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STEIN BROTHERS 401K TRUST 401k Plan overview

Plan NameSTEIN BROTHERS 401K TRUST
Plan identification number 001

STEIN BROTHERS 401K TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

STEIN BROTHERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEIN BROTHERS, INC.
Employer identification number (EIN):473464647
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEIN BROTHERS 401K TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01EDWARD HUSTON
0012017-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012015-03-26EDWARD R. HUSTON
0012015-03-26 EDWARD HUSTON2019-06-20

Plan Statistics for STEIN BROTHERS 401K TRUST

401k plan membership statisitcs for STEIN BROTHERS 401K TRUST

Measure Date Value
2023: STEIN BROTHERS 401K TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Total of all active and inactive participants2023-01-012
Total participants2023-01-012
Number of participants with account balances2023-01-012
2022: STEIN BROTHERS 401K TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: STEIN BROTHERS 401K TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: STEIN BROTHERS 401K TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: STEIN BROTHERS 401K TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: STEIN BROTHERS 401K TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: STEIN BROTHERS 401K TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEIN BROTHERS 401K TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEIN BROTHERS 401K TRUST 2015 401k membership
Total participants, beginning-of-year2015-03-260
Total number of active participants reported on line 7a of the Form 55002015-03-260
Number of retired or separated participants receiving benefits2015-03-260
Number of other retired or separated participants entitled to future benefits2015-03-260
Total of all active and inactive participants2015-03-260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-260
Total participants2015-03-260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-260
Number of participants with account balances2015-03-260

Financial Data on STEIN BROTHERS 401K TRUST

Measure Date Value
2023 : STEIN BROTHERS 401K TRUST 2023 401k financial data
Total income from all sources2023-12-31$49,023
Expenses. Total of all expenses incurred2023-12-31$49,386
Total plan assets at end of year2023-12-31$274,004
Total plan assets at beginning of year2023-12-31$274,367
Expenses. Other expenses not covered elsewhere2023-12-31$49,386
Other income received2023-12-31$49,023
Net income (gross income less expenses)2023-12-31$-363
Net plan assets at end of year (total assets less liabilities)2023-12-31$274,004
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$274,367
Assets. Value of employer securities2023-12-31$274,004
2022 : STEIN BROTHERS 401K TRUST 2022 401k financial data
Total income from all sources2022-12-31$48,347
Expenses. Total of all expenses incurred2022-12-31$37,925
Total plan assets at end of year2022-12-31$274,367
Total plan assets at beginning of year2022-12-31$263,945
Expenses. Other expenses not covered elsewhere2022-12-31$37,925
Other income received2022-12-31$48,347
Net income (gross income less expenses)2022-12-31$10,422
Net plan assets at end of year (total assets less liabilities)2022-12-31$274,367
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$263,945
Assets. Value of employer securities2022-12-31$274,367
2021 : STEIN BROTHERS 401K TRUST 2021 401k financial data
Total income from all sources2021-12-31$48,010
Expenses. Total of all expenses incurred2021-12-31$32,386
Total plan assets at end of year2021-12-31$263,945
Total plan assets at beginning of year2021-12-31$248,321
Expenses. Other expenses not covered elsewhere2021-12-31$32,386
Other income received2021-12-31$48,010
Net income (gross income less expenses)2021-12-31$15,624
Net plan assets at end of year (total assets less liabilities)2021-12-31$263,945
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$248,321
Assets. Value of employer securities2021-12-31$263,945
2020 : STEIN BROTHERS 401K TRUST 2020 401k financial data
Total income from all sources2020-12-31$45,505
Expenses. Total of all expenses incurred2020-12-31$52,201
Total plan assets at end of year2020-12-31$248,321
Total plan assets at beginning of year2020-12-31$255,017
Expenses. Other expenses not covered elsewhere2020-12-31$52,201
Other income received2020-12-31$45,505
Net income (gross income less expenses)2020-12-31$-6,696
Net plan assets at end of year (total assets less liabilities)2020-12-31$248,321
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$255,017
Assets. Value of employer securities2020-12-31$248,321
2019 : STEIN BROTHERS 401K TRUST 2019 401k financial data
Total income from all sources2019-12-31$45,501
Expenses. Total of all expenses incurred2019-12-31$53,909
Total plan assets at end of year2019-12-31$255,017
Total plan assets at beginning of year2019-12-31$263,425
Expenses. Other expenses not covered elsewhere2019-12-31$53,909
Other income received2019-12-31$45,501
Net income (gross income less expenses)2019-12-31$-8,408
Net plan assets at end of year (total assets less liabilities)2019-12-31$255,017
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$263,425
Assets. Value of employer securities2019-12-31$255,017
2018 : STEIN BROTHERS 401K TRUST 2018 401k financial data
Total income from all sources2018-12-31$88,753
Expenses. Total of all expenses incurred2018-12-31$66,363
Total plan assets at end of year2018-12-31$263,425
Total plan assets at beginning of year2018-12-31$241,035
Expenses. Other expenses not covered elsewhere2018-12-31$66,363
Other income received2018-12-31$88,753
Net income (gross income less expenses)2018-12-31$22,390
Net plan assets at end of year (total assets less liabilities)2018-12-31$263,425
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$241,035
Assets. Value of employer securities2018-12-31$263,425
2016 : STEIN BROTHERS 401K TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$133,275
Total income from all sources2016-12-31$0
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$276,977
Total plan assets at beginning of year2016-12-31$143,702
Net income (gross income less expenses)2016-12-31$0
Net plan assets at end of year (total assets less liabilities)2016-12-31$276,977
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$143,702
Assets. Value of employer securities2016-12-31$133,275
2015 : STEIN BROTHERS 401K TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$143,702
Total income from all sources2015-12-31$0
Total plan assets at end of year2015-12-31$143,702
Total plan assets at beginning of year2015-12-31$0
Net plan assets at end of year (total assets less liabilities)2015-12-31$143,702
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Assets. Value of employer securities2015-12-31$143,600

Form 5500 Responses for STEIN BROTHERS 401K TRUST

2023: STEIN BROTHERS 401K TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: STEIN BROTHERS 401K TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEIN BROTHERS 401K TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEIN BROTHERS 401K TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEIN BROTHERS 401K TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEIN BROTHERS 401K TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEIN BROTHERS 401K TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEIN BROTHERS 401K TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEIN BROTHERS 401K TRUST 2015 form 5500 responses
2015-03-26Type of plan entitySingle employer plan
2015-03-26First time form 5500 has been submittedYes
2015-03-26Submission has been amendedYes
2015-03-26This submission is the final filingNo
2015-03-26This return/report is a short plan year return/report (less than 12 months)Yes
2015-03-26Plan is a collectively bargained planNo
2015-03-26Plan funding arrangement – TrustYes
2015-03-26Plan benefit arrangement - TrustYes

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