SUPPLY CHAIN CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501)
| Measure | Date | Value |
|---|
| 2023 : SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $73,839 |
| Total plan liabilities at beginning of year | 2023-12-31 | $121,227 |
| Total income from all sources | 2023-12-31 | $727,695 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $632,308 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $282,216 |
| Total plan assets at end of year | 2023-12-31 | $191,250 |
| Total plan assets at beginning of year | 2023-12-31 | $143,251 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $294,714 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,915 |
| Net income (gross income less expenses) | 2023-12-31 | $95,387 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $117,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $22,024 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $725,780 |
| Value of corrective distributions | 2023-12-31 | $35,022 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $20,356 |
| 2022 : SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $121,227 |
| Total plan liabilities at beginning of year | 2022-12-31 | $130,409 |
| Total income from all sources | 2022-12-31 | $682,566 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $715,836 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $414,448 |
| Total plan assets at end of year | 2022-12-31 | $143,251 |
| Total plan assets at beginning of year | 2022-12-31 | $185,703 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $270,937 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $356 |
| Net income (gross income less expenses) | 2022-12-31 | $-33,270 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $22,024 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $55,294 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $682,210 |
| Value of corrective distributions | 2022-12-31 | $7,034 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $23,417 |
| 2021 : SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $130,409 |
| Total plan liabilities at beginning of year | 2021-12-31 | $77,484 |
| Total income from all sources | 2021-12-31 | $671,306 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $632,110 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $292,475 |
| Total plan assets at end of year | 2021-12-31 | $185,703 |
| Total plan assets at beginning of year | 2021-12-31 | $93,582 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $273,352 |
| Other income received | 2021-12-31 | $215 |
| Net income (gross income less expenses) | 2021-12-31 | $39,196 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $55,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,098 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $671,091 |
| Value of corrective distributions | 2021-12-31 | $38,040 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $28,243 |
| 2020 : SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $77,484 |
| Total plan liabilities at beginning of year | 2020-12-31 | $85,253 |
| Total income from all sources | 2020-12-31 | $629,446 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $724,716 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $365,809 |
| Total plan assets at end of year | 2020-12-31 | $93,582 |
| Total plan assets at beginning of year | 2020-12-31 | $196,621 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $266,254 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $343 |
| Net income (gross income less expenses) | 2020-12-31 | $-95,270 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $16,098 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $111,368 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $629,103 |
| Value of corrective distributions | 2020-12-31 | $59,865 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $32,788 |
| 2019 : SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $85,253 |
| Total plan liabilities at beginning of year | 2019-12-31 | $41,686 |
| Total income from all sources | 2019-12-31 | $612,561 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $532,642 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $276,167 |
| Total plan assets at end of year | 2019-12-31 | $196,621 |
| Total plan assets at beginning of year | 2019-12-31 | $73,135 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $214,703 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $275 |
| Net income (gross income less expenses) | 2019-12-31 | $79,919 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $111,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $31,449 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $612,286 |
| Value of corrective distributions | 2019-12-31 | $9,253 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $32,519 |
| 2018 : SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $41,686 |
| Total plan liabilities at beginning of year | 2018-12-31 | $37,248 |
| Total income from all sources | 2018-12-31 | $99,883 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $52,881 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $11,563 |
| Total plan assets at end of year | 2018-12-31 | $73,135 |
| Total plan assets at beginning of year | 2018-12-31 | $21,695 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $38,658 |
| Other income received | 2018-12-31 | $9 |
| Net income (gross income less expenses) | 2018-12-31 | $47,002 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $31,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-15,553 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $99,874 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,660 |
| 2023: SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 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 – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan funding arrangement – Trust | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SUPPLY CHAIN CONSULTANTS, INC. EMPLOYEE BENEFIT PLAN (501) 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | First time form 5500 has been submitted | Yes |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan funding arrangement – Trust | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement - Trust | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1032663 |
| Policy instance | 2 |
| Insurance contract or identification number | 1032663 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $2,621 | | Total amount of fees paid to insurance company | USD $620 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $23,385 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407395 |
| Policy instance | 1 |
| Insurance contract or identification number | 407395 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $258,973 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1032663 |
| Policy instance | 2 |
| Insurance contract or identification number | 1032663 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,536 | | Total amount of fees paid to insurance company | USD $486 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $20,639 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407395 |
| Policy instance | 1 |
| Insurance contract or identification number | 407395 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $234,541 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1032663 |
| Policy instance | 2 |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407395 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1032663 |
| Policy instance | 2 |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407395 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1032663 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1032663 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1032663 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
