Stewart Enterprises, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2014. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Stewart Enterprises, Inc. 401(k) Plan Facts (plan year 2014)

Plan name
STEWART ENTERPRISES EMPLOYEES' RETIREMENT TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
STEWART ENTERPRISES, INC.
Participants
5,569 (3,084 active employees)
Former employees with a balance
1,829
Plan assets
$106,989,703 at Dec 31, 2014
Average account balance
$21,875 across 4,891 accounts
Employer contributions
$2,144,757 in plan year 2014 (28% of all contributions)
Plan year
Jan 1, 2014 – Dec 31, 2014
Plan established
Jan 1, 1981
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2014 (Jan 1, 2014 – Dec 31, 2014), filed Oct 15, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $7.81 million went into the plan in contributions, $2.14 million of it from the employer (28%).
  • $33.2 million was paid out to participants.
  • Investment and other income added $6.52 million.
  • Administrative expenses were $20,518, about $4 per account.

How the Stewart Enterprises, Inc. 401(k) changed, 2009–2014

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20097,837$86.9 million$2.83 million$5.52 million
20107,242$100.3 million$1.43 million$5.91 million
20125,777$109.3 million$1.26 million$10.2 million
20135,291$126.0 million$2.35 million$14.1 million
20145,569$107.0 million$2.14 million$33.2 million

Stewart Enterprises, Inc. 401(k) Contact Information

Phone
504-729-1400
Mailing address
1333 S. CLEARVIEW PARKWAY, JEFFERSON LA 701211014
Plan sponsor
STEWART ENTERPRISES, INC.
Plan administrator
THE PLAN ADMINISTRATIVE & INVESTMENT COMMITTEE
Employer identification number (EIN)
72-0693290
Plan number
001

Questions about the Stewart Enterprises, Inc. 401(k)

Is the Stewart Enterprises, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2014, and no later filing was found under this employer's EIN.

Does Stewart Enterprises, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2014 the employer contributed $2.14 million, 28% of all contributions.

Does the Stewart Enterprises, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Stewart Enterprises, Inc 401(k) plan?

5,569 participants at the start of plan year 2014, 3,084 of them active employees, and 1,829 former employees who still had money in the plan.

What is the average 401(k) balance at Stewart Enterprises, Inc?

About $21,875 per account: $107.0 million in plan assets across 4,891 accounts with a balance at the end of plan year 2014.

Who manages the Stewart Enterprises, Inc 401(k) accounts?

MERCER HR SERVICES, LLC is the plan's recordkeeper, which is where participants log in to see their balance.

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