401k Plan data: SECOND NATURE BLUE RIDGE, LLC 401K PLAN plan

SECOND NATURE BLUE RIDGE, LLC 401K PLAN 401k Plan overview

Plan Name	SECOND NATURE BLUE RIDGE, LLC 401K PLAN
Plan identification number	001

SECOND NATURE BLUE RIDGE, LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SECOND NATURE BLUE RIDGE, LLC has sponsored the creation of one or more 401k plans.

Company Name: SECOND NATURE BLUE RIDGE, LLC

Employer identification number (EIN): 562302807

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECOND NATURE BLUE RIDGE, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NITAL PATEL 2024-07-01
001 2022-01-01
001 2022-01-01 NITAL PATEL
001 2021-01-01
001 2021-01-01 NITAL PATEL
001 2020-01-01
001 2019-01-01
001 2018-01-01 NITAL PATEL
001 2017-01-01 NITAL PATEL
001 2016-01-01 NITAL PATEL
001 2015-01-01 NITAL PATEL
001 2014-01-01 NITAL PATEL
001 2013-01-01 NITAL PATEL
001 2012-01-01 NITAL PATEL
001 2011-01-01 NITAL PATEL
001 2010-01-01 NITAL PATEL
001 2009-01-01 NITAL PATEL

Plan Statistics for SECOND NATURE BLUE RIDGE, LLC 401K PLAN

401k plan membership statisitcs for SECOND NATURE BLUE RIDGE, LLC 401K PLAN

Measure Date Value
2025: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-03 80
Total number of particpants at end of year 2025-06-03 76
Number of Participants With Account Balances 2025-06-03 48
2024: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-01 83
Total number of particpants at end of year 2024-07-01 80
Number of Participants With Account Balances 2024-07-01 53
2022: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 51
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 83
Number of participants with account balances 2022-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 48
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 36
Total of all active and inactive participants 2021-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 85
Number of participants with account balances 2021-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 46
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 80
Number of participants with account balances 2020-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 50
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 81
Number of participants with account balances 2019-01-01 64
2018: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 47
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 73
Number of participants with account balances 2018-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 33
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 67
Number of participants with account balances 2017-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 38
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 68
Number of participants with account balances 2016-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 48
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 74
Number of participants with account balances 2015-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 55
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 69
Number of participants with account balances 2014-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 53
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 70
Number of participants with account balances 2013-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 55
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 68
Number of participants with account balances 2012-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 47
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 60
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 35
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 47
Number of participants with account balances 2010-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 50
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-03	80
Total number of particpants at end of year	2025-06-03	76
Number of Participants With Account Balances	2025-06-03	48
2024: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-01	83
Total number of particpants at end of year	2024-07-01	80
Number of Participants With Account Balances	2024-07-01	53
2022: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	51
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	83
Number of participants with account balances	2022-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	48
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	36
Total of all active and inactive participants	2021-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	85
Number of participants with account balances	2021-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	46
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	80
Number of participants with account balances	2020-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	50
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	81
Number of participants with account balances	2019-01-01	64
2018: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	47
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	73
Number of participants with account balances	2018-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	33
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	67
Number of participants with account balances	2017-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	38
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	68
Number of participants with account balances	2016-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	48
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	74
Number of participants with account balances	2015-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	55
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	69
Number of participants with account balances	2014-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	53
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	70
Number of participants with account balances	2013-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	55
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	68
Number of participants with account balances	2012-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	47
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	60
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	35
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	47
Number of participants with account balances	2010-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	50
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SECOND NATURE BLUE RIDGE, LLC 401K PLAN

Measure	Date	Value
2025 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-03	114080
Net assets as of the end of the plan year	2025-06-03	4824292
Total assets as of the beginning of the plan year	2025-06-03	3980328
Value of plan covered by a fidelity bond	2025-06-03	490000
Participant contributions to plan in this plan year	2025-06-03	113094
Value of participant loans at end of plan year	2025-06-03	5172
Other expenses paid from plan in this plan year	2025-06-03	26068
Other contributions to plan in this plan year	2025-06-03	7256
Other income to plan in this plan year	2025-06-03	760323
Plan net income in this plan year	2025-06-03	843964
Net assets as of the end of the plan year	2025-06-03	4824292
Net assets as of the beginning of the plan year	2025-06-03	3980328
Employer contributions to plan in this plan year	2025-06-03	77371
Fees paid to broker by Benefit Provider	2025-06-03	13131
2024 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-01	280415
Net assets as of the end of the plan year	2024-07-01	3980328
Total assets as of the beginning of the plan year	2024-07-01	3328224
Value of plan covered by a fidelity bond	2024-07-01	440000
Participant contributions to plan in this plan year	2024-07-01	104276
Value of participant loans at end of plan year	2024-07-01	8730
Other expenses paid from plan in this plan year	2024-07-01	25113
Other income to plan in this plan year	2024-07-01	758014
Plan net income in this plan year	2024-07-01	652104
Net assets as of the end of the plan year	2024-07-01	3980328
Net assets as of the beginning of the plan year	2024-07-01	3328224
Employer contributions to plan in this plan year	2024-07-01	70229
2022 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-663,722
Expenses. Total of all expenses incurred	2022-12-31	$487,071
Benefits paid (including direct rollovers)	2022-12-31	$487,071
Total plan assets at end of year	2022-12-31	$3,328,224
Total plan assets at beginning of year	2022-12-31	$4,479,017
Value of fidelity bond covering the plan	2022-12-31	$340,000
Total contributions received or receivable from participants	2022-12-31	$137,734
Other income received	2022-12-31	$-882,961
Net income (gross income less expenses)	2022-12-31	$-1,150,793
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,328,224
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,479,017
Assets. Value of participant loans	2022-12-31	$4,946
Total contributions received or receivable from employer(s)	2022-12-31	$81,505
2021 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$831,399
Expenses. Total of all expenses incurred	2021-12-31	$202,981
Benefits paid (including direct rollovers)	2021-12-31	$202,981
Total plan assets at end of year	2021-12-31	$4,479,017
Total plan assets at beginning of year	2021-12-31	$3,850,599
Value of fidelity bond covering the plan	2021-12-31	$450,000
Total contributions received or receivable from participants	2021-12-31	$156,201
Other income received	2021-12-31	$585,703
Net income (gross income less expenses)	2021-12-31	$628,418
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,479,017
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,850,599
Assets. Value of participant loans	2021-12-31	$7,192
Total contributions received or receivable from employer(s)	2021-12-31	$89,495
2020 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$993,457
Expenses. Total of all expenses incurred	2020-12-31	$69,085
Benefits paid (including direct rollovers)	2020-12-31	$69,085
Total plan assets at end of year	2020-12-31	$3,850,599
Total plan assets at beginning of year	2020-12-31	$2,926,227
Value of fidelity bond covering the plan	2020-12-31	$385,000
Total contributions received or receivable from participants	2020-12-31	$146,520
Contributions received from other sources (not participants or employers)	2020-12-31	$9,280
Other income received	2020-12-31	$752,863
Net income (gross income less expenses)	2020-12-31	$924,372
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,850,599
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,926,227
Assets. Value of participant loans	2020-12-31	$7,851
Total contributions received or receivable from employer(s)	2020-12-31	$84,794
2019 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$204,688
Total income from all sources	2019-12-31	$755,178
Expenses. Total of all expenses incurred	2019-12-31	$11,936
Benefits paid (including direct rollovers)	2019-12-31	$11,936
Total plan assets at end of year	2019-12-31	$2,926,227
Total plan assets at beginning of year	2019-12-31	$1,978,297
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$103,009
Contributions received from other sources (not participants or employers)	2019-12-31	$83,064
Other income received	2019-12-31	$506,592
Net income (gross income less expenses)	2019-12-31	$743,242
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,926,227
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,978,297
Assets. Value of participant loans	2019-12-31	$5,801
Total contributions received or receivable from employer(s)	2019-12-31	$62,513
2018 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-29,075
Expenses. Total of all expenses incurred	2018-12-31	$295,289
Benefits paid (including direct rollovers)	2018-12-31	$295,289
Total plan assets at end of year	2018-12-31	$1,978,297
Total plan assets at beginning of year	2018-12-31	$2,302,661
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$46,633
Contributions received from other sources (not participants or employers)	2018-12-31	$1,526
Other income received	2018-12-31	$-111,989
Net income (gross income less expenses)	2018-12-31	$-324,364
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,978,297
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,302,661
Assets. Value of participant loans	2018-12-31	$7,167
Total contributions received or receivable from employer(s)	2018-12-31	$34,755
2017 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$571,511
Expenses. Total of all expenses incurred	2017-12-31	$238,697
Benefits paid (including direct rollovers)	2017-12-31	$215,991
Total plan assets at end of year	2017-12-31	$2,302,661
Total plan assets at beginning of year	2017-12-31	$1,969,847
Value of fidelity bond covering the plan	2017-12-31	$230,000
Total contributions received or receivable from participants	2017-12-31	$59,031
Contributions received from other sources (not participants or employers)	2017-12-31	$15,143
Other income received	2017-12-31	$456,343
Net income (gross income less expenses)	2017-12-31	$332,814
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,302,661
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,969,847
Assets. Value of participant loans	2017-12-31	$13,695
Total contributions received or receivable from employer(s)	2017-12-31	$40,994
Value of certain deemed distributions of participant loans	2017-12-31	$22,706
