401k Plan data: THE SAFE HARBOR 401(K) PLAN plan

THE SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	THE SAFE HARBOR 401(K) PLAN
Plan identification number	005

THE SAFE HARBOR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

SUMITOMO CORPORATION OF AMERICAS has sponsored the creation of one or more 401k plans.

Company Name: SUMITOMO CORPORATION OF AMERICAS

Employer identification number (EIN): 135612163

NAIC Classification: 453990

Additional information about SUMITOMO CORPORATION OF AMERICAS

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1952-03-27

Company Identification Number: 83719

Legal Registered Office Address: 300 MADISON AVENUE
New York
NEW YORK
United States of America (USA)
10017

More information about SUMITOMO CORPORATION OF AMERICAS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 ARLENE BECKER-ALLAM
005 2016-01-01 ARLENE BECKER-ALLAM
005 2015-01-01 ARLENE BECKER-ALLAM
005 2015-01-01 ARLENE BECKER-ALLAM
005 2014-01-01 ARLENE BECKER-ALLAM
005 2013-01-01 ARLENE BECKER-ALLAM
005 2012-01-01 ARLENE BECKER-ALLAM 2013-10-15
005 2011-06-01 ARLENE BECKER-ALLAM 2012-10-04

Plan Statistics for THE SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for THE SAFE HARBOR 401(K) PLAN

Measure Date Value
2022: THE SAFE HARBOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3,410
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,939
Number of retired or separated participants receiving benefits 2022-01-01 35
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,515
Total of all active and inactive participants 2022-01-01 3,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 35
Total participants 2022-01-01 3,524
Number of participants with account balances 2022-01-01 3,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,669
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,799
Number of retired or separated participants receiving benefits 2021-01-01 30
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,539
Total of all active and inactive participants 2021-01-01 3,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 37
Total participants 2021-01-01 3,405
Number of participants with account balances 2021-01-01 3,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,351
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,144
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,474
Total of all active and inactive participants 2020-01-01 3,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 33
Total participants 2020-01-01 3,663
Number of participants with account balances 2020-01-01 3,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3,055
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,006
Number of retired or separated participants receiving benefits 2019-01-01 32
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,287
Total of all active and inactive participants 2019-01-01 3,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 26
Total participants 2019-01-01 3,351
Number of participants with account balances 2019-01-01 3,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3,054
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,806
Number of retired or separated participants receiving benefits 2018-01-01 25
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,202
Total of all active and inactive participants 2018-01-01 3,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 22
Total participants 2018-01-01 3,055
Number of participants with account balances 2018-01-01 2,872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3,093
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,955
Number of retired or separated participants receiving benefits 2017-01-01 21
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,061
Total of all active and inactive participants 2017-01-01 3,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 17
Total participants 2017-01-01 3,054
Number of participants with account balances 2017-01-01 2,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: THE SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,979
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,129
Number of retired or separated participants receiving benefits 2016-01-01 18
Number of other retired or separated participants entitled to future benefits 2016-01-01 929
Total of all active and inactive participants 2016-01-01 3,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 16
Total participants 2016-01-01 3,092
Number of participants with account balances 2016-01-01 2,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: THE SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,567
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,194
Number of retired or separated participants receiving benefits 2015-01-01 19
Number of other retired or separated participants entitled to future benefits 2015-01-01 756
Total of all active and inactive participants 2015-01-01 2,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 10
Total participants 2015-01-01 2,979
Number of participants with account balances 2015-01-01 2,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 33
2014: THE SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,582
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,972
Number of retired or separated participants receiving benefits 2014-01-01 15
Number of other retired or separated participants entitled to future benefits 2014-01-01 571
Total of all active and inactive participants 2014-01-01 2,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 9
Total participants 2014-01-01 2,567
Number of participants with account balances 2014-01-01 2,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 26
2013: THE SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,527
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,255
Number of retired or separated participants receiving benefits 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 309
Total of all active and inactive participants 2013-01-01 2,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 6
Total participants 2013-01-01 2,582
Number of participants with account balances 2013-01-01 1,773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 38

Measure	Date	Value
2022: THE SAFE HARBOR 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3,410
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,939
Number of retired or separated participants receiving benefits	2022-01-01	35
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,515
Total of all active and inactive participants	2022-01-01	3,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	35
Total participants	2022-01-01	3,524
Number of participants with account balances	2022-01-01	3,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,669
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,799
Number of retired or separated participants receiving benefits	2021-01-01	30
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,539
Total of all active and inactive participants	2021-01-01	3,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	37
Total participants	2021-01-01	3,405
Number of participants with account balances	2021-01-01	3,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,351
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,144
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,474
Total of all active and inactive participants	2020-01-01	3,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	33
Total participants	2020-01-01	3,663
Number of participants with account balances	2020-01-01	3,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3,055
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,006
Number of retired or separated participants receiving benefits	2019-01-01	32
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,287
Total of all active and inactive participants	2019-01-01	3,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	26
Total participants	2019-01-01	3,351
Number of participants with account balances	2019-01-01	3,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3,054
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,806
Number of retired or separated participants receiving benefits	2018-01-01	25
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,202
Total of all active and inactive participants	2018-01-01	3,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	22
Total participants	2018-01-01	3,055
Number of participants with account balances	2018-01-01	2,872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3,093
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,955
Number of retired or separated participants receiving benefits	2017-01-01	21
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,061
Total of all active and inactive participants	2017-01-01	3,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	17
Total participants	2017-01-01	3,054
Number of participants with account balances	2017-01-01	2,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: THE SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,979
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,129
Number of retired or separated participants receiving benefits	2016-01-01	18
Number of other retired or separated participants entitled to future benefits	2016-01-01	929
Total of all active and inactive participants	2016-01-01	3,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	16
Total participants	2016-01-01	3,092
Number of participants with account balances	2016-01-01	2,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: THE SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,567
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,194
Number of retired or separated participants receiving benefits	2015-01-01	19
Number of other retired or separated participants entitled to future benefits	2015-01-01	756
Total of all active and inactive participants	2015-01-01	2,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	10
Total participants	2015-01-01	2,979
Number of participants with account balances	2015-01-01	2,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	33
2014: THE SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,582
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,972
Number of retired or separated participants receiving benefits	2014-01-01	15
Number of other retired or separated participants entitled to future benefits	2014-01-01	571
Total of all active and inactive participants	2014-01-01	2,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	2,567
Number of participants with account balances	2014-01-01	2,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	26
2013: THE SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,527
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,255
Number of retired or separated participants receiving benefits	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	309
Total of all active and inactive participants	2013-01-01	2,576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	6
Total participants	2013-01-01	2,582
Number of participants with account balances	2013-01-01	1,773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	38

