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401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 401k Plan overview

Plan Name401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES
Plan identification number 004

401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHOCKEY COMPANIES has sponsored the creation of one or more 401k plans.

Company Name:SHOCKEY COMPANIES
Employer identification number (EIN):540975725
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01JOHN P. GOOD, JR.
0042016-01-01JOHN P. GOOD, JR.
0042015-01-01JOHN P. GOOD, JR. JOHN P. GOOD, JR.2016-10-13
0042014-01-01JOHN P. GOOD
0042013-01-01JOHN P. GOOD
0042012-01-01JOHN P. GOOD
0042011-01-01JOHN P. GOOD JOHN P. GOOD2012-10-10
0042009-01-01JOHN P. GOOD JOHN P. GOOD2010-07-30

Plan Statistics for 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES

401k plan membership statisitcs for 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES

Measure Date Value
2022: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-01105
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01170
Number of participants with account balances2022-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2021 401k membership
Total participants, beginning-of-year2021-01-01177
Total number of active participants reported on line 7a of the Form 55002021-01-01107
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01169
Number of participants with account balances2021-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2020 401k membership
Total participants, beginning-of-year2020-01-01168
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01177
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2019 401k membership
Total participants, beginning-of-year2019-01-01185
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0163
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2018 401k membership
Total participants, beginning-of-year2018-01-01472
Total number of active participants reported on line 7a of the Form 55002018-01-01102
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01185
Number of participants with account balances2018-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2017 401k membership
Total participants, beginning-of-year2017-01-01413
Total number of active participants reported on line 7a of the Form 55002017-01-01402
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01472
Number of participants with account balances2017-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2016 401k membership
Total participants, beginning-of-year2016-01-01419
Total number of active participants reported on line 7a of the Form 55002016-01-01352
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01413
Number of participants with account balances2016-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2015 401k membership
Total participants, beginning-of-year2015-01-01353
Total number of active participants reported on line 7a of the Form 55002015-01-01352
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01419
Number of participants with account balances2015-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2014 401k membership
Total participants, beginning-of-year2014-01-01417
Total number of active participants reported on line 7a of the Form 55002014-01-01283
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0170
Total of all active and inactive participants2014-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01353
Number of participants with account balances2014-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2013 401k membership
Total participants, beginning-of-year2013-01-01452
Total number of active participants reported on line 7a of the Form 55002013-01-01326
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01417
Number of participants with account balances2013-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2012 401k membership
Total participants, beginning-of-year2012-01-01502
Total number of active participants reported on line 7a of the Form 55002012-01-01346
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01106
Total of all active and inactive participants2012-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01452
Number of participants with account balances2012-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2011 401k membership
Total participants, beginning-of-year2011-01-01531
Total number of active participants reported on line 7a of the Form 55002011-01-01394
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01108
Total of all active and inactive participants2011-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01502
Number of participants with account balances2011-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2009: 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2009 401k membership
Total participants, beginning-of-year2009-01-01733
Total number of active participants reported on line 7a of the Form 55002009-01-01474
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01156
Total of all active and inactive participants2009-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01631
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES

Measure Date Value
2022 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,233,746
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,742,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,741,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,324,470
Value of total assets at end of year2022-12-31$35,134,824
Value of total assets at beginning of year2022-12-31$43,111,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,200
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,273,324
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$1,273,324
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$698,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$279
Other income not declared elsewhere2022-12-31$475
Administrative expenses (other) incurred2022-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,976,524
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,134,824
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,111,348
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,117,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,001,098
Value of interest in common/collective trusts at end of year2022-12-31$1,785,061
Value of interest in common/collective trusts at beginning of year2022-12-31$1,783,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,857,317
Net investment gain or loss from common/collective trusts2022-12-31$25,302
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$626,344
Employer contributions (assets) at end of year2022-12-31$232,302
Employer contributions (assets) at beginning of year2022-12-31$327,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,741,299
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 name2022-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2022-12-31541149263
2021 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,163,749
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,975,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,974,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,493,997
Value of total assets at end of year2021-12-31$43,111,348
Value of total assets at beginning of year2021-12-31$39,923,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$900
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,582,651
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$3,582,651
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$645,867
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$205,418
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,775
Other income not declared elsewhere2021-12-31$2,668
Administrative expenses (other) incurred2021-12-31$900
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$3,188,162
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,111,348
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,923,186
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,001,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,789,195
Value of interest in common/collective trusts at end of year2021-12-31$1,783,040
Value of interest in common/collective trusts at beginning of year2021-12-31$1,762,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,059,853
Net investment gain or loss from common/collective trusts2021-12-31$24,580
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$642,712
Employer contributions (assets) at end of year2021-12-31$327,210
Employer contributions (assets) at beginning of year2021-12-31$371,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,971,912
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 name2021-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2021-12-31541149263
2020 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,067,998
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,154,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,154,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,737,124
Value of total assets at end of year2020-12-31$39,923,186
Value of total assets at beginning of year2020-12-31$34,009,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,496,909
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$1,496,909
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$675,727
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$308,682
Other income not declared elsewhere2020-12-31$5
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$5,913,333
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,923,186
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,009,853
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$37,789,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,463,188
Value of interest in common/collective trusts at end of year2020-12-31$1,762,856
Value of interest in common/collective trusts at beginning of year2020-12-31$1,214,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,797,081
Net investment gain or loss from common/collective trusts2020-12-31$36,879
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$752,715
Employer contributions (assets) at end of year2020-12-31$371,135
Employer contributions (assets) at beginning of year2020-12-31$332,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,154,665
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 name2020-12-31YOUNT, HYDE, BARBOUR, P.C
Accountancy firm EIN2020-12-31541149263
2019 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$7,636,345
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,021,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,021,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,286,081
Value of total assets at end of year2019-12-31$34,009,853
Value of total assets at beginning of year2019-12-31$28,394,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$976,684
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$976,684
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$581,015
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,549
Other income not declared elsewhere2019-12-31$1,593
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$5,615,179
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,009,853
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,394,674
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$32,463,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,335,965
Value of interest in common/collective trusts at end of year2019-12-31$1,214,226
Value of interest in common/collective trusts at beginning of year2019-12-31$1,058,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,347,263
Net investment gain or loss from common/collective trusts2019-12-31$24,724
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$670,517
Employer contributions (assets) at end of year2019-12-31$332,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,021,166
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 name2019-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2019-12-31541149263
2018 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-476,703
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,896,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,896,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$971,473
Value of total assets at end of year2018-12-31$28,394,674
Value of total assets at beginning of year2018-12-31$46,767,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,259,461
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$1,259,461
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$620,920
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,373,194
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,394,674
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,767,868
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$27,335,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,334,556
Value of interest in common/collective trusts at end of year2018-12-31$1,058,709
Value of interest in common/collective trusts at beginning of year2018-12-31$1,591,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,730,504
Net investment gain or loss from common/collective trusts2018-12-31$22,867
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$335,474
Employer contributions (assets) at beginning of year2018-12-31$842,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,896,491
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 name2018-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2018-12-31541149263
2017 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,528,332
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,419,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,419,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,598,188
Value of total assets at end of year2017-12-31$46,767,868
Value of total assets at beginning of year2017-12-31$39,659,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,332,997
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$1,332,997
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$1,073,737
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,137
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$7,108,371
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,767,868
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,659,497
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$44,334,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,458,774
Value of interest in common/collective trusts at end of year2017-12-31$1,591,133
Value of interest in common/collective trusts at beginning of year2017-12-31$1,479,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,569,673
Net investment gain or loss from common/collective trusts2017-12-31$27,474
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$1,517,314
Employer contributions (assets) at end of year2017-12-31$842,179
Employer contributions (assets) at beginning of year2017-12-31$720,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,419,961
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 name2017-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2017-12-31541149263
2016 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,483,655
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,398,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,398,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,267,509
Value of total assets at end of year2016-12-31$39,659,497
Value of total assets at beginning of year2016-12-31$38,574,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,127,405
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$1,127,405
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$944,515
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,342
Other income not declared elsewhere2016-12-31$16,739
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$1,084,723
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,659,497
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,574,774
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$37,458,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,581,508
Value of interest in common/collective trusts at end of year2016-12-31$1,479,766
Value of interest in common/collective trusts at beginning of year2016-12-31$993,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,043,415
Net investment gain or loss from common/collective trusts2016-12-31$28,587
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$1,312,652
Employer contributions (assets) at end of year2016-12-31$720,957
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,398,932
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 name2016-12-31YOUNT, HYDE & BARBOUR,P.C.
Accountancy firm EIN2016-12-31541149263
2015 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,540,263
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,315,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,315,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,386,932
Value of total assets at end of year2015-12-31$38,574,774
Value of total assets at beginning of year2015-12-31$40,349,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,504,662
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$1,504,662
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$854,983
Other income not declared elsewhere2015-12-31$2,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,774,944
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,574,774
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,349,718
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$37,581,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,734,437
Value of interest in common/collective trusts at end of year2015-12-31$993,266
Value of interest in common/collective trusts at beginning of year2015-12-31$615,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,367,329
Net investment gain or loss from common/collective trusts2015-12-31$13,021
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$531,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,315,207
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 name2015-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2015-12-31541149263
2014 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,669,529
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,686,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,686,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,639,607
Value of total assets at end of year2014-12-31$40,349,718
Value of total assets at beginning of year2014-12-31$41,366,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,234,843
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$1,234,843
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$798,793
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$344,933
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,016,853
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,349,718
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,366,571
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$39,734,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,769,468
Value of interest in common/collective trusts at end of year2014-12-31$615,281
Value of interest in common/collective trusts at beginning of year2014-12-31$597,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,794,634
Net investment gain or loss from common/collective trusts2014-12-31$445
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$495,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,686,382
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 name2014-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2014-12-31541149263
2013 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,605,935
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,858,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,858,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,438,301
Value of total assets at end of year2013-12-31$41,366,571
Value of total assets at beginning of year2013-12-31$36,619,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,095,751
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$1,095,751
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$878,288
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,782
Other income not declared elsewhere2013-12-31$1,081
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$4,747,501
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,366,571
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,619,070
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$40,769,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,163,745
Value of interest in common/collective trusts at end of year2013-12-31$597,103
Value of interest in common/collective trusts at beginning of year2013-12-31$455,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,073,393
Net investment gain or loss from common/collective trusts2013-12-31$-2,591
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$540,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,858,434
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 name2013-12-31YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2013-12-31541149263
2012 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,951,980
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,603,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,603,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,409,762
Value of total assets at end of year2012-12-31$36,619,070
Value of total assets at beginning of year2012-12-31$36,270,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$936,229
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$936,229
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$917,265
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,370
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$168
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$348,118
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,619,070
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,270,952
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$36,163,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,880,752
Value of interest in common/collective trusts at end of year2012-12-31$455,325
Value of interest in common/collective trusts at beginning of year2012-12-31$390,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,587,976
Net investment gain or loss from common/collective trusts2012-12-31$18,013
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$473,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,603,862
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 name2012-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2012-12-31541149263
2011 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$241
Total income from all sources (including contributions)2011-12-31$1,721,667
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,570,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,562,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,686,349
Value of total assets at end of year2011-12-31$36,270,952
Value of total assets at beginning of year2011-12-31$38,119,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,567
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$839,546
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$839,546
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,025,587
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$1,314
Administrative expenses (other) incurred2011-12-31$7,567
Total non interest bearing cash at end of year2011-12-31$168
Total non interest bearing cash at beginning of year2011-12-31$20,304,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,848,706
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,270,952
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,119,658
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$35,880,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,247,417
Value of interest in common/collective trusts at end of year2011-12-31$390,032
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-812,806
Net investment gain or loss from common/collective trusts2011-12-31$8,578
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$660,762
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$567,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,562,806
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$241
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2011-12-31541149263
2010 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-326,470
Total unrealized appreciation/depreciation of assets2010-12-31$-326,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,319,019
Total loss/gain on sale of assets2010-12-31$193,450
Total of all expenses incurred2010-12-31$3,794,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,766,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,096,432
Value of total assets at end of year2010-12-31$38,119,899
Value of total assets at beginning of year2010-12-31$37,594,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,096
Total interest from all sources2010-12-31$125,010
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$171,776
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$104,335
Administrative expenses professional fees incurred2010-12-31$28,096
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$1,115,814
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$47,461
Other income not declared elsewhere2010-12-31$-4,359
Total non interest bearing cash at end of year2010-12-31$20,304,152
Total non interest bearing cash at beginning of year2010-12-31$4,733
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$524,908
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,119,658
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,594,750
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,247,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,344,800
Income. Interest from US Government securities2010-12-31$64,415
Income. Interest from corporate debt instruments2010-12-31$53,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$994,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$994,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,885
Asset value of US Government securities at beginning of year2010-12-31$1,954,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,063,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$973,837
Employer contributions (assets) at end of year2010-12-31$567,016
Employer contributions (assets) at beginning of year2010-12-31$1,383,727
Income. Dividends from common stock2010-12-31$67,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,766,015
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$1,460,904
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,404,559
Liabilities. Value of benefit claims payable at end of year2010-12-31$241
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
Aggregate proceeds on sale of assets2010-12-31$36,181,356
Aggregate carrying amount (costs) on sale of assets2010-12-31$35,987,906
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 name2010-12-31YOUNT, HYDE, BARBOUR, P.C.
Accountancy firm EIN2010-12-31541149263
2009 : 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES 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 401(K)/PROFIT SHARING RETIREMENT PLAN OF THE SHOCKEY COMPANIES

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

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