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SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSC&H GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SC&H GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SC&H GROUP, INC.
Employer identification number (EIN):205991824
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about SC&H GROUP, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2007-12-05
Company Identification Number: F173033
Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about SC&H GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREGORY S. HORNING
0012016-01-01GREGORY S. HORNING
0012015-01-01GREGORY S. HORNING
0012014-01-01GREGORY S. HORNING
0012013-01-01GREGORY S. HORNING
0012012-01-01GREGORY S. HORNING
0012011-01-01GREGORY S. HORNING
0012010-01-01GREGORY S. HORNING GREGORY S. HORNING2011-08-15
0012009-01-01GREGORY S. HORNING

Plan Statistics for SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01439
Total number of active participants reported on line 7a of the Form 55002022-01-01327
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01122
Total of all active and inactive participants2022-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01450
Number of participants with account balances2022-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01407
Total number of active participants reported on line 7a of the Form 55002021-01-01286
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01121
Total of all active and inactive participants2021-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01407
Number of participants with account balances2021-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01370
Total number of active participants reported on line 7a of the Form 55002020-01-01259
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01116
Total of all active and inactive participants2020-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01375
Number of participants with account balances2020-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01362
Total number of active participants reported on line 7a of the Form 55002019-01-01239
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01360
Number of participants with account balances2019-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01363
Total number of active participants reported on line 7a of the Form 55002018-01-01240
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01113
Total of all active and inactive participants2018-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01354
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01351
Total number of active participants reported on line 7a of the Form 55002017-01-01229
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01349
Number of participants with account balances2017-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01353
Total number of active participants reported on line 7a of the Form 55002016-01-01222
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01119
Total of all active and inactive participants2016-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01341
Number of participants with account balances2016-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01371
Total number of active participants reported on line 7a of the Form 55002015-01-01197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01138
Total of all active and inactive participants2015-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01335
Number of participants with account balances2015-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01361
Total number of active participants reported on line 7a of the Form 55002014-01-01184
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01179
Total of all active and inactive participants2014-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01363
Number of participants with account balances2014-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01349
Total number of active participants reported on line 7a of the Form 55002013-01-01265
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01353
Number of participants with account balances2013-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01331
Total number of active participants reported on line 7a of the Form 55002012-01-01268
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0165
Total of all active and inactive participants2012-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01333
Number of participants with account balances2012-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01316
Total number of active participants reported on line 7a of the Form 55002011-01-01238
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01311
Number of participants with account balances2011-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0132
2010: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01311
Total number of active participants reported on line 7a of the Form 55002010-01-01257
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0151
Total of all active and inactive participants2010-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01308
Number of participants with account balances2010-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01291
Total number of active participants reported on line 7a of the Form 55002009-01-01255
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01302
Number of participants with account balances2009-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,718,650
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,646,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,555,126
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,032,414
Value of total assets at end of year2022-12-31$54,499,548
Value of total assets at beginning of year2022-12-31$62,865,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,793
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$7,295
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,098,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,098,974
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$24,255
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,691,245
Participant contributions at end of year2022-12-31$151,299
Participant contributions at beginning of year2022-12-31$142,180
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$1,070
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$448,521
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$262
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-8,365,569
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,499,548
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,865,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$22,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$53,456,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$62,024,066
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$7,295
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,857,595
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$892,648
Employer contributions (assets) at end of year2022-12-31$891,476
Employer contributions (assets) at beginning of year2022-12-31$697,801
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,555,126
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$44,885
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH, ELLIOTT, KEARNS & CO., LLC
Accountancy firm EIN2022-12-31520783935
2021 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$17,146,061
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,009,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,927,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,711,215
Value of total assets at end of year2021-12-31$62,865,117
Value of total assets at beginning of year2021-12-31$49,728,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,361
Total interest from all sources2021-12-31$9,329
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,647,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,647,362
Administrative expenses professional fees incurred2021-12-31$23,888
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,141,849
Participant contributions at end of year2021-12-31$142,180
Participant contributions at beginning of year2021-12-31$175,951
Participant contributions at end of year2021-12-31$1,070
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,870,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,137,020
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,865,117
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,728,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$62,024,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,012,346
Interest on participant loans2021-12-31$9,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,778,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$698,429
Employer contributions (assets) at end of year2021-12-31$697,801
Employer contributions (assets) at beginning of year2021-12-31$539,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,927,680
Contract administrator fees2021-12-31$41,273
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH, ELLIOTT, KEARNS & CO., LLC
Accountancy firm EIN2021-12-31520783935
2020 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,962,565
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,111,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,015,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,340,002
Value of total assets at end of year2020-12-31$49,728,097
Value of total assets at beginning of year2020-12-31$42,877,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,333
Total interest from all sources2020-12-31$14,643
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$875,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$875,421
Administrative expenses professional fees incurred2020-12-31$20,556
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,609,186
Participant contributions at end of year2020-12-31$175,951
Participant contributions at beginning of year2020-12-31$267,952
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$104,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,851,004
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,728,097
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,877,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$49,012,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,107,464
Interest on participant loans2020-12-31$14,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,732,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$626,067
Employer contributions (assets) at end of year2020-12-31$539,800
Employer contributions (assets) at beginning of year2020-12-31$501,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,015,228
Contract administrator fees2020-12-31$38,547
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH, ELLIOTT, KEARNS & CO., LLC
Accountancy firm EIN2020-12-31520783935
2019 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,203,911
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,671,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,579,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,055,951
Value of total assets at end of year2019-12-31$42,877,093
Value of total assets at beginning of year2019-12-31$34,344,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,363
Total interest from all sources2019-12-31$16,038
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,045,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,045,938
Administrative expenses professional fees incurred2019-12-31$19,718
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,308,508
Participant contributions at end of year2019-12-31$267,952
Participant contributions at beginning of year2019-12-31$277,610
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$245,766
Other income not declared elsewhere2019-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,532,547
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,877,093
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,344,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$35,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,107,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,549,390
Income. Interest from loans (other than to participants)2019-12-31$16,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,085,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$501,677
Employer contributions (assets) at end of year2019-12-31$501,677
Employer contributions (assets) at beginning of year2019-12-31$517,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,579,001
Contract administrator fees2019-12-31$36,847
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH, ELLIOTT, KEARNS & CO., LLC
Accountancy firm EIN2019-12-31520783935
2018 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$25,947
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,611,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,522,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,991,609
Value of total assets at end of year2018-12-31$34,344,546
Value of total assets at beginning of year2018-12-31$36,930,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$89,226
Total interest from all sources2018-12-31$16,578
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$814,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$814,525
Administrative expenses professional fees incurred2018-12-31$21,566
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,241,962
Participant contributions at end of year2018-12-31$277,610
Participant contributions at beginning of year2018-12-31$308,358
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$232,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,585,474
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,344,546
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,930,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$34,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,549,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,200,371
Income. Interest from loans (other than to participants)2018-12-31$16,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,796,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$517,546
Employer contributions (assets) at end of year2018-12-31$517,546
Employer contributions (assets) at beginning of year2018-12-31$421,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,522,195
Contract administrator fees2018-12-31$33,039
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH, ELLIOTT, KEARNS & CO., LLC
Accountancy firm EIN2018-12-31520783935
2017 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,552,733
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,391,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,318,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,584,946
Value of total assets at end of year2017-12-31$36,930,020
Value of total assets at beginning of year2017-12-31$30,768,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,956
Total interest from all sources2017-12-31$13,908
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$709,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$709,506
Administrative expenses professional fees incurred2017-12-31$19,181
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,840,920
Participant contributions at end of year2017-12-31$308,358
Participant contributions at beginning of year2017-12-31$269,423
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$322,735
Other income not declared elsewhere2017-12-31$129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,161,635
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,930,020
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,768,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$33,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,200,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,075,548
Income. Interest from loans (other than to participants)2017-12-31$13,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,244,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$421,291
Employer contributions (assets) at end of year2017-12-31$421,291
Employer contributions (assets) at beginning of year2017-12-31$423,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,318,142
Contract administrator fees2017-12-31$20,678
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH, ELLIOT, KEARNS & CO., LLC
Accountancy firm EIN2017-12-31520783935
2016 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,935,096
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,064,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,992,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,315,943
Value of total assets at end of year2016-12-31$30,768,385
Value of total assets at beginning of year2016-12-31$28,897,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$71,608
Total interest from all sources2016-12-31$14,198
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$599,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$599,810
Administrative expenses professional fees incurred2016-12-31$19,386
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,733,386
Participant contributions at end of year2016-12-31$269,423
Participant contributions at beginning of year2016-12-31$305,619
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$159,143
Other income not declared elsewhere2016-12-31$183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,870,578
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,768,385
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,897,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$31,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,075,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,219,975
Income. Interest from loans (other than to participants)2016-12-31$14,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,004,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$423,414
Employer contributions (assets) at end of year2016-12-31$423,414
Employer contributions (assets) at beginning of year2016-12-31$372,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,992,910
Contract administrator fees2016-12-31$20,398
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH, ELLIOT, KEARNS & CO., LLC
Accountancy firm EIN2016-12-31520783935
2015 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,855,002
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,191,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,127,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,107,610
Value of total assets at end of year2015-12-31$28,897,807
Value of total assets at beginning of year2015-12-31$33,234,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,070
Total interest from all sources2015-12-31$10,670
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$337,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$337,813
Administrative expenses professional fees incurred2015-12-31$18,865
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,604,926
Participant contributions at end of year2015-12-31$305,619
Participant contributions at beginning of year2015-12-31$305,107
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$130,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,336,377
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,897,807
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,234,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$38,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,219,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,446,066
Income. Interest from loans (other than to participants)2015-12-31$10,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-601,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$372,412
Employer contributions (assets) at end of year2015-12-31$372,213
Employer contributions (assets) at beginning of year2015-12-31$483,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,127,309
Contract administrator fees2015-12-31$7,105
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH, ELLIOT, KEARNS & CO., LLC
Accountancy firm EIN2015-12-31520783935
2014 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$0
Total income from all sources (including contributions)2014-12-31$4,566,913
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,768,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,739,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,870,018
Value of total assets at end of year2014-12-31$33,234,184
Value of total assets at beginning of year2014-12-31$30,435,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,374
Total interest from all sources2014-12-31$11,884
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$576,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$576,060
Administrative expenses professional fees incurred2014-12-31$20,374
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,172,089
Participant contributions at end of year2014-12-31$305,107
Participant contributions at beginning of year2014-12-31$252,166
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$203,339
Other income not declared elsewhere2014-12-31$70,852
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$40,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,798,853
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,234,184
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,435,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,446,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,400,920
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$11,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$243,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,038,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$494,590
Employer contributions (assets) at end of year2014-12-31$483,011
Employer contributions (assets) at beginning of year2014-12-31$498,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,739,686
Contract administrator fees2014-12-31$500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH, ELLIOT, KEARNS & CO., LLC
Accountancy firm EIN2014-12-31520783935
2013 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,186,609
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$651,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$642,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,028,603
Value of total assets at end of year2013-12-31$30,435,331
Value of total assets at beginning of year2013-12-31$22,900,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,313
Total interest from all sources2013-12-31$10,741
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,950
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,141,635
Participant contributions at end of year2013-12-31$252,166
Participant contributions at beginning of year2013-12-31$216,941
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$388,715
Other income not declared elsewhere2013-12-31$14,222
Administrative expenses (other) incurred2013-12-31$4,793
Total non interest bearing cash at end of year2013-12-31$40,515
Total non interest bearing cash at beginning of year2013-12-31$35,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,534,787
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,435,331
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,900,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,400,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,928,885
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$9,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$243,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$236,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,133,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$498,253
Employer contributions (assets) at end of year2013-12-31$498,253
Employer contributions (assets) at beginning of year2013-12-31$482,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$642,509
Contract administrator fees2013-12-31$570
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH, ELLIOT, KEARNS & CO., LLC
Accountancy firm EIN2013-12-31520783935
2012 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,427,496
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,330,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,326,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,704,848
Value of total assets at end of year2012-12-31$22,900,544
Value of total assets at beginning of year2012-12-31$18,803,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,959
Total interest from all sources2012-12-31$10,721
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,992,385
Participant contributions at end of year2012-12-31$216,941
Participant contributions at beginning of year2012-12-31$241,718
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$231,690
Administrative expenses (other) incurred2012-12-31$1
Total non interest bearing cash at end of year2012-12-31$35,558
Total non interest bearing cash at beginning of year2012-12-31$66,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,096,899
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,900,544
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,803,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,928,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,884,098
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$9,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$236,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$218,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,711,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$480,773
Employer contributions (assets) at end of year2012-12-31$482,274
Employer contributions (assets) at beginning of year2012-12-31$393,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,326,638
Contract administrator fees2012-12-31$558
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH, ELLIOT, KEARNS & CO., LLC
Accountancy firm EIN2012-12-31520783935
2011 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,852,024
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,289,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,283,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,494,626
Value of total assets at end of year2011-12-31$18,803,645
Value of total assets at beginning of year2011-12-31$19,241,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,715
Total interest from all sources2011-12-31$13,542
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,654
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,872,069
Participant contributions at end of year2011-12-31$241,718
Participant contributions at beginning of year2011-12-31$261,993
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$229,488
Administrative expenses (other) incurred2011-12-31$561
Total non interest bearing cash at end of year2011-12-31$66,511
Total non interest bearing cash at beginning of year2011-12-31$49,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-437,968
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,803,645
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,241,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,884,098
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$18,421,182
Interest on participant loans2011-12-31$12,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$218,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$53,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-656,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$393,069
Employer contributions (assets) at end of year2011-12-31$393,069
Employer contributions (assets) at beginning of year2011-12-31$456,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,283,277
Contract administrator fees2011-12-31$500
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH, ELLIOT, KEARNS & CO., LLC
Accountancy firm EIN2011-12-31520783935
2010 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,014,549
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,062,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,057,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,717,391
Value of total assets at end of year2010-12-31$19,241,613
Value of total assets at beginning of year2010-12-31$15,289,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,162
Total interest from all sources2010-12-31$10,119
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$4,608
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,948,394
Participant contributions at end of year2010-12-31$261,993
Participant contributions at beginning of year2010-12-31$158,254
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$312,990
Administrative expenses (other) incurred2010-12-31$166
Total non interest bearing cash at end of year2010-12-31$49,093
Total non interest bearing cash at beginning of year2010-12-31$25,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,951,643
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,241,613
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,289,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$18,421,182
Value of interest in pooled separate accounts at beginning of year2010-12-31$15,055,843
Interest on participant loans2010-12-31$9,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$53,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$50,714
Net investment gain/loss from pooled separate accounts2010-12-31$2,287,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$456,007
Employer contributions (assets) at end of year2010-12-31$456,065
Employer contributions (assets) at beginning of year2010-12-31$58
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,057,744
Contract administrator fees2010-12-31$388
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH, ELLIOT, KEARNS & CO., LLC
Accountancy firm EIN2010-12-31520783935

Form 5500 Responses for SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN

2022: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14769
Policy instance 1
Insurance contract or identification number14769
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,519
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees14519
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameCOASTAL PENSION SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14769
Policy instance 1
Insurance contract or identification number14769
Number of Individuals Covered385
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,867
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees12867
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameCOASTAL PENSION SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14769
Policy instance 1
Insurance contract or identification number14769
Number of Individuals Covered358
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,342
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees10342
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameCOASTAL PENSION SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14769
Policy instance 1
Insurance contract or identification number14769
Number of Individuals Covered346
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,592
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number14769
Policy instance 1
Insurance contract or identification number14769
Number of Individuals Covered350
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,144
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Amount paid for insurance broker fees8144
Additional information about fees paid to insurance brokerTPA COMPENSATION, JH IRA R/O PAYMENT, OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameCOASTAL PENSION SERVICES, LLC

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