SC&H GROUP, INC. has sponsored the creation of one or more 401k plans.
Additional information about SC&H GROUP, INC.
Submission information for form 5500 for 401k plan 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 |
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2022 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-4,718,650 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,646,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,555,126 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $54,499,548 |
Value of total assets at beginning of year | 2022-12-31 | $62,865,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $91,793 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
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 year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $24,255 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,691,245 |
Participant contributions at end of year | 2022-12-31 | $151,299 |
Participant contributions at beginning of year | 2022-12-31 | $142,180 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $1,070 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $262 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $22,653 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $53,456,773 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $62,024,066 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $7,295 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $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 accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $892,648 |
Employer contributions (assets) at end of year | 2022-12-31 | $891,476 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $697,801 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,555,126 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $44,885 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SMITH, ELLIOTT, KEARNS & CO., LLC |
Accountancy firm EIN | 2022-12-31 | 520783935 |
2021 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,009,041 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $62,865,117 |
Value of total assets at beginning of year | 2021-12-31 | $49,728,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $81,361 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,647,362 |
Administrative expenses professional fees incurred | 2021-12-31 | $23,888 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,141,849 |
Participant contributions at end of year | 2021-12-31 | $142,180 |
Participant contributions at beginning of year | 2021-12-31 | $175,951 |
Participant contributions at end of year | 2021-12-31 | $1,070 |
Participant contributions at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $16,200 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $62,024,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $49,012,346 |
Interest on participant loans | 2021-12-31 | $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 assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $698,429 |
Employer contributions (assets) at end of year | 2021-12-31 | $697,801 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $539,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,927,680 |
Contract administrator fees | 2021-12-31 | $41,273 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SMITH, ELLIOTT, KEARNS & CO., LLC |
Accountancy firm EIN | 2021-12-31 | 520783935 |
2020 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,111,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $49,728,097 |
Value of total assets at beginning of year | 2020-12-31 | $42,877,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $96,333 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $875,421 |
Administrative expenses professional fees incurred | 2020-12-31 | $20,556 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,609,186 |
Participant contributions at end of year | 2020-12-31 | $175,951 |
Participant contributions at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $37,230 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $49,012,346 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $42,107,464 |
Interest on participant loans | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $626,067 |
Employer contributions (assets) at end of year | 2020-12-31 | $539,800 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $501,677 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,015,228 |
Contract administrator fees | 2020-12-31 | $38,547 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SMITH, ELLIOTT, KEARNS & CO., LLC |
Accountancy firm EIN | 2020-12-31 | 520783935 |
2019 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,671,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $42,877,093 |
Value of total assets at beginning of year | 2019-12-31 | $34,344,546 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $92,363 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,045,938 |
Administrative expenses professional fees incurred | 2019-12-31 | $19,718 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,308,508 |
Participant contributions at end of year | 2019-12-31 | $267,952 |
Participant contributions at beginning of year | 2019-12-31 | $277,610 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $245,766 |
Other income not declared elsewhere | 2019-12-31 | $20 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $35,798 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $42,107,464 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $501,677 |
Employer contributions (assets) at end of year | 2019-12-31 | $501,677 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $517,546 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,579,001 |
Contract administrator fees | 2019-12-31 | $36,847 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SMITH, ELLIOTT, KEARNS & CO., LLC |
Accountancy firm EIN | 2019-12-31 | 520783935 |
2018 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,611,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $34,344,546 |
Value of total assets at beginning of year | 2018-12-31 | $36,930,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $89,226 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $814,525 |
Administrative expenses professional fees incurred | 2018-12-31 | $21,566 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,241,962 |
Participant contributions at end of year | 2018-12-31 | $277,610 |
Participant contributions at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $34,621 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $33,549,390 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $517,546 |
Employer contributions (assets) at end of year | 2018-12-31 | $517,546 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $421,291 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,522,195 |
Contract administrator fees | 2018-12-31 | $33,039 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SMITH, ELLIOTT, KEARNS & CO., LLC |
Accountancy firm EIN | 2018-12-31 | 520783935 |
2017 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,391,098 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $36,930,020 |
Value of total assets at beginning of year | 2017-12-31 | $30,768,385 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $72,956 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $709,506 |
Administrative expenses professional fees incurred | 2017-12-31 | $19,181 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,840,920 |
Participant contributions at end of year | 2017-12-31 | $308,358 |
Participant contributions at beginning of year | 2017-12-31 | $269,423 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $322,735 |
Other income not declared elsewhere | 2017-12-31 | $129 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $33,097 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $36,200,371 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $421,291 |
Employer contributions (assets) at end of year | 2017-12-31 | $421,291 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $423,414 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,318,142 |
Contract administrator fees | 2017-12-31 | $20,678 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SMITH, ELLIOT, KEARNS & CO., LLC |
Accountancy firm EIN | 2017-12-31 | 520783935 |
2016 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,064,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $30,768,385 |
Value of total assets at beginning of year | 2016-12-31 | $28,897,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $71,608 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $599,810 |
Administrative expenses professional fees incurred | 2016-12-31 | $19,386 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,733,386 |
Participant contributions at end of year | 2016-12-31 | $269,423 |
Participant contributions at beginning of year | 2016-12-31 | $305,619 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $159,143 |
Other income not declared elsewhere | 2016-12-31 | $183 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $31,824 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $30,075,548 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $423,414 |
Employer contributions (assets) at end of year | 2016-12-31 | $423,414 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $372,213 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,992,910 |
Contract administrator fees | 2016-12-31 | $20,398 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SMITH, ELLIOT, KEARNS & CO., LLC |
Accountancy firm EIN | 2016-12-31 | 520783935 |
2015 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $6,191,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $28,897,807 |
Value of total assets at beginning of year | 2015-12-31 | $33,234,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $64,070 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $337,813 |
Administrative expenses professional fees incurred | 2015-12-31 | $18,865 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,604,926 |
Participant contributions at end of year | 2015-12-31 | $305,619 |
Participant contributions at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $38,100 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $28,219,975 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $372,412 |
Employer contributions (assets) at end of year | 2015-12-31 | $372,213 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $483,011 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,127,309 |
Contract administrator fees | 2015-12-31 | $7,105 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SMITH, ELLIOT, KEARNS & CO., LLC |
Accountancy firm EIN | 2015-12-31 | 520783935 |
2014 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,768,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $33,234,184 |
Value of total assets at beginning of year | 2014-12-31 | $30,435,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $28,374 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $576,060 |
Administrative expenses professional fees incurred | 2014-12-31 | $20,374 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,172,089 |
Participant contributions at end of year | 2014-12-31 | $305,107 |
Participant contributions at beginning of year | 2014-12-31 | $252,166 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $203,339 |
Other income not declared elsewhere | 2014-12-31 | $70,852 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $7,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $32,446,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $29,400,920 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $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 year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $494,590 |
Employer contributions (assets) at end of year | 2014-12-31 | $483,011 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $498,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,739,686 |
Contract administrator fees | 2014-12-31 | $500 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SMITH, ELLIOT, KEARNS & CO., LLC |
Accountancy firm EIN | 2014-12-31 | 520783935 |
2013 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $651,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $30,435,331 |
Value of total assets at beginning of year | 2013-12-31 | $22,900,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $9,313 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $3,950 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,141,635 |
Participant contributions at end of year | 2013-12-31 | $252,166 |
Participant contributions at beginning of year | 2013-12-31 | $216,941 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $388,715 |
Other income not declared elsewhere | 2013-12-31 | $14,222 |
Administrative expenses (other) incurred | 2013-12-31 | $4,793 |
Total non interest bearing cash at end of year | 2013-12-31 | $40,515 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $29,400,920 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,928,885 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $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 year | 2013-12-31 | $243,477 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $498,253 |
Employer contributions (assets) at end of year | 2013-12-31 | $498,253 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $482,274 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $642,509 |
Contract administrator fees | 2013-12-31 | $570 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SMITH, ELLIOT, KEARNS & CO., LLC |
Accountancy firm EIN | 2013-12-31 | 520783935 |
2012 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,330,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $22,900,544 |
Value of total assets at beginning of year | 2012-12-31 | $18,803,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,959 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $3,400 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,992,385 |
Participant contributions at end of year | 2012-12-31 | $216,941 |
Participant contributions at beginning of year | 2012-12-31 | $241,718 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $231,690 |
Administrative expenses (other) incurred | 2012-12-31 | $1 |
Total non interest bearing cash at end of year | 2012-12-31 | $35,558 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $21,928,885 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,884,098 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $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 year | 2012-12-31 | $236,886 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $480,773 |
Employer contributions (assets) at end of year | 2012-12-31 | $482,274 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $393,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,326,638 |
Contract administrator fees | 2012-12-31 | $558 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SMITH, ELLIOT, KEARNS & CO., LLC |
Accountancy firm EIN | 2012-12-31 | 520783935 |
2011 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,289,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $18,803,645 |
Value of total assets at beginning of year | 2011-12-31 | $19,241,613 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,715 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $5,654 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,872,069 |
Participant contributions at end of year | 2011-12-31 | $241,718 |
Participant contributions at beginning of year | 2011-12-31 | $261,993 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $229,488 |
Administrative expenses (other) incurred | 2011-12-31 | $561 |
Total non interest bearing cash at end of year | 2011-12-31 | $66,511 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,884,098 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $18,421,182 |
Interest on participant loans | 2011-12-31 | $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 year | 2011-12-31 | $218,249 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $393,069 |
Employer contributions (assets) at end of year | 2011-12-31 | $393,069 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $456,065 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,283,277 |
Contract administrator fees | 2011-12-31 | $500 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SMITH, ELLIOT, KEARNS & CO., LLC |
Accountancy firm EIN | 2011-12-31 | 520783935 |
2010 : SC&H GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,062,906 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $19,241,613 |
Value of total assets at beginning of year | 2010-12-31 | $15,289,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,162 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $4,608 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,948,394 |
Participant contributions at end of year | 2010-12-31 | $261,993 |
Participant contributions at beginning of year | 2010-12-31 | $158,254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $312,990 |
Administrative expenses (other) incurred | 2010-12-31 | $166 |
Total non interest bearing cash at end of year | 2010-12-31 | $49,093 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $18,421,182 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $15,055,843 |
Interest on participant loans | 2010-12-31 | $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 year | 2010-12-31 | $53,280 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $50,714 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,287,039 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $456,007 |
Employer contributions (assets) at end of year | 2010-12-31 | $456,065 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $58 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,057,744 |
Contract administrator fees | 2010-12-31 | $388 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SMITH, ELLIOT, KEARNS & CO., LLC |
Accountancy firm EIN | 2010-12-31 | 520783935 |