401k Plan data: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN plan

THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING 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

THE STURDEVANT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE STURDEVANT GROUP, LLC

Employer identification number (EIN): 814098262

NAIC Classification: 423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TIM STURDEVANT

Plan Statistics for THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 462
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 474
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 426
Total of all active and inactive participants 2020-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 7
Total participants 2020-01-01 437
Number of participants with account balances 2020-01-01 435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 541
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 422
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 45
Total of all active and inactive participants 2019-01-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 474
Number of participants with account balances 2019-01-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 515
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 494
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 42
Total of all active and inactive participants 2018-01-01 536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 540
Number of participants with account balances 2018-01-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 520
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 471
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 40
Total of all active and inactive participants 2017-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 515
Number of participants with account balances 2017-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3

Measure	Date	Value
2021: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	462
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	474
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
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	426
Total of all active and inactive participants	2020-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	7
Total participants	2020-01-01	437
Number of participants with account balances	2020-01-01	435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	541
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	422
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	45
Total of all active and inactive participants	2019-01-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	474
Number of participants with account balances	2019-01-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	515
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	494
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	42
Total of all active and inactive participants	2018-01-01	536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	540
Number of participants with account balances	2018-01-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	520
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	471
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	40
Total of all active and inactive participants	2017-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	515
Number of participants with account balances	2017-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3

Financial Data on THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$522,082
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$16,606,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$16,572,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$0
Value of total assets at end of year	2021-06-30	$0
Value of total assets at beginning of year	2021-06-30	$16,084,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$34,585
Total interest from all sources	2021-06-30	$1
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$2,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$2,700
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Participant contributions at beginning of year	2021-06-30	$73,112
Administrative expenses (other) incurred	2021-06-30	$34,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$-16,084,730
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$16,084,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$9,279,805
Interest on participant loans	2021-06-30	$1
Value of interest in common/collective trusts at beginning of year	2021-06-30	$6,731,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$345,490
Net investment gain or loss from common/collective trusts	2021-06-30	$173,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$16,572,227
Did the plan have assets held for investment	2021-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	EIDE BAILLY
Accountancy firm EIN	2021-06-30	450250958
2020 : THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,393,097
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$623,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$567,513
Value of total corrective distributions	2020-12-31	$7,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,151,211
Value of total assets at end of year	2020-12-31	$16,084,730
Value of total assets at beginning of year	2020-12-31	$13,314,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$48,759
Total interest from all sources	2020-12-31	$4,528
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$112,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$112,967
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$840,080
Participant contributions at end of year	2020-12-31	$73,112
Participant contributions at beginning of year	2020-12-31	$60,133
Administrative expenses (other) incurred	2020-12-31	$48,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,769,771
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,084,730
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,314,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,279,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,021,550
Income. Interest from loans (other than to participants)	2020-12-31	$4,528
Value of interest in common/collective trusts at end of year	2020-12-31	$6,731,813
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,968,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,337,581
Net investment gain or loss from common/collective trusts	2020-12-31	$786,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$311,131
Employer contributions (assets) at beginning of year	2020-12-31	$264,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$567,513
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,108,563
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$833,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$763,378
Value of total corrective distributions	2019-12-31	$8,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$667,524
Value of total assets at end of year	2019-12-31	$13,314,959
Value of total assets at beginning of year	2019-12-31	$11,039,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$61,266
Total interest from all sources	2019-12-31	$1,780
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$118,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$118,602
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$371,772
Participant contributions at end of year	2019-12-31	$60,133
Participant contributions at beginning of year	2019-12-31	$27,310
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,368
Other income not declared elsewhere	2019-12-31	$1
Administrative expenses (other) incurred	2019-12-31	$61,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,275,456
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,314,959
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,039,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,021,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,556,523
Interest on participant loans	2019-12-31	$1,780
Value of interest in common/collective trusts at end of year	2019-12-31	$5,968,892
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,081,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,161,382
Net investment gain or loss from common/collective trusts	2019-12-31	$1,159,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$264,384
Employer contributions (assets) at end of year	2019-12-31	$264,384
Employer contributions (assets) at beginning of year	2019-12-31	$373,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$763,378
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2019-12-31	450250958
2018 : THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$504,244
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$636,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$575,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$953,867
Value of total assets at end of year	2018-12-31	$11,039,503
Value of total assets at beginning of year	2018-12-31	$11,171,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$61,422
Total interest from all sources	2018-12-31	$1,728
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$87,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$87,231
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$330,572
Participant contributions at end of year	2018-12-31	$27,310
Participant contributions at beginning of year	2018-12-31	$30,360
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$249,339
Other income not declared elsewhere	2018-12-31	$341
Administrative expenses (other) incurred	2018-12-31	$61,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-132,389
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,039,503
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,171,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,556,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,344,829
Interest on participant loans	2018-12-31	$1,728
Value of interest in common/collective trusts at end of year	2018-12-31	$5,081,714
Value of interest in common/collective trusts at beginning of year	2018-12-31	$5,433,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-359,374
Net investment gain or loss from common/collective trusts	2018-12-31	$-179,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$373,956
Employer contributions (assets) at end of year	2018-12-31	$373,956
Employer contributions (assets) at beginning of year	2018-12-31	$363,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$575,211
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2018-12-31	450250958
2017 : THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,204,142
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$270,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$226,766
Expenses. Certain deemed distributions of participant loans	2017-12-31	$-2,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$659,555
Value of total assets at end of year	2017-12-31	$11,171,892
Value of total assets at beginning of year	2017-12-31	$9,238,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$47,084
Total interest from all sources	2017-12-31	$1,068
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$72,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$72,931
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$282,791
Participant contributions at end of year	2017-12-31	$30,360
Participant contributions at beginning of year	2017-12-31	$7,979
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,338
Other income not declared elsewhere	2017-12-31	$1,279
Administrative expenses (other) incurred	2017-12-31	$47,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,933,164
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,171,892
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,238,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,344,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,522,038
Interest on participant loans	2017-12-31	$1,068
Value of interest in common/collective trusts at end of year	2017-12-31	$5,433,277
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,360,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$938,668
Net investment gain or loss from common/collective trusts	2017-12-31	$530,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$363,426
Employer contributions (assets) at end of year	2017-12-31	$363,426
Employer contributions (assets) at beginning of year	2017-12-31	$348,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$226,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2017-12-31	450250958

Form 5500 Responses for THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN

2021: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING 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: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING 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: THE STURDEVANT GROUP, LLC 401(K) PROFIT SHARING 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

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Company Name:	THE STURDEVANT GROUP, LLC
Employer identification number (EIN):	814098262
NAIC Classification:	423100