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SOUTHERN POVERTY LAW CENTER, INC. 401(K) 401k Plan overview

Plan NameSOUTHERN POVERTY LAW CENTER, INC. 401(K)
Plan identification number 002

SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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

SOUTHERN POVERTY LAW CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN POVERTY LAW CENTER, INC.
Employer identification number (EIN):630598743
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SOUTHERN POVERTY LAW CENTER, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-05-19
Company Identification Number: 0802731241
Legal Registered Office Address: 400 WASHINGTON AVE

MONTGOMERY
United States of America (USA)
36104

More information about SOUTHERN POVERTY LAW CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN POVERTY LAW CENTER, INC. 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TEENIE HUTCHISON TEENIE HUTCHISON2018-07-20
0022017-01-01TEENIE HUTCHISON TEENIE HUTCHISON2018-07-17
0022016-01-01TEENIE HUTCHISON
0022015-01-01TEENIE HUTCHISON TEENIE HUTCHISON2016-07-11
0022014-01-01TEENIE HUTCHISON TEENIE HUTCHISON2015-07-06
0022013-01-01TEENIE HUTCHISON TEENIE HUTCHISON2014-07-21
0022012-01-01TEENIE HUTCHISON TEENIE HUTCHISON2013-07-18
0022011-01-01TEENIE HUTCHISON
0022010-01-01TEENIE HUTCHISON MICHAEL TOOHEY2011-06-28
0022009-01-01SAMUEL WHALUM MICHAEL TOOHEY2010-07-26
0022009-01-01

Plan Statistics for SOUTHERN POVERTY LAW CENTER, INC. 401(K)

401k plan membership statisitcs for SOUTHERN POVERTY LAW CENTER, INC. 401(K)

Measure Date Value
2022: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01546
Total number of active participants reported on line 7a of the Form 55002022-01-01394
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01215
Total of all active and inactive participants2022-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01613
Number of participants with account balances2022-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01480
Total number of active participants reported on line 7a of the Form 55002021-01-01351
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01192
Total of all active and inactive participants2021-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01546
Number of participants with account balances2021-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01466
Total number of active participants reported on line 7a of the Form 55002020-01-01316
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01161
Total of all active and inactive participants2020-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01480
Number of participants with account balances2020-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01410
Total number of active participants reported on line 7a of the Form 55002019-01-01327
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01137
Total of all active and inactive participants2019-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01466
Number of participants with account balances2019-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0147
2018: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01340
Total number of active participants reported on line 7a of the Form 55002018-01-01308
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01410
Number of participants with account balances2018-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0126
2017: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01290
Total number of active participants reported on line 7a of the Form 55002017-01-01252
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01340
Number of participants with account balances2017-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01287
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01290
Number of participants with account balances2016-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01260
Total number of active participants reported on line 7a of the Form 55002015-01-01214
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01287
Number of participants with account balances2015-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01272
Total number of active participants reported on line 7a of the Form 55002014-01-01207
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01260
Number of participants with account balances2014-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01242
Total number of active participants reported on line 7a of the Form 55002013-01-01222
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01272
Number of participants with account balances2013-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0128
2012: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01196
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01242
Number of participants with account balances2012-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01202
Total number of active participants reported on line 7a of the Form 55002011-01-01183
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2010: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-01175
Total number of active participants reported on line 7a of the Form 55002010-01-01163
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01202
Number of participants with account balances2010-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01184
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01175
Number of participants with account balances2009-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on SOUTHERN POVERTY LAW CENTER, INC. 401(K)

Measure Date Value
2022 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,965,586
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,604,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,599,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,569,501
Value of total assets at end of year2022-12-31$45,170,746
Value of total assets at beginning of year2022-12-31$50,740,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,850
Total interest from all sources2022-12-31$26,750
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,336,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,336,349
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$2,334,577
Participant contributions at end of year2022-12-31$607,065
Participant contributions at beginning of year2022-12-31$542,815
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$94,976
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$3,852
Other income not declared elsewhere2022-12-31$3,150
Administrative expenses (other) incurred2022-12-31$4,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,570,213
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,170,746
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,740,959
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,563,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,198,144
Interest on participant loans2022-12-31$26,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,901,336
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$3,139,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,595,925
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 name2022-12-31JACKSON THORNTON & COL., P.C.
Accountancy firm EIN2022-12-31631035228
2021 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$11,622,100
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,180,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,165,274
Expenses. Certain deemed distributions of participant loans2021-12-31$11,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,379,024
Value of total assets at end of year2021-12-31$50,740,959
Value of total assets at beginning of year2021-12-31$42,298,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,125
Total interest from all sources2021-12-31$20,406
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,364,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,364,057
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$1,814,713
Participant contributions at end of year2021-12-31$542,815
Participant contributions at beginning of year2021-12-31$330,991
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,125,247
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$503
Other income not declared elsewhere2021-12-31$107
Administrative expenses (other) incurred2021-12-31$3,125
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$8,442,009
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,740,959
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,298,950
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,198,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,967,959
Interest on participant loans2021-12-31$20,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,858,506
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$2,439,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,164,771
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
Accountancy firm name2021-12-31JACKSON THORNTON & COL.,P.C.
Accountancy firm EIN2021-12-31631035228
2020 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$10,044,362
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,794,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,790,880
Value of total corrective distributions2020-12-31$177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,098,143
Value of total assets at end of year2020-12-31$42,298,950
Value of total assets at beginning of year2020-12-31$36,049,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,403
Total interest from all sources2020-12-31$16,052
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,140,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,140,351
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$1,525,474
Participant contributions at end of year2020-12-31$330,991
Participant contributions at beginning of year2020-12-31$292,031
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$362,191
Other income not declared elsewhere2020-12-31$173
Administrative expenses (other) incurred2020-12-31$3,403
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$6,249,902
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,298,950
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,049,048
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,967,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,757,017
Interest on participant loans2020-12-31$16,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,789,643
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$2,210,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,790,880
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 name2020-12-31JACKSON THORNTON & COL., P.C.
Accountancy firm EIN2020-12-31631035228
2019 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$11,103,306
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,455,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,451,730
Value of total corrective distributions2019-12-31$2,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,392,154
Value of total assets at end of year2019-12-31$36,049,048
Value of total assets at beginning of year2019-12-31$30,400,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$925
Total interest from all sources2019-12-31$19,467
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,130,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,130,224
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$1,652,293
Participant contributions at end of year2019-12-31$292,031
Participant contributions at beginning of year2019-12-31$369,342
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$418,215
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$98
Other income not declared elsewhere2019-12-31$98
Administrative expenses (other) incurred2019-12-31$925
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$5,648,226
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,049,048
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,400,822
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,757,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,031,480
Interest on participant loans2019-12-31$19,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,561,363
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$2,321,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,451,632
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 name2019-12-31JACKSON THORNTON & COL., P.C.
Accountancy firm EIN2019-12-31631035228
2018 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$1,617,178
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,535,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,533,367
Expenses. Certain deemed distributions of participant loans2018-12-31$1,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,404,300
Value of total assets at end of year2018-12-31$30,400,822
Value of total assets at beginning of year2018-12-31$32,319,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$975
Total interest from all sources2018-12-31$19,809
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,082,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,082,070
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 period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,399,082
Participant contributions at end of year2018-12-31$369,342
Participant contributions at beginning of year2018-12-31$384,101
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$174,937
Other income not declared elsewhere2018-12-31$344
Administrative expenses (other) incurred2018-12-31$975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,918,330
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,400,822
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,319,152
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,031,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,935,051
Interest on participant loans2018-12-31$19,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,889,345
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$1,830,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,533,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31JACKSON THORNTON & COL., P.C.
Accountancy firm EIN2018-12-31631035228
2017 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$7,791,237
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$760,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$759,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,119,609
Value of total assets at end of year2017-12-31$32,319,152
Value of total assets at beginning of year2017-12-31$25,288,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$925
Total interest from all sources2017-12-31$17,119
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$808,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$808,298
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 period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,193,258
Participant contributions at end of year2017-12-31$384,101
Participant contributions at beginning of year2017-12-31$401,208
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$425,460
Other income not declared elsewhere2017-12-31$2,331
Administrative expenses (other) incurred2017-12-31$925
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$7,030,950
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,319,152
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,288,202
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,935,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,886,994
Interest on participant loans2017-12-31$17,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,843,880
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$1,500,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$759,362
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31JACKSON THORNTON & COL, P.C.
Accountancy firm EIN2017-12-31631035228
2016 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,531,265
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,882,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,881,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,577,217
Value of total assets at end of year2016-12-31$25,288,202
Value of total assets at beginning of year2016-12-31$22,639,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$900
Total interest from all sources2016-12-31$16,485
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$642,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$642,208
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,075,690
Participant contributions at end of year2016-12-31$401,208
Participant contributions at beginning of year2016-12-31$442,334
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$29,987
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$182,538
Other income not declared elsewhere2016-12-31$319
Administrative expenses (other) incurred2016-12-31$900
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$2,648,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,288,202
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,639,379
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,886,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,118,246
Interest on participant loans2016-12-31$16,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,295,036
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$1,318,989
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$48,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,881,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2016-12-31631035228
2015 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,024,905
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,844,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,843,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,286,928
Value of total assets at end of year2015-12-31$22,639,379
Value of total assets at beginning of year2015-12-31$22,459,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,000
Total interest from all sources2015-12-31$17,850
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$916,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$916,491
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$974,227
Participant contributions at end of year2015-12-31$442,334
Participant contributions at beginning of year2015-12-31$426,679
Participant contributions at end of year2015-12-31$29,987
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,001
Other income not declared elsewhere2015-12-31$345
Administrative expenses (other) incurred2015-12-31$1,000
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$180,092
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,639,379
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,459,287
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,118,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,032,608
Interest on participant loans2015-12-31$17,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,196,709
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$1,295,700
Employer contributions (assets) at end of year2015-12-31$48,812
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,843,813
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 name2015-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2015-12-31631035228
2014 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,016,662
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,397,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,396,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,323,161
Value of total assets at end of year2014-12-31$22,459,287
Value of total assets at beginning of year2014-12-31$19,840,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$825
Total interest from all sources2014-12-31$18,952
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$827,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$827,489
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$853,626
Participant contributions at end of year2014-12-31$426,679
Participant contributions at beginning of year2014-12-31$416,739
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$346,538
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$773
Other income not declared elsewhere2014-12-31$440
Administrative expenses (other) incurred2014-12-31$825
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$2,619,050
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,459,287
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,840,237
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,032,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,423,498
Interest on participant loans2014-12-31$18,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$846,620
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$1,122,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,396,014
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 name2014-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2014-12-31631035228
2013 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
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$5,517,226
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,040,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,037,615
Expenses. Certain deemed distributions of participant loans2013-12-31$2,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,953,896
Value of total assets at end of year2013-12-31$19,840,237
Value of total assets at beginning of year2013-12-31$15,363,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$725
Total interest from all sources2013-12-31$14,167
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$493,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$493,486
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$830,684
Participant contributions at end of year2013-12-31$416,739
Participant contributions at beginning of year2013-12-31$288,639
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,149
Other income not declared elsewhere2013-12-31$1,279
Administrative expenses (other) incurred2013-12-31$725
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$4,476,337
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,840,237
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,363,900
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,423,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,075,261
Interest on participant loans2013-12-31$14,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,054,398
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$1,098,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,037,615
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 name2013-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2013-12-31631035228
2012 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning 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$3,633,295
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,116,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,115,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,926,641
Value of total assets at end of year2012-12-31$15,363,900
Value of total assets at beginning of year2012-12-31$12,847,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$850
Total interest from all sources2012-12-31$14,645
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$318,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$318,797
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$730,950
Participant contributions at end of year2012-12-31$288,639
Participant contributions at beginning of year2012-12-31$387,218
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$186,241
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$232
Other income not declared elsewhere2012-12-31$2,743
Administrative expenses (other) incurred2012-12-31$850
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$2,516,699
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,363,900
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,847,201
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,075,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,459,983
Interest on participant loans2012-12-31$14,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,370,469
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$1,009,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,115,514
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 name2012-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2012-12-31631035228
2011 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$1,577,511
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$727,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$726,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,549,832
Value of total assets at end of year2011-12-31$12,847,201
Value of total assets at beginning of year2011-12-31$11,996,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$851
Total interest from all sources2011-12-31$14,249
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$265,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$265,806
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$658,471
Participant contributions at end of year2011-12-31$387,218
Participant contributions at beginning of year2011-12-31$255,861
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,938
Other income not declared elsewhere2011-12-31$-76
Administrative expenses (other) incurred2011-12-31$851
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$850,279
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,847,201
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,996,922
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$12,459,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,741,061
Interest on participant loans2011-12-31$14,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-252,300
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$870,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$726,381
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 name2011-12-31JACKSON THORNTON & CO. PC
Accountancy firm EIN2011-12-31631035228
2010 : SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$2,753,715
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,264,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,263,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,485,502
Value of total assets at end of year2010-12-31$11,996,922
Value of total assets at beginning of year2010-12-31$10,507,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$650
Total interest from all sources2010-12-31$14,175
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$211,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$211,842
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$603,949
Participant contributions at end of year2010-12-31$255,861
Participant contributions at beginning of year2010-12-31$224,893
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$63,000
Other income not declared elsewhere2010-12-31$543
Administrative expenses (other) incurred2010-12-31$650
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$1,489,210
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,996,922
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,507,712
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$11,741,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,282,819
Interest on participant loans2010-12-31$14,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,041,653
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$818,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,263,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31JACKSON THORNTON & CO. PC
Accountancy firm EIN2010-12-31631035228

Form 5500 Responses for SOUTHERN POVERTY LAW CENTER, INC. 401(K)

2022: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN POVERTY LAW CENTER, INC. 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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