Civic Intelligence
Filing

Stack & Store Systems, Tnc. 401K Plan

Stack & Store Systems Inc. • EIN 39-1152921 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

37 → 26

-11 • -29.73%

Assets

Up

$716,445 → $764,314

$47,869 • 6.68%

Investment Management Fee

-

Admin expenses - • Total expenses $37,572

Filing Details

Context
Net investment result
$47,869
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

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200310$0$0-
Stack & Store Systems, Tnc. 401K Plan-0---
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 PlanCurrent26$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
86037276000542
Form Id
21119393
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550372276000540001
Ins Broker 01 Name
BENEFIT NETWORKS INC
Ins Broker 01 Street Addr
18320 TILTON LN
Ins Broker 01 City
BROOKFIELD
Ins Broker 01 State
WI
Ins Broker 01 ZIP Code
530454236
Ins Broker Comm Pd 01 Amount
$1,121
Ins Broker Fees Pd 01 Amount
$141
Ins Broker Fees Pd 01 Text
SERVICE FEE
Ins Broker 01 Code
3
Row 2
Filing Id
86037276000542
Form Id
21119393
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
99550372276000540001
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
$1,144
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
Filing Id
86037276000542
Form Id
21119393
Schedule A EIN
39-1152921
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
PRINCIPAL LIFE INSURANCE COMPANY
Ins Carrier EIN
42-0127290
Ins Carrier Naic Code
61271
Ins Contract Num
4-30006
Ins Prsn Covered End of year Count
32
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$2,265
Ins Broker Fees Total Amount
$141
Pension End of year Gen Account Amount
$177,437
Pension End of year Sep Account Amount
$550,877
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
$170,162
Pension Contribution Dep Amount
$7,177
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$9,828
Pension Transfer From Amount
$0
Pension Other Amount
$531
Pension Other Text
MKT VALUE CHANGE, ADJUSTMENT
Pension Total Additions Amount
$17,536
Pension Total Bal Addn Amount
$187,698
Pension Bnfts Dsbrsd Amount
$1,401
Pension Admin Chrg Amount
$1,386
Pension Transfer To Amount
$7,474
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$10,261
Pension End of year Bal Amount
$177,437
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
86037276000542
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550372276000540002
Row 2
Filing Id
86037276000542
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550372276000540002
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
$21,330
Row 3
Filing Id
86037276000542
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
99550372276000540002
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
$30,825
Row 4
Filing Id
86037276000542
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
99550372276000540002
DFE P1 Entity 01 Name
PRINCIPAL BD EMPH BAL SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290006
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$16,403
Row 5
Filing Id
86037276000542
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
99550372276000540002
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
$11,159
Row 6
Filing Id
86037276000542
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
99550372276000540002
DFE P1 Entity 01 Name
PRINCIPAL MED CO GR SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290021
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$23,379
Row 7
Filing Id
86037276000542
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
99550372276000540002
DFE P1 Entity 01 Name
PRINCIPAL SM CO VALUE SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290031
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,576
Row 8
Filing Id
86037276000542
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
99550372276000540002
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
$13,349
Row 9
Filing Id
86037276000542
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
99550372276000540002
DFE P1 Entity 01 Name
PRINCIPAL LG CO BLEND 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
$41,402
Row 10
Filing Id
86037276000542
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
99550372276000540002
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
$8,536
Row 11
Filing Id
86037276000542
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
99550372276000540002
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
$16,299
Row 12
Filing Id
86037276000542
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
99550372276000540002
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
$33,809
Row 13
Filing Id
86037276000542
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
99550372276000540002
DFE P1 Entity 01 Name
PRINCIPAL GOVT SEC SEP ACCT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290007
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$20,895
Row 14
Filing Id
86037276000542
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
99550372276000540002
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
$125,087
Row 15
Filing Id
86037276000542
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
99550372276000540002
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
420127290022
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$71,980
Row 16
Filing Id
86037276000542
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
99550372276000540002
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
$61,259
Row 17
Filing Id
86037276000542
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
99550372276000540002
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
$50,587

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$764,314$47,869 change

Balance Sheet

Beginning and end of plan year.

Total assets$716,445$764,314Increase +$47,869 (6.68%)
Total liabilities$0$0No change $0
Net assets$716,445$764,314Increase +$47,869 (6.68%)

Contributions

Employer contributions$12,247
Participant contributions$81,092
Other contributions$0

Income & Expenses

Total income$85,441
Total expenses$37,572
Net income$47,869
Source fields
Schedule I source fields
Filing Id
86037276000542
Schedule I EIN
39-1152921
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$716,445
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$716,445
Small plan total assets at end of year
$764,314
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$764,314
Small plan employer contributions
$12,247
Small plan participant contributions
$81,092
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-7,898
Small plan total income
$85,441
Small plan total benefit distributions
$32,437
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$5,135
Small plan total expenses
$37,572
Small plan net income or loss
$47,869
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
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
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
86037276000542
Schedule R EIN
39-1152921
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
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