401k Plan data: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN plan

STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 401k Plan overview

Plan Name	STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN
Plan identification number	002

STONETRUST MANAGEMENT SERVICES, LLC 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

STONETRUST MANAGEMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: STONETRUST MANAGEMENT SERVICES, LLC

Employer identification number (EIN): 721244575

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 SHANE TREIGLE
002 2013-01-01 SHANE TREIGLE
002 2012-01-01 SHANE TREIGLE SHANE TREIGLE 2013-05-16
002 2011-01-01 SHANE TREIGLE
002 2010-01-01 SHANE TREIGLE
002 2009-01-01 SHANE TREIGLE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	SHANE TREIGLE
002	2013-01-01	SHANE TREIGLE
002	2012-01-01	SHANE TREIGLE	SHANE TREIGLE	2013-05-16
002	2011-01-01	SHANE TREIGLE
002	2010-01-01	SHANE TREIGLE
002	2009-01-01	SHANE TREIGLE

Plan Statistics for STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN

401k plan membership statisitcs for STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN

Measure Date Value
2014: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 63
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 76
Number of participants with account balances 2014-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 54
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 47
Number of participants with account balances 2012-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
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 11
Total of all active and inactive participants 2011-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 47
Number of participants with account balances 2011-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 24
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 16
Total of all active and inactive participants 2010-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 40
Number of participants with account balances 2010-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 32
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 5
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	63
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	76
Number of participants with account balances	2014-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	54
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	47
Number of participants with account balances	2012-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
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	11
Total of all active and inactive participants	2011-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	47
Number of participants with account balances	2011-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	24
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	16
Total of all active and inactive participants	2010-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	40
Number of participants with account balances	2010-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	32
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	5
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN

Measure	Date	Value
2014 : STONETRUST MANAGEMENT SERVICES, LLC 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	$1,001,210
Expenses. Total of all expenses incurred	2014-12-31	$291,555
Benefits paid (including direct rollovers)	2014-12-31	$289,522
Total plan assets at end of year	2014-12-31	$3,757,904
Total plan assets at beginning of year	2014-12-31	$3,048,249
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$299,331
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$75,912
Other income received	2014-12-31	$354,744
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$709,655
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,757,904
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,048,249
Total contributions received or receivable from employer(s)	2014-12-31	$271,223
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	$2,033
2013 : STONETRUST MANAGEMENT SERVICES, LLC 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	$1,140,544
Expenses. Total of all expenses incurred	2013-12-31	$467,175
Benefits paid (including direct rollovers)	2013-12-31	$465,464
Total plan assets at end of year	2013-12-31	$3,048,249
Total plan assets at beginning of year	2013-12-31	$2,374,880
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$318,488
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	$605,310
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$673,369
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,048,249
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,374,880
Total contributions received or receivable from employer(s)	2013-12-31	$216,746
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	$1,711
2012 : STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$674,113
Expenses. Total of all expenses incurred	2012-12-31	$375,628
Benefits paid (including direct rollovers)	2012-12-31	$373,925
Total plan assets at end of year	2012-12-31	$2,374,880
Total plan assets at beginning of year	2012-12-31	$2,076,395
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$261,105
Other income received	2012-12-31	$318,900
Net income (gross income less expenses)	2012-12-31	$298,485
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,374,880
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,076,395
Total contributions received or receivable from employer(s)	2012-12-31	$94,108
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$444,674
Expenses. Total of all expenses incurred	2011-12-31	$187,080
Benefits paid (including direct rollovers)	2011-12-31	$185,546
Total plan assets at end of year	2011-12-31	$2,076,395
Total plan assets at beginning of year	2011-12-31	$1,818,801
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$215,096
Contributions received from other sources (not participants or employers)	2011-12-31	$214,120
Other income received	2011-12-31	$-66,231
Net income (gross income less expenses)	2011-12-31	$257,594
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,076,395
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,818,801
Total contributions received or receivable from employer(s)	2011-12-31	$81,689
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,534
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$666,597
Expenses. Total of all expenses incurred	2010-12-31	$339,678
Benefits paid (including direct rollovers)	2010-12-31	$338,296
Total plan assets at end of year	2010-12-31	$1,818,801
Total plan assets at beginning of year	2010-12-31	$1,491,882
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$158,265
Contributions received from other sources (not participants or employers)	2010-12-31	$126,577
Other income received	2010-12-31	$306,844
Net income (gross income less expenses)	2010-12-31	$326,919
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,818,801
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,491,882
Total contributions received or receivable from employer(s)	2010-12-31	$74,911
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : STONETRUST MANAGEMENT SERVICES, LLC 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 STONETRUST MANAGEMENT SERVICES, LLC 401K PLAN

2014: STONETRUST MANAGEMENT SERVICES, LLC 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: STONETRUST MANAGEMENT SERVICES, LLC 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: STONETRUST MANAGEMENT SERVICES, LLC 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STONETRUST MANAGEMENT SERVICES, LLC 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STONETRUST MANAGEMENT SERVICES, LLC 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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STONETRUST MANAGEMENT SERVICES, LLC 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STONETRUST MANAGEMENT SERVICES, LLC
Employer identification number (EIN):	721244575
NAIC Classification:	524290