2016 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$256,541
Expenses. Total of all expenses incurred	2016-12-31	$97,683
Benefits paid (including direct rollovers)	2016-12-31	$97,683
Total plan assets at end of year	2016-12-31	$1,969,847
Total plan assets at beginning of year	2016-12-31	$1,810,989
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$86,292
Other income received	2016-12-31	$119,007
Net income (gross income less expenses)	2016-12-31	$158,858
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,969,847
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,810,989
Assets. Value of participant loans	2016-12-31	$24,420
Total contributions received or receivable from employer(s)	2016-12-31	$51,242
2015 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$149,846
Expenses. Total of all expenses incurred	2015-12-31	$35,482
Benefits paid (including direct rollovers)	2015-12-31	$35,482
Total plan assets at end of year	2015-12-31	$1,810,989
Total plan assets at beginning of year	2015-12-31	$1,696,625
Value of fidelity bond covering the plan	2015-12-31	$190,000
Total contributions received or receivable from participants	2015-12-31	$101,140
Contributions received from other sources (not participants or employers)	2015-12-31	$437
Other income received	2015-12-31	$-15,883
Net income (gross income less expenses)	2015-12-31	$114,364
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,810,989
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,696,625
Assets. Value of participant loans	2015-12-31	$13,840
Total contributions received or receivable from employer(s)	2015-12-31	$64,152
2014 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$223,594
Expenses. Total of all expenses incurred	2014-12-31	$194,732
Benefits paid (including direct rollovers)	2014-12-31	$194,732
Total plan assets at end of year	2014-12-31	$1,696,625
Total plan assets at beginning of year	2014-12-31	$1,667,763
Value of fidelity bond covering the plan	2014-12-31	$170,000
Total contributions received or receivable from participants	2014-12-31	$102,830
Other income received	2014-12-31	$57,583
Net income (gross income less expenses)	2014-12-31	$28,862
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,696,625
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,667,763
Assets. Value of participant loans	2014-12-31	$16,532
Total contributions received or receivable from employer(s)	2014-12-31	$63,181
2013 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$481,968
Expenses. Total of all expenses incurred	2013-12-31	$141,968
Benefits paid (including direct rollovers)	2013-12-31	$141,968
Total plan assets at end of year	2013-12-31	$1,667,763
Total plan assets at beginning of year	2013-12-31	$1,327,763
Value of fidelity bond covering the plan	2013-12-31	$170,000
Total contributions received or receivable from participants	2013-12-31	$106,867
Other income received	2013-12-31	$316,492
Net income (gross income less expenses)	2013-12-31	$340,000
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,667,763
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,327,763
Assets. Value of participant loans	2013-12-31	$19,472
Total contributions received or receivable from employer(s)	2013-12-31	$58,609
2012 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$320,903
Expenses. Total of all expenses incurred	2012-12-31	$74,074
Benefits paid (including direct rollovers)	2012-12-31	$74,074
Total plan assets at end of year	2012-12-31	$1,327,763
Total plan assets at beginning of year	2012-12-31	$1,080,934
Value of fidelity bond covering the plan	2012-12-31	$130,000
Total contributions received or receivable from participants	2012-12-31	$117,341
Other income received	2012-12-31	$141,025
Net income (gross income less expenses)	2012-12-31	$246,829
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,327,763
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,080,934
Assets. Value of participant loans	2012-12-31	$20,562
Total contributions received or receivable from employer(s)	2012-12-31	$62,537
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$115,308
Expenses. Total of all expenses incurred	2011-12-31	$24,634
Benefits paid (including direct rollovers)	2011-12-31	$24,634
Total plan assets at end of year	2011-12-31	$1,080,934
Total plan assets at beginning of year	2011-12-31	$990,260
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$122,125
Other income received	2011-12-31	$-69,047
Net income (gross income less expenses)	2011-12-31	$90,674
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,080,934
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$990,260
Assets. Value of participant loans	2011-12-31	$34,705
Total contributions received or receivable from employer(s)	2011-12-31	$62,230
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$290,216
Expenses. Total of all expenses incurred	2010-12-31	$67
Benefits paid (including direct rollovers)	2010-12-31	$67
Total plan assets at end of year	2010-12-31	$990,260
Total plan assets at beginning of year	2010-12-31	$700,111
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$113,633
Other income received	2010-12-31	$112,658
Net income (gross income less expenses)	2010-12-31	$290,149
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$990,260
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$700,111
Assets. Value of participant loans	2010-12-31	$608
Total contributions received or receivable from employer(s)	2010-12-31	$63,925
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for SECOND NATURE BLUE RIDGE, LLC 401K PLAN

2022: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SECOND NATURE BLUE RIDGE, LLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

698539

Policy instance

Insurance contract or identification number	698539
Number of Individuals Covered	55
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $8,757
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

698539

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

698539

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

698539

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

668196

Policy instance

Potentially related plans

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Company Name:	SECOND NATURE BLUE RIDGE, LLC
Employer identification number (EIN):	562302807
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	NITAL PATEL	2024-07-01
001	2022-01-01
001	2022-01-01	NITAL PATEL
001	2021-01-01
001	2021-01-01	NITAL PATEL
001	2020-01-01
001	2019-01-01
001	2018-01-01	NITAL PATEL
001	2017-01-01	NITAL PATEL
001	2016-01-01	NITAL PATEL
001	2015-01-01	NITAL PATEL
001	2014-01-01	NITAL PATEL
001	2013-01-01	NITAL PATEL
001	2012-01-01	NITAL PATEL
001	2011-01-01	NITAL PATEL
001	2010-01-01	NITAL PATEL
001	2009-01-01	NITAL PATEL