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Plan Name | SHERMAN & REILLY 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SHERMAN AND REILLY, INC. |
Employer identification number (EIN): | 620355760 |
NAIC Classification: | 333610 |
Additional information about SHERMAN AND REILLY, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 2021-04-26 |
Company Identification Number: | P21000039836 |
Legal Registered Office Address: |
400 W 33RD STREET CHATTANOOGA 37410 |
More information about SHERMAN AND REILLY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2021-01-01 | ||||
001 | 2020-01-01 | MARIE VICKERY | 2021-07-07 | ||
001 | 2019-01-01 | NORMAN FRENCH | 2020-07-31 |
Measure | Date | Value |
---|---|---|
2021: SHERMAN & REILLY 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 118 |
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 | 14 |
Total of all active and inactive participants | 2021-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 132 |
Number of participants with account balances | 2021-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : SHERMAN & REILLY 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $974,690 |
Expenses. Total of all expenses incurred | 2021-12-31 | $160,105 |
Benefits paid (including direct rollovers) | 2021-12-31 | $150,176 |
Total plan assets at end of year | 2021-12-31 | $1,418,747 |
Total plan assets at beginning of year | 2021-12-31 | $604,162 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000 |
Total contributions received or receivable from participants | 2021-12-31 | $342,448 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $360,676 |
Other income received | 2021-12-31 | $105,336 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $814,585 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,418,747 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $604,162 |
Assets. Value of participant loans | 2021-12-31 | $13,238 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $166,230 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $8,830 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,099 |
2021: SHERMAN & REILLY 401(K) PLAN 2021 form 5500 responses | ||
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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 | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 815329 | ||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||
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