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SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 401k Plan overview

Plan NameSUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K)
Plan identification number 001

SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SUN CITY LINCOLN HILLS COMMUNITY has sponsored the creation of one or more 401k plans.

Company Name:SUN CITY LINCOLN HILLS COMMUNITY
Employer identification number (EIN):680429198
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH HOSEA-SMALL2024-06-04
0012022-01-01
0012022-01-01JARED AVIS
0012021-01-01
0012021-01-01STACI ERSKINE
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRUCE BALDWIN
0012017-01-012018-10-12
0012016-01-01BRUCE BALDWIN BRUCE BALDWIN2017-08-08
0012015-01-01BRUCE BALDWIN BRUCE BALDWIN2016-10-05
0012014-01-01BRUCE BALDWIN BRUCE BALDWIN2015-10-14
0012013-01-01BRUCE BALDWIN
0012012-01-01BRUCE BALDWIN
0012011-01-01BRUCE BALDWIN
0012010-01-01TIMOTHY MULLIGAN
0012009-01-01TIMOTHY MULLIGAN

Plan Statistics for SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K)

401k plan membership statisitcs for SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K)

Measure Date Value
2025: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2025 401k membership
Total number of particpants at beginning of year2025-07-28182
Total number of particpants at end of year2025-07-28152
Number of Participants With Account Balances2025-07-28100
2024: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2024 401k membership
Total number of particpants at beginning of year2024-06-04171
Total number of particpants at end of year2024-06-04176
Number of Participants With Account Balances2024-06-0498
2022: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01161
Number of participants with account balances2022-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01137
Total number of active participants reported on line 7a of the Form 55002021-01-0183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01130
Number of participants with account balances2021-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-01105
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01142
Number of participants with account balances2020-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01140
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01141
Number of participants with account balances2019-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01156
Number of participants with account balances2018-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01137
Number of participants with account balances2017-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01150
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01138
Number of participants with account balances2016-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01143
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01146
Total number of active participants reported on line 7a of the Form 55002014-01-01112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01142
Number of participants with account balances2014-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01121
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01127
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01121
Number of participants with account balances2012-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01143
Total number of active participants reported on line 7a of the Form 55002011-01-0191
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01116
Number of participants with account balances2011-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-01135
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01143
Number of participants with account balances2010-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-01128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01142
Number of participants with account balances2009-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K)

Measure Date Value
2025 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-28397118
Net assets as of the end of the plan year2025-07-283473645
Total assets as of the beginning of the plan year2025-07-282999523
Value of plan covered by a fidelity bond2025-07-28300000
Participant contributions to plan in this plan year2025-07-28234159
Value of participant loans at end of plan year2025-07-2816016
Other contributions to plan in this plan year2025-07-2837209
Other income to plan in this plan year2025-07-28480222
Plan net income in this plan year2025-07-28474122
Net assets as of the end of the plan year2025-07-283473645
Net assets as of the beginning of the plan year2025-07-282999523
Employer contributions to plan in this plan year2025-07-28119650
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-287839
2024 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-04497702
Net assets as of the end of the plan year2024-06-042999523
Total assets as of the beginning of the plan year2024-06-042738136
Value of plan covered by a fidelity bond2024-06-04274000
Participant contributions to plan in this plan year2024-06-04191599
Value of participant loans at end of plan year2024-06-0443259
Other contributions to plan in this plan year2024-06-0422107
Other income to plan in this plan year2024-06-04443830
Plan net income in this plan year2024-06-04261387
Net assets as of the end of the plan year2024-06-042999523
Net assets as of the beginning of the plan year2024-06-042738136
Employer contributions to plan in this plan year2024-06-04101553
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0415394
2022 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-291,545
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$578,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$546,004
Expenses. Certain deemed distributions of participant loans2022-12-31$14,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$331,775
Value of total assets at end of year2022-12-31$2,738,136
Value of total assets at beginning of year2022-12-31$3,607,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,609
Total interest from all sources2022-12-31$4,700
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$156,754
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$156,754
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$361,000
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$211,155
Participant contributions at end of year2022-12-31$54,017
Participant contributions at beginning of year2022-12-31$60,446
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,364
Other income not declared elsewhere2022-12-31$15,844
Administrative expenses (other) incurred2022-12-31$17,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-869,548
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,738,136
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,607,684
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$2,402,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,239,515
Interest on participant loans2022-12-31$4,700
Value of interest in common/collective trusts at end of year2022-12-31$281,336
Value of interest in common/collective trusts at beginning of year2022-12-31$307,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-789,248
Net investment gain or loss from common/collective trusts2022-12-31$-11,370
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$107,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$546,004
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 name2022-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2022-12-31680251243
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-291,545
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$578,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$546,004
Expenses. Certain deemed distributions of participant loans2022-01-01$14,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$331,775
Value of total assets at end of year2022-01-01$2,738,136
Value of total assets at beginning of year2022-01-01$3,607,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$17,609
Total interest from all sources2022-01-01$4,700
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$156,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$156,754
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$361,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$211,155
Participant contributions at end of year2022-01-01$54,017
Participant contributions at beginning of year2022-01-01$60,446
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$13,364
Other income not declared elsewhere2022-01-01$15,844
Administrative expenses (other) incurred2022-01-01$17,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-869,548
Value of net assets at end of year (total assets less liabilities)2022-01-01$2,738,136
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,607,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$2,402,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$3,239,515
Interest on participant loans2022-01-01$4,700
Value of interest in common/collective trusts at end of year2022-01-01$281,336
Value of interest in common/collective trusts at beginning of year2022-01-01$307,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-789,248
Net investment gain or loss from common/collective trusts2022-01-01$-11,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$107,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$546,004
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2022-01-01680251243
2021 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$683,164
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$156,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$131,538
Expenses. Certain deemed distributions of participant loans2021-12-31$7,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$283,225
Value of total assets at end of year2021-12-31$3,607,684
Value of total assets at beginning of year2021-12-31$3,080,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,131
Total interest from all sources2021-12-31$4,192
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$272,463
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$272,463
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$309,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$191,042
Participant contributions at end of year2021-12-31$60,446
Participant contributions at beginning of year2021-12-31$60,331
Other income not declared elsewhere2021-12-31$15,831
Administrative expenses (other) incurred2021-12-31$17,131
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$527,141
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,607,684
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,080,543
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$3,239,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,733,482
Interest on participant loans2021-12-31$4,192
Value of interest in common/collective trusts at end of year2021-12-31$307,723
Value of interest in common/collective trusts at beginning of year2021-12-31$286,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$91,174
Net investment gain or loss from common/collective trusts2021-12-31$16,279
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$92,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$131,538
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2021-12-31680251243
2020 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$698,920
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$299,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$282,188
Expenses. Certain deemed distributions of participant loans2020-12-31$3,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$274,100
Value of total assets at end of year2020-12-31$3,080,543
Value of total assets at beginning of year2020-12-31$2,681,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,303
Total interest from all sources2020-12-31$4,806
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$133,672
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$133,672
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$269,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$186,720
Participant contributions at end of year2020-12-31$60,331
Participant contributions at beginning of year2020-12-31$99,620
Other income not declared elsewhere2020-12-31$12,643
Administrative expenses (other) incurred2020-12-31$13,303
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$399,537
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,080,543
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,681,006
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$2,733,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,323,349
Interest on participant loans2020-12-31$4,806
Value of interest in common/collective trusts at end of year2020-12-31$286,730
Value of interest in common/collective trusts at beginning of year2020-12-31$258,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$261,261
Net investment gain or loss from common/collective trusts2020-12-31$12,438
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$87,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$282,188
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2020-12-31680251243
2019 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$792,105
Total income from all sources (including contributions)2019-12-31$792,105
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$349,038
Total of all expenses incurred2019-12-31$349,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$335,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$335,457
Expenses. Certain deemed distributions of participant loans2019-12-31$13
Expenses. Certain deemed distributions of participant loans2019-12-31$13
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$338,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$338,285
Value of total assets at end of year2019-12-31$2,681,006
Value of total assets at beginning of year2019-12-31$2,237,939
Value of total assets at beginning of year2019-12-31$2,237,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,568
Total interest from all sources2019-12-31$4,807
Total interest from all sources2019-12-31$4,807
