401k Plan data: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN plan

SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 401k Plan overview

Plan Name	SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN
Plan identification number	001

SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUN RIVER ST. GEORGE DEVELOPMENT, L.C. has sponsored the creation of one or more 401k plans.

Company Name: SUN RIVER ST. GEORGE DEVELOPMENT, L.C.

Employer identification number (EIN): 870574612

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 COLLEEN STEWART 2023-10-11 COLLEEN STEWART 2023-10-11
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 COLLEEN STEWART COLLEEN STEWART 2018-10-03
001 2016-01-01 COLLEEN STEWART COLLEEN STEWART 2017-10-11
001 2015-01-01 COLLEEN STEWART COLLEEN STEWART 2016-08-17
001 2014-01-01 COLLEEN STEWART COLLEEN STEWART 2015-10-02
001 2013-01-01 COLLEEN STEWART COLLEEN STEWART 2014-10-14
001 2012-01-01 COLLEEN STEWART COLLEEN STEWART 2013-09-30
001 2011-01-01 COLLEEN STEWART COLLEEN STEWART 2012-10-01
001 2010-01-01 COLLEEN STEWART COLLEEN STEWART 2011-09-27
001 2009-01-01 COLLEEN STEWART COLLEEN STEWART 2010-10-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	COLLEEN STEWART	2023-10-11	COLLEEN STEWART	2023-10-11
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	COLLEEN STEWART		COLLEEN STEWART	2018-10-03
001	2016-01-01	COLLEEN STEWART		COLLEEN STEWART	2017-10-11
001	2015-01-01	COLLEEN STEWART		COLLEEN STEWART	2016-08-17
001	2014-01-01	COLLEEN STEWART		COLLEEN STEWART	2015-10-02
001	2013-01-01	COLLEEN STEWART		COLLEEN STEWART	2014-10-14
001	2012-01-01	COLLEEN STEWART		COLLEEN STEWART	2013-09-30
001	2011-01-01	COLLEEN STEWART		COLLEEN STEWART	2012-10-01
001	2010-01-01	COLLEEN STEWART		COLLEEN STEWART	2011-09-27
001	2009-01-01	COLLEEN STEWART		COLLEEN STEWART	2010-10-18

Plan Statistics for SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN

401k plan membership statisitcs for SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN

Measure Date Value
2021: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 30
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 20
Total of all active and inactive participants 2021-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 50
Number of participants with account balances 2021-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 29
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 54
Number of participants with account balances 2020-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 38
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 19
Total of all active and inactive participants 2019-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 57
Number of participants with account balances 2019-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 48
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 66
Number of participants with account balances 2018-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 50
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 66
Number of participants with account balances 2017-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 42
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 57
Number of participants with account balances 2016-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 44
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 12
Total of all active and inactive participants 2015-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 56
Number of participants with account balances 2015-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 46
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 14
Total of all active and inactive participants 2014-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 60
Number of participants with account balances 2014-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 39
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 15
Total of all active and inactive participants 2013-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 54
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
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 18
Total of all active and inactive participants 2012-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 52
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 31
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 20
Total of all active and inactive participants 2011-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 51
Number of participants with account balances 2011-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 33
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 18
Total of all active and inactive participants 2010-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 51
Number of participants with account balances 2010-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
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 25
Total of all active and inactive participants 2009-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	30
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	20
Total of all active and inactive participants	2021-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	50
Number of participants with account balances	2021-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	29
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	54
Number of participants with account balances	2020-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	38
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	19
Total of all active and inactive participants	2019-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	57
Number of participants with account balances	2019-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	48
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	66
Number of participants with account balances	2018-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	50
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	66
Number of participants with account balances	2017-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	42
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	57
Number of participants with account balances	2016-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	44
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	12
Total of all active and inactive participants	2015-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	56
Number of participants with account balances	2015-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	46
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	14
Total of all active and inactive participants	2014-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	60
Number of participants with account balances	2014-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	39
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	15
Total of all active and inactive participants	2013-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	54
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
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	18
Total of all active and inactive participants	2012-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	52
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	31
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	20
Total of all active and inactive participants	2011-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	51
Number of participants with account balances	2011-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	33
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	18
Total of all active and inactive participants	2010-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	51
Number of participants with account balances	2010-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
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	25
Total of all active and inactive participants	2009-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN

Measure	Date	Value
2021 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$621,390
Expenses. Total of all expenses incurred	2021-12-31	$139,736
Benefits paid (including direct rollovers)	2021-12-31	$101,551
Total plan assets at end of year	2021-12-31	$3,096,794
Total plan assets at beginning of year	2021-12-31	$2,615,140
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$138,554
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$427,952
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$481,654
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,096,794
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,615,140
Assets. Value of participant loans	2021-12-31	$9,034
Total contributions received or receivable from employer(s)	2021-12-31	$54,884
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$38,185
2020 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$685,726
Expenses. Total of all expenses incurred	2020-12-31	$195,071
Benefits paid (including direct rollovers)	2020-12-31	$166,078
Total plan assets at end of year	2020-12-31	$2,615,140
Total plan assets at beginning of year	2020-12-31	$2,124,485
Value of fidelity bond covering the plan	2020-12-31	$261,000
Total contributions received or receivable from participants	2020-12-31	$132,641
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$11,120
Other income received	2020-12-31	$482,887
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$490,655
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,615,140
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,124,485
Assets. Value of participant loans	2020-12-31	$16,432
Total contributions received or receivable from employer(s)	2020-12-31	$59,078
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$28,993
2019 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$559,234
Expenses. Total of all expenses incurred	2019-12-31	$197,142
Benefits paid (including direct rollovers)	2019-12-31	$174,283
Total plan assets at end of year	2019-12-31	$2,124,485
Total plan assets at beginning of year	2019-12-31	$1,762,393
Value of fidelity bond covering the plan	2019-12-31	$212,000
Total contributions received or receivable from participants	2019-12-31	$137,004
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$358,650
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$362,092
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,124,485
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,762,393
Assets. Value of participant loans	2019-12-31	$23,395
Total contributions received or receivable from employer(s)	2019-12-31	$63,580
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$22,859
2018 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$103,531
Expenses. Total of all expenses incurred	2018-12-31	$61,142
Benefits paid (including direct rollovers)	2018-12-31	$44,410
Total plan assets at end of year	2018-12-31	$1,762,393
Total plan assets at beginning of year	2018-12-31	$1,720,004
Value of fidelity bond covering the plan	2018-12-31	$176,000
Total contributions received or receivable from participants	2018-12-31	$135,546
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-103,074
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$42,389
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,762,393
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,720,004
Assets. Value of participant loans	2018-12-31	$34,358
Total contributions received or receivable from employer(s)	2018-12-31	$71,059
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,732
2017 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$408,866
Expenses. Total of all expenses incurred	2017-12-31	$73,211
Benefits paid (including direct rollovers)	2017-12-31	$58,172
Total plan assets at end of year	2017-12-31	$1,720,004
Total plan assets at beginning of year	2017-12-31	$1,384,349
Value of fidelity bond covering the plan	2017-12-31	$172,000
Total contributions received or receivable from participants	2017-12-31	$119,411
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$221,661
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$335,655
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,720,004
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,384,349
Assets. Value of participant loans	2017-12-31	$13,507
Total contributions received or receivable from employer(s)	2017-12-31	$67,794
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$15,039
2016 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$217,238
Expenses. Total of all expenses incurred	2016-12-31	$65,749
Benefits paid (including direct rollovers)	2016-12-31	$52,034
Total plan assets at end of year	2016-12-31	$1,384,349
Total plan assets at beginning of year	2016-12-31	$1,232,860
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$97,655
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$61,422
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$151,489
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,384,349
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,232,860
Assets. Value of participant loans	2016-12-31	$52,593
Total contributions received or receivable from employer(s)	2016-12-31	$58,161
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$13,715
2015 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$136,906
Expenses. Total of all expenses incurred	2015-12-31	$36,665
Benefits paid (including direct rollovers)	2015-12-31	$23,440
Total plan assets at end of year	2015-12-31	$1,232,860
Total plan assets at beginning of year	2015-12-31	$1,132,619
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$83,939
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$2,339
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$100,241
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,232,860
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,132,619
Assets. Value of participant loans	2015-12-31	$72,314
Total contributions received or receivable from employer(s)	2015-12-31	$50,628
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	$13,225
2014 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 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	$172,979
Expenses. Total of all expenses incurred	2014-12-31	$118,664
Benefits paid (including direct rollovers)	2014-12-31	$106,214
Total plan assets at end of year	2014-12-31	$1,132,619
Total plan assets at beginning of year	2014-12-31	$1,078,304
