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Plan Name | SUPERIOR GROUP, INC. 2007 RETIREMENT PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SUPERIOR TUBE COMPANY, INC. |
Employer identification number (EIN): | 861118863 |
NAIC Classification: | 331200 |
Additional information about SUPERIOR TUBE COMPANY, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2015-03-19 |
Company Identification Number: | 0802178802 |
Legal Registered Office Address: |
1100 CASSATT RD BERWYN United States of America (USA) 19312 |
More information about SUPERIOR TUBE COMPANY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2014-01-01 | DEBORAH MELNYK | DEBORAH MELNYK | 2015-10-14 | |
005 | 2013-01-01 | DEBBIE MELNYK | |||
005 | 2012-01-01 | DAWNE WENTZEL | |||
005 | 2011-01-01 | MEGAN A. FERRY | MEGAN A. FERRY | 2012-06-27 | |
005 | 2009-01-01 | MEGAN A. FERRY | MEGAN A. FERRY | 2010-09-02 | |
005 | 2009-01-01 | MEGAN A. FERRY | MEGAN A. FERRY | 2010-09-02 |
Measure | Date | Value |
---|---|---|
2014: SUPERIOR GROUP, INC. 2007 RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 296 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 32 |
Total of all active and inactive participants | 2014-01-01 | 301 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 305 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: SUPERIOR GROUP, INC. 2007 RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 226 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 29 |
Total of all active and inactive participants | 2013-01-01 | 291 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 8 |
2012: SUPERIOR GROUP, INC. 2007 RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 284 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 231 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 32 |
Total of all active and inactive participants | 2012-01-01 | 286 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 289 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: SUPERIOR GROUP, INC. 2007 RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 231 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
Total of all active and inactive participants | 2011-01-01 | 269 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 272 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: SUPERIOR GROUP, INC. 2007 RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
Total of all active and inactive participants | 2009-01-01 | 245 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 247 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2014 : SUPERIOR GROUP, INC. 2007 RETIREMENT PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $161,389 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $161,389 |
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 | $60,585 |
Total income from all sources (including contributions) | 2014-12-31 | $1,161,268 |
Total loss/gain on sale of assets | 2014-12-31 | $3,244 |
Total of all expenses incurred | 2014-12-31 | $752,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $461,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $670,893 |
Value of total assets at end of year | 2014-12-31 | $8,361,748 |
Value of total assets at beginning of year | 2014-12-31 | $8,013,923 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $291,331 |
Total interest from all sources | 2014-12-31 | $49,467 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $161,229 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $58,953 |
Administrative expenses professional fees incurred | 2014-12-31 | $173,943 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $17,561 |
Administrative expenses (other) incurred | 2014-12-31 | $53,977 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $60,585 |
Total non interest bearing cash at end of year | 2014-12-31 | $51,797 |
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 | $408,410 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,361,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,953,338 |
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 |
Investment advisory and management fees | 2014-12-31 | $63,411 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,516,941 |
Income. Interest from US Government securities | 2014-12-31 | $26,952 |
Income. Interest from corporate debt instruments | 2014-12-31 | $22,498 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $500,510 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $14,703 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $14,703 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $17 |
Asset value of US Government securities at end of year | 2014-12-31 | $1,772,316 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $115,046 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 | $670,893 |
Employer contributions (assets) at end of year | 2014-12-31 | $114,979 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $482,279 |
Income. Dividends from common stock | 2014-12-31 | $102,276 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $461,527 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $1,097,050 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $4,807,535 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $997,630 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $994,386 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2014-12-31 | 390758449 |
2013 : SUPERIOR GROUP, INC. 2007 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 | $60,585 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $115,003 |
Total income from all sources (including contributions) | 2013-12-31 | $1,378,864 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $909,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $584,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $832,398 |
Value of total assets at end of year | 2013-12-31 | $8,013,923 |
Value of total assets at beginning of year | 2013-12-31 | $7,598,702 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $324,549 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $313,273 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $313,273 |
Administrative expenses professional fees incurred | 2013-12-31 | $275,189 |
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 |
Administrative expenses (other) incurred | 2013-12-31 | $27,105 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $60,585 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $115,003 |
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 | $469,639 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,953,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,483,699 |
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 |
Investment advisory and management fees | 2013-12-31 | $22,255 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,516,941 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,591,139 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $14,703 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $7,563 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $7,563 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $233,193 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 | $832,398 |
Employer contributions (assets) at end of year | 2013-12-31 | $482,279 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $584,676 |
Contract administrator fees | 2013-12-31 | $0 |
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 | ELKO & ASSOCIATES |
Accountancy firm EIN | 2013-12-31 | 233063393 |
2012 : SUPERIOR GROUP, INC. 2007 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 | $115,003 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $78,438 |
Total income from all sources (including contributions) | 2012-12-31 | $865,394 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $462,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $170,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $7,598,702 |
Value of total assets at beginning of year | 2012-12-31 | $7,158,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $291,391 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $337,706 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $337,706 |
Administrative expenses professional fees incurred | 2012-12-31 | $243,178 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 |
Administrative expenses (other) incurred | 2012-12-31 | $14,861 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $115,003 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $78,438 |
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 | $403,259 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,483,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,080,440 |
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 |
Investment advisory and management fees | 2012-12-31 | $22,421 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,591,139 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,154,640 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $7,563 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $4,238 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $527,688 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $170,744 |
Contract administrator fees | 2012-12-31 | $10,931 |
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 | ELKO & ASSOCIATES |
Accountancy firm EIN | 2012-12-31 | 233063393 |
2011 : SUPERIOR GROUP, INC. 2007 RETIREMENT PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-7,965 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-7,965 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $78,438 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $62,770 |
Total income from all sources (including contributions) | 2011-12-31 | $343,045 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $365,198 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $54,414 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $7,158,878 |
Value of total assets at beginning of year | 2011-12-31 | $7,165,363 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $310,784 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $351,010 |
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 | $262,705 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
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 |
Administrative expenses (other) incurred | 2011-12-31 | $8,680 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $78,438 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $62,770 |
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 | $-22,153 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,080,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,102,593 |
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 |
Investment advisory and management fees | 2011-12-31 | $23,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,154,640 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,162,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4,238 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,973 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,973 |
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 |
Income. Dividends from common stock | 2011-12-31 | $351,010 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $54,414 |
Contract administrator fees | 2011-12-31 | $16,399 |
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 | ELKO & ASSOCIATES |
Accountancy firm EIN | 2011-12-31 | 233063393 |
2010 : SUPERIOR GROUP, INC. 2007 RETIREMENT PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $490,145 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $490,145 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $62,770 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $63,464 |
Total income from all sources (including contributions) | 2010-12-31 | $854,761 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $398,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $50,139 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $7,165,363 |
Value of total assets at beginning of year | 2010-12-31 | $6,709,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $348,069 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $364,616 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $129,276 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
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 |
Administrative expenses (other) incurred | 2010-12-31 | $26,212 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $62,770 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $63,464 |
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 | $456,553 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,102,593 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,646,040 |
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 |
Investment advisory and management fees | 2010-12-31 | $27,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,162,390 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,707,914 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,973 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,590 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,590 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Income. Dividends from common stock | 2010-12-31 | $364,616 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $50,139 |
Contract administrator fees | 2010-12-31 | $165,581 |
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 | ELKO & ASSOCIATES |
Accountancy firm EIN | 2010-12-31 | 233063393 |
2009 : SUPERIOR GROUP, INC. 2007 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 |
2014: SUPERIOR GROUP, INC. 2007 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 | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUPERIOR GROUP, INC. 2007 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 | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUPERIOR GROUP, INC. 2007 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 | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SUPERIOR GROUP, INC. 2007 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 | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SUPERIOR GROUP, INC. 2007 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 | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |