SCAIFE CHARITIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCAIFE CHARITIES MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2015 : SCAIFE CHARITIES MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $435,524 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $126,353 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $100,495 |
| Total plan assets at end of year | 2015-06-30 | $3,674,299 |
| Total plan assets at beginning of year | 2015-06-30 | $3,365,128 |
| Value of fidelity bond covering the plan | 2015-06-30 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $25,858 |
| Other income received | 2015-06-30 | $218,757 |
| Net income (gross income less expenses) | 2015-06-30 | $309,171 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $3,674,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $3,365,128 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $216,767 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $216,767 |
| Amount contributed by the employer to the plan for this plan year | 2015-06-30 | $216,767 |
| 2014 : SCAIFE CHARITIES MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $869,923 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $3,171,631 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $3,139,511 |
| Total plan assets at end of year | 2014-06-30 | $3,365,128 |
| Total plan assets at beginning of year | 2014-06-30 | $5,666,836 |
| Value of fidelity bond covering the plan | 2014-06-30 | $550,000 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $32,120 |
| Other income received | 2014-06-30 | $661,257 |
| Net income (gross income less expenses) | 2014-06-30 | $-2,301,708 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $3,365,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,666,836 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $208,666 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $208,666 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $208,666 |
| 2013 : SCAIFE CHARITIES MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $842,161 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $37,714 |
| Total plan assets at end of year | 2013-06-30 | $5,666,836 |
| Total plan assets at beginning of year | 2013-06-30 | $4,862,388 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $37,714 |
| Other income received | 2013-06-30 | $613,953 |
| Net income (gross income less expenses) | 2013-06-30 | $804,447 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,666,836 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $4,862,388 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $228,208 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-06-30 | 0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $228,208 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $228,208 |
| 2012 : SCAIFE CHARITIES MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $424,639 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $1,357,465 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $1,321,590 |
| Total plan assets at end of year | 2012-06-30 | $4,862,388 |
| Total plan assets at beginning of year | 2012-06-30 | $5,795,214 |
| Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $35,875 |
| Other income received | 2012-06-30 | $185,889 |
| Net income (gross income less expenses) | 2012-06-30 | $-932,826 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $4,862,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $5,795,214 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $238,750 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $238,750 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $238,750 |
| 2011 : SCAIFE CHARITIES MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $1,327,362 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $419,892 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $379,817 |
| Total plan assets at end of year | 2011-06-30 | $5,795,214 |
| Total plan assets at beginning of year | 2011-06-30 | $4,887,744 |
| Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $40,075 |
| Other income received | 2011-06-30 | $1,072,680 |
| Net income (gross income less expenses) | 2011-06-30 | $907,470 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $5,795,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $4,887,744 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $254,682 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-06-30 | $254,682 |
| Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $254,682 |
| 2010 : SCAIFE CHARITIES MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Minimum employer required contribution for this plan year | 2010-06-30 | $270,875 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $270,875 |