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$65,948
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	$63,764
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$54,315
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,132,619
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,078,304
Assets. Value of participant loans	2014-12-31	$66,459
Total contributions received or receivable from employer(s)	2014-12-31	$43,267
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	$12,450
2013 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$248,291
Expenses. Total of all expenses incurred	2013-12-31	$77,720
Benefits paid (including direct rollovers)	2013-12-31	$66,209
Total plan assets at end of year	2013-12-31	$1,078,304
Total plan assets at beginning of year	2013-12-31	$907,733
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$51,238
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$162,398
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$170,571
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,078,304
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$907,733
Assets. Value of participant loans	2013-12-31	$62,043
Total contributions received or receivable from employer(s)	2013-12-31	$34,655
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	$11,511
2012 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
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	$189,839
Expenses. Total of all expenses incurred	2012-12-31	$55,657
Benefits paid (including direct rollovers)	2012-12-31	$45,610
Total plan assets at end of year	2012-12-31	$901,097
Total plan assets at beginning of year	2012-12-31	$766,915
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$46,726
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$16,130
Other income received	2012-12-31	$99,966
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$134,182
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$901,097
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$766,915
Assets. Value of participant loans	2012-12-31	$53,916
Total contributions received or receivable from employer(s)	2012-12-31	$27,017
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,047
2011 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$56,173
Expenses. Total of all expenses incurred	2011-12-31	$100,659
Benefits paid (including direct rollovers)	2011-12-31	$91,396
Total plan assets at end of year	2011-12-31	$766,915
Total plan assets at beginning of year	2011-12-31	$811,401
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$45,873
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-16,066
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-44,486
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$766,915
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$811,401
Assets. Value of participant loans	2011-12-31	$55,459
Total contributions received or receivable from employer(s)	2011-12-31	$26,366
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,263
2010 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$176,713
Expenses. Total of all expenses incurred	2010-12-31	$127,690
Benefits paid (including direct rollovers)	2010-12-31	$118,385
Total plan assets at end of year	2010-12-31	$811,401
Total plan assets at beginning of year	2010-12-31	$762,378
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$48,648
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$1,040
Other income received	2010-12-31	$100,877
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$49,023
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$811,401
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$762,378
Assets. Value of participant loans	2010-12-31	$52,441
Total contributions received or receivable from employer(s)	2010-12-31	$26,148
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,305
2009 : SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 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

Form 5500 Responses for SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN

2021: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple 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: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple 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: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple 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: SUN RIVER ST. GEORGE DEVELOPMENT, L.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	47
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	50
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	48
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	54
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	57
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INS AGENCY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	43
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,702
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,702
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INS AGENCY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	44
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,118
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,118
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INS AGENCY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	36
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,660
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,660
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INS AGENCY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	35
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,510
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,510
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INS AGENCY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	37
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,278
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

13009

Policy instance

Insurance contract or identification number	13009
Number of Individuals Covered	38
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,698
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,698
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INS AGENCY

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Company Name:	SUN RIVER ST. GEORGE DEVELOPMENT, L.C.
Employer identification number (EIN):	870574612
NAIC Classification:	236110