Civic Intelligence
Filing

Stack & Store Systems, Tnc. 401K Plan

Stack & Store Systems Inc. • EIN 39-1152921 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

8 → 0

-8 • -100.00%

Assets

Down

$179,188 → $0

-$179,188 • -100.00%

Investment Management Fee

-

Admin expenses - • Total expenses $179,907

Filing Details

Context
Net investment result
$-179,188
Pension payor EIN
42-0127290

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Yes

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200310$0$0-
Stack & Store Systems, Tnc. 401K PlanCurrent0---
200210$179,188$72,447-
Stack & Store Systems, Tnc. 401K Plan-0$179,188$72,447-
2001126$764,314$93,339$3,590iApproximate average salary by contribution assumption: employee only about $89,749 at 4% or $59,833 at 6%; with 50% employer match about $59,833 at 4% or $39,888 at 6%; with 100% employer match about $44,875 at 4% or $29,916 at 6%.
Stack & Store Systems, Tnc. 401K Plan-26$764,314$93,339$3,590iApproximate average salary by contribution assumption: employee only about $89,749 at 4% or $59,833 at 6%; with 50% employer match about $59,833 at 4% or $39,888 at 6%; with 100% employer match about $44,875 at 4% or $29,916 at 6%.
2000129$716,445$91,608$3,159iApproximate average salary by contribution assumption: employee only about $78,972 at 4% or $52,648 at 6%; with 50% employer match about $52,648 at 4% or $35,099 at 6%; with 100% employer match about $39,486 at 4% or $26,324 at 6%.
Stack & Store Systems, Tnc. 401K Plan-29$716,445$91,608$3,159iApproximate average salary by contribution assumption: employee only about $78,972 at 4% or $52,648 at 6%; with 50% employer match about $52,648 at 4% or $35,099 at 6%; with 100% employer match about $39,486 at 4% or $26,324 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037175304054
Form Id
47229862
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374175304050002
Ins Broker 01 Name
PACKERLAND BROKERAGE SVCS INC
Ins Broker 01 Street Addr
432 SECURITY BLVD
Ins Broker 01 City
GREEN BAY
Ins Broker 01 State
WI
Ins Broker 01 ZIP Code
543139705
Ins Broker Comm Pd 01 Amount
$13
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
Filing Id
84037175304054
Form Id
47229862
Schedule A EIN
39-1152921
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20030418
Ins Carrier Name
PRINCIPAL LIFE INSURANCE COMPANY
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
430006
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-04-18
Ins Broker Comm Total Amount
$13
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
FLEXIBLE INVESTMENT ANNUITY
Pension End Prev Bal Amount
$97,113
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$860
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$860
Pension Total Bal Addn Amount
$97,973
Pension Bnfts Dsbrsd Amount
$97,820
Pension Admin Chrg Amount
$118
Pension Transfer To Amount
$35
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$97,973
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037175304054
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374175304050003
Row 2
Filing Id
84037175304054
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRIN FIN GRP INC. STK SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290086
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 3
Filing Id
84037175304054
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRINCIPAL MONEY MKT SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290024
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 4
Filing Id
84037175304054
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
10
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRINCIPAL SM CO GRWTH SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290030
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 5
Filing Id
84037175304054
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
11
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRIN PTR LG-CAP BLD I SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290017
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 6
Filing Id
84037175304054
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
2
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRINCIPAL REAL ESTATE SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290027
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 7
Filing Id
84037175304054
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
3
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRINCIPAL BOND & MTGE SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290005
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 8
Filing Id
84037175304054
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
4
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRINCIPAL INTL STOCK SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290015
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 9
Filing Id
84037175304054
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
5
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRIN LG CP STK IDX SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290016
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 10
Filing Id
84037175304054
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
6
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRINCIPAL MED CO VAL SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420129290022
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 11
Filing Id
84037175304054
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
7
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRINCIPAL SM CO BLEND SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290029
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 12
Filing Id
84037175304054
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
8
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRINCIPAL MED CO BLND SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290020
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 13
Filing Id
84037175304054
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
9
Image Form Id
3010374175304050003
DFE P1 Entity 01 Name
PRIN STOCK EMPH BAL SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290032
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 14
Filing Id
84037175304054
Schedule D EIN
39-1152921
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2003-01-01
Schedule D Tax Period
20030418

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$0-$179,188 change

Balance Sheet

Beginning and end of plan year.

Total assets$179,188$0Decrease -$179,188 (-100.00%)
Total liabilities$0$0No change $0
Net assets$179,188$0Decrease -$179,188 (-100.00%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$719
Total expenses$179,907
Net income$-179,188
Source fields
Schedule I source fields
Filing Id
84037175304054
Schedule I EIN
39-1152921
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20030418
Small plan total assets at beginning of year
$179,188
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$179,188
Small plan total assets at end of year
$0
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$0
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$719
Small plan total income
$719
Small plan total benefit distributions
$179,160
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$747
Small plan total expenses
$179,907
Small plan net income or loss
$-179,188
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$195,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
Yes
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
Yes
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN42-0127290

Transfers

Distributed property value$0
Schedule R source fields
Payor 42-0127290
Filing Id
84037175304054
Schedule R EIN
39-1152921
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20030418
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
42-0127290
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0