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$89,796
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$89,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$89,796
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$89,796
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$224,000
Value of fidelity bond cover2019-12-31$224,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$234,646
Contributions received from participants2019-12-31$234,646
Participant contributions at end of year2019-12-31$99,620
Participant contributions at end of year2019-12-31$99,620
Participant contributions at beginning of year2019-12-31$96,412
Participant contributions at beginning of year2019-12-31$96,412
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$670
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$670
Other income not declared elsewhere2019-12-31$11,563
Other income not declared elsewhere2019-12-31$11,563
Administrative expenses (other) incurred2019-12-31$13,568
Administrative expenses (other) incurred2019-12-31$13,568
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
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$443,067
Value of net income/loss2019-12-31$443,067
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,681,006
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,681,006
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,237,939
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,237,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$2,323,349
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,323,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,782,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,782,237
Interest on participant loans2019-12-31$4,807
Interest on participant loans2019-12-31$4,807
Value of interest in common/collective trusts at end of year2019-12-31$258,037
Value of interest in common/collective trusts at end of year2019-12-31$258,037
Value of interest in common/collective trusts at beginning of year2019-12-31$359,290
Value of interest in common/collective trusts at beginning of year2019-12-31$359,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$330,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$330,874
Net investment gain or loss from common/collective trusts2019-12-31$16,780
Net investment gain or loss from common/collective trusts2019-12-31$16,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$102,969
Contributions received in cash from employer2019-12-31$102,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$335,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$335,457
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CAMPBELL TAYLOR & WASHBURN
Accountancy firm name2019-12-31CAMPBELL TAYLOR & WASHBURN
Accountancy firm EIN2019-12-31680251243
Accountancy firm EIN2019-12-31680251243
2018 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$316,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$537,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$524,100
Expenses. Certain deemed distributions of participant loans2018-12-31$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$428,686
Value of total assets at end of year2018-12-31$2,237,939
Value of total assets at beginning of year2018-12-31$2,458,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,247
Total interest from all sources2018-12-31$3,457
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$125,768
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$125,768
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$246,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$209,201
Participant contributions at end of year2018-12-31$96,412
Participant contributions at beginning of year2018-12-31$54,700
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$129,218
Other income not declared elsewhere2018-12-31$11,617
Administrative expenses (other) incurred2018-12-31$13,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-220,848
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,237,939
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,458,787
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$1,782,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,131,849
Interest on participant loans2018-12-31$3,457
Value of interest in common/collective trusts at end of year2018-12-31$359,290
Value of interest in common/collective trusts at beginning of year2018-12-31$272,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-248,295
Net investment gain or loss from common/collective trusts2018-12-31$-4,717
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$90,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$524,100
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 name2018-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2018-12-31680251243
2017 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$613,588
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$413,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$401,809
Expenses. Certain deemed distributions of participant loans2017-12-31$233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$280,849
Value of total assets at end of year2017-12-31$2,458,787
Value of total assets at beginning of year2017-12-31$2,259,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,894
Total interest from all sources2017-12-31$2,690
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$79,967
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$79,967
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$226,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$202,066
Participant contributions at end of year2017-12-31$54,700
Participant contributions at beginning of year2017-12-31$63,815
Other income not declared elsewhere2017-12-31$11,009
Administrative expenses (other) incurred2017-12-31$11,894
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$199,652
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,458,787
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,259,135
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$2,131,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,754,950
Interest on participant loans2017-12-31$2,690
Value of interest in common/collective trusts at end of year2017-12-31$272,238
Value of interest in common/collective trusts at beginning of year2017-12-31$440,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$221,374
Net investment gain or loss from common/collective trusts2017-12-31$17,699
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$78,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$401,809
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 name2017-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2017-12-31680251243
2016 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$501,775
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$654,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$640,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$346,190
Value of total assets at end of year2016-12-31$2,259,135
Value of total assets at beginning of year2016-12-31$2,411,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,553
Total interest from all sources2016-12-31$2,267
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$66,350
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$66,350
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$242,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$249,561
Participant contributions at end of year2016-12-31$63,815
Participant contributions at beginning of year2016-12-31$56,943
Other income not declared elsewhere2016-12-31$12,203
Administrative expenses (other) incurred2016-12-31$13,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-152,772
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,259,135
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,411,907
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$1,754,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,846,584
Interest on participant loans2016-12-31$2,267
Value of interest in common/collective trusts at end of year2016-12-31$440,370
Value of interest in common/collective trusts at beginning of year2016-12-31$508,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$53,122
Net investment gain or loss from common/collective trusts2016-12-31$21,643
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$96,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$640,994
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 name2016-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2016-12-31680251243
2015 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$343,549
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$493,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$480,281
Expenses. Certain deemed distributions of participant loans2015-12-31$59
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$364,765
Value of total assets at end of year2015-12-31$2,411,907
Value of total assets at beginning of year2015-12-31$2,561,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,853
Total interest from all sources2015-12-31$2,650
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$89,880
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$89,880
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$257,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$251,508
Participant contributions at end of year2015-12-31$56,943
Participant contributions at beginning of year2015-12-31$49,328
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,232
Other income not declared elsewhere2015-12-31$11,678
Administrative expenses (other) incurred2015-12-31$12,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-149,644
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,411,907
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,561,551
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$1,846,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,250,878
Interest on participant loans2015-12-31$2,650
Value of interest in common/collective trusts at end of year2015-12-31$508,380
Value of interest in common/collective trusts at beginning of year2015-12-31$261,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-122,551
Net investment gain or loss from common/collective trusts2015-12-31$-2,873
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$94,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$480,281
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 name2015-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2015-12-31680251243
2014 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$463,263
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$154,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$136,087
Expenses. Certain deemed distributions of participant loans2014-12-31$11,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$340,851
Value of total assets at end of year2014-12-31$2,561,551
Value of total assets at beginning of year2014-12-31$2,252,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,149
Total interest from all sources2014-12-31$2,605
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$107,837
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$107,837
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$226,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$245,615
Participant contributions at end of year2014-12-31$49,328
Participant contributions at beginning of year2014-12-31$53,421
Other income not declared elsewhere2014-12-31$4,995
Administrative expenses (other) incurred2014-12-31$6,149
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$309,047
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,561,551
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,252,504
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$2,250,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,931,385
Interest on participant loans2014-12-31$2,605
Value of interest in common/collective trusts at end of year2014-12-31$261,345
Value of interest in common/collective trusts at beginning of year2014-12-31$267,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,107
Net investment gain or loss from common/collective trusts2014-12-31$12,082
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$95,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$136,087
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 name2014-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2014-12-31680251243
2013 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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$628,224
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$50,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$49,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$317,988
Value of total assets at end of year2013-12-31$2,252,504
Value of total assets at beginning of year2013-12-31$1,674,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$625
Total interest from all sources2013-12-31$3,511
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$88,004
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$88,004
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$168,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$217,256
Participant contributions at end of year2013-12-31$53,421
Participant contributions at beginning of year2013-12-31$69,952
Administrative expenses (other) incurred2013-12-31$625
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$578,081
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,252,504
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,674,423
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$1,931,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,425,318
Interest on participant loans2013-12-31$3,511
Value of interest in common/collective trusts at end of year2013-12-31$267,698
Value of interest in common/collective trusts at beginning of year2013-12-31$179,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$169,313
Net investment gain or loss from common/collective trusts2013-12-31$49,408
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$100,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$49,518
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 name2013-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2013-12-31680251243
2012 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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$466,586
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$45,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$43,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$326,819
Value of total assets at end of year2012-12-31$1,674,423
Value of total assets at beginning of year2012-12-31$1,252,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,625
Total interest from all sources2012-12-31$2,921
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$47,527
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$47,527
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$126,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$204,589
Participant contributions at end of year2012-12-31$69,952
Participant contributions at beginning of year2012-12-31$43,156
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,235
Other income not declared elsewhere2012-12-31$-980
Administrative expenses (other) incurred2012-12-31$1,625
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$421,529
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,674,423
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,252,894
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$1,425,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,090,891
Interest on participant loans2012-12-31$2,921
Value of interest in common/collective trusts at end of year2012-12-31$179,153
Value of interest in common/collective trusts at beginning of year2012-12-31$118,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$75,770
Net investment gain or loss from common/collective trusts2012-12-31$14,529
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$96,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$43,432
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 name2012-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2012-12-31680251243
2011 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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$239,357
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$47,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$46,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$288,634
Value of total assets at end of year2011-12-31$1,252,894
Value of total assets at beginning of year2011-12-31$1,060,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$600
Total interest from all sources2011-12-31$771
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$23,616
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$23,616
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$104,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$195,843
Participant contributions at end of year2011-12-31$43,156
Participant contributions at beginning of year2011-12-31$30,606
Participant contributions at beginning of year2011-12-31$4,183
Administrative expenses (other) incurred2011-12-31$600
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$192,050
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,252,894
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,060,844
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$1,090,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$934,216
Interest on participant loans2011-12-31$771
Value of interest in common/collective trusts at end of year2011-12-31$118,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$89,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-69,179
Net investment gain or loss from common/collective trusts2011-12-31$-4,485
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$92,791
Employer contributions (assets) at beginning of year2011-12-31$2,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$46,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31CAMPBELL TAYLOR & CO.
Accountancy firm EIN2011-12-31680251245
2010 : SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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$327,254
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$113,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$111,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$220,080
Value of total assets at end of year2010-12-31$1,060,844
Value of total assets at beginning of year2010-12-31$847,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,953
Total interest from all sources2010-12-31$4,431
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$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$147,473
Participant contributions at end of year2010-12-31$30,606
Participant contributions at beginning of year2010-12-31$25,840
Participant contributions at end of year2010-12-31$4,183
Participant contributions at beginning of year2010-12-31$3,401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$83
Administrative expenses (other) incurred2010-12-31$2,953
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$213,288
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,060,844
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$847,556
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$934,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$733,905
Interest on participant loans2010-12-31$1,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$89,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$82,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$102,743
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$72,607
Employer contributions (assets) at end of year2010-12-31$2,540
Employer contributions (assets) at beginning of year2010-12-31$1,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$111,013
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 name2010-12-31CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN2010-12-31680251243

Form 5500 Responses for SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K)

2022: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUN CITY LINCOLN HILLS COMMUNITY ASSOCIATION, INC. 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU229
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU229
Policy instance 1

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