Civic Intelligence
Filing

Stack & Store Systems, Tnc. 401K Plan

Stack & Store Systems Inc. • EIN 39-1152921 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

38 → 29

-9 • -23.68%

Assets

Down

$728,515 → $716,445

-$12,070 • -1.66%

Investment Management Fee

-

Admin expenses - • Total expenses $103,436

Filing Details

Context
Net investment result
$-12,070
Pension payor EIN
42-0127290

Status Flags

Fidelity bond in place

Not reported

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 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 PlanCurrent29$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
86037284013181
Form Id
9270632
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371284013180001
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
$2,193
Ins Broker Fees Pd 01 Amount
$136
Ins Broker Fees Pd 01 Text
SERVICE FEE
Ins Broker 01 Code
3
Row 2
Filing Id
86037284013181
Form Id
9270632
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
99550371284013180001
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
0
Row 3
Filing Id
86037284013181
Form Id
9270632
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
99550371284013180001
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
0
Row 4
Ins Carrier Name: PRINCIPAL LIFE INSURANCE COMPANY
Filing Id
86037284013181
Form Id
9270632
Schedule A EIN
39-1152921
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2000-01-01
Schedule A Tax Period
20001231
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
34
Ins Policy From Date
2000-01-01
Ins Policy To Date
2000-12-31
Ins Broker Comm Total Amount
$2,193
Ins Broker Fees Total Amount
$136
Pension End of year Gen Account Amount
$170,162
Pension End of year Sep Account Amount
$510,168
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
$144,467
Pension Contribution Dep Amount
$6,782
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$9,175
Pension Transfer From Amount
$44,276
Pension Other Amount
$2,716
Pension Other Text
MKT VALUE CHANGE
Pension Total Additions Amount
$62,949
Pension Total Bal Addn Amount
$207,416
Pension Bnfts Dsbrsd Amount
$15,371
Pension Admin Chrg Amount
$1,382
Pension Transfer To Amount
$20,501
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$37,254
Pension End of year Bal Amount
$170,162
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
86037284013181
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371284013180002
Row 2
Filing Id
86037284013181
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
U.S. STOCK ACCOUNT
DFE P1 Spons 01 Name
PRINCIPAL LIFE INSURANCE COMPANY
DFE P1 Plan 01 EIN Plan number
420127290034
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$0
Row 3
Filing Id
86037284013181
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
MONEY MARKET ACCOUNT
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
$17,696
Row 4
Filing Id
86037284013181
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
BOND EMPHASIS BALANCED ACCOUNT
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
$15,777
Row 5
Filing Id
86037284013181
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
STOCK EMPHASIS BALANCED ACCOUNT
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
$9,633
Row 6
Filing Id
86037284013181
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
MEDIUM COMPANY GROWTH ACCOUNT
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
$27,087
Row 7
Filing Id
86037284013181
Page Id
2
Page Seq
1
Page Row Num
4
Row Num
13
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
SMALL COMPANY VALUE ACCOUNT
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
$2,737
Row 8
Filing Id
86037284013181
Page Id
2
Page Seq
1
Page Row Num
5
Row Num
14
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
SMALL COMPANY GROWTH ACCOUNT
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
$7,339
Row 9
Filing Id
86037284013181
Page Id
2
Page Seq
1
Page Row Num
6
Row Num
15
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
LARGE COMPANY BLEND ACCOUNT
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
$45,849
Row 10
Filing Id
86037284013181
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
REAL ESTATE ACCOUNT
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
$5,343
Row 11
Filing Id
86037284013181
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
BOND AND MORTGAGE ACCOUNT
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
$8,779
Row 12
Filing Id
86037284013181
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
INTERNATIONAL STOCK ACCOUNT
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
$35,555
Row 13
Filing Id
86037284013181
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
GOVERNMENT SECURITIES ACCOUNT
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
$14,104
Row 14
Filing Id
86037284013181
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
LARGE CAP STOCK INDEX ACCOUNT
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
$152,533
Row 15
Filing Id
86037284013181
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
MEDIUM COMPANY VALUE ACCOUNT
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
$63,686
Row 16
Filing Id
86037284013181
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
SMALL COMPANY BLEND ACCOUNT
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
$54,329
Row 17
Filing Id
86037284013181
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
99550371284013180002
DFE P1 Entity 01 Name
MEDIUM COMPANY BLEND ACCOUNT
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
$49,722

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$716,445-$12,070 change

Balance Sheet

Beginning and end of plan year.

Total assets$728,515$716,445Decrease -$12,070 (-1.66%)
Total liabilities$0$0No change $0
Net assets$728,515$716,445Decrease -$12,070 (-1.66%)

Contributions

Employer contributions$13,740
Participant contributions$77,868
Other contributions$0

Income & Expenses

Total income$91,366
Total expenses$103,436
Net income$-12,070
Source fields
Schedule I source fields
Filing Id
86037284013181
Schedule I EIN
39-1152921
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$728,515
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$728,515
Small plan total assets at end of year
$716,445
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$716,445
Small plan employer contributions
$13,740
Small plan participant contributions
$77,868
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-242
Small plan total income
$91,366
Small plan total benefit distributions
$97,451
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$5,985
Small plan total expenses
$103,436
Small plan net income or loss
$-12,070
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
4
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
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
86037284013181
Schedule R EIN
39-1152921
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
42-0127290
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0