401k Plan data: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN plan

SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	SAC & FOX NATION EMPLOYEES RETIREMENT PLAN
Plan identification number	002

SAC & FOX NATION EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

SAC & FOX NATION has sponsored the creation of one or more 401k plans.

Company Name: SAC & FOX NATION

Employer identification number (EIN): 730786966

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAC & FOX NATION EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2014-01-01 CAROL THOMPSON
002 2013-01-01 JARED KING
002 2012-01-01 CAROL THOMPSON
002 2011-01-01 CARLA REED
002 2010-01-01 RANDLE CARTER
002 2009-01-01 RANDLE CARTER

Plan Statistics for SAC & FOX NATION EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for SAC & FOX NATION EMPLOYEES RETIREMENT PLAN

Measure Date Value
2015: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 194
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 38
Total of all active and inactive participants 2015-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 232
Number of participants with account balances 2015-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 166
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 64
Total of all active and inactive participants 2014-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 230
Number of participants with account balances 2014-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 146
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 162
Number of participants with account balances 2013-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 150
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 175
Number of participants with account balances 2012-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 162
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 64
Total of all active and inactive participants 2011-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 226
Number of participants with account balances 2011-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 167
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 190
Number of participants with account balances 2010-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 172
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 37
Total of all active and inactive participants 2009-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 209
Number of participants with account balances 2009-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	194
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	38
Total of all active and inactive participants	2015-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	232
Number of participants with account balances	2015-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	166
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	64
Total of all active and inactive participants	2014-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	230
Number of participants with account balances	2014-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	146
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	162
Number of participants with account balances	2013-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	150
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	175
Number of participants with account balances	2012-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	162
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	64
Total of all active and inactive participants	2011-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	226
Number of participants with account balances	2011-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	167
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	190
Number of participants with account balances	2010-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	172
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	37
Total of all active and inactive participants	2009-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	209
Number of participants with account balances	2009-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAC & FOX NATION EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2015 : SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$559,455
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$641,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$616,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$581,452
Value of total assets at end of year	2015-12-31	$2,949,358
Value of total assets at beginning of year	2015-12-31	$3,031,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$24,901
Total interest from all sources	2015-12-31	$37
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$24,901
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$139,874
Total non interest bearing cash at end of year	2015-12-31	$642
Total non interest bearing cash at beginning of year	2015-12-31	$642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-81,658
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,949,358
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,031,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,936,784
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,018,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$11,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$11,932
Net investment gain/loss from pooled separate accounts	2015-12-31	$-22,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$441,578
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$616,212
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2015-12-31	710355269
2014 : SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$549,310
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$238,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$219,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$437,803
Value of total assets at end of year	2014-12-31	$3,031,016
Value of total assets at beginning of year	2014-12-31	$2,720,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$19,212
Total interest from all sources	2014-12-31	$16
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$19,212
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$84,197
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,129
Other income not declared elsewhere	2014-12-31	$111,491
Total non interest bearing cash at end of year	2014-12-31	$642
Total non interest bearing cash at beginning of year	2014-12-31	$642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$310,847
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,031,016
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,720,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,018,442
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,697,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$11,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$11,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$351,477
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$10,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$219,251
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2014-12-31	710355269
2013 : SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$800,627
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$393,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$380,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$403,657
Value of total assets at end of year	2013-12-31	$2,720,169
Value of total assets at beginning of year	2013-12-31	$2,312,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$13,271
Total interest from all sources	2013-12-31	$15
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$13,271
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$90,381
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$396,955
Total non interest bearing cash at end of year	2013-12-31	$642
Total non interest bearing cash at beginning of year	2013-12-31	$643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$407,250
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,720,169
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,312,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,697,863
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,279,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$11,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$10,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$313,276
Employer contributions (assets) at end of year	2013-12-31	$10,647
Employer contributions (assets) at beginning of year	2013-12-31	$21,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$380,106
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2013-12-31	710355269
2012 : SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$697,426
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$439,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$427,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$429,554
Value of total assets at end of year	2012-12-31	$2,312,919
Value of total assets at beginning of year	2012-12-31	$2,055,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,512
Total interest from all sources	2012-12-31	$27
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$12,512
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$114,714
Other income not declared elsewhere	2012-12-31	$267,845
Total non interest bearing cash at end of year	2012-12-31	$643
Total non interest bearing cash at beginning of year	2012-12-31	$643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$257,643
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,312,919
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,055,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,279,500
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,041,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$10,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$12,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$314,840
Employer contributions (assets) at end of year	2012-12-31	$21,916
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$427,271
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2012-12-31	710355269
2011 : SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$361,092
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$350,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$338,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$418,304
Value of total assets at end of year	2011-12-31	$2,055,276
Value of total assets at beginning of year	2011-12-31	$2,044,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,432
Total interest from all sources	2011-12-31	$49
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$12,432
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$109,873
Other income not declared elsewhere	2011-12-31	$-57,261
Total non interest bearing cash at end of year	2011-12-31	$643
Total non interest bearing cash at beginning of year	2011-12-31	$643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$10,287
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,055,276
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,044,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,041,749
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,030,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$12,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$14,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$308,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$338,373
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2011-12-31	710355269
2010 : SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$652,466
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$292,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$277,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$415,815
Value of total assets at end of year	2010-12-31	$2,044,989
Value of total assets at beginning of year	2010-12-31	$1,685,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,054
Total interest from all sources	2010-12-31	$26
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$113,206
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$614
Total non interest bearing cash at end of year	2010-12-31	$643
Total non interest bearing cash at beginning of year	2010-12-31	$643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$359,753
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,044,989
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,685,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,030,089
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,671,117
Interest earned on other investments	2010-12-31	$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$14,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$13,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$236,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$301,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$277,659
Contract administrator fees	2010-12-31	$15,054
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BEALL BARCLAY & COMPANY, PLC
Accountancy firm EIN	2010-12-31	710355269
2009 : SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAC & FOX NATION EMPLOYEES RETIREMENT PLAN

2015: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SAC & FOX NATION EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAC & FOX NATION
Employer identification number (EIN):	730786966
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01
002	2014-01-01	CAROL THOMPSON
002	2013-01-01	JARED KING
002	2012-01-01	CAROL THOMPSON
002	2011-01-01	CARLA REED
002	2010-01-01	RANDLE CARTER
002	2009-01-01	RANDLE CARTER