Financial Data on THE SAFE HARBOR 401(K) PLAN

Measure	Date	Value
2022 : THE SAFE HARBOR 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-32,804,513
Total of all expenses incurred	2022-12-31	$28,462,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$28,031,883
Expenses. Certain deemed distributions of participant loans	2022-12-31	$27,849
Value of total corrective distributions	2022-12-31	$73
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$25,406,657
Value of total assets at end of year	2022-12-31	$304,697,270
Value of total assets at beginning of year	2022-12-31	$365,963,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$402,352
Total interest from all sources	2022-12-31	$241,036
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,618,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$6,618,924
Administrative expenses professional fees incurred	2022-12-31	$36,008
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$15,054,985
Participant contributions at end of year	2022-12-31	$4,721,226
Participant contributions at beginning of year	2022-12-31	$5,264,676
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$5,392,081
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$5,219,978
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,775,330
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$7,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$5,814
Other income not declared elsewhere	2022-12-31	$-827,546
Total non interest bearing cash at end of year	2022-12-31	$111,259
Total non interest bearing cash at beginning of year	2022-12-31	$76,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-61,266,670
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$304,697,270
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$365,963,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$309,837
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$259,972,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$324,582,372
Interest on participant loans	2022-12-31	$240,995
Value of interest in common/collective trusts at end of year	2022-12-31	$34,480,083
Value of interest in common/collective trusts at beginning of year	2022-12-31	$30,806,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$12,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$8,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$8,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-64,243,467
Net investment gain or loss from common/collective trusts	2022-12-31	$-117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$8,576,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$28,031,883
Contract administrator fees	2022-12-31	$56,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LBMC PC
Accountancy firm EIN	2022-12-31	621199757
2021 : THE SAFE HARBOR 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$71,471,366
Total of all expenses incurred	2021-12-31	$48,347,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$47,909,751
Expenses. Certain deemed distributions of participant loans	2021-12-31	$31,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$25,136,679
Value of total assets at end of year	2021-12-31	$365,963,940
Value of total assets at beginning of year	2021-12-31	$342,840,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$407,011
Total interest from all sources	2021-12-31	$244,288
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$7,296,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$7,296,190
Administrative expenses professional fees incurred	2021-12-31	$11,500
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$14,652,661
Participant contributions at end of year	2021-12-31	$5,264,676
Participant contributions at beginning of year	2021-12-31	$5,486,595
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$5,219,978
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$5,925,538
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,125,036
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$5,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$21,972
Other income not declared elsewhere	2021-12-31	$743,699
Administrative expenses (other) incurred	2021-12-31	$320,531
Total non interest bearing cash at end of year	2021-12-31	$76,350
Total non interest bearing cash at beginning of year	2021-12-31	$20,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$23,123,535
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$365,963,940
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$342,840,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$74,980
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$324,582,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$296,327,551
Interest on participant loans	2021-12-31	$244,288
Value of interest in common/collective trusts at end of year	2021-12-31	$30,806,479
Value of interest in common/collective trusts at beginning of year	2021-12-31	$35,044,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$8,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$13,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$13,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$35,580,742
Net investment gain or loss from common/collective trusts	2021-12-31	$2,469,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$8,358,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$47,909,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LBMC PC
Accountancy firm EIN	2021-12-31	621199757
2020 : THE SAFE HARBOR 401(K) PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$35,484,518
Total transfer of assets from this plan	2020-12-31	$3,423,400
Total income from all sources (including contributions)	2020-12-31	$73,499,313
Total of all expenses incurred	2020-12-31	$34,977,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$34,506,345
Expenses. Certain deemed distributions of participant loans	2020-12-31	$24,803
Value of total corrective distributions	2020-12-31	$1,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$24,218,681
Value of total assets at end of year	2020-12-31	$342,840,405
Value of total assets at beginning of year	2020-12-31	$272,256,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$444,332
Total interest from all sources	2020-12-31	$278,216
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,332,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,332,807
Administrative expenses professional fees incurred	2020-12-31	$17,500
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$14,651,164
Participant contributions at end of year	2020-12-31	$5,486,595
Participant contributions at beginning of year	2020-12-31	$4,615,007
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$5,925,538
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$5,685,502
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,058,909
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$21,972
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$9,545
Other income not declared elsewhere	2020-12-31	$517,103
Administrative expenses (other) incurred	2020-12-31	$239,134
Total non interest bearing cash at end of year	2020-12-31	$20,796
Total non interest bearing cash at beginning of year	2020-12-31	$29,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$38,522,289
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$342,840,405
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$272,256,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$187,698
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$296,327,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$236,635,879
Interest on participant loans	2020-12-31	$278,177
Value of interest in common/collective trusts at end of year	2020-12-31	$35,044,607
Value of interest in common/collective trusts at beginning of year	2020-12-31	$25,275,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$13,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$6,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$6,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$42,854,049
Net investment gain or loss from common/collective trusts	2020-12-31	$298,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$8,508,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$34,506,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LBMC PC
Accountancy firm EIN	2020-12-31	621199757
2019 : THE SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$477,139
Total income from all sources (including contributions)	2019-12-31	$79,700,710
Total of all expenses incurred	2019-12-31	$27,075,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$26,700,311
Expenses. Certain deemed distributions of participant loans	2019-12-31	$17,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$30,195,969
Value of total assets at end of year	2019-12-31	$272,256,998
Value of total assets at beginning of year	2019-12-31	$219,154,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$357,863
Total interest from all sources	2019-12-31	$238,851
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,416,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,416,885
Administrative expenses professional fees incurred	2019-12-31	$16,800
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$13,701,608
Participant contributions at end of year	2019-12-31	$4,615,007
Participant contributions at beginning of year	2019-12-31	$4,507,244
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$14,551
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$5,685,502
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$4,416,285
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,224,617
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$9,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$5,624
Other income not declared elsewhere	2019-12-31	$940,762
Administrative expenses (other) incurred	2019-12-31	$267,926
Total non interest bearing cash at end of year	2019-12-31	$29,458
Total non interest bearing cash at beginning of year	2019-12-31	$7,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$52,624,884
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$272,256,998
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$219,154,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$73,137
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$236,635,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$184,696,626
Interest on participant loans	2019-12-31	$238,798
Value of interest in common/collective trusts at end of year	2019-12-31	$25,275,335
Value of interest in common/collective trusts at beginning of year	2019-12-31	$25,478,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$6,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$20,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$20,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$43,341,425
Net investment gain or loss from common/collective trusts	2019-12-31	$566,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$8,269,744
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$7,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$26,700,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LBMC, PC
Accountancy firm EIN	2019-12-31	621199757
2018 : THE SAFE HARBOR 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$8,824,786
Total transfer of assets from this plan	2018-12-31	$3,016,789
Total income from all sources (including contributions)	2018-12-31	$10,237,607
Total of all expenses incurred	2018-12-31	$20,764,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$20,231,355
Expenses. Certain deemed distributions of participant loans	2018-12-31	$79,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$22,065,053
Value of total assets at end of year	2018-12-31	$219,154,975
Value of total assets at beginning of year	2018-12-31	$223,874,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$454,352
Total interest from all sources	2018-12-31	$236,598
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,890,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,890,662
Administrative expenses professional fees incurred	2018-12-31	$17,100
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$12,851,593
Participant contributions at end of year	2018-12-31	$4,507,244
Participant contributions at beginning of year	2018-12-31	$5,004,825
Participant contributions at end of year	2018-12-31	$14,551
Participant contributions at beginning of year	2018-12-31	$61,180
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$4,416,285
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$4,314,372
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,477,027
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$5,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$3,503
Other income not declared elsewhere	2018-12-31	$-273,838
Administrative expenses (other) incurred	2018-12-31	$320,658
Total non interest bearing cash at end of year	2018-12-31	$7,199
Total non interest bearing cash at beginning of year	2018-12-31	$73,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-10,527,329
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$219,154,975
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$223,874,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$116,594
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$184,696,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$190,940,597
Interest on participant loans	2018-12-31	$236,429
Value of interest in common/collective trusts at end of year	2018-12-31	$25,478,614
Value of interest in common/collective trusts at beginning of year	2018-12-31	$23,427,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$20,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$6,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$6,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-16,165,704
Net investment gain or loss from common/collective trusts	2018-12-31	$484,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$7,736,433
Employer contributions (assets) at end of year	2018-12-31	$7,941
Employer contributions (assets) at beginning of year	2018-12-31	$42,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$20,231,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LBMC, PC
Accountancy firm EIN	2018-12-31	621199757
2017 : THE SAFE HARBOR 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-12-31	$6,347,174
Total income from all sources (including contributions)	2017-12-31	$53,740,332
Total of all expenses incurred	2017-12-31	$16,508,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$16,007,414
Expenses. Certain deemed distributions of participant loans	2017-12-31	$6,810
Value of total corrective distributions	2017-12-31	$4,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$21,429,945
Value of total assets at end of year	2017-12-31	$223,874,307
Value of total assets at beginning of year	2017-12-31	$192,990,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$490,203
Total interest from all sources	2017-12-31	$215,814
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,412,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,412,268
Administrative expenses professional fees incurred	2017-12-31	$19,795
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$12,870,759
Participant contributions at end of year	2017-12-31	$5,004,825
Participant contributions at beginning of year	2017-12-31	$5,106,795
Participant contributions at end of year	2017-12-31	$61,180
Participant contributions at beginning of year	2017-12-31	$14,650
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$4,314,372
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$3,378,718
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$870,716
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$3,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$4,925
Other income not declared elsewhere	2017-12-31	$399,356
Administrative expenses (other) incurred	2017-12-31	$410,795
Total non interest bearing cash at end of year	2017-12-31	$73,808
Total non interest bearing cash at beginning of year	2017-12-31	$76,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$37,231,372
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$223,874,307
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$192,990,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$59,613
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$190,940,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$159,437,030
Income. Interest from US Government securities	2017-12-31	$215,805
Value of interest in common/collective trusts at end of year	2017-12-31	$23,427,727
Value of interest in common/collective trusts at beginning of year	2017-12-31	$24,927,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$6,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$34,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$34,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$27,896,409
Net investment gain or loss from common/collective trusts	2017-12-31	$386,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$7,688,470
Employer contributions (assets) at end of year	2017-12-31	$42,148
Employer contributions (assets) at beginning of year	2017-12-31	$9,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$16,007,414
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LBMC, PC
Accountancy firm EIN	2017-12-31	621199757
2016 : THE SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$35,537,632
Total of all expenses incurred	2016-12-31	$24,664,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$24,197,744
Expenses. Certain deemed distributions of participant loans	2016-12-31	$35,361
Value of total corrective distributions	2016-12-31	$3,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$23,156,395
Value of total assets at end of year	2016-12-31	$192,990,109
Value of total assets at beginning of year	2016-12-31	$182,117,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$428,583
Total interest from all sources	2016-12-31	$210,199
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,797,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,797,867
Administrative expenses professional fees incurred	2016-12-31	$15,300
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$12,618,318
Participant contributions at end of year	2016-12-31	$5,106,795
Participant contributions at beginning of year	2016-12-31	$5,102,335
Participant contributions at end of year	2016-12-31	$14,650
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$3,378,718
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$3,061,191
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,807,925
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$4,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$9,068
Other income not declared elsewhere	2016-12-31	$122,490
Administrative expenses (other) incurred	2016-12-31	$400,286
Total non interest bearing cash at end of year	2016-12-31	$76,809
Total non interest bearing cash at beginning of year	2016-12-31	$39,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$10,872,669
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$192,990,109
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$182,117,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$12,997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$159,437,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$149,388,664
Interest on participant loans	2016-12-31	$210,199
Value of interest in common/collective trusts at end of year	2016-12-31	$24,927,077
Value of interest in common/collective trusts at beginning of year	2016-12-31	$24,505,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$34,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$12,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$12,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$8,882,966
Net investment gain or loss from common/collective trusts	2016-12-31	$367,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$7,730,152
Employer contributions (assets) at end of year	2016-12-31	$9,282
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$24,197,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LBMC, PC
Accountancy firm EIN	2016-12-31	621199757
2015 : THE SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$23,097,503
Total of all expenses incurred	2015-12-31	$19,128,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$18,803,726
Expenses. Certain deemed distributions of participant loans	2015-12-31	$41,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$22,954,164
Value of total assets at end of year	2015-12-31	$182,117,440
Value of total assets at beginning of year	2015-12-31	$178,148,650
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$283,910
Total interest from all sources	2015-12-31	$197,789
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,507,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,507,680
Administrative expenses professional fees incurred	2015-12-31	$23,150
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$13,113,107
Participant contributions at end of year	2015-12-31	$5,102,335
Participant contributions at beginning of year	2015-12-31	$4,622,849
Participant contributions at beginning of year	2015-12-31	$32,304
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$3,061,191
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,957,554
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,850,347
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$9,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$6,693
Other income not declared elsewhere	2015-12-31	$10,105
Administrative expenses (other) incurred	2015-12-31	$232,755
Total non interest bearing cash at end of year	2015-12-31	$39,019
Total non interest bearing cash at beginning of year	2015-12-31	$19,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,968,790
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$182,117,440
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$178,148,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$28,005
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$149,388,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$150,286,675
Income. Interest from US Government securities	2015-12-31	$197,788
Value of interest in common/collective trusts at end of year	2015-12-31	$24,505,020
Value of interest in common/collective trusts at beginning of year	2015-12-31	$21,211,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$12,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,854,820
Net investment gain or loss from common/collective trusts	2015-12-31	$282,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$7,990,710
Employer contributions (assets) at beginning of year	2015-12-31	$9,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$18,803,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LBMC, PC
Accountancy firm EIN	2015-12-31	621199757
2014 : THE SAFE HARBOR 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$20,700,163
Total income from all sources (including contributions)	2014-12-31	$32,269,513
Total of all expenses incurred	2014-12-31	$12,782,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$12,067,709
Expenses. Certain deemed distributions of participant loans	2014-12-31	$2,856
Value of total corrective distributions	2014-12-31	$875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$22,477,213
Value of total assets at end of year	2014-12-31	$178,148,650
Value of total assets at beginning of year	2014-12-31	$137,961,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$710,723
Total interest from all sources	2014-12-31	$170,834
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,677,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,677,548
Administrative expenses professional fees incurred	2014-12-31	$45,400
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$12,507,996
Participant contributions at end of year	2014-12-31	$4,622,849
Participant contributions at beginning of year	2014-12-31	$3,567,096
Participant contributions at end of year	2014-12-31	$32,304
Participant contributions at beginning of year	2014-12-31	$16,116
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,957,554
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,104,694
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,324,157
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$6,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$4,972
Other income not declared elsewhere	2014-12-31	$91,569
Administrative expenses (other) incurred	2014-12-31	$449,357
Total non interest bearing cash at end of year	2014-12-31	$19,672
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$19,487,350
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$178,148,650
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$137,961,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$215,966
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$150,286,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$112,016,415
Interest on participant loans	2014-12-31	$170,777
Value of interest in common/collective trusts at end of year	2014-12-31	$21,211,525
Value of interest in common/collective trusts at beginning of year	2014-12-31	$21,114,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$121,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$121,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$6,668,171
Net investment gain or loss from common/collective trusts	2014-12-31	$184,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$8,645,060
Employer contributions (assets) at end of year	2014-12-31	$9,487
Employer contributions (assets) at beginning of year	2014-12-31	$15,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$12,067,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LATTIMORE BLACK MORGAN & CAIN, P.C.
Accountancy firm EIN	2014-12-31	621199757
2013 : THE SAFE HARBOR 401(K) PLAN 2013 401k financial data
Total transfer of assets from this plan	2013-12-31	$1,256,123
Total income from all sources (including contributions)	2013-12-31	$39,701,423
Total of all expenses incurred	2013-12-31	$11,037,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$10,492,173
Expenses. Certain deemed distributions of participant loans	2013-12-31	$71,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$19,036,921
Value of total assets at end of year	2013-12-31	$137,961,137
Value of total assets at beginning of year	2013-12-31	$110,553,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$473,283
Total interest from all sources	2013-12-31	$145,765
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,909,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,909,693
Administrative expenses professional fees incurred	2013-12-31	$10,500
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$9,809,798
Participant contributions at end of year	2013-12-31	$3,567,096
Participant contributions at beginning of year	2013-12-31	$5,027,354
Participant contributions at end of year	2013-12-31	$16,116
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,104,694
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$2,163,258
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,227,260
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$4,972
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$153,154
Administrative expenses (other) incurred	2013-12-31	$349,652
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$11,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$28,663,969
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$137,961,137
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$110,553,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$113,131
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$112,016,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$76,584,555
Interest on participant loans	2013-12-31	$145,763
Value of interest in common/collective trusts at end of year	2013-12-31	$21,114,772
Value of interest in common/collective trusts at beginning of year	2013-12-31	$26,756,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$121,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$10,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$10,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$18,232,785
Net investment gain or loss from common/collective trusts	2013-12-31	$223,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$6,999,863
Employer contributions (assets) at end of year	2013-12-31	$15,209
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$10,492,173
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LATTIMORE BLACK MORGAN & CAIN, P.C.
Accountancy firm EIN	2013-12-31	621199757

Form 5500 Responses for THE SAFE HARBOR 401(K) PLAN

2022: THE SAFE HARBOR 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE SAFE HARBOR 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE SAFE HARBOR 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SUMITOMO CORPORATION OF AMERICAS
Employer identification number (EIN):	135612163
NAIC Classification:	453990

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1952-03-27
Company Identification Number:	83719
Legal Registered Office Address:	300 MADISON AVENUE New York NEW YORK United States of America (USA) 10017