401k Plan data: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN plan

S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	S & D OF VIRGINIA INC DEFINED BENEFIT PLAN
Plan identification number	001

S & D OF VIRGINIA INC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

S & D OF VIRGINIA INC has sponsored the creation of one or more 401k plans.

Company Name: S & D OF VIRGINIA INC

Employer identification number (EIN): 541596367

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & D OF VIRGINIA INC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01

Plan Statistics for S & D OF VIRGINIA INC DEFINED BENEFIT PLAN

401k plan membership statisitcs for S & D OF VIRGINIA INC DEFINED BENEFIT PLAN

Measure Date Value
2025: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-13 6
Total number of particpants at end of year 2025-10-13 6
2024: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-26 4
Total number of particpants at end of year 2024-09-26 5
2022: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,237,543
Acturial value of plan assets 2022-12-31 3,237,543
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 113,993
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 284,981
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 284,981
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 94,993
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-05-06 3
Total number of particpants at end of year 2022-05-06 3
2021: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,722,972
Acturial value of plan assets 2021-12-31 3,722,972
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 34,914
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 174,573
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 174,573
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 87,287
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,310,868
Acturial value of plan assets 2020-12-31 3,310,868
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 80,841
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 80,841
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 80,840
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2025: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-13	6
Total number of particpants at end of year	2025-10-13	6
2024: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-26	4
Total number of particpants at end of year	2024-09-26	5
2022: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,237,543
Acturial value of plan assets	2022-12-31	3,237,543
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	113,993
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	284,981
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	284,981
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	94,993
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-05-06	3
Total number of particpants at end of year	2022-05-06	3
2021: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,722,972
Acturial value of plan assets	2021-12-31	3,722,972
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	34,914
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	174,573
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	174,573
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	87,287
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,310,868
Acturial value of plan assets	2020-12-31	3,310,868
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	80,841
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	80,841
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	80,840
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Financial Data on S & D OF VIRGINIA INC DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-13	36985
Net assets as of the end of the plan year	2025-10-13	3964952
Total assets as of the beginning of the plan year	2025-10-13	3721007
Value of plan covered by a fidelity bond	2025-10-13	401000
Participant contributions to plan in this plan year	2025-10-13	0
Other expenses paid from plan in this plan year	2025-10-13	0
Other income to plan in this plan year	2025-10-13	280930
Plan net income in this plan year	2025-10-13	243945
Net assets as of the end of the plan year	2025-10-13	3964952
Net assets as of the beginning of the plan year	2025-10-13	3721007
Employer contributions to plan in this plan year	2025-10-13	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-13	36985
2024 : S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-26	0
Total liabilities as of the end of the plan year	2024-09-26	0
Total liabilities as of the beginning of the plan year	2024-09-26	0
Total expenses incurred by plan in this plan year	2024-09-26	2838
Net assets as of the end of the plan year	2024-09-26	3721007
Total assets as of the beginning of the plan year	2024-09-26	3237543
Value of plan covered by a fidelity bond	2024-09-26	373000
Participant contributions to plan in this plan year	2024-09-26	0
Value of participant loans at end of plan year	2024-09-26	189522
Other expenses paid from plan in this plan year	2024-09-26	0
Other contributions to plan in this plan year	2024-09-26	0
Other income to plan in this plan year	2024-09-26	486302
Plan net income in this plan year	2024-09-26	483464
Net assets as of the end of the plan year	2024-09-26	3721007
Net assets as of the beginning of the plan year	2024-09-26	3237543
Employer contributions to plan in this plan year	2024-09-26	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-26	2838
2022 : S & D OF VIRGINIA INC DEFINED BENEFIT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-05-06	0
Total liabilities as of the end of the plan year	2022-05-06	0
Total liabilities as of the beginning of the plan year	2022-05-06	0
Total expenses incurred by plan in this plan year	2022-05-06	0
Net assets as of the end of the plan year	2022-05-06	3722972
Total assets as of the beginning of the plan year	2022-05-06	3310868
Value of plan covered by a fidelity bond	2022-05-06	373000
Participant contributions to plan in this plan year	2022-05-06	0
Value of participant loans at end of plan year	2022-05-06	210819
Other expenses paid from plan in this plan year	2022-05-06	0
Other contributions to plan in this plan year	2022-05-06	0
Other income to plan in this plan year	2022-05-06	412104
Plan net income in this plan year	2022-05-06	412104
Net assets as of the end of the plan year	2022-05-06	3722972
Net assets as of the beginning of the plan year	2022-05-06	3310868
Employer contributions to plan in this plan year	2022-05-06	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-06	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	S & D OF VIRGINIA INC
Employer identification number (EIN):	541596367
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers