?>
Logo

SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 003

SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES has sponsored the creation of one or more 401k plans.

Company Name:SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES
Employer identification number (EIN):570175068
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JOSEPH A. WENGER2023-10-10 JOSEPH A. WENGER2023-10-10
0032021-01-01CAROLYN TWISDALE2022-10-06 CAROLYN TWISDALE2022-10-06
0032020-01-01CAROLYN TWISDALE2021-09-28 CAROLYN TWISDALE2021-09-28
0032019-01-01CAROLYN TWISDALE2020-10-05 CAROLYN TWISDALE2020-10-05
0032018-01-01RAYMOND O. COLSTON JR.2019-07-29 RAYMOND O. COLSTON JR.2019-07-29
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01RAYMOND O. COLSTON, JR. RAYMOND O. COLSTON, JR.2013-10-14
0032011-01-01RAYMOND O. COLSTON, JR. RAYMOND O. COLSTON, JR.2012-10-10
0032009-01-01RAYMOND O. COLSTON, JR. RAYMOND O. COLSTON, JR.2010-10-11
0032009-01-01RAYMOND O. COLSTON, JR. RAYMOND O. COLSTON, JR.2010-10-11

Plan Statistics for SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01654
Total number of active participants reported on line 7a of the Form 55002022-01-01625
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01684
Number of participants with account balances2022-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01608
Total number of active participants reported on line 7a of the Form 55002021-01-01620
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01650
Number of participants with account balances2021-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01593
Total number of active participants reported on line 7a of the Form 55002020-01-01579
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01606
Number of participants with account balances2020-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01546
Total number of active participants reported on line 7a of the Form 55002019-01-01543
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01577
Number of participants with account balances2019-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01517
Total number of active participants reported on line 7a of the Form 55002018-01-01523
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01546
Number of participants with account balances2018-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01473
Total number of active participants reported on line 7a of the Form 55002017-01-01469
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01517
Number of participants with account balances2017-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01434
Total number of active participants reported on line 7a of the Form 55002016-01-01419
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01472
Number of participants with account balances2016-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01434
Total number of active participants reported on line 7a of the Form 55002015-01-01378
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01423
Number of participants with account balances2015-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01412
Total number of active participants reported on line 7a of the Form 55002014-01-01386
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01425
Total participants2014-01-01425
Number of participants with account balances2014-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01375
Total number of active participants reported on line 7a of the Form 55002013-01-01363
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01405
Total participants2013-01-01405
Number of participants with account balances2013-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01345
Total number of active participants reported on line 7a of the Form 55002012-01-01324
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01366
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01328
Total number of active participants reported on line 7a of the Form 55002011-01-01282
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01340
Total participants2011-01-01340
Number of participants with account balances2011-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01341
Total number of active participants reported on line 7a of the Form 55002009-01-01275
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01327
Number of participants with account balances2009-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-187
Total unrealized appreciation/depreciation of assets2022-12-31$-187
Total income from all sources (including contributions)2022-12-31$19,793
Total of all expenses incurred2022-12-31$1,107,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,037,412
Value of total corrective distributions2022-12-31$1,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,317,721
Value of total assets at end of year2022-12-31$6,723,536
Value of total assets at beginning of year2022-12-31$7,811,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,198
Total interest from all sources2022-12-31$151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,125
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$852,414
Participant contributions at beginning of year2022-12-31$12
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,553
Administrative expenses (other) incurred2022-12-31$38,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,087,942
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,723,536
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,811,478
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$29,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,711,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,800,205
Interest earned on other investments2022-12-31$151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,256
Net investment gain/loss from pooled separate accounts2022-12-31$-1,297,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$444,754
Employer contributions (assets) at beginning of year2022-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,037,412
Contract administrator fees2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-95
Total unrealized appreciation/depreciation of assets2021-12-31$-95
Total income from all sources (including contributions)2021-12-31$2,017,874
Total of all expenses incurred2021-12-31$840,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$769,185
Value of total corrective distributions2021-12-31$409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,201,996
Value of total assets at end of year2021-12-31$7,811,478
Value of total assets at beginning of year2021-12-31$6,634,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,024
Total interest from all sources2021-12-31$152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$773,877
Participant contributions at end of year2021-12-31$12
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$21,551
Administrative expenses (other) incurred2021-12-31$39,631
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$1,177,256
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,811,478
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,634,222
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$31,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,800,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,622,172
Interest earned on other investments2021-12-31$152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,050
Net investment gain/loss from pooled separate accounts2021-12-31$815,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$406,568
Employer contributions (assets) at end of year2021-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$769,185
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$177
Total unrealized appreciation/depreciation of assets2020-12-31$177
Total income from all sources (including contributions)2020-12-31$2,231,302
Total of all expenses incurred2020-12-31$1,078,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,021,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,268,301
Value of total assets at end of year2020-12-31$6,634,222
Value of total assets at beginning of year2020-12-31$5,481,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,478
Total interest from all sources2020-12-31$137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$2,229
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$696,832
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$202,967
Administrative expenses (other) incurred2020-12-31$29,467
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$1,152,952
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,634,222
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,481,270
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$24,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,622,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,472,497
Interest earned on other investments2020-12-31$137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,773
Net investment gain/loss from pooled separate accounts2020-12-31$962,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$368,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,021,872
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$372
Total unrealized appreciation/depreciation of assets2019-12-31$372
Total income from all sources (including contributions)2019-12-31$1,964,815
Total of all expenses incurred2019-12-31$847,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$797,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$998,088
Value of total assets at end of year2019-12-31$5,481,270
Value of total assets at beginning of year2019-12-31$4,364,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,523
Total interest from all sources2019-12-31$190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,310
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$596,480
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$70,972
Administrative expenses (other) incurred2019-12-31$26,081
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$1,117,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,481,270
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,364,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,472,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,356,794
Interest earned on other investments2019-12-31$190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,244
Net investment gain/loss from pooled separate accounts2019-12-31$966,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$330,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$797,060
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-274
Total unrealized appreciation/depreciation of assets2018-12-31$-274
Total income from all sources (including contributions)2018-12-31$533,202
Total of all expenses incurred2018-12-31$583,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$558,881
Value of total corrective distributions2018-12-31$109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$855,133
Value of total assets at end of year2018-12-31$4,364,038
Value of total assets at beginning of year2018-12-31$4,413,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,074
Total interest from all sources2018-12-31$1,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,254
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$488,282
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$91,430
Administrative expenses (other) incurred2018-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-49,862
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,364,038
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,413,900
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$21,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,356,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,404,944
Interest earned on other investments2018-12-31$1,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,956
Net investment gain/loss from pooled separate accounts2018-12-31$-322,670
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$275,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$558,881
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-71
Total unrealized appreciation/depreciation of assets2017-12-31$-71
Total income from all sources (including contributions)2017-12-31$1,221,560
Total of all expenses incurred2017-12-31$405,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$386,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$615,194
Value of total assets at end of year2017-12-31$4,413,900
Value of total assets at beginning of year2017-12-31$3,597,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,347
Total interest from all sources2017-12-31$922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$361,730
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$41,637
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$815,975
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,413,900
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,597,925
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$19,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,404,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,588,808
Interest earned on other investments2017-12-31$922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,871
Net investment gain/loss from pooled separate accounts2017-12-31$605,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$211,827
Employer contributions (assets) at beginning of year2017-12-31$246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$386,238
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$129
Total unrealized appreciation/depreciation of assets2016-12-31$129
Total income from all sources (including contributions)2016-12-31$823,085
Total of all expenses incurred2016-12-31$449,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$432,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$581,663
Value of total assets at end of year2016-12-31$3,597,925
Value of total assets at beginning of year2016-12-31$3,224,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,039
Total interest from all sources2016-12-31$607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
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$359,314
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,928
Administrative expenses (other) incurred2016-12-31$845
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$373,250
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,597,925
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,224,675
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$16,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,588,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,210,438
Interest earned on other investments2016-12-31$607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,237
Net investment gain/loss from pooled separate accounts2016-12-31$240,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$210,421
Employer contributions (assets) at end of year2016-12-31$246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$432,796
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-57
Total unrealized appreciation/depreciation of assets2015-12-31$-57
Total income from all sources (including contributions)2015-12-31$557,400
Total of all expenses incurred2015-12-31$495,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$479,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$584,392
Value of total assets at end of year2015-12-31$3,224,675
Value of total assets at beginning of year2015-12-31$3,163,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,637
Total interest from all sources2015-12-31$409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$364,908
Administrative expenses (other) incurred2015-12-31$1,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$61,654
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,224,675
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,163,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,210,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,133,840
Interest earned on other investments2015-12-31$409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$29,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-27,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$219,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$479,109
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-551
Total unrealized appreciation/depreciation of assets2014-12-31$-551
Total income from all sources (including contributions)2014-12-31$951,000
Total of all expenses incurred2014-12-31$418,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$399,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$791,495
Value of total assets at end of year2014-12-31$3,163,021
Value of total assets at beginning of year2014-12-31$2,630,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,417
Total interest from all sources2014-12-31$428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$342,756
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$242,727
Administrative expenses (other) incurred2014-12-31$4,071
Total non interest bearing cash at beginning of year2014-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$532,657
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,163,021
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,630,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$14,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,133,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,604,802
Interest earned on other investments2014-12-31$428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$29,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$25,561
Net investment gain/loss from pooled separate accounts2014-12-31$159,628
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$206,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$399,926
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-740
Total unrealized appreciation/depreciation of assets2013-12-31$-740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$754,293
Total of all expenses incurred2013-12-31$223,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$206,588
Value of total corrective distributions2013-12-31$222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$410,352
Value of total assets at end of year2013-12-31$2,630,364
Value of total assets at beginning of year2013-12-31$2,099,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,488
Total interest from all sources2013-12-31$381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$248,833
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$5,118
Total non interest bearing cash at end of year2013-12-31$1
Total non interest bearing cash at beginning of year2013-12-31$2,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$530,995
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,630,364
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,099,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$11,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,604,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,076,254
Interest earned on other investments2013-12-31$381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$25,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,091
Net investment gain/loss from pooled separate accounts2013-12-31$344,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$153,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$206,588
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$550
Total unrealized appreciation/depreciation of assets2012-12-31$550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$647,046
Total of all expenses incurred2012-12-31$868,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$853,779
Value of total corrective distributions2012-12-31$133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$384,447
Value of total assets at end of year2012-12-31$2,099,369
Value of total assets at beginning of year2012-12-31$2,320,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,591
Total interest from all sources2012-12-31$364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$240,663
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$6,580
Total non interest bearing cash at end of year2012-12-31$2,024
Total non interest bearing cash at beginning of year2012-12-31$1,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-221,457
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,099,369
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,320,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,076,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,298,109
Interest earned on other investments2012-12-31$364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$21,226
Net investment gain/loss from pooled separate accounts2012-12-31$261,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$143,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$853,779
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-207
Total unrealized appreciation/depreciation of assets2011-12-31$-207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$351,493
Total of all expenses incurred2011-12-31$526,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$511,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$411,089
Value of total assets at end of year2011-12-31$2,320,826
Value of total assets at beginning of year2011-12-31$2,496,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,689
Total interest from all sources2011-12-31$356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$260,359
Administrative expenses (other) incurred2011-12-31$15,689
Total non interest bearing cash at end of year2011-12-31$1,491
Total non interest bearing cash at beginning of year2011-12-31$470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-175,419
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,320,826
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,496,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,298,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,477,715
Interest earned on other investments2011-12-31$356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$21,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$18,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-59,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$150,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$511,223
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$668
Total unrealized appreciation/depreciation of assets2010-12-31$668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$669,498
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$256,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$241,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$395,552
Value of total assets at end of year2010-12-31$2,496,245
Value of total assets at beginning of year2010-12-31$2,083,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,752
Total interest from all sources2010-12-31$423
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$252,469
Administrative expenses (other) incurred2010-12-31$14,752
Total non interest bearing cash at end of year2010-12-31$470
Total non interest bearing cash at beginning of year2010-12-31$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$413,149
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,496,245
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,083,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,477,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,068,682
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$18,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,338
Net investment gain/loss from pooled separate accounts2010-12-31$272,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$143,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$241,597
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN

2022: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered404
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,264
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees7264
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION, DISTRIBUTION AND TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered376
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,921
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees5921
Additional information about fees paid to insurance brokerTPA ADMINISTRATION FEES, DISTRIBUTION FEES AND TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered358
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,068
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees5068
Additional information about fees paid to insurance brokerTPA ADMINISTRATIVE FEES, DISTRIBUTION FEES AND TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered350
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,819
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees4819
Additional information about fees paid to insurance brokerTPA ADMINISTRATIVE FEES, DISTRIBUTION FEES AND TPA FORUM COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered299
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,983
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees1983
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker organization code?5
Insurance broker nameEXECUTIVE PENSION SERVICES, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered209
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $17,233
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees15602
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR & ENROLLMENT MEETINGS
Insurance broker organization code?3
Insurance broker nameEXECUTIVE PENSION SERVICES, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered268
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,823
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees14346
Additional information about fees paid to insurance brokerINVESTMENT ASSISTANCE AND ENROLLMENT MEETINGS
Insurance broker organization code?3
Insurance broker nameEXECUTIVE PENSION SERVICES, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered252
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $14,704
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees5397
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR AND ENROLLMENT MEETING
Insurance broker organization code?3
Insurance broker nameANCHOR INVESTMENT MANAGEMENT
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered254
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,898
Total amount of fees paid to insurance companyUSD $9,314
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,898
Additional information about fees paid to insurance brokerENROLLMENT MEETINGS
Insurance broker organization code?3
Amount paid for insurance broker fees1207
Insurance broker nameWARD FINANCIAL ADVISORS, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered268
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,336
Total amount of fees paid to insurance companyUSD $1,345
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14045
Policy instance 1
Insurance contract or identification number14045
Number of Individuals Covered266
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,651
Total amount of fees paid to insurance companyUSD $1,183
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3