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Plan Name | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SOUTH JERSEY INDUSTRIES, INC. |
Employer identification number (EIN): | 221901645 |
NAIC Classification: | 551112 |
NAIC Description: | Offices of Other Holding Companies |
Additional information about SOUTH JERSEY INDUSTRIES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2001-02-05 |
Company Identification Number: | 0013698706 |
Legal Registered Office Address: |
1 S JERSEY PLZ HAMMONTON United States of America (USA) 08037 |
More information about SOUTH JERSEY INDUSTRIES, INC.
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 | 2020-01-01 | ||||
005 | 2019-01-01 | ||||
005 | 2019-01-01 | ||||
005 | 2018-07-01 | KAREN PHILLIPS | 2020-04-01 | ||
005 | 2018-07-01 |
Measure | Date | Value |
---|---|---|
2022: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 102,852,946 |
Acturial value of plan assets | 2022-12-31 | 92,595,754 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 24,891,020 |
Number of terminated vested participants | 2022-12-31 | 71 |
Fundng target for terminated vested participants | 2022-12-31 | 6,169,190 |
Active participant vested funding target | 2022-12-31 | 45,714,403 |
Number of active participants | 2022-12-31 | 224 |
Total funding liabilities for active participants | 2022-12-31 | 47,302,965 |
Total participant count | 2022-12-31 | 470 |
Total funding target for all participants | 2022-12-31 | 78,363,175 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,963,297 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 470 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 130 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 66 |
Total of all active and inactive participants | 2022-01-01 | 404 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 35 |
Total participants | 2022-01-01 | 439 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 102,997,802 |
Acturial value of plan assets | 2021-12-31 | 92,698,022 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 26,759,226 |
Number of terminated vested participants | 2021-12-31 | 78 |
Fundng target for terminated vested participants | 2021-12-31 | 8,370,587 |
Active participant vested funding target | 2021-12-31 | 43,700,967 |
Number of active participants | 2021-12-31 | 236 |
Total funding liabilities for active participants | 2021-12-31 | 45,424,238 |
Total participant count | 2021-12-31 | 500 |
Total funding target for all participants | 2021-12-31 | 80,554,051 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,029,952 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 500 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 224 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 140 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 71 |
Total of all active and inactive participants | 2021-01-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 35 |
Total participants | 2021-01-01 | 470 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 100,196,845 |
Acturial value of plan assets | 2020-12-31 | 92,690,089 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 28,257,029 |
Number of terminated vested participants | 2020-12-31 | 80 |
Fundng target for terminated vested participants | 2020-12-31 | 7,577,462 |
Active participant vested funding target | 2020-12-31 | 47,150,573 |
Number of active participants | 2020-12-31 | 266 |
Total funding liabilities for active participants | 2020-12-31 | 49,389,835 |
Total participant count | 2020-12-31 | 536 |
Total funding target for all participants | 2020-12-31 | 85,224,326 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 2,011,554 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 536 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 236 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 155 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 78 |
Total of all active and inactive participants | 2020-01-01 | 469 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 31 |
Total participants | 2020-01-01 | 500 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 92,200,759 |
Acturial value of plan assets | 2019-12-31 | 93,966,598 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 27,445,193 |
Number of terminated vested participants | 2019-12-31 | 63 |
Fundng target for terminated vested participants | 2019-12-31 | 4,286,866 |
Active participant vested funding target | 2019-12-31 | 48,031,723 |
Number of active participants | 2019-12-31 | 285 |
Total funding liabilities for active participants | 2019-12-31 | 50,372,090 |
Total participant count | 2019-12-31 | 537 |
Total funding target for all participants | 2019-12-31 | 82,104,149 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 2,369,743 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 537 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 266 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 157 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 78 |
Total of all active and inactive participants | 2019-01-01 | 501 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 35 |
Total participants | 2019-01-01 | 536 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 94,685,005 |
Acturial value of plan assets | 2018-12-31 | 94,685,005 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 27,348,714 |
Number of terminated vested participants | 2018-12-31 | 68 |
Fundng target for terminated vested participants | 2018-12-31 | 4,457,159 |
Active participant vested funding target | 2018-12-31 | 47,190,485 |
Number of active participants | 2018-12-31 | 297 |
Total funding liabilities for active participants | 2018-12-31 | 49,785,950 |
Total participant count | 2018-12-31 | 555 |
Total funding target for all participants | 2018-12-31 | 81,591,823 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,188,347 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-07-01 | 555 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 285 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 165 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 63 |
Total of all active and inactive participants | 2018-07-01 | 513 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 24 |
Total participants | 2018-07-01 | 537 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-6,744,546 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-6,744,546 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $144,003 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $67,810 |
Total income from all sources (including contributions) | 2022-12-31 | $-18,618,040 |
Total loss/gain on sale of assets | 2022-12-31 | $-3,561,512 |
Total of all expenses incurred | 2022-12-31 | $10,957,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,327,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $73,353,258 |
Value of total assets at beginning of year | 2022-12-31 | $102,852,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $630,378 |
Total interest from all sources | 2022-12-31 | $183,147 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,624,895 |
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 | $1,089,550 |
Administrative expenses professional fees incurred | 2022-12-31 | $359,883 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2022-12-31 | $50,094 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $85,346 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $37,785 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $55,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $56,203 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $89,003 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $67,810 |
Total non interest bearing cash at end of year | 2022-12-31 | $3,223 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,476 |
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 | $-29,575,886 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $73,209,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $102,785,141 |
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 | $214,292 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $38,792,496 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $46,819,600 |
Interest earned on other investments | 2022-12-31 | $796 |
Income. Interest from US Government securities | 2022-12-31 | $97,817 |
Income. Interest from corporate debt instruments | 2022-12-31 | $83,843 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,372,042 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $3,937,368 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $3,937,368 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $691 |
Asset value of US Government securities at end of year | 2022-12-31 | $4,063,815 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $4,366,592 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,120,024 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Income. Dividends from common stock | 2022-12-31 | $535,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,327,468 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $1,392,033 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $1,602,699 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $891,116 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $797,565 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $26,753,187 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $45,289,866 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $30,243,311 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $33,804,823 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $4,901,614 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $4,901,614 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $67,810 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $12,460,266 |
Total loss/gain on sale of assets | 2021-12-31 | $1,618,273 |
Total of all expenses incurred | 2021-12-31 | $12,672,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,021,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $102,852,951 |
