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S & O ENTERPRISES, INC. 401(K) PLAN 401k Plan overview

Plan NameS & O ENTERPRISES, INC. 401(K) PLAN
Plan identification number 001

S & O ENTERPRISES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

S & O ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & O ENTERPRISES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01DEBBIE KIRSCHENMANN2017-09-25
0012015-01-01ANTHONY SKRACIC ANTHONY SKRACIC2016-07-07
0012014-01-01DARKO SKRACIC DARKO SKRACIC2015-05-15
0012013-01-01WILLIAM OSBORNE WILLIAM OSBORNE2014-02-12
0012012-01-01WILLIAM OSBORNE
0012011-01-01WILLIAM OSBORNE
0012009-01-01WILLIAM OSBORNE

Plan Statistics for S & O ENTERPRISES, INC. 401(K) PLAN

401k plan membership statisitcs for S & O ENTERPRISES, INC. 401(K) PLAN

Measure Date Value
2015: S & O ENTERPRISES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: S & O ENTERPRISES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: S & O ENTERPRISES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: S & O ENTERPRISES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: S & O ENTERPRISES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: S & O ENTERPRISES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on S & O ENTERPRISES, INC. 401(K) PLAN

Measure Date Value
2015 : S & O ENTERPRISES, INC. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-77,933
Expenses. Total of all expenses incurred2015-12-31$1,393,858
Benefits paid (including direct rollovers)2015-12-31$1,393,483
Total plan assets at end of year2015-12-31$2,365,969
Total plan assets at beginning of year2015-12-31$3,837,760
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$316
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-78,249
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 interests2015-12-31$168,322
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 securities2015-12-31$0
2014 : S & O ENTERPRISES, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$454,827
Expenses. Total of all expenses incurred2014-12-31$465,516
Benefits paid (including direct rollovers)2014-12-31$465,251
Total plan assets at end of year2014-12-31$3,837,760
Total plan assets at beginning of year2014-12-31$3,848,449
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$1,988
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$230,582
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-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 interests2014-12-31$178,928
Total contributions received or receivable from employer(s)2014-12-31$222,257
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 securities2014-12-31$0
2013 : S & O ENTERPRISES, INC. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$568,270
Expenses. Total of all expenses incurred2013-12-31$7,035
Benefits paid (including direct rollovers)2013-12-31$6,880
Total plan assets at end of year2013-12-31$3,848,449
Total plan assets at beginning of year2013-12-31$3,287,214
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$9,194
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$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 interests2013-12-31$153,000
Total contributions received or receivable from employer(s)2013-12-31$234,739
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
2012 : S & O ENTERPRISES, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$479,925
Expenses. Total of all expenses incurred2012-12-31$61,279
Benefits paid (including direct rollovers)2012-12-31$60,969
Total plan assets at end of year2012-12-31$3,287,214
Total plan assets at beginning of year2012-12-31$2,868,568
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$10,012
Other income received2012-12-31$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 interests2012-12-31$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 securities2012-12-31$0
2011 : S & O ENTERPRISES, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$207,517
Expenses. Total of all expenses incurred2011-12-31$35,145
Benefits paid (including direct rollovers)2011-12-31$34,855
Total plan assets at end of year2011-12-31$2,868,568
Total plan assets at beginning of year2011-12-31$2,696,196
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$11,934
Other income received2011-12-31$-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 interests2011-12-31$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 securities2011-12-31$0
2010 : S & O ENTERPRISES, INC. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$525,212
Expenses. Total of all expenses incurred2010-12-31$16,809
Benefits paid (including direct rollovers)2010-12-31$16,809
Total plan assets at end of year2010-12-31$2,696,196
Total plan assets at beginning of year2010-12-31$2,187,793
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$13,521
Other income received2010-12-31$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 interests2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for S & O ENTERPRISES, INC. 401(K) PLAN

2015: S & O ENTERPRISES, INC. 401(K) PLAN 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: S & O ENTERPRISES, INC. 401(K) PLAN 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: S & O ENTERPRISES, INC. 401(K) PLAN 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: S & O ENTERPRISES, INC. 401(K) PLAN 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: S & O ENTERPRISES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: S & O ENTERPRISES, INC. 401(K) PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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