401k Plan data: STOBIZ INC. RETIREMENT PLAN plan

STOBIZ INC. RETIREMENT PLAN 401k Plan overview

Plan Name	STOBIZ INC. RETIREMENT PLAN
Plan identification number	001

STOBIZ INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STOBIZ INC. has sponsored the creation of one or more 401k plans.

Company Name: STOBIZ INC.

Employer identification number (EIN): 464845262

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STOBIZ INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 MICHAEL J. STEPANIC
001 2017-01-01 MICHAEL J. STEPANIC
001 2016-10-01 MICHAEL J. STEPANIC
001 2015-10-01 MICHAEL J STEPANIC
001 2014-10-01 MICHAEL J STEPANIC
001 2014-02-09 MICHAEL J. STEPANIC

Plan Statistics for STOBIZ INC. RETIREMENT PLAN

401k plan membership statisitcs for STOBIZ INC. RETIREMENT PLAN

Measure Date Value
2019: STOBIZ INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STOBIZ INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STOBIZ INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STOBIZ INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 1
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 1
Number of participants with account balances 2016-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: STOBIZ INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 1
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 1
Number of participants with account balances 2015-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: STOBIZ INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 1
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 1
Number of participants with account balances 2014-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
Total participants, beginning-of-year 2014-02-09 1
Total number of active participants reported on line 7a of the Form 5500 2014-02-09 1
Number of retired or separated participants receiving benefits 2014-02-09 0
Number of other retired or separated participants entitled to future benefits 2014-02-09 0
Total of all active and inactive participants 2014-02-09 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-09 0
Total participants 2014-02-09 1
Number of participants with account balances 2014-02-09 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-09 0

Measure	Date	Value
2019: STOBIZ INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STOBIZ INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STOBIZ INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STOBIZ INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	1
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	1
Number of participants with account balances	2016-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: STOBIZ INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	1
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	1
Number of participants with account balances	2015-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: STOBIZ INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	1
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	1
Number of participants with account balances	2014-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
Total participants, beginning-of-year	2014-02-09	1
Total number of active participants reported on line 7a of the Form 5500	2014-02-09	1
Number of retired or separated participants receiving benefits	2014-02-09	0
Number of other retired or separated participants entitled to future benefits	2014-02-09	0
Total of all active and inactive participants	2014-02-09	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-09	0
Total participants	2014-02-09	1
Number of participants with account balances	2014-02-09	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-09	0

Financial Data on STOBIZ INC. RETIREMENT PLAN

Measure	Date	Value
2019 : STOBIZ INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-02-28	$-2,040
Total plan assets at end of year	2019-02-28	$0
Total plan assets at beginning of year	2019-02-28	$2,040
Value of fidelity bond covering the plan	2019-02-28	$178,000
Other income received	2019-02-28	$-2,040
Net income (gross income less expenses)	2019-02-28	$-2,040
Net plan assets at end of year (total assets less liabilities)	2019-02-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-02-28	$2,040
Assets. Value of employer securities	2019-02-28	$0
2018 : STOBIZ INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-92,542
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$2,040
Total plan assets at beginning of year	2018-12-31	$94,582
Value of fidelity bond covering the plan	2018-12-31	$178,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-92,542
Net income (gross income less expenses)	2018-12-31	$-92,542
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,040
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$94,582
Assets. Value of employer securities	2018-12-31	$2,040
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : STOBIZ INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$8,524
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$94,582
Total plan assets at beginning of year	2017-12-31	$86,058
Value of fidelity bond covering the plan	2017-12-31	$178,000
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$8,524
Net income (gross income less expenses)	2017-12-31	$8,524
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$94,582
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$86,058
Assets. Value of employer securities	2017-12-31	$94,582
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : STOBIZ INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-8,266
Total plan assets at end of year	2016-12-31	$86,058
Total plan assets at beginning of year	2016-12-31	$94,324
Value of fidelity bond covering the plan	2016-12-31	$178,000
Other income received	2016-12-31	$-8,266
Net income (gross income less expenses)	2016-12-31	$-8,266
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$86,058
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$94,324
Assets. Value of employer securities	2016-12-31	$86,058
Total income from all sources	2016-09-30	$-82,789
Total plan assets at end of year	2016-09-30	$94,325
Total plan assets at beginning of year	2016-09-30	$177,114
Other income received	2016-09-30	$-82,789
Net income (gross income less expenses)	2016-09-30	$-82,789
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$94,325
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$177,114
Assets. Value of employer securities	2016-09-30	$94,325
2015 : STOBIZ INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$102,189
Total plan assets at end of year	2015-09-30	$177,114
Total plan assets at beginning of year	2015-09-30	$74,925
Other income received	2015-09-30	$102,189
Net income (gross income less expenses)	2015-09-30	$102,189
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$177,114
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$74,925
Assets. Value of employer securities	2015-09-30	$177,114
2014 : STOBIZ INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$74,940
Expenses. Total of all expenses incurred	2014-09-30	$15
Total plan assets at end of year	2014-09-30	$74,925
Expenses. Other expenses not covered elsewhere	2014-09-30	$15
Contributions received from other sources (not participants or employers)	2014-09-30	$100,000
Other income received	2014-09-30	$-25,060
Net income (gross income less expenses)	2014-09-30	$74,925
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$74,925
Assets. Value of employer securities	2014-09-30	$74,925

Form 5500 Responses for STOBIZ INC. RETIREMENT PLAN

2019: STOBIZ INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STOBIZ INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STOBIZ INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STOBIZ INC. RETIREMENT PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: STOBIZ INC. RETIREMENT PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: STOBIZ INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2014-02-09	Type of plan entity	Single employer plan
2014-02-09	First time form 5500 has been submitted	Yes
2014-02-09	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-02-09	Plan funding arrangement – Trust	Yes
2014-02-09	Plan benefit arrangement - Trust	Yes

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Company Name:	STOBIZ INC.
Employer identification number (EIN):	464845262
NAIC Classification:	541400

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2018-01-01	MICHAEL J. STEPANIC
001	2017-01-01	MICHAEL J. STEPANIC
001	2016-10-01	MICHAEL J. STEPANIC
001	2015-10-01	MICHAEL J STEPANIC
001	2014-10-01	MICHAEL J STEPANIC
001	2014-02-09	MICHAEL J. STEPANIC