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SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 401k Plan overview

Plan NameSOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST
Plan identification number 001

SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTH COUNTY FOOT & ANKLE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH COUNTY FOOT & ANKLE, INC.
Employer identification number (EIN):272261516
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RAEGAN DIBIASE
0012016-01-01RAEGAN DIBIASE
0012015-01-01RAEGAN DIBIASE2016-07-05
0012014-01-01RAEGAN DIBIASE2015-07-27 RAEGAN DIBIASE2015-07-27
0012013-09-01RAEGAN DIBIASE2014-07-10 RAEGAN DIBIASE2014-07-10

Plan Statistics for SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST

401k plan membership statisitcs for SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST

Measure Date Value
2022: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0118
Total number of active participants reported on line 7a of the Form 55002022-01-0115
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0117
Number of participants with account balances2022-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-0115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0117
Number of participants with account balances2021-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Number of participants with account balances2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-0110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST

Measure Date Value
2022 : SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$7,493
Expenses. Total of all expenses incurred2022-12-31$9,395
Benefits paid (including direct rollovers)2022-12-31$8,340
Total plan assets at end of year2022-12-31$733,990
Total plan assets at beginning of year2022-12-31$735,892
Value of fidelity bond covering the plan2022-12-31$385,000
Total contributions received or receivable from participants2022-12-31$108,247
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-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 loans2022-12-31$446
Total contributions received or receivable from employer(s)2022-12-31$31,221
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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 plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$192,639
Expenses. Total of all expenses incurred2021-12-31$1,052
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$735,892
Total plan assets at beginning of year2021-12-31$544,305
Value of fidelity bond covering the plan2021-12-31$0
Total contributions received or receivable from participants2021-12-31$98,111
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$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 loans2021-12-31$0
Value of corrective distributions2021-12-31$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 plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$141,599
Expenses. Total of all expenses incurred2020-12-31$1,096
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$544,305
Total plan assets at beginning of year2020-12-31$403,802
Value of fidelity bond covering the plan2020-12-31$0
Total contributions received or receivable from participants2020-12-31$56,963
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$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 loans2020-12-31$0
Value of corrective distributions2020-12-31$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 plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$129,133
Expenses. Total of all expenses incurred2019-12-31$1,085
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$403,802
Total plan assets at beginning of year2019-12-31$275,754
Value of fidelity bond covering the plan2019-12-31$0
Total contributions received or receivable from participants2019-12-31$41,995
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$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 loans2019-12-31$0
Value of corrective distributions2019-12-31$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 plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$35,847
Expenses. Total of all expenses incurred2018-12-31$3,179
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$275,754
Total plan assets at beginning of year2018-12-31$243,086
Value of fidelity bond covering the plan2018-12-31$25,000
Total contributions received or receivable from participants2018-12-31$50,255
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-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 loans2018-12-31$0
Value of corrective distributions2018-12-31$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 plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$78,816
Expenses. Total of all expenses incurred2017-12-31$3,139
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$243,086
Total plan assets at beginning of year2017-12-31$167,409
Value of fidelity bond covering the plan2017-12-31$0
Total contributions received or receivable from participants2017-12-31$43,498
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$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 loans2017-12-31$0
Value of corrective distributions2017-12-31$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 plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$51,590
Expenses. Total of all expenses incurred2016-12-31$2,404
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$167,409
Total plan assets at beginning of year2016-12-31$118,223
Value of fidelity bond covering the plan2016-12-31$0
Total contributions received or receivable from participants2016-12-31$38,754
Expenses. Other expenses not covered elsewhere2016-12-31$0
Other income received2016-12-31$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 loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,404

Form 5500 Responses for SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST

2022: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTH COUNTY FOOT & ANKLE, INC. RETIREMENT TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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