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SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN 401k Plan overview

Plan NameSOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN
Plan identification number 001

SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SOUTH FORK CAPITAL ENDEAVORS INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH FORK CAPITAL ENDEAVORS INC.
Employer identification number (EIN):931788515
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01WILLIAM J. KRUPP
0012023-06-21
0012023-06-21WILLIAM J. KRUPP

Plan Statistics for SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN

401k plan membership statisitcs for SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN

Measure Date Value
2023: SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-06-211
Total number of active participants reported on line 7a of the Form 55002023-06-211
Number of retired or separated participants receiving benefits2023-06-210
Number of other retired or separated participants entitled to future benefits2023-06-210
Total of all active and inactive participants2023-06-211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-06-210
Total participants2023-06-211
Number of participants with account balances2023-06-211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-06-210

Financial Data on SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN

Measure Date Value
2024 : SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-01-01$-13,227
Expenses. Total of all expenses incurred2024-01-01$0
Total plan assets at end of year2024-01-01$116,483
Total plan assets at beginning of year2024-01-01$129,710
Value of fidelity bond covering the plan2024-01-01$20,000
Other income received2024-01-01$-13,227
Net income (gross income less expenses)2024-01-01$-13,227
Net plan assets at end of year (total assets less liabilities)2024-01-01$116,483
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$129,710
Assets. Value of employer securities2024-01-01$116,483
2023 : SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$129,725
Expenses. Total of all expenses incurred2023-12-31$15
Total plan assets at end of year2023-12-31$129,710
Total plan assets at beginning of year2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$141,843
Other income received2023-12-31$-12,118
Net income (gross income less expenses)2023-12-31$129,710
Net plan assets at end of year (total assets less liabilities)2023-12-31$129,710
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$0
Assets. Value of employer securities2023-12-31$129,710
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$15

Form 5500 Responses for SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN

2023: SOUTH FORK CAPITAL ENDEAVORS INC. RETIREMENT PLAN 2023 form 5500 responses
2023-06-21Type of plan entitySingle employer plan
2023-06-21First time form 5500 has been submittedYes
2023-06-21Submission has been amendedNo
2023-06-21This submission is the final filingNo
2023-06-21This return/report is a short plan year return/report (less than 12 months)Yes
2023-06-21Plan is a collectively bargained planNo
2023-06-21Plan funding arrangement – TrustYes
2023-06-21Plan benefit arrangement - TrustYes

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