SOUTH COUNTY FOOT & ANKLE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST
401k plan membership statisitcs for SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2025: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-08-20 | 18 |
| Total number of particpants at end of year | 2025-08-20 | 21 |
| Number of Participants With Account Balances | 2025-08-20 | 21 |
| 2024: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-09 | 17 |
| Total number of particpants at end of year | 2024-07-09 | 18 |
| Number of Participants With Account Balances | 2024-07-09 | 18 |
| 2022: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 17 |
| Number of participants with account balances | 2022-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 17 |
| Number of participants with account balances | 2021-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 14 |
| Number of participants with account balances | 2020-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 12 |
| Number of participants with account balances | 2019-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2017: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 10 |
| Number of participants with account balances | 2017-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 9 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-20 | 14697 |
| Net assets as of the end of the plan year | 2025-08-20 | 1392391 |
| Total assets as of the beginning of the plan year | 2025-08-20 | 1017694 |
| Value of plan covered by a fidelity bond | 2025-08-20 | 385000 |
| Participant contributions to plan in this plan year | 2025-08-20 | 148134 |
| Value of participant loans at end of plan year | 2025-08-20 | 8501 |
| Other income to plan in this plan year | 2025-08-20 | 196077 |
| Plan net income in this plan year | 2025-08-20 | 374697 |
| Net assets as of the end of the plan year | 2025-08-20 | 1392391 |
| Net assets as of the beginning of the plan year | 2025-08-20 | 1017694 |
| Employer contributions to plan in this plan year | 2025-08-20 | 45183 |
| Fees paid to broker by Benefit Provider | 2025-08-20 | 908 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-20 | 11407 |
| 2024 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-09 | 6024 |
| Net assets as of the end of the plan year | 2024-07-09 | 1017694 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 733990 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 385000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 102534 |
| Other income to plan in this plan year | 2024-07-09 | 108844 |
| Plan net income in this plan year | 2024-07-09 | 283704 |
| Net assets as of the end of the plan year | 2024-07-09 | 1017694 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 733990 |
| Employer contributions to plan in this plan year | 2024-07-09 | 78350 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 6024 |
| 2022 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $7,493 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $9,395 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $8,340 |
| Total plan assets at end of year | 2022-12-31 | $733,990 |
| Total plan assets at beginning of year | 2022-12-31 | $735,892 |
| Value of fidelity bond covering the plan | 2022-12-31 | $385,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $108,247 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-131,975 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,902 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $733,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $735,892 |
| Assets. Value of participant loans | 2022-12-31 | $446 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $31,221 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,055 |
| 2021 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $192,639 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,052 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $735,892 |
| Total plan assets at beginning of year | 2021-12-31 | $544,305 |
| Value of fidelity bond covering the plan | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $98,111 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $72,717 |
| Net income (gross income less expenses) | 2021-12-31 | $191,587 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $735,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $544,305 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $21,811 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,052 |
| 2020 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $141,599 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,096 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $544,305 |
| Total plan assets at beginning of year | 2020-12-31 | $403,802 |
| Value of fidelity bond covering the plan | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $56,963 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $64,286 |
| Net income (gross income less expenses) | 2020-12-31 | $140,503 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $544,305 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $403,802 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $20,350 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,096 |
| 2019 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $129,133 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,085 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $403,802 |
| Total plan assets at beginning of year | 2019-12-31 | $275,754 |
| Value of fidelity bond covering the plan | 2019-12-31 | $0 |
| Total contributions received or receivable from participants | 2019-12-31 | $41,995 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $64,690 |
| Net income (gross income less expenses) | 2019-12-31 | $128,048 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $403,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $275,754 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $22,448 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,085 |
| 2018 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $35,847 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,179 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $275,754 |
| Total plan assets at beginning of year | 2018-12-31 | $243,086 |
| Value of fidelity bond covering the plan | 2018-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $50,255 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-18,312 |
| Net income (gross income less expenses) | 2018-12-31 | $32,668 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $275,754 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $243,086 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $3,904 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,179 |
| 2017 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $78,816 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,139 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $243,086 |
| Total plan assets at beginning of year | 2017-12-31 | $167,409 |
| Value of fidelity bond covering the plan | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $43,498 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $31,530 |
| Net income (gross income less expenses) | 2017-12-31 | $75,677 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $243,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $167,409 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $3,788 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,139 |
| 2016 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $51,590 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,404 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $167,409 |
| Total plan assets at beginning of year | 2016-12-31 | $118,223 |
| Value of fidelity bond covering the plan | 2016-12-31 | $0 |
| Total contributions received or receivable from participants | 2016-12-31 | $38,754 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $12,836 |
| Net income (gross income less expenses) | 2016-12-31 | $49,186 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $167,409 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $118,223 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,404 |
| 2022: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 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 COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 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 COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 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 COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 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 |
| 2017: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