Value of total assets at beginning of year | 2021-12-31 | $102,997,802 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $651,333 |
Total interest from all sources | 2021-12-31 | $157,568 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,899,023 |
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 | $1,030,353 |
Administrative expenses professional fees incurred | 2021-12-31 | $213,101 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $220,329 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $37,785 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $32,654 |
Other income not declared elsewhere | 2021-12-31 | $82 |
Administrative expenses (other) incurred | 2021-12-31 | $72,580 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $67,810 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,476 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $2,370,393 |
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 | $-212,661 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $102,785,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $102,997,802 |
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 | $365,652 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $46,819,600 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $43,247,735 |
Interest earned on other investments | 2021-12-31 | $828 |
Income. Interest from US Government securities | 2021-12-31 | $76,120 |
Income. Interest from corporate debt instruments | 2021-12-31 | $80,593 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $3,937,368 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $27 |
Asset value of US Government securities at end of year | 2021-12-31 | $4,366,592 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $3,992,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,883,706 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Income. Dividends from common stock | 2021-12-31 | $868,670 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,021,594 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $1,602,699 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $1,678,359 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $797,565 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $758,764 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $45,289,866 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $50,697,259 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $30,637,762 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $29,019,489 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $7,911,644 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $7,911,644 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $13,354,894 |
Total loss/gain on sale of assets | 2020-12-31 | $-296,073 |
Total of all expenses incurred | 2020-12-31 | $12,057,592 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,463,136 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $101,494,147 |
Value of total assets at beginning of year | 2020-12-31 | $100,196,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $594,456 |
Total interest from all sources | 2020-12-31 | $200,589 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,944,972 |
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 | $1,376,432 |
Administrative expenses professional fees incurred | 2020-12-31 | $33,320 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $220,329 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $281,253 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $64,514 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2,370,394 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $40,934 |
Other income not declared elsewhere | 2020-12-31 | $-730,033 |
Administrative expenses (other) incurred | 2020-12-31 | $68,657 |
Total non interest bearing cash at end of year | 2020-12-31 | $2,370,393 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $91,161 |
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 | $1,297,302 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $101,494,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $100,196,845 |
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 |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $60,816 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $338,692 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $41,704,978 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $56,377,128 |
Interest earned on other investments | 2020-12-31 | $306 |
Income. Interest from US Government securities | 2020-12-31 | $114,014 |
Income. Interest from corporate debt instruments | 2020-12-31 | $85,792 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $71,756 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,575,227 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,575,227 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $477 |
Asset value of US Government securities at end of year | 2020-12-31 | $3,992,309 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $4,205,637 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,323,795 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Income. Dividends from preferred stock | 2020-12-31 | $5,160 |
Income. Dividends from common stock | 2020-12-31 | $563,380 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,463,136 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $1,678,359 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $1,251,478 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $758,764 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $2,313,989 |
Contract administrator fees | 2020-12-31 | $153,787 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $50,571,928 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $33,402,677 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $25,678,509 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $25,974,582 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $4,739,538 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $4,739,538 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $17,320,222 |
Total loss/gain on sale of assets | 2019-12-31 | $1,345,143 |
Total of all expenses incurred | 2019-12-31 | $8,999,136 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,570,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $100,196,845 |
Value of total assets at beginning of year | 2019-12-31 | $91,875,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $428,853 |
Total interest from all sources | 2019-12-31 | $281,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,273,127 |
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 | $1,617,930 |
Administrative expenses professional fees incurred | 2019-12-31 | $213,750 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $281,253 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $40,934 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $59 |
Other income not declared elsewhere | 2019-12-31 | $326,393 |
Administrative expenses (other) incurred | 2019-12-31 | $30,643 |
Total non interest bearing cash at end of year | 2019-12-31 | $91,161 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $91,875,661 |
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 | $8,321,086 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $100,196,845 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $91,875,759 |
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 | $184,460 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $56,377,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $46,081 |
Income. Interest from US Government securities | 2019-12-31 | $107,907 |
Income. Interest from corporate debt instruments | 2019-12-31 | $55,551 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,575,227 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $91,875,700 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $91,875,700 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $72,390 |
Asset value of US Government securities at end of year | 2019-12-31 | $4,205,637 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,354,092 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Income. Dividends from preferred stock | 2019-12-31 | $5,438 |
Income. Dividends from common stock | 2019-12-31 | $649,759 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,570,283 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $1,251,478 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $2,313,989 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $33,402,677 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $1,345,143 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $17,889,964 |
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 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $95,294,294 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $865,253 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,958,687 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,782,751 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $92,200,860 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $175,936 |
Total interest from all sources | 2018-12-31 | $865,253 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $160 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $175,936 |
Total non interest bearing cash at end of year | 2018-12-31 | $91,875,661 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,093,434 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $92,200,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $325,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $865,253 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $91,875,700 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $59 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,782,751 |
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 | 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 |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2022: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | First time form 5500 has been submitted | Yes |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |