?>
Plan Name | SUPERIOR MARINE WAYS, INC. 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SUPERIOR MARINE WAYS, INC. |
Employer identification number (EIN): | 310999166 |
NAIC Classification: | 483000 |
NAIC Description: | Water Transportation |
Additional information about SUPERIOR MARINE WAYS, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1979-01-18 |
Company Identification Number: | 528902 |
Legal Registered Office Address: |
ROUTE #4,BOX 632 - PROCTORVILLE United States of America (USA) 45669 |
More information about SUPERIOR MARINE WAYS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | MEGAN WOOD | 2020-10-21 | MEGAN WOOD | 2020-10-21 |
001 | 2018-01-01 | WESLEY COLLINS | 2019-09-13 | WESLEY COLLINS | 2019-09-13 |
001 | 2017-01-01 | WESLEY COLLINS | 2018-07-31 | WESLEY COLLINS | 2018-07-31 |
001 | 2016-01-01 | WESLEY COLLINS | 2017-07-24 | WESLEY COLLINS | 2017-07-24 |
001 | 2015-01-01 | WESLEY COLLINS | 2016-07-29 | WESLEY COLLINS | 2016-07-29 |
001 | 2014-01-01 | WESLEY COLLINS | 2015-07-15 | WESLEY COLLINS | 2015-07-15 |
001 | 2013-01-01 | WESLEY COLLINS | 2014-10-14 | WESLEY COLLINS | 2014-10-14 |
001 | 2012-01-01 | MATTHEW MANNS | 2013-10-15 | ||
001 | 2011-01-01 | MATTHEW MANNS | |||
001 | 2009-01-01 | MATTHEW MANNS |
Measure | Date | Value |
---|---|---|
2022: SUPERIOR MARINE WAYS, INC. 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 14 |
Total of all active and inactive participants | 2022-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 138 |
Number of participants with account balances | 2022-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SUPERIOR MARINE WAYS, INC. 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 122 |
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 | 16 |
Total of all active and inactive participants | 2021-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 138 |
Number of participants with account balances | 2021-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: SUPERIOR MARINE WAYS, INC. 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 110 |
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 | 18 |
Total of all active and inactive participants | 2020-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 128 |
Number of participants with account balances | 2020-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2011: SUPERIOR MARINE WAYS, INC. 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 112 |
Number of participants with account balances | 2011-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SUPERIOR MARINE WAYS, INC. 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 103 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 112 |
Number of participants with account balances | 2009-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : SUPERIOR MARINE WAYS, INC. 401K PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-102,465 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $340,918 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $326,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $127,063 |
Value of total assets at end of year | 2022-12-31 | $2,017,526 |
Value of total assets at beginning of year | 2022-12-31 | $2,460,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,471 |
Total interest from all sources | 2022-12-31 | $7,858 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $46,107 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $46,107 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $246,091 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $104,715 |
Participant contributions at end of year | 2022-12-31 | $123,520 |
Participant contributions at beginning of year | 2022-12-31 | $123,267 |
Administrative expenses (other) incurred | 2022-12-31 | $14,471 |
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 | $-443,383 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,017,526 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,460,909 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,894,006 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,337,642 |
Interest on participant loans | 2022-12-31 | $7,134 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $724 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-283,493 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $22,348 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $326,447 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HESS, STEWART & CAMPBELL, PLLC |
Accountancy firm EIN | 2022-12-31 | 550657218 |
2021 : SUPERIOR MARINE WAYS, INC. 401K PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
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 | $422,320 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $92,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $71,827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $217,433 |
Value of total assets at end of year | 2021-12-31 | $2,460,909 |
Value of total assets at beginning of year | 2021-12-31 | $2,130,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,566 |
Total interest from all sources | 2021-12-31 | $6,845 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $70,531 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $70,531 |
Administrative expenses professional fees incurred | 2021-12-31 | $20,566 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $246,091 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $119,311 |
Participant contributions at end of year | 2021-12-31 | $123,267 |
Participant contributions at beginning of year | 2021-12-31 | $133,349 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $73,697 |
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 | $329,927 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,460,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,130,982 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,337,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,997,633 |
Interest on participant loans | 2021-12-31 | $6,845 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $127,511 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $24,425 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $71,827 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HESS, STEWART & CAMPBELL, PLLC |
2020 : SUPERIOR MARINE WAYS, INC. 401K PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
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 | $330,138 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $31,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $14,140 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $142,688 |
Value of total assets at end of year | 2020-12-31 | $2,130,982 |
Value of total assets at beginning of year | 2020-12-31 | $1,832,309 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $17,325 |
Total interest from all sources | 2020-12-31 | $8,895 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $178,555 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $178,555 |
Administrative expenses professional fees incurred | 2020-12-31 | $17,325 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $213,098 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $118,297 |
Participant contributions at end of year | 2020-12-31 | $133,349 |
Participant contributions at beginning of year | 2020-12-31 | $138,729 |
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 | $298,673 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,130,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,832,309 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,997,633 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,693,580 |
Interest on participant loans | 2020-12-31 | $8,895 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $24,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $14,140 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HESS, STEWART & CAMPBELL, PLLC |
Accountancy firm EIN | 2020-12-31 | 550657218 |
2011 : SUPERIOR MARINE WAYS, INC. 401K PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $61,929 |
Expenses. Total of all expenses incurred | 2011-12-31 | $51,915 |
Benefits paid (including direct rollovers) | 2011-12-31 | $51,915 |
Total plan assets at end of year | 2011-12-31 | $922,397 |
Total plan assets at beginning of year | 2011-12-31 | $912,383 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $56,029 |
Other income received | 2011-12-31 | $5,900 |
Net income (gross income less expenses) | 2011-12-31 | $10,014 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $922,397 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $912,383 |
Assets. Value of participant loans | 2011-12-31 | $118,880 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SUPERIOR MARINE WAYS, INC. 401K PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $189,734 |
Expenses. Total of all expenses incurred | 2010-12-31 | $16,806 |
Benefits paid (including direct rollovers) | 2010-12-31 | $16,806 |
Total plan assets at end of year | 2010-12-31 | $912,383 |
Total plan assets at beginning of year | 2010-12-31 | $739,455 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $62,343 |
Other income received | 2010-12-31 | $112,248 |
Net income (gross income less expenses) | 2010-12-31 | $172,928 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $912,383 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $739,455 |
Assets. Value of participant loans | 2010-12-31 | $60,278 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $15,143 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : SUPERIOR MARINE WAYS, INC. 401K PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: SUPERIOR MARINE WAYS, INC. 401K PLAN 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: SUPERIOR MARINE WAYS, INC. 401K PLAN 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: SUPERIOR MARINE WAYS, INC. 401K PLAN 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 |
2011: SUPERIOR MARINE WAYS, INC. 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SUPERIOR MARINE WAYS, INC. 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |