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STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSTEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

STEEG & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEEG & ASSOCIATES, INC.
Employer identification number (EIN):591435545
NAIC Classification:531320
NAIC Description:Offices of Real Estate Appraisers

Additional information about STEEG & ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1972-12-27
Company Identification Number: 415297
Legal Registered Office Address: 5335 ORTEGA BOULEVARD

JACKSONVILLE

32210

More information about STEEG & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT S STEEG2023-07-24
0012021-01-01ROBERT S STEEG2022-07-18
0012020-01-01ROBERT S STEEG2021-03-25
0012019-01-01ROBERT S STEEG2020-02-03
0012018-01-01
0012017-01-01
0012016-01-01ROBERT S STEEG ROBERT S STEEG2017-08-04
0012015-01-01THOMAS STEEG2016-03-07 THOMAS STEEG2016-03-07
0012014-01-01THOMAS STEEG2015-05-06 THOMAS STEEG2015-05-06
0012013-01-01THOMAS STEEG2014-06-26 THOMAS STEEG2014-06-24
0012012-01-01THOMAS STEEG2013-07-29 THOMAS STEEG2013-07-29
0012011-01-01THOMAS STEEG2012-06-15 THOMAS STEEG2012-06-15
0012009-01-01THOMAS A. STEEG2010-06-11 THOMAS A. STEEG2010-06-14
0012009-01-01THOMAS STEEG2010-06-14 THOMAS STEEG2010-06-15
0012009-01-01THOMAS A. STEEG2010-06-11 THOMAS A. STEEG2010-06-11
0012009-01-01THOMAS A. STEEG2010-06-14 THOMAS A. STEEG2010-06-14
0012009-01-01THOMAS STEEG2010-06-14 THOMAS STEEG2010-06-14

Plan Statistics for STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & 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
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & 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
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & 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
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-013
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$119
Expenses. Total of all expenses incurred2022-12-31$950
Total plan assets at end of year2022-12-31$169,114
Total plan assets at beginning of year2022-12-31$169,945
Value of fidelity bond covering the plan2022-12-31$80,000
Other income received2022-12-31$119
Net income (gross income less expenses)2022-12-31$-831
Net plan assets at end of year (total assets less liabilities)2022-12-31$169,114
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$169,945
Assets. Value of participant loans2022-12-31$66,761
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$950
2021 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$38,479
Expenses. Total of all expenses incurred2021-12-31$7,606
Total plan assets at end of year2021-12-31$169,945
Total plan assets at beginning of year2021-12-31$139,072
Value of fidelity bond covering the plan2021-12-31$80,000
Other income received2021-12-31$38,479
Net income (gross income less expenses)2021-12-31$30,873
Net plan assets at end of year (total assets less liabilities)2021-12-31$169,945
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$139,072
Assets. Value of participant loans2021-12-31$66,761
Value of certain deemed distributions of participant loans2021-12-31$7,206
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$400
2020 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$23
Expenses. Total of all expenses incurred2020-12-31$3,176
Benefits paid (including direct rollovers)2020-12-31$2,726
Total plan assets at end of year2020-12-31$139,072
Total plan assets at beginning of year2020-12-31$142,225
Value of fidelity bond covering the plan2020-12-31$80,000
Other income received2020-12-31$23
Net income (gross income less expenses)2020-12-31$-3,153
Net plan assets at end of year (total assets less liabilities)2020-12-31$139,072
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$142,225
Assets. Value of participant loans2020-12-31$60,676
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$450
2019 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$6
Expenses. Total of all expenses incurred2019-12-31$450
Total plan assets at end of year2019-12-31$142,225
Total plan assets at beginning of year2019-12-31$142,669
Value of fidelity bond covering the plan2019-12-31$80,000
Other income received2019-12-31$6
Net income (gross income less expenses)2019-12-31$-444
Net plan assets at end of year (total assets less liabilities)2019-12-31$142,225
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$142,669
Assets. Value of participant loans2019-12-31$122,694
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$450
2018 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$5
Total plan assets at end of year2018-12-31$142,669
Total plan assets at beginning of year2018-12-31$142,664
Value of fidelity bond covering the plan2018-12-31$80,000
Other income received2018-12-31$5
Net income (gross income less expenses)2018-12-31$5
Net plan assets at end of year (total assets less liabilities)2018-12-31$142,669
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$142,664
Assets. Value of participant loans2018-12-31$126,694
2017 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$855
Expenses. Total of all expenses incurred2017-12-31$431,717
Benefits paid (including direct rollovers)2017-12-31$431,399
Total plan assets at end of year2017-12-31$142,664
Total plan assets at beginning of year2017-12-31$573,526
Value of fidelity bond covering the plan2017-12-31$80,000
Expenses. Other expenses not covered elsewhere2017-12-31$318
Other income received2017-12-31$855
Net income (gross income less expenses)2017-12-31$-430,862
Net plan assets at end of year (total assets less liabilities)2017-12-31$142,664
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$573,526
Assets. Value of participant loans2017-12-31$119,994
2016 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$10,091
Expenses. Total of all expenses incurred2016-12-31$132,854
Benefits paid (including direct rollovers)2016-12-31$131,004
Total plan assets at end of year2016-12-31$573,526
Total plan assets at beginning of year2016-12-31$696,289
Value of fidelity bond covering the plan2016-12-31$80,000
Expenses. Other expenses not covered elsewhere2016-12-31$1,850
Other income received2016-12-31$10,091
Net income (gross income less expenses)2016-12-31$-122,763
Net plan assets at end of year (total assets less liabilities)2016-12-31$573,526
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$696,289
Assets. Value of participant loans2016-12-31$101,994
2015 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-3,902
Expenses. Total of all expenses incurred2015-12-31$122,788
Benefits paid (including direct rollovers)2015-12-31$122,750
Total plan assets at end of year2015-12-31$696,289
Total plan assets at beginning of year2015-12-31$822,979
Value of fidelity bond covering the plan2015-12-31$80,000
Expenses. Other expenses not covered elsewhere2015-12-31$38
Other income received2015-12-31$-3,902
Net income (gross income less expenses)2015-12-31$-126,690
Net plan assets at end of year (total assets less liabilities)2015-12-31$696,289
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$822,979
Assets. Value of participant loans2015-12-31$78,493
2014 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$14,024
Expenses. Total of all expenses incurred2014-12-31$24,790
Benefits paid (including direct rollovers)2014-12-31$24,320
Total plan assets at end of year2014-12-31$822,979
Total plan assets at beginning of year2014-12-31$833,745
Value of fidelity bond covering the plan2014-12-31$80,000
Expenses. Other expenses not covered elsewhere2014-12-31$470
Other income received2014-12-31$14,024
Net income (gross income less expenses)2014-12-31$-10,766
Net plan assets at end of year (total assets less liabilities)2014-12-31$822,979
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$833,745
Assets. Value of participant loans2014-12-31$78,493
2013 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$55,990
Expenses. Total of all expenses incurred2013-12-31$23,112
Benefits paid (including direct rollovers)2013-12-31$22,994
Total plan assets at end of year2013-12-31$833,745
Total plan assets at beginning of year2013-12-31$800,867
Value of fidelity bond covering the plan2013-12-31$80,000
Expenses. Other expenses not covered elsewhere2013-12-31$118
Other income received2013-12-31$55,990
Net income (gross income less expenses)2013-12-31$32,878
Net plan assets at end of year (total assets less liabilities)2013-12-31$833,745
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$800,867
Assets. Value of participant loans2013-12-31$78,493
2012 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$34,714
Expenses. Total of all expenses incurred2012-12-31$22,588
Benefits paid (including direct rollovers)2012-12-31$22,359
Total plan assets at end of year2012-12-31$800,867
Total plan assets at beginning of year2012-12-31$788,741
Value of fidelity bond covering the plan2012-12-31$80,000
Expenses. Other expenses not covered elsewhere2012-12-31$229
Other income received2012-12-31$34,714
Net income (gross income less expenses)2012-12-31$12,126
Net plan assets at end of year (total assets less liabilities)2012-12-31$800,867
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$788,741
Assets. Value of participant loans2012-12-31$78,493
2011 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$-17,834
Expenses. Total of all expenses incurred2011-12-31$22,719
Benefits paid (including direct rollovers)2011-12-31$22,192
Total plan assets at end of year2011-12-31$788,741
Total plan assets at beginning of year2011-12-31$829,294
Value of fidelity bond covering the plan2011-12-31$80,000
Assets. Value of loans (other than to participants)2011-12-31$25,000
Expenses. Other expenses not covered elsewhere2011-12-31$527
Other income received2011-12-31$-17,834
Net income (gross income less expenses)2011-12-31$-40,553
Net plan assets at end of year (total assets less liabilities)2011-12-31$788,741
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$829,294
Assets. Value of participant loans2011-12-31$82,117
2010 : STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$28,656
Expenses. Total of all expenses incurred2010-12-31$36,089
Benefits paid (including direct rollovers)2010-12-31$36,039
Total plan assets at end of year2010-12-31$829,294
Total plan assets at beginning of year2010-12-31$836,727
Value of fidelity bond covering the plan2010-12-31$80,000
Assets. Value of loans (other than to participants)2010-12-31$25,000
Expenses. Other expenses not covered elsewhere2010-12-31$50
Other income received2010-12-31$27,117
Net income (gross income less expenses)2010-12-31$-7,433
Net plan assets at end of year (total assets less liabilities)2010-12-31$829,294
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$836,727
Assets. Value of participant loans2010-12-31$78,559
Total contributions received or receivable from employer(s)2010-12-31$1,539

Form 5500 Responses for STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST

2022: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEEG & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberA10198190C
Policy instance 1
Insurance contract or identification numberA10198190C
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameSAUNDERS & COMPANY, INC.
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberSEE GEN'L NOTE
Policy instance 1
Insurance contract or identification numberSEE GEN'L NOTE
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $13
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13
Additional information about fees paid to insurance brokerN/A N/A
Insurance broker organization code?3
Insurance broker nameSAUNDERS & COMPANY
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberSEE GEN'L NOTE
Policy instance 1
Insurance contract or identification numberSEE GEN'L NOTE
Number of Individuals Covered1
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $51
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSAUNDERS & COMPANY
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberSEE GEN'L NOTE
Policy instance 1
Insurance contract or identification numberSEE GEN'L NOTE
Number of Individuals Covered1
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $51
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSAUNDERS & COMPANY
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberSEE GEN'L NOTE
Policy instance 1
Insurance contract or identification numberSEE GEN'L NOTE
Number of Individuals Covered1
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $51
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSAUNDERS & COMPANY
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberSEE GENL NOTE
Policy instance 1
Insurance contract or identification numberSEE GENL NOTE
Number of Individuals Covered1
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $51
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberSEE GENL NOTE
Policy instance 1
Insurance contract or identification numberSEE GENL NOTE
Number of Individuals Covered1
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Total amount of commissions paid to insurance brokerUSD $62
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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