401k Plan data: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN plan

STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 401k Plan overview

Plan Name	STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN
Plan identification number	002

STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STONETRUST COMMERCIAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: STONETRUST COMMERCIAL INSURANCE COMPANY

Employer identification number (EIN): 721478054

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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 MARY DIXON
002 2017-01-01 SHANE TREIGLE
002 2016-01-01 SHANE TREIGLE
002 2015-01-01 SHANE TREIGLE

Plan Statistics for STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN

401k plan membership statisitcs for STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN

Measure Date Value
2023: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 53
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 14
Total of all active and inactive participants 2023-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 67
Number of participants with account balances 2023-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 66
Number of participants with account balances 2022-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 41
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 63
Number of participants with account balances 2021-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 45
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 65
Number of participants with account balances 2020-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 43
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 67
Number of participants with account balances 2019-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 51
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 74
Number of participants with account balances 2018-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 50
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 77
Number of participants with account balances 2017-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 60
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 25
Total of all active and inactive participants 2016-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 85
Number of participants with account balances 2016-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 57
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 20
Total of all active and inactive participants 2015-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 77
Number of participants with account balances 2015-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	53
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	14
Total of all active and inactive participants	2023-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	67
Number of participants with account balances	2023-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	66
Number of participants with account balances	2022-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	41
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	63
Number of participants with account balances	2021-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	45
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	65
Number of participants with account balances	2020-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	43
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	67
Number of participants with account balances	2019-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	51
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	74
Number of participants with account balances	2018-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	50
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	77
Number of participants with account balances	2017-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	60
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	25
Total of all active and inactive participants	2016-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	85
Number of participants with account balances	2016-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	57
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	20
Total of all active and inactive participants	2015-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	77
Number of participants with account balances	2015-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN

Measure	Date	Value
2023 : STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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	$2,254,956
Expenses. Total of all expenses incurred	2023-12-31	$1,120,469
Benefits paid (including direct rollovers)	2023-12-31	$1,118,269
Total plan assets at end of year	2023-12-31	$8,105,389
Total plan assets at beginning of year	2023-12-31	$6,970,902
Value of fidelity bond covering the plan	2023-12-31	$3,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$505,099
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	$1,346,874
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,134,487
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$8,105,389
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,970,902
Assets. Value of participant loans	2023-12-31	$0
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	$402,983
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	$2,200
2022 : STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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	$-762,593
Expenses. Total of all expenses incurred	2022-12-31	$648,575
Benefits paid (including direct rollovers)	2022-12-31	$646,412
Total plan assets at end of year	2022-12-31	$6,970,902
Total plan assets at beginning of year	2022-12-31	$8,382,070
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$461,623
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	$-1,598,043
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,411,168
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,970,902
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,382,070
Assets. Value of participant loans	2022-12-31	$0
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	$373,827
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	$2,163
2021 : STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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	$1,964,879
Expenses. Total of all expenses incurred	2021-12-31	$926,575
Benefits paid (including direct rollovers)	2021-12-31	$924,242
Total plan assets at end of year	2021-12-31	$8,382,070
Total plan assets at beginning of year	2021-12-31	$7,343,766
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$443,397
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	$1,150,520
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,038,304
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,382,070
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,343,766
Assets. Value of participant loans	2021-12-31	$0
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	$370,962
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	$2,333
2020 : STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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	$2,040,831
Expenses. Total of all expenses incurred	2020-12-31	$771,549
Benefits paid (including direct rollovers)	2020-12-31	$768,954
Total plan assets at end of year	2020-12-31	$7,343,766
Total plan assets at beginning of year	2020-12-31	$6,074,484
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$437,838
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	$1,275,895
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,269,282
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,343,766
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,074,484
Assets. Value of participant loans	2020-12-31	$0
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	$327,098
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	$2,595
2019 : STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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	$1,832,384
Expenses. Total of all expenses incurred	2019-12-31	$435,494
Benefits paid (including direct rollovers)	2019-12-31	$432,909
Total plan assets at end of year	2019-12-31	$6,074,484
Total plan assets at beginning of year	2019-12-31	$4,677,594
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$398,017
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$635
Other income received	2019-12-31	$1,105,431
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,396,890
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,074,484
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,677,594
Total contributions received or receivable from employer(s)	2019-12-31	$328,301
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	$2,585
2018 : STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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	$412,460
Expenses. Total of all expenses incurred	2018-12-31	$165,135
Benefits paid (including direct rollovers)	2018-12-31	$162,427
Total plan assets at end of year	2018-12-31	$4,677,594
Total plan assets at beginning of year	2018-12-31	$4,430,269
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$370,349
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$6,280
Other income received	2018-12-31	$-295,822
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$247,325
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,677,594
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,430,269
Total contributions received or receivable from employer(s)	2018-12-31	$331,653
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	$2,708
2017 : STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
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	$1,512,717
Expenses. Total of all expenses incurred	2017-12-31	$1,560,852
Benefits paid (including direct rollovers)	2017-12-31	$1,557,889
Total plan assets at end of year	2017-12-31	$4,430,269
Total plan assets at beginning of year	2017-12-31	$4,478,404
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$352,027
Assets. Value of loans (other than to participants)	2017-12-31	$0
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	$822,586
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-48,135
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,430,269
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,478,404
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$338,104
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,963
2016 : STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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	$858,149
Expenses. Total of all expenses incurred	2016-12-31	$97,821
Benefits paid (including direct rollovers)	2016-12-31	$95,116
Total plan assets at end of year	2016-12-31	$4,478,404
Total plan assets at beginning of year	2016-12-31	$3,718,076
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$350,209
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$24,484
Other income received	2016-12-31	$317,475
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$760,328
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,478,404
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,718,076
Total contributions received or receivable from employer(s)	2016-12-31	$165,981
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,705
2015 : STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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	$613,449
Expenses. Total of all expenses incurred	2015-12-31	$653,277
Benefits paid (including direct rollovers)	2015-12-31	$650,652
Total plan assets at end of year	2015-12-31	$3,718,076
Total plan assets at beginning of year	2015-12-31	$3,757,904
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$336,517
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-30,870
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-39,828
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,718,076
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,757,904
Total contributions received or receivable from employer(s)	2015-12-31	$307,802
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,625

Form 5500 Responses for STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN

2023: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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	This return/report is a short plan year return/report (less than 12 months)	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: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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: STONETRUST COMMERCIAL INSURANCE COMPANY 401(K) 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

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Company Name:	STONETRUST COMMERCIAL INSURANCE COMPANY
Employer identification number (EIN):	721478054
NAIC Classification:	524290