIS T. BOURGEOIS, LLP |
| Accountancy firm EIN | 2017-06-30 | 720636725 |
| 2016 : STUPP CORPORATION PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $196,107 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $196,107 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $31,382 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $15,208 |
| Total income from all sources (including contributions) | 2016-06-30 | $462,762 |
| Total loss/gain on sale of assets | 2016-06-30 | $-297,825 |
| Total of all expenses incurred | 2016-06-30 | $526,779 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $405,372 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $480,000 |
| Value of total assets at end of year | 2016-06-30 | $7,361,068 |
| Value of total assets at beginning of year | 2016-06-30 | $7,408,911 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $121,407 |
| Total interest from all sources | 2016-06-30 | $46,685 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $106,856 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $21,105 |
| Administrative expenses professional fees incurred | 2016-06-30 | $36,094 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $15,713 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $14,468 |
| Administrative expenses (other) incurred | 2016-06-30 | $25,195 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $31,382 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $15,208 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-64,017 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $7,329,686 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $7,393,703 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $60,118 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $734,560 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $2,352,945 |
| Income. Interest from US Government securities | 2016-06-30 | $20,073 |
| Income. Interest from corporate debt instruments | 2016-06-30 | $25,685 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $337,917 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $164,048 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $164,048 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $927 |
| Asset value of US Government securities at end of year | 2016-06-30 | $1,262,544 |
| Asset value of US Government securities at beginning of year | 2016-06-30 | $213,894 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-69,061 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $480,000 |
| Employer contributions (assets) at end of year | 2016-06-30 | $360,000 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $360,000 |
| Income. Dividends from common stock | 2016-06-30 | $85,751 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $405,372 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-06-30 | $945,999 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-06-30 | $303,328 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-06-30 | $3,704,335 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-06-30 | $4,000,228 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Aggregate proceeds on sale of assets | 2016-06-30 | $3,504,159 |
| Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $3,801,984 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | HANNIS T. BOURGEOIS, LLP |
| Accountancy firm EIN | 2016-06-30 | 720636725 |
| 2015 : STUPP CORPORATION PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $277,683 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $277,683 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $15,208 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $26,334 |
| Total income from all sources (including contributions) | 2015-06-30 | $784,024 |
| Total loss/gain on sale of assets | 2015-06-30 | $-38,208 |
| Total of all expenses incurred | 2015-06-30 | $531,209 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $419,771 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $480,000 |
| Value of total assets at end of year | 2015-06-30 | $7,408,911 |
| Value of total assets at beginning of year | 2015-06-30 | $7,167,222 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $111,438 |
| Total interest from all sources | 2015-06-30 | $25,087 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $126,288 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $45,275 |
| Administrative expenses professional fees incurred | 2015-06-30 | $29,809 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $14,468 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $14,747 |
| Administrative expenses (other) incurred | 2015-06-30 | $21,168 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $15,208 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $26,334 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $252,815 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $7,393,703 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $7,140,888 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $60,461 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $2,352,945 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $2,338,957 |
| Income. Interest from US Government securities | 2015-06-30 | $8,936 |
| Income. Interest from corporate debt instruments | 2015-06-30 | $15,900 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $164,048 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $272,774 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $272,774 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $251 |
| Asset value of US Government securities at end of year | 2015-06-30 | $213,894 |
| Asset value of US Government securities at beginning of year | 2015-06-30 | $219,557 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-86,826 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $480,000 |
| Employer contributions (assets) at end of year | 2015-06-30 | $360,000 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $360,000 |
| Income. Dividends from common stock | 2015-06-30 | $81,013 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $419,771 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-06-30 | $303,328 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-06-30 | $313,895 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-06-30 | $4,000,228 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-06-30 | $3,647,292 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Aggregate proceeds on sale of assets | 2015-06-30 | $2,009,541 |
| Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $2,047,749 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | ROY CHENEVERT, CPA |
| Accountancy firm EIN | 2015-06-30 | 721467233 |
| 2014 : STUPP CORPORATION PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $622,651 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $622,651 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $26,334 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $30,916 |
| Total income from all sources (including contributions) | 2014-06-30 | $1,829,469 |
| Total loss/gain on sale of assets | 2014-06-30 | $181,288 |
| Total of all expenses incurred | 2014-06-30 | $729,022 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $618,842 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $720,000 |
| Value of total assets at end of year | 2014-06-30 | $7,167,222 |
| Value of total assets at beginning of year | 2014-06-30 | $6,071,357 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $110,180 |
| Total interest from all sources | 2014-06-30 | $25,002 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $124,795 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $56,030 |
| Administrative expenses professional fees incurred | 2014-06-30 | $21,322 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $14,747 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $11,658 |
| Administrative expenses (other) incurred | 2014-06-30 | $24,012 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $26,334 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $30,916 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $1,100,447 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $7,140,888 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $6,040,441 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $64,846 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $2,338,957 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $1,536,616 |
| Income. Interest from US Government securities | 2014-06-30 | $8,936 |
| Income. Interest from corporate debt instruments | 2014-06-30 | $15,900 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $272,774 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $243,700 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $243,700 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $166 |
| Asset value of US Government securities at end of year | 2014-06-30 | $219,557 |
| Asset value of US Government securities at beginning of year | 2014-06-30 | $223,624 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $155,733 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $720,000 |
| Employer contributions (assets) at end of year | 2014-06-30 | $360,000 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $120,000 |
| Income. Dividends from common stock | 2014-06-30 | $68,765 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $618,842 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-06-30 | $313,895 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-06-30 | $313,684 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $3,647,292 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $3,622,075 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $3,161,450 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $2,980,162 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | ROY CHENEVERT, CPA |
| Accountancy firm EIN | 2014-06-30 | 721467233 |
| 2013 : STUPP CORPORATION PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $337,418 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $337,418 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $30,916 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $26,147 |
| Total income from all sources (including contributions) | 2013-06-30 | $1,125,564 |
| Total loss/gain on sale of assets | 2013-06-30 | $103,371 |
| Total of all expenses incurred | 2013-06-30 | $781,958 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $671,917 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $480,000 |
| Value of total assets at end of year | 2013-06-30 | $6,071,357 |
| Value of total assets at beginning of year | 2013-06-30 | $5,722,982 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $110,041 |
| Total interest from all sources | 2013-06-30 | $26,647 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $109,862 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $47,883 |
| Administrative expenses professional fees incurred | 2013-06-30 | $35,520 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $11,658 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $12,449 |
| Administrative expenses (other) incurred | 2013-06-30 | $16,798 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $30,916 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $26,147 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $343,606 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $6,040,441 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $5,696,835 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $57,723 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $1,536,616 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $1,654,233 |
| Income. Interest from US Government securities | 2013-06-30 | $8,936 |
| Income. Interest from corporate debt instruments | 2013-06-30 | $17,528 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $243,700 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $195,823 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $195,823 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $183 |
| Asset value of US Government securities at end of year | 2013-06-30 | $223,624 |
| Asset value of US Government securities at beginning of year | 2013-06-30 | $233,613 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $68,266 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $480,000 |
| Employer contributions (assets) at end of year | 2013-06-30 | $120,000 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $234,497 |
| Income. Dividends from common stock | 2013-06-30 | $61,979 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $671,917 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-06-30 | $313,684 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-06-30 | $315,547 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $3,622,075 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $3,076,820 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $3,349,984 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $3,246,613 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | ROY CHENEVERT, CPA |
| Accountancy firm EIN | 2013-06-30 | 721467233 |
| 2012 : STUPP CORPORATION PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $345,423 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $345,423 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $26,147 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $21,333 |
| Total income from all sources (including contributions) | 2012-06-30 | $800,224 |
| Total loss/gain on sale of assets | 2012-06-30 | $-249,829 |
| Total of all expenses incurred | 2012-06-30 | $633,397 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $535,909 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $592,988 |
| Value of total assets at end of year | 2012-06-30 | $5,722,982 |
| Value of total assets at beginning of year | 2012-06-30 | $5,551,341 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $97,488 |
| Total interest from all sources | 2012-06-30 | $28,443 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $96,804 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $42,768 |
| Administrative expenses professional fees incurred | 2012-06-30 | $33,457 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $12,449 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $12,456 |
| Administrative expenses (other) incurred | 2012-06-30 | $12,526 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $26,147 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $21,333 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $166,827 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $5,696,835 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,530,008 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $51,505 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $1,654,233 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $1,781,857 |
| Income. Interest from US Government securities | 2012-06-30 | $8,936 |
| Income. Interest from corporate debt instruments | 2012-06-30 | $19,325 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $195,823 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $149,257 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $149,257 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $182 |
| Asset value of US Government securities at end of year | 2012-06-30 | $233,613 |
| Asset value of US Government securities at beginning of year | 2012-06-30 | $219,453 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-13,605 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $592,988 |
| Employer contributions (assets) at end of year | 2012-06-30 | $234,497 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $448,701 |
| Income. Dividends from common stock | 2012-06-30 | $54,036 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $535,909 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-06-30 | $315,547 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-06-30 | $508,860 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $3,076,820 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-06-30 | $2,430,757 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $3,625,650 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $3,875,479 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | ROY CHENEVERT, CPA |
| Accountancy firm EIN | 2012-06-30 | 721467233 |
| 2011 : STUPP CORPORATION PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $506,862 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $506,862 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $21,333 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $16,496 |
| Total income from all sources (including contributions) | 2011-06-30 | $1,665,991 |
| Total loss/gain on sale of assets | 2011-06-30 | $58,555 |
| Total of all expenses incurred | 2011-06-30 | $520,198 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $419,782 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $717,381 |
| Value of total assets at end of year | 2011-06-30 | $5,551,341 |
| Value of total assets at beginning of year | 2011-06-30 | $4,400,711 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $100,416 |
| Total interest from all sources | 2011-06-30 | $42,675 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $58,006 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $5,273 |
| Administrative expenses professional fees incurred | 2011-06-30 | $37,979 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $12,456 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $14,531 |
| Administrative expenses (other) incurred | 2011-06-30 | $16,809 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $21,333 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $16,496 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $1,145,793 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $5,530,008 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $4,384,215 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $45,628 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $1,781,857 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $1,253,847 |
| Income. Interest from US Government securities | 2011-06-30 | $8,936 |
| Income. Interest from corporate debt instruments | 2011-06-30 | $33,379 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $149,257 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $165,423 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $165,423 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $360 |
| Asset value of US Government securities at end of year | 2011-06-30 | $219,453 |
| Asset value of US Government securities at beginning of year | 2011-06-30 | $219,286 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $282,512 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $717,381 |
| Employer contributions (assets) at end of year | 2011-06-30 | $448,701 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $359,000 |
| Income. Dividends from common stock | 2011-06-30 | $52,733 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $419,782 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-06-30 | $508,860 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-06-30 | $661,038 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $2,430,757 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $1,727,586 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $727,912 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $669,357 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | ROY CHENEVERT, CPA |
| Accountancy firm EIN | 2011-06-30 | 721467233 |
