401k Plan data: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN plan

STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 401k Plan overview

Plan Name	STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN
Plan identification number	001

STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

STAFFORD STRATEGIC GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name: STAFFORD STRATEGIC GROUP INC.

Employer identification number (EIN): 823051435

NAIC Classification: 541600

Additional information about STAFFORD STRATEGIC GROUP INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2017-10-06

Company Identification Number: 0823502

Legal Registered Office Address: 14 CATHEDRAL LANE

STAFFORD
United States of America (USA)
22554

More information about STAFFORD STRATEGIC GROUP INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-10-09 ROBERT NOTMAN

Plan Statistics for STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN

401k plan membership statisitcs for STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN

Measure Date Value
2023: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
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 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
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 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-09 2
Total number of active participants reported on line 7a of the Form 5500 2017-10-09 2
Number of retired or separated participants receiving benefits 2017-10-09 0
Number of other retired or separated participants entitled to future benefits 2017-10-09 0
Total of all active and inactive participants 2017-10-09 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-09 0
Total participants 2017-10-09 2
Number of participants with account balances 2017-10-09 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-09 0

Measure	Date	Value
2023: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
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	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
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	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-09	2
Total number of active participants reported on line 7a of the Form 5500	2017-10-09	2
Number of retired or separated participants receiving benefits	2017-10-09	0
Number of other retired or separated participants entitled to future benefits	2017-10-09	0
Total of all active and inactive participants	2017-10-09	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-09	0
Total participants	2017-10-09	2
Number of participants with account balances	2017-10-09	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-09	0

Financial Data on STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN

Measure	Date	Value
2023 : STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$134
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$76,010
Total plan assets at beginning of year	2023-12-31	$75,876
Value of fidelity bond covering the plan	2023-12-31	$188,000
Other income received	2023-12-31	$134
Net income (gross income less expenses)	2023-12-31	$134
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$76,010
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$75,876
Assets. Value of employer securities	2023-12-31	$75,000
2022 : STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-5,178
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$75,876
Total plan assets at beginning of year	2022-12-31	$81,054
Value of fidelity bond covering the plan	2022-12-31	$188,000
Other income received	2022-12-31	$-5,178
Net income (gross income less expenses)	2022-12-31	$-5,178
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$75,876
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$81,054
Assets. Value of employer securities	2022-12-31	$75,000
2021 : STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$5,108
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$81,054
Total plan assets at beginning of year	2021-12-31	$75,946
Value of fidelity bond covering the plan	2021-12-31	$188,000
Other income received	2021-12-31	$5,108
Net income (gross income less expenses)	2021-12-31	$5,108
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$81,054
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$75,946
Assets. Value of employer securities	2021-12-31	$80,000
2020 : STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-14,873
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$75,946
Total plan assets at beginning of year	2020-12-31	$90,819
Value of fidelity bond covering the plan	2020-12-31	$188,000
Other income received	2020-12-31	$-14,873
Net income (gross income less expenses)	2020-12-31	$-14,873
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$75,946
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$90,819
Assets. Value of employer securities	2020-12-31	$75,000
2019 : STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-84,854
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$90,819
Total plan assets at beginning of year	2019-12-31	$175,673
Value of fidelity bond covering the plan	2019-12-31	$188,000
Other income received	2019-12-31	$-84,854
Net income (gross income less expenses)	2019-12-31	$-84,854
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$90,819
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$175,673
Assets. Value of employer securities	2019-12-31	$90,000
2018 : STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-14,380
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$175,673
Total plan assets at beginning of year	2018-12-31	$190,053
Value of fidelity bond covering the plan	2018-12-31	$188,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-14,380
Net income (gross income less expenses)	2018-12-31	$-14,380
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$175,673
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$190,053
Assets. Value of employer securities	2018-12-31	$175,000
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$190,068
Expenses. Total of all expenses incurred	2017-12-31	$15
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$190,053
Value of fidelity bond covering the plan	2017-12-31	$188,000
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$188,614
Other income received	2017-12-31	$1,454
Net income (gross income less expenses)	2017-12-31	$190,053
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$190,053
Assets. Value of employer securities	2017-12-31	$140,000
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$15

Form 5500 Responses for STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN

2023: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	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: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: STAFFORD STRATEGIC GROUP INC. RETIREMENT 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: STAFFORD STRATEGIC GROUP INC. RETIREMENT 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: STAFFORD STRATEGIC GROUP INC. RETIREMENT 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: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STAFFORD STRATEGIC GROUP INC. RETIREMENT PLAN 2017 form 5500 responses
2017-10-09	Type of plan entity	Single employer plan
2017-10-09	First time form 5500 has been submitted	Yes
2017-10-09	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-10-09	Plan funding arrangement – Trust	Yes
2017-10-09	Plan benefit arrangement - Trust	Yes

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Company Name:	STAFFORD STRATEGIC GROUP INC.
Employer identification number (EIN):	823051435
NAIC Classification:	541600

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2017-10-06
Company Identification Number:	0823502
Legal Registered Office Address:	14 CATHEDRAL LANE STAFFORD United States of America (USA) 22554