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SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN
Plan identification number 001

SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA has sponsored the creation of one or more 401k plans.

Company Name:SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA
Employer identification number (EIN):416053373
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN

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
0012017-01-01BILL THURMAN
0012016-01-01BILL THURMAN
0012015-01-01MARCH RUNNER
0012014-01-01RUDY ROSSY
0012013-01-01EWELL LONGHORN
0012012-01-01RAM DHANWADA
0012011-01-01RAM DHANWADA RAM DHANWADA2012-10-10
0012009-01-012010-10-14
0012009-01-012010-10-12
0012009-01-01RAM DHANWADA RAM DHANWADA2011-06-10

Plan Statistics for SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01591
Total number of active participants reported on line 7a of the Form 55002022-01-01491
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01559
Number of participants with account balances2022-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01678
Total number of active participants reported on line 7a of the Form 55002021-01-01513
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01591
Number of participants with account balances2021-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01782
Total number of active participants reported on line 7a of the Form 55002020-01-01544
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01120
Total of all active and inactive participants2020-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01666
Number of participants with account balances2020-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01928
Total number of active participants reported on line 7a of the Form 55002019-01-01660
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01733
Number of participants with account balances2019-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01953
Total number of active participants reported on line 7a of the Form 55002018-01-01786
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01118
Total of all active and inactive participants2018-01-01904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01905
Number of participants with account balances2018-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01942
Total number of active participants reported on line 7a of the Form 55002017-01-01773
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01109
Total of all active and inactive participants2017-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01882
Number of participants with account balances2017-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01975
Total number of active participants reported on line 7a of the Form 55002016-01-01863
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01942
Number of participants with account balances2016-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,013
Total number of active participants reported on line 7a of the Form 55002015-01-01900
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0175
Total of all active and inactive participants2015-01-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01975
Number of participants with account balances2015-01-01773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,006
Total number of active participants reported on line 7a of the Form 55002014-01-01911
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01994
Number of participants with account balances2014-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01992
Total number of active participants reported on line 7a of the Form 55002013-01-01890
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01975
Number of participants with account balances2013-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,063
Total number of active participants reported on line 7a of the Form 55002012-01-01886
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01972
Number of participants with account balances2012-01-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,096
Total number of active participants reported on line 7a of the Form 55002011-01-01939
Number of other retired or separated participants entitled to future benefits2011-01-0190
Total of all active and inactive participants2011-01-011,029
Total participants2011-01-011,029
Number of participants with account balances2011-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,329
Total number of active participants reported on line 7a of the Form 55002009-01-011,238
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,238
Number of participants with account balances2009-01-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,087
Total income from all sources (including contributions)2022-12-31$-1,079,474
Total of all expenses incurred2022-12-31$2,465,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,393,541
Value of total corrective distributions2022-12-31$13,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,343,631
Value of total assets at end of year2022-12-31$18,947,503
Value of total assets at beginning of year2022-12-31$22,492,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,335
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$605,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$605,720
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,419,274
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$527
Total non interest bearing cash at end of year2022-12-31$26,675
Total non interest bearing cash at beginning of year2022-12-31$685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,545,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,933,853
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,478,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$58,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,716,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,488,199
Value of interest in common/collective trusts at end of year2022-12-31$1,174,886
Value of interest in common/collective trusts at beginning of year2022-12-31$954,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,050,287
Net investment gain or loss from common/collective trusts2022-12-31$21,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$923,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,393,541
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$29,012
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$49,816
Liabilities. Value of benefit claims payable at end of year2022-12-31$13,650
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$14,087
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2022-12-31481292483
2021 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,344
Total income from all sources (including contributions)2021-12-31$4,795,047
Total of all expenses incurred2021-12-31$2,661,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,592,471
Value of total corrective distributions2021-12-31$14,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,223,798
Value of total assets at end of year2021-12-31$22,492,940
Value of total assets at beginning of year2021-12-31$20,358,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,805
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,117,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,117,478
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,320,964
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,946
Total non interest bearing cash at end of year2021-12-31$685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,133,684
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,478,853
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,345,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,488,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,218,848
Value of interest in common/collective trusts at end of year2021-12-31$954,240
Value of interest in common/collective trusts at beginning of year2021-12-31$1,139,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,436,457
Net investment gain or loss from common/collective trusts2021-12-31$17,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$897,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,592,471
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$49,816
Liabilities. Value of benefit claims payable at end of year2021-12-31$14,087
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$13,344
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2021-12-31481292483
2020 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$72,697
Total income from all sources (including contributions)2020-12-31$5,232,943
Total of all expenses incurred2020-12-31$8,951,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,892,959
Value of total corrective distributions2020-12-31$13,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,557,016
Value of total assets at end of year2020-12-31$20,358,513
Value of total assets at beginning of year2020-12-31$24,136,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,351
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$652,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$652,895
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,519,956
Administrative expenses (other) incurred2020-12-31$45,351
Total non interest bearing cash at beginning of year2020-12-31$56,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,718,711
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,345,169
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,063,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,218,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,562,211
Value of interest in common/collective trusts at end of year2020-12-31$1,139,665
Value of interest in common/collective trusts at beginning of year2020-12-31$1,518,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,991,502
Net investment gain or loss from common/collective trusts2020-12-31$31,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,037,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,892,959
Liabilities. Value of benefit claims payable at end of year2020-12-31$13,344
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$72,697
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2020-12-31481292483
2019 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$4,571,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$72,697
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$6,719,161
Total of all expenses incurred2019-12-31$2,178,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,100,031
Value of total corrective distributions2019-12-31$16,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,493,758
Value of total assets at end of year2019-12-31$24,136,577
Value of total assets at beginning of year2019-12-31$24,094,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,822
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$746,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$746,417
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,457,133
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,651
Administrative expenses (other) incurred2019-12-31$61,822
Total non interest bearing cash at end of year2019-12-31$56,320
Total non interest bearing cash at beginning of year2019-12-31$4,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,540,931
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,063,880
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,094,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,562,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,179,977
Value of interest in common/collective trusts at end of year2019-12-31$1,518,046
Value of interest in common/collective trusts at beginning of year2019-12-31$1,909,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,442,345
Net investment gain or loss from common/collective trusts2019-12-31$36,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,027,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,100,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at end of year2019-12-31$72,697
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2019-12-31481292483
2018 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2018 401k financial data
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$3,351
Total income from all sources (including contributions)2018-12-31$797,784
Total of all expenses incurred2018-12-31$2,393,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,313,898
Value of total corrective distributions2018-12-31$9,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,291,918
Value of total assets at end of year2018-12-31$24,094,293
Value of total assets at beginning of year2018-12-31$25,693,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,726
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,152,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,152,965
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,339,394
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,936
Administrative expenses (other) incurred2018-12-31$69,726
Total non interest bearing cash at end of year2018-12-31$4,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,595,601
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,094,293
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,689,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,179,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,240,008
Value of interest in common/collective trusts at end of year2018-12-31$1,909,380
Value of interest in common/collective trusts at beginning of year2018-12-31$1,453,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,677,490
Net investment gain or loss from common/collective trusts2018-12-31$30,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$947,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,313,898
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,351
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2018-12-31481292483
2017 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,232
Total income from all sources (including contributions)2017-12-31$5,702,615
Total of all expenses incurred2017-12-31$2,222,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,158,420
Value of total corrective distributions2017-12-31$3,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,232,497
Value of total assets at end of year2017-12-31$25,693,245
Value of total assets at beginning of year2017-12-31$22,221,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,229
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,040,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,040,669
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,292,075
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,349
Administrative expenses (other) incurred2017-12-31$60,229
Total non interest bearing cash at beginning of year2017-12-31$15,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,480,615
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,689,894
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,209,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,240,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,662,586
Value of interest in common/collective trusts at end of year2017-12-31$1,453,237
Value of interest in common/collective trusts at beginning of year2017-12-31$1,543,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,372,242
Net investment gain or loss from common/collective trusts2017-12-31$57,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$937,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,158,420
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,351
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$12,232
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2017-12-31481292483
2016 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,212
Total income from all sources (including contributions)2016-12-31$4,430,094
Total of all expenses incurred2016-12-31$2,262,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,197,621
Value of total corrective distributions2016-12-31$12,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,002,984
Value of total assets at end of year2016-12-31$22,221,511
Value of total assets at beginning of year2016-12-31$20,053,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,087
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$536,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$536,154
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,614,554
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$126,316
Administrative expenses (other) incurred2016-12-31$53,087
Total non interest bearing cash at end of year2016-12-31$15,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,167,154
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,209,279
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,042,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,662,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,489,326
Value of interest in common/collective trusts at end of year2016-12-31$1,543,857
Value of interest in common/collective trusts at beginning of year2016-12-31$1,562,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$436,069
Net investment gain or loss from common/collective trusts2016-12-31$454,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,262,114
Employer contributions (assets) at beginning of year2016-12-31$1,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,197,621
Liabilities. Value of benefit claims payable at end of year2016-12-31$12,232
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$11,212
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2016-12-31481292483
2015 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$58,881
Total income from all sources (including contributions)2015-12-31$2,408,057
Total of all expenses incurred2015-12-31$2,218,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,161,113
Value of total corrective distributions2015-12-31$11,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,612,771
Value of total assets at end of year2015-12-31$20,053,337
Value of total assets at beginning of year2015-12-31$19,911,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,161
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$762,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$762,918
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,461,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$58,881
Administrative expenses (other) incurred2015-12-31$46,161
Total non interest bearing cash at beginning of year2015-12-31$53,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$189,571
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,042,125
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,852,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,489,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,468,290
Value of interest in common/collective trusts at end of year2015-12-31$1,562,925
Value of interest in common/collective trusts at beginning of year2015-12-31$1,335,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$54,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$54,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,024,684
Net investment gain or loss from common/collective trusts2015-12-31$57,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,151,179
Employer contributions (assets) at end of year2015-12-31$1,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,161,113
Liabilities. Value of benefit claims payable at end of year2015-12-31$11,212
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2015-12-31481292483
2014 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$58,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$51,586
Total income from all sources (including contributions)2014-12-31$3,380,844
Total of all expenses incurred2014-12-31$2,484,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,426,387
Value of total corrective distributions2014-12-31$5,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,500,239
Value of total assets at end of year2014-12-31$19,911,435
Value of total assets at beginning of year2014-12-31$19,007,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,149
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$783,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$783,946
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,399,321
Participant contributions at beginning of year2014-12-31$137
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$58,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$51,586
Administrative expenses (other) incurred2014-12-31$52,149
Total non interest bearing cash at end of year2014-12-31$53,236
Total non interest bearing cash at beginning of year2014-12-31$37,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$896,663
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,852,554
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,955,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,468,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,273,125
Value of interest in common/collective trusts at end of year2014-12-31$1,335,766
Value of interest in common/collective trusts at beginning of year2014-12-31$1,584,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$54,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$111,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$111,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$81,817
Net investment gain or loss from common/collective trusts2014-12-31$14,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,094,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,426,387
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2014-12-31481292483
2013 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$51,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,658
Total income from all sources (including contributions)2013-12-31$4,169,213
Total of all expenses incurred2013-12-31$2,280,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,220,220
Value of total corrective distributions2013-12-31$13,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,229,944
Value of total assets at end of year2013-12-31$19,007,477
Value of total assets at beginning of year2013-12-31$17,076,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,375
Total interest from all sources2013-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$427,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$427,211
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,348,531
Participant contributions at end of year2013-12-31$137
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$51,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,658
Administrative expenses (other) incurred2013-12-31$46,375
Total non interest bearing cash at end of year2013-12-31$37,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,888,686
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,955,891
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,067,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,273,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,474,752
Value of interest in common/collective trusts at end of year2013-12-31$1,584,833
Value of interest in common/collective trusts at beginning of year2013-12-31$1,549,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$111,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$52,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$52,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,507,602
Net investment gain or loss from common/collective trusts2013-12-31$4,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$876,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,220,220
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2013-12-31481292483
2012 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,923
Total income from all sources (including contributions)2012-12-31$4,067,961
Total of all expenses incurred2012-12-31$2,562,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,501,123
Value of total corrective distributions2012-12-31$9,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,383,198
Value of total assets at end of year2012-12-31$17,076,863
Value of total assets at beginning of year2012-12-31$15,568,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,971
Total interest from all sources2012-12-31$2,265
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$495,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$495,381
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,327,729
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,923
Administrative expenses (other) incurred2012-12-31$51,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,505,209
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,067,205
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,561,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,474,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,840,290
Interest earned on other investments2012-12-31$2,265
Value of interest in common/collective trusts at end of year2012-12-31$1,549,192
Value of interest in common/collective trusts at beginning of year2012-12-31$1,728,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$52,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,182,541
Net investment gain or loss from common/collective trusts2012-12-31$4,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,047,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,501,123
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HENJES, CONNER & WILLIAMS PC
Accountancy firm EIN2012-12-31481292483
2011 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,923
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,748
Total income from all sources (including contributions)2011-12-31$2,215,155
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,694,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,624,970
Value of total corrective distributions2011-12-31$15,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,335,209
Value of total assets at end of year2011-12-31$15,568,919
Value of total assets at beginning of year2011-12-31$15,054,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,693
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$425,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$425,234
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,300,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$12,748
Other income not declared elsewhere2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$520,292
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,561,996
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,041,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,840,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,064,800
Value of interest in common/collective trusts at end of year2011-12-31$1,728,629
Value of interest in common/collective trusts at beginning of year2011-12-31$1,987,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-551,598
Net investment gain or loss from common/collective trusts2011-12-31$6,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,034,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,624,970
Contract administrator fees2011-12-31$54,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2011-12-31870628064
2010 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,246
Total income from all sources (including contributions)2010-12-31$3,661,135
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,750,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,691,372
Value of total corrective distributions2010-12-31$12,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,452,423
Value of total assets at end of year2010-12-31$15,054,452
Value of total assets at beginning of year2010-12-31$13,140,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$46,007
Total interest from all sources2010-12-31$11,241
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$100,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$100,555
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,374,631
Participant contributions at beginning of year2010-12-31$22,950
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$28,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$12,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10,246
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$8,513,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,911,008
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,041,704
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,130,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$46,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,064,800
Value of interest in common/collective trusts at end of year2010-12-31$1,987,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,576,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,096,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,049,264
Employer contributions (assets) at beginning of year2010-12-31$27,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,691,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JDGLENN & ASSOCIATES, PC
Accountancy firm EIN2010-12-31870628064
2009 : SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN

2022: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAC & FOX TRIBE OF THE MISSISSIPPI IN IOWA 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995264-000
Policy instance 1
Insurance contract or identification number995264-000
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameSTELLA LEVEA

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