THE STANDARD GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE STANDARD GROUP PS & 401K PLAN
Measure | Date | Value |
---|
2015 : THE STANDARD GROUP PS & 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-01 | $0 |
Total transfer of assets from this plan | 2015-12-01 | $6,041,789 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-01 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-01 | $0 |
Total income from all sources (including contributions) | 2015-12-01 | $100,645 |
Total loss/gain on sale of assets | 2015-12-01 | $0 |
Total of all expenses incurred | 2015-12-01 | $521,796 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-01 | $490,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-01 | $0 |
Value of total assets at end of year | 2015-12-01 | $0 |
Value of total assets at beginning of year | 2015-12-01 | $6,462,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-01 | $31,349 |
Total interest from all sources | 2015-12-01 | $77,508 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-01 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-01 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-01 | $0 |
Was this plan covered by a fidelity bond | 2015-12-01 | Yes |
Value of fidelity bond cover | 2015-12-01 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-01 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-01 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-01 | No |
Participant contributions at end of year | 2015-12-01 | $0 |
Participant contributions at beginning of year | 2015-12-01 | $155,336 |
Administrative expenses (other) incurred | 2015-12-01 | $30,616 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-01 | No |
Value of net income/loss | 2015-12-01 | $-421,151 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-01 | $6,462,940 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-01 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-01 | $6,002,682 |
Interest on participant loans | 2015-12-01 | $6,385 |
Interest earned on other investments | 2015-12-01 | $71,123 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-01 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-01 | $304,922 |
Net investment gain/loss from pooled separate accounts | 2015-12-01 | $23,137 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-01 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-01 | $490,447 |
Contract administrator fees | 2015-12-01 | $733 |
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 | 2015-12-01 | Yes |
Did the plan have assets held for investment | 2015-12-01 | No |
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 | 2015-12-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-01 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-01 | Disclaimer |
Accountancy firm name | 2015-12-01 | WIPFLI LLP |
Accountancy firm EIN | 2015-12-01 | 390758449 |
2014 : THE STANDARD GROUP PS & 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $771,506 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $211,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $188,661 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $21,900 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $411,290 |
Value of total assets at end of year | 2014-12-31 | $6,462,940 |
Value of total assets at beginning of year | 2014-12-31 | $5,902,798 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $803 |
Total interest from all sources | 2014-12-31 | $13,796 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $256,155 |
Participant contributions at end of year | 2014-12-31 | $155,336 |
Participant contributions at beginning of year | 2014-12-31 | $148,929 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $129,527 |
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 | $560,142 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,462,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,902,798 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,002,682 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,555,883 |
Interest on participant loans | 2014-12-31 | $6,708 |
Interest earned on other investments | 2014-12-31 | $7,088 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $304,922 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $197,986 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $346,420 |
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 | No |
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 | $25,608 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $188,661 |
Contract administrator fees | 2014-12-31 | $803 |
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 | WIPLI |
Accountancy firm EIN | 2014-12-31 | 390758449 |
2013 : THE STANDARD GROUP PS & 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,147,458 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $80,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $65,701 |
Value of total corrective distributions | 2013-12-31 | $14,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $278,700 |
Value of total assets at end of year | 2013-12-31 | $5,902,798 |
Value of total assets at beginning of year | 2013-12-31 | $4,835,897 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $525 |
Total interest from all sources | 2013-12-31 | $11,880 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $251,462 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,108 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $148,929 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $119,308 |
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 | $1,066,901 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,902,798 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,835,897 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,555,883 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,449,562 |
Interest on participant loans | 2013-12-31 | $5,392 |
Interest earned on other investments | 2013-12-31 | $6,488 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $197,986 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $267,027 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $856,878 |
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 | No |
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 | $25,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $65,701 |
Contract administrator fees | 2013-12-31 | $525 |
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 | COHN REZNICK |
Accountancy firm EIN | 2013-12-31 | 221478099 |
2012 : THE STANDARD GROUP PS & 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $831,347 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $369,186 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $368,882 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $391,617 |
Value of total assets at end of year | 2012-12-31 | $4,835,897 |
Value of total assets at beginning of year | 2012-12-31 | $4,373,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $304 |
Total interest from all sources | 2012-12-31 | $4,966 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $831,347 |
Expenses. Total of all expenses incurred | 2012-12-31 | $369,185 |
Benefits paid (including direct rollovers) | 2012-12-31 | $368,881 |
Total plan assets at end of year | 2012-12-31 | $4,835,897 |
Total plan assets at beginning of year | 2012-12-31 | $4,373,735 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $217,193 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $152,718 |
Other income received | 2012-12-31 | $439,730 |
Net income (gross income less expenses) | 2012-12-31 | $462,162 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,835,897 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,373,735 |
Assets. Value of participant loans | 2012-12-31 | $119,308 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $21,706 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $304 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $217,193 |
Participant contributions at end of year | 2012-12-31 | $119,308 |
Participant contributions at beginning of year | 2012-12-31 | $138,653 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $152,718 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $462,161 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,835,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,373,736 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,448,375 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,665,041 |
Interest on participant loans | 2012-12-31 | $4,966 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $570,042 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $570,042 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $268,214 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $434,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $21,706 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $368,882 |
Contract administrator fees | 2012-12-31 | $304 |
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 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2012-12-31 | 221478099 |
2011 : THE STANDARD GROUP PS & 401K PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $229,598 |
Total of all expenses incurred | 2011-12-31 | $140,889 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $138,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $194,325 |
Value of total assets at end of year | 2011-12-31 | $4,373,736 |
Value of total assets at beginning of year | 2011-12-31 | $4,285,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,287 |
Total interest from all sources | 2011-12-31 | $6,622 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $58,141 |
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $4,415,941 |
Expenses. Total of all expenses incurred | 2011-12-31 | $42,205 |
Benefits paid (including direct rollovers) | 2011-12-31 | $41,237 |
Total plan assets at end of year | 2011-12-31 | $4,373,736 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Total contributions received or receivable from participants | 2011-12-31 | $174,050 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $4,225,440 |
Net income (gross income less expenses) | 2011-12-31 | $4,373,736 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,373,736 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $16,451 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $968 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $58,141 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $175,847 |
Participant contributions at end of year | 2011-12-31 | $138,653 |
Participant contributions at beginning of year | 2011-12-31 | $115,801 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $88,709 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,373,736 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,285,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $2,287 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,665,041 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,121,969 |
Interest on participant loans | 2011-12-31 | $6,622 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $570,042 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,047,257 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,047,257 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-29,490 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $18,478 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $138,602 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2011-12-31 | 221478099 |
2010 : THE STANDARD GROUP PS & 401K PLAN 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $682,236 |
Total of all expenses incurred | 2010-12-31 | $235,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $213,652 |
Value of total corrective distributions | 2010-12-31 | $19,287 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $211,868 |
Value of total assets at end of year | 2010-12-31 | $4,285,027 |
Value of total assets at beginning of year | 2010-12-31 | $3,838,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,983 |
Total interest from all sources | 2010-12-31 | $5,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $29,748 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $29,748 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $170,308 |
Participant contributions at end of year | 2010-12-31 | $115,801 |
Participant contributions at beginning of year | 2010-12-31 | $99,061 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $24,535 |
Administrative expenses (other) incurred | 2010-12-31 | $2,983 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $446,314 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,285,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,838,713 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,121,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,731,213 |
Interest on participant loans | 2010-12-31 | $5,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,047,257 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,008,439 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,008,439 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $97 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $434,759 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $17,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $213,652 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WITHUM SMITH & BROWN |
Accountancy firm EIN | 2010-12-31 | 222027092 |
2009 : THE STANDARD GROUP PS & 401K PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |