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Plan Name | S & O ENTERPRISES, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | S & O ENTERPRISES, INC. |
Employer identification number (EIN): | 770451940 |
NAIC Classification: | 423800 |
Additional information about S & O ENTERPRISES, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2003-06-10 |
Company Identification Number: | 0598029 |
Legal Registered Office Address: |
1360 E PARHAM RD SUITE 200 RICHMOND United States of America (USA) 23228 |
More information about S & O ENTERPRISES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | DEBBIE KIRSCHENMANN | 2017-09-25 | ||
001 | 2015-01-01 | ANTHONY SKRACIC | ANTHONY SKRACIC | 2016-07-07 | |
001 | 2014-01-01 | DARKO SKRACIC | DARKO SKRACIC | 2015-05-15 | |
001 | 2013-01-01 | WILLIAM OSBORNE | WILLIAM OSBORNE | 2014-02-12 | |
001 | 2012-01-01 | WILLIAM OSBORNE | |||
001 | 2011-01-01 | WILLIAM OSBORNE | |||
001 | 2009-01-01 | WILLIAM OSBORNE |
Measure | Date | Value |
---|---|---|
2015: S & O ENTERPRISES, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: S & O ENTERPRISES, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 10 |
Number of participants with account balances | 2014-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: S & O ENTERPRISES, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: S & O ENTERPRISES, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: S & O ENTERPRISES, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
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 | 2 |
Total of all active and inactive participants | 2011-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 12 |
Number of participants with account balances | 2011-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: S & O ENTERPRISES, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2015 : S & O ENTERPRISES, INC. 401(K) PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-77,933 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,393,858 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,393,483 |
Total plan assets at end of year | 2015-12-31 | $2,365,969 |
Total plan assets at beginning of year | 2015-12-31 | $3,837,760 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $316 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-78,249 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-1,471,791 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,365,969 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,837,760 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $168,322 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $375 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : S & O ENTERPRISES, INC. 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $454,827 |
Expenses. Total of all expenses incurred | 2014-12-31 | $465,516 |
Benefits paid (including direct rollovers) | 2014-12-31 | $465,251 |
Total plan assets at end of year | 2014-12-31 | $3,837,760 |
Total plan assets at beginning of year | 2014-12-31 | $3,848,449 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $1,988 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $230,582 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-10,689 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,837,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,848,449 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $178,928 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $222,257 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $265 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : S & O ENTERPRISES, INC. 401(K) PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $568,270 |
Expenses. Total of all expenses incurred | 2013-12-31 | $7,035 |
Benefits paid (including direct rollovers) | 2013-12-31 | $6,880 |
Total plan assets at end of year | 2013-12-31 | $3,848,449 |
Total plan assets at beginning of year | 2013-12-31 | $3,287,214 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $9,194 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $324,337 |
Net income (gross income less expenses) | 2013-12-31 | $561,235 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,848,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,287,214 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $153,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $234,739 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $155 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : S & O ENTERPRISES, INC. 401(K) PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $479,925 |
Expenses. Total of all expenses incurred | 2012-12-31 | $61,279 |
Benefits paid (including direct rollovers) | 2012-12-31 | $60,969 |
Total plan assets at end of year | 2012-12-31 | $3,287,214 |
Total plan assets at beginning of year | 2012-12-31 | $2,868,568 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $10,012 |
Other income received | 2012-12-31 | $253,542 |
Net income (gross income less expenses) | 2012-12-31 | $418,646 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,287,214 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,868,568 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $141,591 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $216,371 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $310 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : S & O ENTERPRISES, INC. 401(K) PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $207,517 |
Expenses. Total of all expenses incurred | 2011-12-31 | $35,145 |
Benefits paid (including direct rollovers) | 2011-12-31 | $34,855 |
Total plan assets at end of year | 2011-12-31 | $2,868,568 |
Total plan assets at beginning of year | 2011-12-31 | $2,696,196 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $11,934 |
Other income received | 2011-12-31 | $-43,594 |
Net income (gross income less expenses) | 2011-12-31 | $172,372 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,868,568 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,696,196 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $143,665 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $239,177 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $290 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : S & O ENTERPRISES, INC. 401(K) PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $525,212 |
Expenses. Total of all expenses incurred | 2010-12-31 | $16,809 |
Benefits paid (including direct rollovers) | 2010-12-31 | $16,809 |
Total plan assets at end of year | 2010-12-31 | $2,696,196 |
Total plan assets at beginning of year | 2010-12-31 | $2,187,793 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $13,521 |
Other income received | 2010-12-31 | $302,321 |
Net income (gross income less expenses) | 2010-12-31 | $508,403 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,696,196 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,187,793 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $154,621 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $209,370 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : S & O ENTERPRISES, INC. 401(K) 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 |
2015: S & O ENTERPRISES, INC. 401(K) 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: S & O ENTERPRISES, INC. 401(K) 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: S & O ENTERPRISES, INC. 401(K) 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: S & O ENTERPRISES, INC. 401(K) 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: S & O ENTERPRISES, INC. 401(K) 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: S & O ENTERPRISES, INC. 401(K) 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |