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SOUTH ATLANTIC SERVICES, INC. KSOP 401k Plan overview

Plan NameSOUTH ATLANTIC SERVICES, INC. KSOP
Plan identification number 003

SOUTH ATLANTIC SERVICES, INC. KSOP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SOUTH ATLANTIC SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH ATLANTIC SERVICES, INC.
Employer identification number (EIN):560956028
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SOUTH ATLANTIC SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1999-08-23
Company Identification Number: P99000076793
Legal Registered Office Address: 2727 WEST FLETCHER AVE

TAMPA

33618

More information about SOUTH ATLANTIC SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH ATLANTIC SERVICES, INC. KSOP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01NICOLE GRINDSTAFF2023-07-18
0032021-01-01NICOLE GRINDSTAFF2022-08-24
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01NICOLE GRINDSTAFF NICOLE GRINDSTAFF2018-07-26
0032016-01-01NICOLE GRINDSTAFF NICOLE GRINDSTAFF2017-07-31
0032015-01-01NICOLE GRINDSTAFF2016-06-21 NICOLE GRINDSTAFF2016-06-21
0032014-01-01NICOLE GRINDSTAFF2015-07-17 NICOLE GRINDSTAFF2015-07-17
0032013-01-01NICOLE GRINDSTAFF2014-07-24 NICOLE GRINDSTAFF2014-07-24
0032012-01-01FRANK HAMILTON III
0032011-01-01FRANK H. HAMILTON III
0032009-01-01SUSAN ASPENGREN

Plan Statistics for SOUTH ATLANTIC SERVICES, INC. KSOP

401k plan membership statisitcs for SOUTH ATLANTIC SERVICES, INC. KSOP

Measure Date Value
2022: SOUTH ATLANTIC SERVICES, INC. KSOP 2022 401k membership
Total participants, beginning-of-year2022-01-01310
Total number of active participants reported on line 7a of the Form 55002022-01-01280
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01302
Number of participants with account balances2022-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: SOUTH ATLANTIC SERVICES, INC. KSOP 2021 401k membership
Total participants, beginning-of-year2021-01-01271
Total number of active participants reported on line 7a of the Form 55002021-01-01252
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01304
Number of participants with account balances2021-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0146
2020: SOUTH ATLANTIC SERVICES, INC. KSOP 2020 401k membership
Total participants, beginning-of-year2020-01-01303
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01294
Number of participants with account balances2020-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: SOUTH ATLANTIC SERVICES, INC. KSOP 2019 401k membership
Total participants, beginning-of-year2019-01-01302
Total number of active participants reported on line 7a of the Form 55002019-01-01285
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01303
Number of participants with account balances2019-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0151
2018: SOUTH ATLANTIC SERVICES, INC. KSOP 2018 401k membership
Total participants, beginning-of-year2018-01-01249
Total number of active participants reported on line 7a of the Form 55002018-01-01277
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01300
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: SOUTH ATLANTIC SERVICES, INC. KSOP 2017 401k membership
Total participants, beginning-of-year2017-01-01270
Total number of active participants reported on line 7a of the Form 55002017-01-01233
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01249
Number of participants with account balances2017-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: SOUTH ATLANTIC SERVICES, INC. KSOP 2016 401k membership
Total participants, beginning-of-year2016-01-01223
Total number of active participants reported on line 7a of the Form 55002016-01-01240
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01270
Number of participants with account balances2016-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2012: SOUTH ATLANTIC SERVICES, INC. KSOP 2012 401k membership
Total participants, beginning-of-year2012-01-0199
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01119
Number of participants with account balances2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTH ATLANTIC SERVICES, INC. KSOP 2011 401k membership
Total participants, beginning-of-year2011-01-0198
Total number of active participants reported on line 7a of the Form 55002011-01-0184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0199
Number of participants with account balances2011-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SOUTH ATLANTIC SERVICES, INC. KSOP 2009 401k membership
Total participants, beginning-of-year2009-01-0189
Total number of active participants reported on line 7a of the Form 55002009-01-0172
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0192
Number of participants with account balances2009-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTH ATLANTIC SERVICES, INC. KSOP

Measure Date Value
2022 : SOUTH ATLANTIC SERVICES, INC. KSOP 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$0
Total income from all sources (including contributions)2022-12-31$-1,161,192
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$845,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$795,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,441,393
Value of total assets at end of year2022-12-31$12,979,233
Value of total assets at beginning of year2022-12-31$14,985,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,823
Total interest from all sources2022-12-31$4,434
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$953,900
Participant contributions at end of year2022-12-31$68,175
Participant contributions at beginning of year2022-12-31$91,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,006,504
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,979,233
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,985,737
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$11,202,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,036,716
Value of interest in pooled separate accounts at end of year2022-12-31$1,708,235
Value of interest in pooled separate accounts at beginning of year2022-12-31$857,335
Interest on participant loans2022-12-31$4,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$31
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$31
Net investment gain/loss from pooled separate accounts2022-12-31$12,134
Net gain/loss from 103.12 investment entities2022-12-31$-2,619,153
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$487,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$795,489
Contract administrator fees2022-12-31$49,823
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : SOUTH ATLANTIC SERVICES, INC. KSOP 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$3,397,844
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,844,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,792,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,418,865
Value of total assets at end of year2021-12-31$14,985,737
Value of total assets at beginning of year2021-12-31$14,432,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,085
Total interest from all sources2021-12-31$5,498
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$904,860
Participant contributions at end of year2021-12-31$91,655
Participant contributions at beginning of year2021-12-31$96,998
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,480
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$552,948
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,985,737
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,432,789
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$14,036,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,054,438
Value of interest in pooled separate accounts at end of year2021-12-31$857,335
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$5,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$31
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,281,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,281,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,968,559
Net investment gain/loss from pooled separate accounts2021-12-31$4,922
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$475,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,792,811
Contract administrator fees2021-12-31$52,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SOUTH ATLANTIC SERVICES, INC. KSOP 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$3,080,334
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,110,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,065,850
Value of total corrective distributions2020-12-31$2,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,459,576
Value of total assets at end of year2020-12-31$14,432,789
Value of total assets at beginning of year2020-12-31$13,463,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,079
Total interest from all sources2020-12-31$15,958
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$292,724
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$292,724
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$944,803
Participant contributions at end of year2020-12-31$96,998
Participant contributions at beginning of year2020-12-31$65,599
Administrative expenses (other) incurred2020-12-31$15,816
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$969,562
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,432,789
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,463,227
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
Investment advisory and management fees2020-12-31$26,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,054,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,244,299
Interest on participant loans2020-12-31$5,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,281,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,153,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,153,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,312,076
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$514,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,065,850
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 name2020-12-31DIXON, HUGHES & GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : SOUTH ATLANTIC SERVICES, INC. KSOP 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$3,629,013
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,400,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,358,005
Value of total corrective distributions2019-12-31$3,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,331,600
Value of total assets at end of year2019-12-31$13,463,227
Value of total assets at beginning of year2019-12-31$11,234,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,569
Total interest from all sources2019-12-31$52,597
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$390,633
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$390,633
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$856,957
Participant contributions at end of year2019-12-31$65,599
Participant contributions at beginning of year2019-12-31$85,833
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,477
Administrative expenses (other) incurred2019-12-31$30,088
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$2,228,688
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,463,227
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,234,539
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
Investment advisory and management fees2019-12-31$8,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,244,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,787,136
Interest on participant loans2019-12-31$4,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,153,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,361,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,361,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$48,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,854,183
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$449,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,358,005
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 name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : SOUTH ATLANTIC SERVICES, INC. KSOP 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$981,264
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,012,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$958,195
Value of total corrective distributions2018-12-31$12,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,206,321
Value of total assets at end of year2018-12-31$11,234,539
Value of total assets at beginning of year2018-12-31$11,266,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,136
Total interest from all sources2018-12-31$34,331
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$536,800
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$536,800
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$771,596
Participant contributions at end of year2018-12-31$85,833
Participant contributions at beginning of year2018-12-31$100,599
Participant contributions at beginning of year2018-12-31$10,599
Administrative expenses (other) incurred2018-12-31$39,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-31,710
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,234,539
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,266,249
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
