401k Plan data: STEUART INVESTMENT COMPANY 401K PLAN plan

STEUART INVESTMENT COMPANY 401K PLAN 401k Plan overview

Plan Name	STEUART INVESTMENT COMPANY 401K PLAN
Plan identification number	002

STEUART INVESTMENT COMPANY 401K PLAN Benefits

401k Plan Type

Defined 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.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEUART INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: STEUART INVESTMENT COMPANY

Employer identification number (EIN): 530257200

NAIC Classification: 531120
NAIC Description: Lessors of Nonresidential Buildings (except Miniwarehouses)

Additional information about STEUART INVESTMENT COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0466727

More information about STEUART INVESTMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEUART INVESTMENT COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 MICHAEL GOHEEN
002 2017-01-01 MICHAEL GOHEEN
002 2016-01-01 MICHAEL GOHEEN
002 2015-01-01 MICHAEL GOHEEN
002 2014-01-01 MICHAEL GOHEEN
002 2013-01-01 MICHAEL GOHEEN
002 2012-01-01 MICHAEL GOHEEN MICHAEL GOHEEN 2013-08-28
002 2011-01-01 MICHAEL GOHEEN
002 2010-01-01 MICHAEL GOHEEN
002 2009-01-01 MICHAEL GOHEEN MICHAEL GOHEEN 2010-06-18

Plan Statistics for STEUART INVESTMENT COMPANY 401K PLAN

401k plan membership statisitcs for STEUART INVESTMENT COMPANY 401K PLAN

Measure Date Value
2023: STEUART INVESTMENT COMPANY 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 12
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 19
Total of all active and inactive participants 2023-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 35
Number of participants with account balances 2023-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STEUART INVESTMENT COMPANY 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 35
Number of participants with account balances 2022-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEUART INVESTMENT COMPANY 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 36
Number of participants with account balances 2021-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STEUART INVESTMENT COMPANY 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 39
Number of participants with account balances 2020-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEUART INVESTMENT COMPANY 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 41
Number of participants with account balances 2019-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEUART INVESTMENT COMPANY 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 46
Number of participants with account balances 2018-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEUART INVESTMENT COMPANY 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 51
Number of participants with account balances 2017-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEUART INVESTMENT COMPANY 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 50
Number of participants with account balances 2016-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEUART INVESTMENT COMPANY 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 44
Number of participants with account balances 2015-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEUART INVESTMENT COMPANY 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 56
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEUART INVESTMENT COMPANY 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 55
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 70
Number of participants with account balances 2013-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEUART INVESTMENT COMPANY 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 57
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 72
Number of participants with account balances 2012-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEUART INVESTMENT COMPANY 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 79
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 24
Total of all active and inactive participants 2011-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 103
Number of participants with account balances 2011-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STEUART INVESTMENT COMPANY 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 77
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 24
Total of all active and inactive participants 2010-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 101
Number of participants with account balances 2010-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: STEUART INVESTMENT COMPANY 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 70
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 95
Number of participants with account balances 2009-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: STEUART INVESTMENT COMPANY 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	12
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	19
Total of all active and inactive participants	2023-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	35
Number of participants with account balances	2023-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STEUART INVESTMENT COMPANY 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	35
Number of participants with account balances	2022-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEUART INVESTMENT COMPANY 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	36
Number of participants with account balances	2021-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STEUART INVESTMENT COMPANY 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	39
Number of participants with account balances	2020-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEUART INVESTMENT COMPANY 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	41
Number of participants with account balances	2019-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEUART INVESTMENT COMPANY 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	46
Number of participants with account balances	2018-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEUART INVESTMENT COMPANY 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	51
Number of participants with account balances	2017-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEUART INVESTMENT COMPANY 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	50
Number of participants with account balances	2016-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEUART INVESTMENT COMPANY 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	44
Number of participants with account balances	2015-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEUART INVESTMENT COMPANY 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	56
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEUART INVESTMENT COMPANY 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	55
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	70
Number of participants with account balances	2013-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEUART INVESTMENT COMPANY 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	57
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	72
Number of participants with account balances	2012-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEUART INVESTMENT COMPANY 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	79
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	24
Total of all active and inactive participants	2011-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	103
Number of participants with account balances	2011-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STEUART INVESTMENT COMPANY 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	77
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	24
Total of all active and inactive participants	2010-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	101
Number of participants with account balances	2010-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: STEUART INVESTMENT COMPANY 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	70
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	95
Number of participants with account balances	2009-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STEUART INVESTMENT COMPANY 401K PLAN

Measure	Date	Value
2023 : STEUART INVESTMENT COMPANY 401K PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,743,331
Expenses. Total of all expenses incurred	2023-12-31	$165,115
Benefits paid (including direct rollovers)	2023-12-31	$164,934
Total plan assets at end of year	2023-12-31	$17,754,665
Total plan assets at beginning of year	2023-12-31	$15,176,449
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$125,314
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$2,334,074
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$2,578,216
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$17,754,665
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$15,176,449
Assets. Value of participant loans	2023-12-31	$11,154
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$283,943
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$181
2022 : STEUART INVESTMENT COMPANY 401K PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-2,581,623
Expenses. Total of all expenses incurred	2022-12-31	$1,025,779
Benefits paid (including direct rollovers)	2022-12-31	$1,025,473
Total plan assets at end of year	2022-12-31	$15,176,449
Total plan assets at beginning of year	2022-12-31	$18,783,851
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$116,283
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,971,229
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,607,402
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$15,176,449
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$18,783,851
Assets. Value of participant loans	2022-12-31	$14,759
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$273,323
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$306
2021 : STEUART INVESTMENT COMPANY 401K PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,298,575
Expenses. Total of all expenses incurred	2021-12-31	$495,596
Benefits paid (including direct rollovers)	2021-12-31	$495,321
Total plan assets at end of year	2021-12-31	$18,783,851
Total plan assets at beginning of year	2021-12-31	$16,980,872
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$110,215
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,917,075
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,802,979
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$18,783,851
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$16,980,872
Assets. Value of participant loans	2021-12-31	$11,191
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$271,285
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$275
2020 : STEUART INVESTMENT COMPANY 401K PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,912,328
Expenses. Total of all expenses incurred	2020-12-31	$2,709,731
Benefits paid (including direct rollovers)	2020-12-31	$2,709,600
Total plan assets at end of year	2020-12-31	$16,980,872
Total plan assets at beginning of year	2020-12-31	$17,778,275
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$108,753
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,532,257
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-797,403
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$16,980,872
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$17,778,275
Assets. Value of participant loans	2020-12-31	$20,190
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$271,318
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$131
2019 : STEUART INVESTMENT COMPANY 401K PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$3,730,025
Expenses. Total of all expenses incurred	2019-12-31	$1,901,907
Benefits paid (including direct rollovers)	2019-12-31	$1,901,401
Total plan assets at end of year	2019-12-31	$17,778,275
Total plan assets at beginning of year	2019-12-31	$15,950,157
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$113,916
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$3,306,490
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,828,118
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$17,778,275
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$15,950,157
Assets. Value of participant loans	2019-12-31	$30,814
Total contributions received or receivable from employer(s)	2019-12-31	$309,619
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$506
2018 : STEUART INVESTMENT COMPANY 401K PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-502,748
Expenses. Total of all expenses incurred	2018-12-31	$942,142
Benefits paid (including direct rollovers)	2018-12-31	$941,617
Total plan assets at end of year	2018-12-31	$15,950,157
Total plan assets at beginning of year	2018-12-31	$17,395,047
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$117,043
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-929,087
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,444,890
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$15,950,157
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$17,395,047
Assets. Value of participant loans	2018-12-31	$37,588
Total contributions received or receivable from employer(s)	2018-12-31	$309,296
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$525
2017 : STEUART INVESTMENT COMPANY 401K PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$8,343,630
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,661,514
Expenses. Total of all expenses incurred	2017-12-31	$2,735,593
Benefits paid (including direct rollovers)	2017-12-31	$2,731,533
Total plan assets at end of year	2017-12-31	$17,395,047
Total plan assets at beginning of year	2017-12-31	$9,125,496
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$118,715
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$2,233,695
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-74,079
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$17,395,047
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,125,496
Assets. Value of participant loans	2017-12-31	$3,426
Total contributions received or receivable from employer(s)	2017-12-31	$309,104
Value of certain deemed distributions of participant loans	2017-12-31	$3,766
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$294
2016 : STEUART INVESTMENT COMPANY 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,136,029
Expenses. Total of all expenses incurred	2016-12-31	$515,948
Benefits paid (including direct rollovers)	2016-12-31	$520,889
Total plan assets at end of year	2016-12-31	$9,125,496
Total plan assets at beginning of year	2016-12-31	$8,505,415
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$187,179
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$805,187
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$620,081
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,125,496
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,505,415
Assets. Value of participant loans	2016-12-31	$15,726
Total contributions received or receivable from employer(s)	2016-12-31	$143,663
Value of certain deemed distributions of participant loans	2016-12-31	$-5,060
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$119
2015 : STEUART INVESTMENT COMPANY 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$352,796
Expenses. Total of all expenses incurred	2015-12-31	$426,926
Benefits paid (including direct rollovers)	2015-12-31	$421,535
Total plan assets at end of year	2015-12-31	$8,505,415
Total plan assets at beginning of year	2015-12-31	$8,579,545
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$239,979
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$2,621
Other income received	2015-12-31	$-59,194
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-74,130
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,505,415
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,579,545
Assets. Value of participant loans	2015-12-31	$21,218
Total contributions received or receivable from employer(s)	2015-12-31	$169,390
Value of certain deemed distributions of participant loans	2015-12-31	$5,060
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$331
2014 : STEUART INVESTMENT COMPANY 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,185,393
Expenses. Total of all expenses incurred	2014-12-31	$1,330,925
Benefits paid (including direct rollovers)	2014-12-31	$1,330,750
Total plan assets at end of year	2014-12-31	$8,579,545
Total plan assets at beginning of year	2014-12-31	$8,725,077
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$360,649
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$591,707
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-145,532
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,579,545
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,725,077
Assets. Value of participant loans	2014-12-31	$29,289
Total contributions received or receivable from employer(s)	2014-12-31	$233,037
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$175
2013 : STEUART INVESTMENT COMPANY 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,767,670
Expenses. Total of all expenses incurred	2013-12-31	$570,937
Benefits paid (including direct rollovers)	2013-12-31	$570,606
Total plan assets at end of year	2013-12-31	$8,725,077
Total plan assets at beginning of year	2013-12-31	$7,528,344
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$324,094
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,233,540
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,196,733
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,725,077
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,528,344
Assets. Value of participant loans	2013-12-31	$32,922
Total contributions received or receivable from employer(s)	2013-12-31	$210,036
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$331
2012 : STEUART INVESTMENT COMPANY 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,497,413
Expenses. Total of all expenses incurred	2012-12-31	$405,842
Benefits paid (including direct rollovers)	2012-12-31	$405,586
Total plan assets at end of year	2012-12-31	$7,528,344
Total plan assets at beginning of year	2012-12-31	$6,436,773
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$333,722
Other income received	2012-12-31	$920,145
Net income (gross income less expenses)	2012-12-31	$1,091,571
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,528,344
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,436,773
Assets. Value of participant loans	2012-12-31	$73,036
Total contributions received or receivable from employer(s)	2012-12-31	$243,546
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STEUART INVESTMENT COMPANY 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$439,653
Expenses. Total of all expenses incurred	2011-12-31	$177,664
Benefits paid (including direct rollovers)	2011-12-31	$177,539
Total plan assets at end of year	2011-12-31	$6,436,773
Total plan assets at beginning of year	2011-12-31	$6,174,784
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$314,980
Other income received	2011-12-31	$-102,293
Net income (gross income less expenses)	2011-12-31	$261,989
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,436,773
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,174,784
Assets. Value of participant loans	2011-12-31	$61,394
Total contributions received or receivable from employer(s)	2011-12-31	$226,966
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$125
2010 : STEUART INVESTMENT COMPANY 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,240,780
Expenses. Total of all expenses incurred	2010-12-31	$136,039
Benefits paid (including direct rollovers)	2010-12-31	$135,714
Total plan assets at end of year	2010-12-31	$6,174,784
Total plan assets at beginning of year	2010-12-31	$5,070,043
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$272,572
Other income received	2010-12-31	$760,510
Net income (gross income less expenses)	2010-12-31	$1,104,741
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,174,784
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,070,043
Assets. Value of participant loans	2010-12-31	$81,163
Total contributions received or receivable from employer(s)	2010-12-31	$207,698
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$325
2009 : STEUART INVESTMENT COMPANY 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for STEUART INVESTMENT COMPANY 401K PLAN

2023: STEUART INVESTMENT COMPANY 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STEUART INVESTMENT COMPANY 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEUART INVESTMENT COMPANY 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEUART INVESTMENT COMPANY 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEUART INVESTMENT COMPANY 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEUART INVESTMENT COMPANY 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEUART INVESTMENT COMPANY 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEUART INVESTMENT COMPANY 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEUART INVESTMENT COMPANY 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEUART INVESTMENT COMPANY 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEUART INVESTMENT COMPANY 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEUART INVESTMENT COMPANY 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEUART INVESTMENT COMPANY 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STEUART INVESTMENT COMPANY 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEUART INVESTMENT COMPANY 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEUART INVESTMENT COMPANY
Employer identification number (EIN):	530257200
NAIC Classification:	531120
NAIC Description:	Lessors of Nonresidential Buildings (except Miniwarehouses)

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0466727