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SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 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.
  • 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.
  • 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.

401k Sponsoring company profile

SYLVESTER & COCKRUM, INC. has sponsored the creation of one or more 401k plans.

Company Name:SYLVESTER & COCKRUM, INC.
Employer identification number (EIN):561466951
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KATIE MATHIS
0012016-01-01STEVE COCKRUM
0012015-01-01STEVE COCKRUM2016-04-29
0012014-01-01KATIE MATHIS2015-07-15 STEVEN G. COCKRUM2015-07-15
0012013-01-01KATIE MATHIS2014-10-09 STEVEN G. COCKRUM2014-10-09
0012012-01-01STEVEN G. COCKRUM2013-05-09 STEVEN G. COCKRUM2013-05-09
0012011-01-01STEVEN G. COCKRUM2012-07-13 STEVEN G. COCKRUM2012-07-13
0012010-10-01STEVEN G. COCKRUM2011-05-26 STEVEN G. COCKRUM2011-05-26
0012008-10-01CATHY PINNIX
0012006-10-01CATHY PINNIX

Plan Statistics for SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01137
Number of participants with account balances2022-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01164
Total number of active participants reported on line 7a of the Form 55002021-01-01123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01139
Number of participants with account balances2021-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01163
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01159
Number of participants with account balances2020-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01142
Number of participants with account balances2019-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01142
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01132
Number of participants with account balances2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01111
Total number of active participants reported on line 7a of the Form 55002017-01-0192
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 participants2017-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01108
Number of participants with account balances2017-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01124
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0198
Number of participants with account balances2016-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2008: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-0149
Total number of active participants reported on line 7a of the Form 55002008-10-016
Total of all active and inactive participants2008-10-016
Total participants2008-10-016
Number of participants with account balances2008-10-016
2006: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2006 401k membership
Total participants, beginning-of-year2006-10-0150
Total number of active participants reported on line 7a of the Form 55002006-10-0147
Number of other retired or separated participants entitled to future benefits2006-10-012
Total of all active and inactive participants2006-10-0149
Total participants2006-10-0149
Number of participants with account balances2006-10-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-10-011

Financial Data on SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-42,222
Total of all expenses incurred2022-12-31$323,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$302,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$437,489
Value of total assets at end of year2022-12-31$2,818,716
Value of total assets at beginning of year2022-12-31$3,184,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,866
Total interest from all sources2022-12-31$2,574
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,636
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$2,636
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$385,000
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$281,757
Participant contributions at end of year2022-12-31$59,694
Participant contributions at beginning of year2022-12-31$42,425
Participant contributions at end of year2022-12-31$5,068
Participant contributions at beginning of year2022-12-31$24
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$-75
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$147
Administrative expenses (other) incurred2022-12-31$1,018
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$7,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-365,539
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,818,716
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,184,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,726,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,119,558
Interest on participant loans2022-12-31$2,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$24,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-485,068
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$155,807
Employer contributions (assets) at end of year2022-12-31$3,427
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$302,451
Contract administrator fees2022-12-31$14,848
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 name2022-12-31WILLIAMS OVERMAN PIERCE
Accountancy firm EIN2022-12-31561031342
2021 : SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$779,311
Total of all expenses incurred2021-12-31$205,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$182,986
Value of total corrective distributions2021-12-31$152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$441,406
Value of total assets at end of year2021-12-31$3,184,255
Value of total assets at beginning of year2021-12-31$2,610,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,499
Total interest from all sources2021-12-31$425
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,022
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$6,022
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$385,000
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$290,025
Participant contributions at end of year2021-12-31$42,425
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$24
Participant contributions at beginning of year2021-12-31$1,725
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$-6,627
Administrative expenses (other) incurred2021-12-31$863
Total non interest bearing cash at end of year2021-12-31$7,965
Total non interest bearing cash at beginning of year2021-12-31$7,325
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$573,674
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,184,255
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,610,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,119,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,595,051
Interest on participant loans2021-12-31$416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$331,458
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$158,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$182,986
Contract administrator fees2021-12-31$16,636
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 name2021-12-31WILLIAMS OVERMAN PIERCE
Accountancy firm EIN2021-12-31561031342
2020 : SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$728,889
Total of all expenses incurred2020-12-31$114,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$91,666
Value of total corrective distributions2020-12-31$3,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$434,469
Value of total assets at end of year2020-12-31$2,610,581
Value of total assets at beginning of year2020-12-31$1,995,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,040
Total interest from all sources2020-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,394
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$1,394
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$265,000
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$269,725
Participant contributions at end of year2020-12-31$1,725
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,989
Administrative expenses (other) incurred2020-12-31$400
Total non interest bearing cash at end of year2020-12-31$7,325
Total non interest bearing cash at beginning of year2020-12-31$17,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$614,845
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,610,581
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,995,736
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,595,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,978,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$293,019
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$157,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$91,666
Contract administrator fees2020-12-31$13,640
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 name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at beginning 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$707,039
Total income from all sources (including contributions)2019-12-31$707,039
Total of all expenses incurred2019-12-31$254,855
Total of all expenses incurred2019-12-31$254,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$228,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$228,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$431,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$431,417
Value of total assets at end of year2019-12-31$1,995,736
Value of total assets at end of year2019-12-31$1,995,736
Value of total assets at beginning of year2019-12-31$1,543,552
Value of total assets at beginning of year2019-12-31$1,543,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,178
Total interest from all sources2019-12-31$1
Total interest from all sources2019-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,990
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$31,990
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$31,990
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$265,000
Value of fidelity bond cover2019-12-31$265,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$263,853
Contributions received from participants2019-12-31$263,853
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,708
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$180
Administrative expenses (other) incurred2019-12-31$180
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$17,320
Total non interest bearing cash at end of year2019-12-31$17,320
Total non interest bearing cash at beginning of year2019-12-31$8,280
Total non interest bearing cash at beginning of year2019-12-31$8,280
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
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$452,184
Value of net income/loss2019-12-31$452,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,995,736
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,995,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,543,552
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,543,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,922
Investment advisory and management fees2019-12-31$10,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,978,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,978,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,535,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,535,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$243,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$243,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$152,856
Contributions received in cash from employer2019-12-31$152,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$228,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$228,677
Contract administrator fees2019-12-31$15,076
Contract administrator fees2019-12-31$15,076
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SHARRARD, MCGEE & CO, PA
Accountancy firm name2019-12-31SHARRARD, MCGEE & CO, PA
Accountancy firm EIN2019-12-31561146197
Accountancy firm EIN2019-12-31561146197
2018 : SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$403,738
Total of all expenses incurred2018-12-31$34,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$469,473
Value of total assets at end of year2018-12-31$1,543,552
Value of total assets at beginning of year2018-12-31$1,174,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,310
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$49,176
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$49,176
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$265,000
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$239,997
Participant contributions at beginning of year2018-12-31$-266
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$85,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$232
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$8,280
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$368,912
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,543,552
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,174,640
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$9,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,535,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,174,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-114,911
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$144,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,516
Contract administrator fees2018-12-31$11,406
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 name2018-12-31SHARRARD, MCGEE & CO
Accountancy firm EIN2018-12-31561146197
2017 : SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4
Total income from all sources (including contributions)2017-12-31$255,619
Total of all expenses incurred2017-12-31$90,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$70,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$137,764
Value of total assets at end of year2017-12-31$1,174,904
Value of total assets at beginning of year2017-12-31$1,009,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,787
Total interest from all sources2017-12-31$41
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,653
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$35,653
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$265,000
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$137,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4
Administrative expenses (other) incurred2017-12-31$139
Liabilities. Value of operating payables at end of year2017-12-31$266
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$2,362
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$165,311
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,174,636
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,009,325
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
Investment advisory and management fees2017-12-31$7,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,174,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$990,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$16,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$16,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$82,161
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$70,521
Contract administrator fees2017-12-31$11,739
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 name2017-12-31SHARRARD, MCGEE & CO
Accountancy firm EIN2017-12-31561146197
2016 : SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4
Total income from all sources (including contributions)2016-12-31$196,372
Total of all expenses incurred2016-12-31$138,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$118,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$115,586
Value of total assets at end of year2016-12-31$1,009,329
Value of total assets at beginning of year2016-12-31$951,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,687
Total interest from all sources2016-12-31$70
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,347
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$33,347
Administrative expenses professional fees incurred2016-12-31$446
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$265,000
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$107,056
Participant contributions at beginning of year2016-12-31$1,595
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4
Total non interest bearing cash at end of year2016-12-31$2,362
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$57,872
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,009,325
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$951,453
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
Investment advisory and management fees2016-12-31$7,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$990,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$937,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$16,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$47,369
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$118,813
Contract administrator fees2016-12-31$11,873
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 name2016-12-31SHARRARD, MCGEE & CO. PA
Accountancy firm EIN2016-12-31561146197

Form 5500 Responses for SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN

2022: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2008: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – InsuranceYes
2008-10-01Plan benefit arrangement – InsuranceYes
2006: SYLVESTER & COCKRUM, INC. RETIREMENT SAVINGS PLAN 2006 form 5500 responses
2006-10-01Type of plan entitySingle employer plan
2006-10-01Submission has been amendedNo
2006-10-01This submission is the final filingNo
2006-10-01This return/report is a short plan year return/report (less than 12 months)No
2006-10-01Plan is a collectively bargained planNo
2006-10-01Plan funding arrangement – InsuranceYes
2006-10-01Plan benefit arrangement – InsuranceYes

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