Investment advisory and management fees2018-12-31$2,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,787,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,151,387
Interest on participant loans2018-12-31$4,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,361,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$29,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-796,188
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$434,725
Employer contributions (assets) at beginning of year2018-12-31$3,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$958,195
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : SOUTH ATLANTIC SERVICES, INC. KSOP 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$2,583,895
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$455,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$404,204
Value of total corrective distributions2017-12-31$13,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,050,727
Value of total assets at end of year2017-12-31$11,266,249
Value of total assets at beginning of year2017-12-31$9,138,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,898
Total interest from all sources2017-12-31$5,122
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$498,259
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$498,259
Administrative expenses professional fees incurred2017-12-31$37,898
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$679,665
Participant contributions at end of year2017-12-31$100,599
Participant contributions at beginning of year2017-12-31$124,620
Participant contributions at end of year2017-12-31$10,599
Participant contributions at beginning of year2017-12-31$10,032
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$2,128,064
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,266,249
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,138,185
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$11,151,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,997,800
Interest on participant loans2017-12-31$5,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,029,787
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$371,062
Employer contributions (assets) at end of year2017-12-31$3,664
Employer contributions (assets) at beginning of year2017-12-31$5,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$404,204
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : SOUTH ATLANTIC SERVICES, INC. KSOP 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$1,696,506
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$885,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$854,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,025,478
Value of total assets at end of year2016-12-31$9,138,185
Value of total assets at beginning of year2016-12-31$8,327,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,767
Total interest from all sources2016-12-31$6,967
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$306,024
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$306,024
Administrative expenses professional fees incurred2016-12-31$30,767
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$642,343
Participant contributions at end of year2016-12-31$124,620
Participant contributions at beginning of year2016-12-31$167,995
Participant contributions at end of year2016-12-31$10,032
Participant contributions at beginning of year2016-12-31$10,219
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$811,049
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,138,185
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,327,136
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$8,997,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,143,212
Interest on participant loans2016-12-31$6,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$358,037
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$383,135
Employer contributions (assets) at end of year2016-12-31$5,733
Employer contributions (assets) at beginning of year2016-12-31$5,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$854,690
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 name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2012 : SOUTH ATLANTIC SERVICES, INC. KSOP 2012 401k financial data
Total income from all sources2012-12-31$904,507
Expenses. Total of all expenses incurred2012-12-31$221,061
Benefits paid (including direct rollovers)2012-12-31$212,269
Total plan assets at end of year2012-12-31$6,030,749
Total plan assets at beginning of year2012-12-31$5,347,303
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$280,258
Expenses. Other expenses not covered elsewhere2012-12-31$8,792
Other income received2012-12-31$460,644
Net income (gross income less expenses)2012-12-31$683,446
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,030,749
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,347,303
Assets. Value of participant loans2012-12-31$146,343
Assets. Value of employer securities2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$163,605
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SOUTH ATLANTIC SERVICES, INC. KSOP 2011 401k financial data
Total income from all sources2011-12-31$580,241
Expenses. Total of all expenses incurred2011-12-31$210,354
Benefits paid (including direct rollovers)2011-12-31$205,007
Total plan assets at end of year2011-12-31$5,347,303
Total plan assets at beginning of year2011-12-31$4,977,416
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$254,899
Expenses. Other expenses not covered elsewhere2011-12-31$5,347
Other income received2011-12-31$193,542
Net income (gross income less expenses)2011-12-31$369,887
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,347,303
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,977,416
Assets. Value of participant loans2011-12-31$104,171
Assets. Value of employer securities2011-12-31$2,321,850
Total contributions received or receivable from employer(s)2011-12-31$131,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SOUTH ATLANTIC SERVICES, INC. KSOP 2010 401k financial data
Total income from all sources2010-12-31$664,336
Expenses. Total of all expenses incurred2010-12-31$156,373
Benefits paid (including direct rollovers)2010-12-31$150,490
Total plan assets at end of year2010-12-31$4,977,416
Total plan assets at beginning of year2010-12-31$4,469,453
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$217,498
Expenses. Other expenses not covered elsewhere2010-12-31$5,883
Other income received2010-12-31$367,410
Net income (gross income less expenses)2010-12-31$507,963
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,977,416
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,469,453
Assets. Value of participant loans2010-12-31$88,304
Assets. Value of employer securities2010-12-31$2,255,863
Total contributions received or receivable from employer(s)2010-12-31$79,428

Form 5500 Responses for SOUTH ATLANTIC SERVICES, INC. KSOP

2022: SOUTH ATLANTIC SERVICES, INC. KSOP 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTH ATLANTIC SERVICES, INC. KSOP 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTH ATLANTIC SERVICES, INC. KSOP 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: SOUTH ATLANTIC SERVICES, INC. KSOP 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: SOUTH ATLANTIC SERVICES, INC. KSOP 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: SOUTH ATLANTIC SERVICES, INC. KSOP 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: SOUTH ATLANTIC SERVICES, INC. KSOP 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
2012: SOUTH ATLANTIC SERVICES, INC. KSOP 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: SOUTH ATLANTIC SERVICES, INC. KSOP 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: SOUTH ATLANTIC SERVICES, INC. KSOP 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513796-000
Policy instance 1
Insurance contract or identification number513796-000
Number of Individuals Covered294
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,844
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6844
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513796-000
Policy instance 1
Insurance contract or identification number513796-000
Number of Individuals Covered302
Insurance policy start date2021-02-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,769
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24769
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5

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