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Plan Name | SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | GREGORY HORNING | |||
002 | 2016-01-01 | GREGORY HORNING | |||
002 | 2015-01-01 | GREGORY HORNING | |||
002 | 2014-01-01 | GREGORY HORNING | |||
002 | 2013-01-01 | GREGORY HORNING | |||
002 | 2012-01-01 | GREGORY HORNING | |||
002 | 2011-01-01 | DANA HOPPES | |||
002 | 2009-01-01 | JAMIE ELLIS | JAMIE ELLIS | 2010-09-28 |
Measure | Date | Value |
---|---|---|
2022: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 385 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 252 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 85 |
Total of all active and inactive participants | 2022-01-01 | 367 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 369 |
Number of participants with account balances | 2022-01-01 | 369 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 16 |
2021: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 405 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 85 |
Total of all active and inactive participants | 2021-01-01 | 345 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 346 |
Number of participants with account balances | 2021-01-01 | 344 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 23 |
2020: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 393 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 213 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 102 |
Total of all active and inactive participants | 2020-01-01 | 365 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 365 |
Number of participants with account balances | 2020-01-01 | 364 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 20 |
2019: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 378 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 199 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 155 |
Total of all active and inactive participants | 2019-01-01 | 374 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 374 |
Number of participants with account balances | 2019-01-01 | 374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 69 |
2018: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 143 |
Total of all active and inactive participants | 2018-01-01 | 359 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 360 |
Number of participants with account balances | 2018-01-01 | 359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 14 |
2017: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 399 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 84 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 134 |
Total of all active and inactive participants | 2017-01-01 | 405 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 405 |
Number of participants with account balances | 2017-01-01 | 331 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 14 |
2016: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 368 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 177 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 174 |
Total of all active and inactive participants | 2016-01-01 | 373 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 373 |
Number of participants with account balances | 2016-01-01 | 373 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 366 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 163 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 175 |
Total of all active and inactive participants | 2015-01-01 | 348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 348 |
Number of participants with account balances | 2015-01-01 | 348 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 9 |
2014: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 357 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 192 |
Total of all active and inactive participants | 2014-01-01 | 355 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 355 |
Number of participants with account balances | 2014-01-01 | 355 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 326 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 222 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 106 |
Total of all active and inactive participants | 2013-01-01 | 328 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 328 |
Number of participants with account balances | 2013-01-01 | 328 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 15 |
2012: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 218 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 79 |
Total of all active and inactive participants | 2012-01-01 | 297 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 297 |
Number of participants with account balances | 2012-01-01 | 297 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 10 |
2011: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 288 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 78 |
Total of all active and inactive participants | 2011-01-01 | 285 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 285 |
Number of participants with account balances | 2011-01-01 | 285 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 40 |
2009: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 223 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
Total of all active and inactive participants | 2009-01-01 | 246 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 246 |
Number of participants with account balances | 2009-01-01 | 246 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 11 |
Measure | Date | Value |
---|---|---|
2022 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,096,082 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,096,082 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,954,501 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $9,508,350 |
Expenses. Interest paid | 2022-12-31 | $176,023 |
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 | $176,023 |
Total income from all sources (including contributions) | 2022-12-31 | $4,639,262 |
Total of all expenses incurred | 2022-12-31 | $1,489,877 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,313,854 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,829,065 |
Value of total assets at end of year | 2022-12-31 | $41,717,201 |
Value of total assets at beginning of year | 2022-12-31 | $39,121,665 |
Total interest from all sources | 2022-12-31 | $6,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,900,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
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 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $56,507 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $60,003 |
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 |
Value of net income/loss | 2022-12-31 | $3,149,385 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $32,762,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $29,613,315 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $5,214,283 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $522,665 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $522,665 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,279 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
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 | $36,502,918 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $38,599,000 |
Contributions received in cash from employer | 2022-12-31 | $4,829,065 |
Income. Dividends from common stock | 2022-12-31 | $1,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,313,854 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $8,897,994 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $9,448,347 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SMITH ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2022-12-31 | 520783935 |
2021 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $5,474,252 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $5,474,252 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $9,508,350 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $10,051,873 |
Expenses. Interest paid | 2021-12-31 | $186,349 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $186,349 |
Total income from all sources (including contributions) | 2021-12-31 | $10,480,828 |
Total of all expenses incurred | 2021-12-31 | $6,311,166 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,124,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,006,521 |
Value of total assets at end of year | 2021-12-31 | $39,121,665 |
Value of total assets at beginning of year | 2021-12-31 | $35,495,526 |
Total interest from all sources | 2021-12-31 | $55 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $60,003 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $63,434 |
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 | $4,169,662 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $29,613,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $25,443,653 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $522,665 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $719,526 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $719,526 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $55 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $38,599,000 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $34,776,000 |
Contributions received in cash from employer | 2021-12-31 | $5,006,521 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,124,817 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $9,448,347 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $9,988,439 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SMITH ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2021-12-31 | 520783935 |
2020 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $7,731,819 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $7,731,819 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $10,051,873 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $10,585,261 |
Expenses. Interest paid | 2020-12-31 | $196,485 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $196,485 |
Total income from all sources (including contributions) | 2020-12-31 | $8,623,233 |
Total of all expenses incurred | 2020-12-31 | $1,607,249 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,410,764 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $881,917 |
Value of total assets at end of year | 2020-12-31 | $35,495,526 |
Value of total assets at beginning of year | 2020-12-31 | $29,012,930 |
Total interest from all sources | 2020-12-31 | $9,497 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $63,434 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $66,800 |
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 | $7,015,984 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $25,443,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,427,669 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $719,526 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,910,930 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,910,930 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $9,497 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $34,776,000 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $27,102,000 |
Contributions received in cash from employer | 2020-12-31 | $881,917 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,410,764 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $9,988,439 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $10,518,461 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SMITH ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2020-12-31 | 520783935 |
2019 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $4,650,418 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $4,650,418 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $10,585,261 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $11,108,637 |
Expenses. Interest paid | 2019-12-31 | $206,496 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $206,496 |
Total income from all sources (including contributions) | 2019-12-31 | $5,432,468 |
Total of all expenses incurred | 2019-12-31 | $583,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $376,811 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $729,903 |
Value of total assets at end of year | 2019-12-31 | $29,012,930 |
Value of total assets at beginning of year | 2019-12-31 | $24,687,145 |
Total interest from all sources | 2019-12-31 | $52,147 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $66,800 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $80,370 |
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 | $4,849,161 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,427,669 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,578,508 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,910,930 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,204,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,204,145 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $52,147 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $27,102,000 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $22,483,000 |
Contributions received in cash from employer | 2019-12-31 | $729,903 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $376,811 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $10,518,461 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $11,028,267 |
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 & COMPANY, LLC |
Accountancy firm EIN | 2019-12-31 | 520783935 |
2018 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-395,360 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-395,360 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $11,108,637 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $11,622,867 |
Expenses. Interest paid | 2018-12-31 | $215,642 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $215,642 |
Total income from all sources (including contributions) | 2018-12-31 | $357,011 |
Total of all expenses incurred | 2018-12-31 | $358,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $142,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $729,882 |
Value of total assets at end of year | 2018-12-31 | $24,687,145 |
Value of total assets at beginning of year | 2018-12-31 | $25,202,470 |
Total interest from all sources | 2018-12-31 | $22,489 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $9,874 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $80,370 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $73,347 |
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 | $-1,095 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,578,508 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,579,603 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,204,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,304,246 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $2,304,246 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $22,489 |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $22,483,000 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $22,888,350 |
Contributions received in cash from employer | 2018-12-31 | $729,882 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $142,464 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $11,028,267 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $11,549,520 |
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 & COMPANY, LLC |
Accountancy firm EIN | 2018-12-31 | 520783935 |
2017 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $3,041,455 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $3,041,455 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $11,622,867 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $12,050,433 |
Expenses. Interest paid | 2017-12-31 | $302,306 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $302,306 |
Total income from all sources (including contributions) | 2017-12-31 | $3,814,367 |
Total of all expenses incurred | 2017-12-31 | $2,571,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,269,496 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $729,872 |
Value of total assets at end of year | 2017-12-31 | $25,202,470 |
Value of total assets at beginning of year | 2017-12-31 | $24,387,471 |
Total interest from all sources | 2017-12-31 | $43,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $9,874 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $9,773 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $73,347 |
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 | $1,242,565 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,579,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,337,038 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,304,246 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $4,510,160 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $4,510,160 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $43,040 |
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 |
Assets. Invements in employer securities at end of year | 2017-12-31 | $22,888,350 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $19,867,437 |
Contributions received in cash from employer | 2017-12-31 | $729,872 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $101 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,269,496 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $11,549,520 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $12,050,433 |
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 ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2017-12-31 | 520783935 |
2016 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-9,869,701 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-9,869,701 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $12,050,433 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,300,000 |
Expenses. Interest paid | 2016-12-31 | $26,743 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $26,743 |
Total income from all sources (including contributions) | 2016-12-31 | $-8,923,743 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $297,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $270,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $372,020 |
Value of total assets at end of year | 2016-12-31 | $24,387,471 |
Value of total assets at beginning of year | 2016-12-31 | $22,858,511 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $539,259 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $9,773 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $192,301 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $34,679 |
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 | $-9,221,473 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,337,038 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,558,511 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $4,510,160 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,984,109 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,984,109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2016-12-31 | $19,867,437 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $17,682,000 |
Contributions received in cash from employer | 2016-12-31 | $372,020 |
Employer contributions (assets) at end of year | 2016-12-31 | $101 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $101 |
Income. Dividends from common stock | 2016-12-31 | $539,259 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $270,987 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $12,050,433 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $1,300,000 |
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 ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2016-12-31 | 520783935 |
2015 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $43,755 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $43,755 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,300,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,403,542 |
Expenses. Interest paid | 2015-12-31 | $129,638 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $129,638 |
Total income from all sources (including contributions) | 2015-12-31 | $794,455 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $395,768 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $266,116 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $101 |
Value of total assets at end of year | 2015-12-31 | $22,858,511 |
Value of total assets at beginning of year | 2015-12-31 | $23,563,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $14 |
Total interest from all sources | 2015-12-31 | $21,324 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $729,275 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $192,301 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $544,494 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $3,542 |
Administrative expenses (other) incurred | 2015-12-31 | $14 |
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 | $398,687 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,558,511 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,159,824 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $4,984,109 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $5,381,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $5,381,872 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $21,324 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2015-12-31 | $17,682,000 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $17,637,000 |
Contributions received in cash from employer | 2015-12-31 | $101 |
Employer contributions (assets) at end of year | 2015-12-31 | $101 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $729,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $266,116 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $1,300,000 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $2,400,000 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | SMITH ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2015-12-31 | 520783935 |
2014 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $3,392,000 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $3,392,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,403,542 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,601,100 |
Expenses. Interest paid | 2014-12-31 | $198,250 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $198,250 |
Total income from all sources (including contributions) | 2014-12-31 | $10,032,700 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $219,587 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $21,255 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $398,560 |
Value of total assets at end of year | 2014-12-31 | $23,563,366 |
Value of total assets at beginning of year | 2014-12-31 | $14,947,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $82 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $6,242,140 |
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 | $80 |
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 | No |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $544,494 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $504,526 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $3,542 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $82 |
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 | $9,813,113 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,159,824 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,346,711 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $5,381,872 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $198,285 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $198,285 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $17,637,000 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $14,245,000 |
Contributions received in cash from employer | 2014-12-31 | $398,560 |
Income. Dividends from common stock | 2014-12-31 | $6,242,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $21,255 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,100 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $2,400,000 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $3,600,000 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | SMITH ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2014-12-31 | 520783935 |
2013 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,049,000 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,049,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,601,100 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,801,100 |
Expenses. Interest paid | 2013-12-31 | $276,250 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $276,250 |
Total income from all sources (including contributions) | 2013-12-31 | $2,709,647 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $279,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $395,000 |
Value of total assets at end of year | 2013-12-31 | $14,947,811 |
Value of total assets at beginning of year | 2013-12-31 | $13,717,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $20 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,265,647 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $21 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $504,526 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $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 | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,430,570 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,346,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,916,141 |
