401k Plan data: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN plan

SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 401k Plan overview

Plan Name	SOUTH CAROLINA AQUARIUM RETIREMENT PLAN
Plan identification number	001

SOUTH CAROLINA AQUARIUM RETIREMENT 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.
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 AQUARIUM, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTH CAROLINA AQUARIUM, INC.

Employer identification number (EIN): 570961897

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH CAROLINA AQUARIUM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 PAUL NUNEZ 2022-10-17
001 2020-01-01
001 2019-01-01
001 2018-01-01 PAUL NUNEZ 2019-09-11
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MARK OWENS 2015-10-01
001 2013-01-01 M EVANS FOR PLAN ADMINISTRATOR 2014-07-21
001 2012-01-01 M EVANS ON BEHALF OF ADMINISTRATOR 2013-08-21
001 2011-01-01 KEISHA LEGERTON 2012-07-17 KEISHA LEGERTON 2012-07-17
001 2010-01-01 KEISHA LEGERTON 2011-07-18 KEISHA LEGERTON 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	PAUL NUNEZ	2022-10-17
001	2020-01-01
001	2019-01-01
001	2018-01-01	PAUL NUNEZ	2019-09-11
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MARK OWENS	2015-10-01
001	2013-01-01	M EVANS FOR PLAN ADMINISTRATOR	2014-07-21
001	2012-01-01	M EVANS ON BEHALF OF ADMINISTRATOR	2013-08-21
001	2011-01-01	KEISHA LEGERTON	2012-07-17	KEISHA LEGERTON	2012-07-17
001	2010-01-01	KEISHA LEGERTON	2011-07-18	KEISHA LEGERTON	2011-07-18

Plan Statistics for SOUTH CAROLINA AQUARIUM RETIREMENT PLAN

401k plan membership statisitcs for SOUTH CAROLINA AQUARIUM RETIREMENT PLAN

Measure Date Value
2022: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 111
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 27
Total of all active and inactive participants 2022-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 138
Number of participants with account balances 2022-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 89
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 115
Number of participants with account balances 2021-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 162
Number of retired or separated participants receiving benefits 2020-01-01 18
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 180
Number of participants with account balances 2020-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 181
Number of retired or separated participants receiving benefits 2019-01-01 23
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 204
Number of participants with account balances 2019-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 145
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 160
Number of participants with account balances 2018-01-01 92
2017: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 122
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 138
Number of participants with account balances 2017-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	111
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	27
Total of all active and inactive participants	2022-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	138
Number of participants with account balances	2022-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	89
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	115
Number of participants with account balances	2021-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	162
Number of retired or separated participants receiving benefits	2020-01-01	18
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	180
Number of participants with account balances	2020-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	181
Number of retired or separated participants receiving benefits	2019-01-01	23
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	204
Number of participants with account balances	2019-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	145
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	160
Number of participants with account balances	2018-01-01	92
2017: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	122
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	138
Number of participants with account balances	2017-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on SOUTH CAROLINA AQUARIUM RETIREMENT PLAN

Measure	Date	Value
2022 : SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-565,311
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$95,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$62,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$402,760
Value of total assets at end of year	2022-12-31	$5,055,602
Value of total assets at beginning of year	2022-12-31	$5,716,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,695
Total interest from all sources	2022-12-31	$1,014
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$149,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$149,315
Administrative expenses professional fees incurred	2022-12-31	$12,827
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$258,296
Participant contributions at end of year	2022-12-31	$13,846
Participant contributions at beginning of year	2022-12-31	$22,897
Participant contributions at end of year	2022-12-31	$9,819
Participant contributions at beginning of year	2022-12-31	$7,555
Administrative expenses (other) incurred	2022-12-31	$19,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-660,537
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,055,602
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,716,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,927,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,591,409
Interest on participant loans	2022-12-31	$1,014
Value of interest in common/collective trusts at end of year	2022-12-31	$99,115
Value of interest in common/collective trusts at beginning of year	2022-12-31	$89,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,119,496
Net investment gain or loss from common/collective trusts	2022-12-31	$1,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$144,464
Employer contributions (assets) at end of year	2022-12-31	$5,322
Employer contributions (assets) at beginning of year	2022-12-31	$4,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$62,531
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GLASER AND COMPANY, LLC
Accountancy firm EIN	2022-12-31	205788602
2021 : SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,050,520
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$277,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$236,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$387,445
Value of total assets at end of year	2021-12-31	$5,716,139
Value of total assets at beginning of year	2021-12-31	$4,942,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,280
Total interest from all sources	2021-12-31	$2,032
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$514,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$514,597
Administrative expenses professional fees incurred	2021-12-31	$10,600
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$251,121
Participant contributions at end of year	2021-12-31	$22,897
Participant contributions at beginning of year	2021-12-31	$40,999
Participant contributions at end of year	2021-12-31	$7,555
Participant contributions at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$29,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$773,473
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,716,139
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,942,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,591,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,809,973
Interest on participant loans	2021-12-31	$2,032
Value of interest in common/collective trusts at end of year	2021-12-31	$89,580
Value of interest in common/collective trusts at beginning of year	2021-12-31	$91,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$162,813
Net investment gain or loss from common/collective trusts	2021-12-31	$-16,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$136,324
Employer contributions (assets) at end of year	2021-12-31	$4,698
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$236,767
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GLASER AND COMPANY, LLC
Accountancy firm EIN	2021-12-31	205788602
2020 : SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,114,471
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$326,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$279,990
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$395,271
Value of total assets at end of year	2020-12-31	$4,942,666
Value of total assets at beginning of year	2020-12-31	$4,154,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$44,404
Total interest from all sources	2020-12-31	$2,519
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$61,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$61,866
Administrative expenses professional fees incurred	2020-12-31	$44,404
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$266,201
Participant contributions at end of year	2020-12-31	$40,999
Participant contributions at beginning of year	2020-12-31	$56,715
Other income not declared elsewhere	2020-12-31	$62
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$788,357
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,942,666
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,154,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,809,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,020,305
Interest on participant loans	2020-12-31	$2,519
Value of interest in common/collective trusts at end of year	2020-12-31	$91,694
Value of interest in common/collective trusts at beginning of year	2020-12-31	$77,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$652,988
Net investment gain or loss from common/collective trusts	2020-12-31	$1,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$129,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$279,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2020-12-31	570381582
2019 : SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,150,341
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$112,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$59,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$410,706
Value of total assets at end of year	2019-12-31	$4,154,309
Value of total assets at beginning of year	2019-12-31	$3,116,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$52,656
Total interest from all sources	2019-12-31	$2,345
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$77,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$77,370
Administrative expenses professional fees incurred	2019-12-31	$52,656
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$268,500
Participant contributions at end of year	2019-12-31	$56,715
Participant contributions at beginning of year	2019-12-31	$22,371
Other income not declared elsewhere	2019-12-31	$55
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,037,972
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,154,309
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,116,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,020,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,028,849
Interest on participant loans	2019-12-31	$2,345
Value of interest in common/collective trusts at end of year	2019-12-31	$77,289
Value of interest in common/collective trusts at beginning of year	2019-12-31	$65,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$658,271
Net investment gain or loss from common/collective trusts	2019-12-31	$1,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$142,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$59,713
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2019-12-31	570381582
2018 : SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$172,095
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$97,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$50,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$373,265
Value of total assets at end of year	2018-12-31	$3,116,337
Value of total assets at beginning of year	2018-12-31	$3,041,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$47,333
Total interest from all sources	2018-12-31	$1,096
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$62,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$62,414
Administrative expenses professional fees incurred	2018-12-31	$47,333
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$238,375
Participant contributions at end of year	2018-12-31	$22,371
Participant contributions at beginning of year	2018-12-31	$35,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$74,758
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,116,337
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,041,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,028,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,949,234
Interest on participant loans	2018-12-31	$1,096
Value of interest in common/collective trusts at end of year	2018-12-31	$65,117
Value of interest in common/collective trusts at beginning of year	2018-12-31	$56,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-265,854
Net investment gain or loss from common/collective trusts	2018-12-31	$1,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$134,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$50,004
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2018-12-31	570381582
2017 : SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$794,734
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$139,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$107,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$321,226
Value of total assets at end of year	2017-12-31	$3,041,579
Value of total assets at beginning of year	2017-12-31	$2,386,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$32,009
Total interest from all sources	2017-12-31	$1,577
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$58,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$58,404
Administrative expenses professional fees incurred	2017-12-31	$32,009
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$203,206
Participant contributions at end of year	2017-12-31	$35,415
Participant contributions at beginning of year	2017-12-31	$43,168
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$655,412
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,041,579
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,386,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,949,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,266,846
Interest on participant loans	2017-12-31	$1,560
Value of interest in common/collective trusts at end of year	2017-12-31	$56,930
Value of interest in common/collective trusts at beginning of year	2017-12-31	$76,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$412,439
Net investment gain or loss from common/collective trusts	2017-12-31	$1,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$118,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$107,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GLASER AND COMPANY LLC
Accountancy firm EIN	2017-12-31	205788602

Form 5500 Responses for SOUTH CAROLINA AQUARIUM RETIREMENT PLAN

2022: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTH CAROLINA AQUARIUM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTH CAROLINA AQUARIUM, INC.
Employer identification number (EIN):	570961897
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions