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SOUTH COAST REPERTORY 403B PLAN 401k Plan overview

Plan NameSOUTH COAST REPERTORY 403B PLAN
Plan identification number 001

SOUTH COAST REPERTORY 403B 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.
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 COAST REPERTORY INC has sponsored the creation of one or more 401k plans.

Company Name:SOUTH COAST REPERTORY INC
Employer identification number (EIN):956122708
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH COAST REPERTORY 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01LORI MONNIER2020-10-06
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01LORI MONNIER2015-09-25
0012013-01-01LORI MONNIER2014-10-14
0012012-01-01LORI MONNIER2013-10-10
0012011-01-01LORI MONNIER2012-10-10

Financial Data on SOUTH COAST REPERTORY 403B PLAN

Measure Date Value
2010 : SOUTH COAST REPERTORY 403B PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-48,791
Total plan liabilities at end of year2010-12-31$28,609
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$490,014
Expenses. Total of all expenses incurred2010-12-31$52,785
Benefits paid (including direct rollovers)2010-12-31$28,609
Total plan assets at end of year2010-12-31$3,481,935
Total plan assets at beginning of year2010-12-31$3,064,888
Total contributions received or receivable from participants2010-12-31$156,679
Expenses. Other expenses not covered elsewhere2010-12-31$1,457
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$293,944
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$437,229
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,453,326
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,064,888
Assets. Value of participant loans2010-12-31$23,187
Total contributions received or receivable from employer(s)2010-12-31$39,391
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$22,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074174
Policy instance 1
Insurance contract or identification number074174
Number of Individuals Covered87
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,128
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,030
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameP. BUCKLEY

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