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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $198,285 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $521,241 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $521,241 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $14,245,000 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $13,196,000 |
Contributions received in cash from employer | 2013-12-31 | $395,000 |
Income. Dividends from common stock | 2013-12-31 | $1,265,626 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,807 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,100 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,100 |
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 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $3,600,000 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $4,800,000 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | SMITH ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2013-12-31 | 520783935 |
2012 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,224,000 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,224,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,801,100 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $6,000,550 |
Expenses. Interest paid | 2012-12-31 | $354,250 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $354,250 |
Total income from all sources (including contributions) | 2012-12-31 | $2,751,484 |
Total loss/gain on sale of assets | 2012-12-31 | $2,137 |
Total of all expenses incurred | 2012-12-31 | $370,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $15,973 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $170,000 |
Value of total assets at end of year | 2012-12-31 | $13,717,241 |
Value of total assets at beginning of year | 2012-12-31 | $12,535,490 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $60 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,355,347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $688 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $412,618 |
Administrative expenses (other) incurred | 2012-12-31 | $60 |
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 | $2,381,201 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,916,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,534,940 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $147,813 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $521,241 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,059 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,059 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $13,196,000 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $11,972,000 |
Contributions received in cash from employer | 2012-12-31 | $170,000 |
Income. Dividends from common stock | 2012-12-31 | $1,354,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $15,973 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,100 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $550 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,137 |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $4,800,000 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $6,000,000 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SMITH ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2012-12-31 | 520783935 |
2011 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $483,200 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $483,200 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,000,550 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,339,742 |
Expenses. Interest paid | 2011-12-31 | $432,250 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $432,250 |
Total income from all sources (including contributions) | 2011-12-31 | $1,547,343 |
Total loss/gain on sale of assets | 2011-12-31 | $6,297 |
Total of all expenses incurred | 2011-12-31 | $443,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $11,713 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $12,535,490 |
Value of total assets at beginning of year | 2011-12-31 | $12,771,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,068,267 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $4,855 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $412,618 |
Administrative expenses (other) incurred | 2011-12-31 | $15 |
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 | $1,103,365 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,534,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,431,575 |
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 | $147,813 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $304,553 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,059 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $671,481 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $671,481 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-10,421 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $11,972,000 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $11,488,800 |
Income. Dividends from common stock | 2011-12-31 | $1,063,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $11,713 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $306,483 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $550 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $200 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $463,920 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $457,623 |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $6,000,000 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $7,339,542 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SMITH ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2011-12-31 | 520783935 |
2010 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-1,146,749 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-1,146,749 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,339,742 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $8,400,000 |
Expenses. Interest paid | 2010-12-31 | $510,250 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $510,250 |
Total income from all sources (including contributions) | 2010-12-31 | $-86,927 |
Total loss/gain on sale of assets | 2010-12-31 | $4,085 |
Total of all expenses incurred | 2010-12-31 | $516,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $12,771,317 |
Value of total assets at beginning of year | 2010-12-31 | $14,434,888 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $220 |
Total interest from all sources | 2010-12-31 | $34 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,051,029 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
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 |
Other income not declared elsewhere | 2010-12-31 | $125 |
Administrative expenses (other) incurred | 2010-12-31 | $220 |
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 | $-603,313 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,431,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,034,888 |
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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $304,553 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $671,481 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,795,888 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,795,888 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $34 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,549 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $11,488,800 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $12,639,000 |
Income. Dividends from common stock | 2010-12-31 | $1,051,029 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,916 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $306,483 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $200 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $619,197 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $615,112 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $7,339,542 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $8,400,000 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SMITH ELLIOTT KEARNS & COMPANY, LLC |
Accountancy firm EIN | 2010-12-31 | 520783935 |
2009 : SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |