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DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 401k Plan overview

Plan NameDEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC.
Plan identification number 001

DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTH COMMUNITY INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH COMMUNITY INC.
Employer identification number (EIN):310840585
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Additional information about SOUTH COMMUNITY INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1972-04-18
Company Identification Number: 423749
Legal Registered Office Address: 118 W. FIRST ST., STE 850
-
DAYTON
United States of America (USA)
45402

More information about SOUTH COMMUNITY INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01LISA CARTER2023-03-13
0012020-07-01LISA CARTER2021-12-29
0012019-07-01LISA CARTER2021-02-28
0012018-07-01LISA CARTER2020-02-27
0012017-07-01LISA CARTER2019-04-07
0012016-07-01
0012015-07-01DAVID MCADAMS DAVID MCADAMS2017-03-24
0012014-07-01DAVID MCADAMS DAVID MCADAMS2016-02-24
0012013-07-01DAVID MCADAMS DAVID MCADAMS2015-03-31
0012012-07-01MICHELLE GREEN MICHELLE GREEN2014-01-03
0012011-07-01MICHELLE GREENE MICHELLE GREENE2012-12-11
0012009-07-01JEFFREY LAKES JEFFREY LAKES2011-01-28

Plan Statistics for DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC.

401k plan membership statisitcs for DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC.

Measure Date Value
2021: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01400
Total number of active participants reported on line 7a of the Form 55002021-07-01276
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01123
Total of all active and inactive participants2021-07-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01400
Number of participants with account balances2021-07-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0173
2020: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01436
Total number of active participants reported on line 7a of the Form 55002020-07-01289
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01109
Total of all active and inactive participants2020-07-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01398
Number of participants with account balances2020-07-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0172
2019: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01406
Total number of active participants reported on line 7a of the Form 55002019-07-01326
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01102
Total of all active and inactive participants2019-07-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01428
Number of participants with account balances2019-07-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0151
2018: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01398
Total number of active participants reported on line 7a of the Form 55002018-07-01321
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0181
Total of all active and inactive participants2018-07-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01402
Number of participants with account balances2018-07-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0151
2017: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01321
Total number of active participants reported on line 7a of the Form 55002017-07-01324
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0171
Total of all active and inactive participants2017-07-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01395
Number of participants with account balances2017-07-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0152
2016: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01353
Total number of active participants reported on line 7a of the Form 55002016-07-01283
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0131
Total of all active and inactive participants2016-07-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01314
Number of participants with account balances2016-07-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0144
2015: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01320
Total number of active participants reported on line 7a of the Form 55002015-07-01321
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0126
Total of all active and inactive participants2015-07-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01347
Number of participants with account balances2015-07-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0128
2014: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01256
Total number of active participants reported on line 7a of the Form 55002014-07-01272
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0123
Total of all active and inactive participants2014-07-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01295
Number of participants with account balances2014-07-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0115
2013: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01220
Total number of active participants reported on line 7a of the Form 55002013-07-01212
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0125
Total of all active and inactive participants2013-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01237
Number of participants with account balances2013-07-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0121
2012: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01222
Total number of active participants reported on line 7a of the Form 55002012-07-01198
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0121
Total of all active and inactive participants2012-07-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01219
Number of participants with account balances2012-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0121
2011: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01215
Total number of active participants reported on line 7a of the Form 55002011-07-01191
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0119
Total of all active and inactive participants2011-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01210
Number of participants with account balances2011-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0122
2009: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01199
Total number of active participants reported on line 7a of the Form 55002009-07-01192
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0123
Total of all active and inactive participants2009-07-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01215
Number of participants with account balances2009-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0116

Financial Data on DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC.

Measure Date Value
2022 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$17,957
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-314,064
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,187,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,061,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,604,462
Value of total assets at end of year2022-06-30$14,023,306
Value of total assets at beginning of year2022-06-30$15,506,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$126,468
Total interest from all sources2022-06-30$40,770
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$126,468
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,235,412
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$55,895
Total non interest bearing cash at end of year2022-06-30$17,975
Total non interest bearing cash at beginning of year2022-06-30$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,501,598
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,005,349
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$15,506,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$12,267,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$13,639,645
Interest earned on other investments2022-06-30$40,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,737,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,867,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,959,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$313,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,061,066
Liabilities. Value of benefit claims payable at end of year2022-06-30$17,957
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLARK SHAEFER HACKETT
Accountancy firm EIN2022-06-30310800053
2021 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,585,249
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,016,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$906,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,533,091
Value of total assets at end of year2021-06-30$15,506,947
Value of total assets at beginning of year2021-06-30$11,937,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$109,180
Total interest from all sources2021-06-30$40,045
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,217,434
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$11,998
Total non interest bearing cash at end of year2021-06-30$10
Total non interest bearing cash at beginning of year2021-06-30$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$3,569,096
Value of net assets at end of year (total assets less liabilities)2021-06-30$15,506,947
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,937,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$13,639,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$10,273,123
Interest earned on other investments2021-06-30$40,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,867,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,664,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,012,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$303,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$906,973
Contract administrator fees2021-06-30$109,180
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLARK SHAEFER HACKETT
Accountancy firm EIN2021-06-30310800053
2020 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$3,093,717
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$742,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$659,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,562,138
Value of total assets at end of year2020-06-30$11,937,851
Value of total assets at beginning of year2020-06-30$9,586,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$83,351
Total interest from all sources2020-06-30$34,008
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,108,169
Participant contributions at beginning of year2020-06-30$34,838
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,059,803
Total non interest bearing cash at end of year2020-06-30$6
Total non interest bearing cash at beginning of year2020-06-30$1,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,351,126
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,937,851
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,586,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$10,273,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,549,731
Interest earned on other investments2020-06-30$34,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,664,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$987,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$497,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$394,166
Employer contributions (assets) at beginning of year2020-06-30$12,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$659,240
Contract administrator fees2020-06-30$83,351
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLARK SHAEFER HACKETT
Accountancy firm EIN2020-06-30310800053
2019 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,994,819
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$943,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$869,334
Value of total corrective distributions2019-06-30$1,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,272,796
Value of total assets at end of year2019-06-30$9,586,725
Value of total assets at beginning of year2019-06-30$8,535,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$72,058
Total interest from all sources2019-06-30$23,607
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$955,266
Participant contributions at end of year2019-06-30$34,838
Participant contributions at beginning of year2019-06-30$30,540
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$11,976
Total non interest bearing cash at end of year2019-06-30$1,857
Total non interest bearing cash at beginning of year2019-06-30$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,051,522
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,586,725
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$8,535,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,549,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,598,119
Interest earned on other investments2019-06-30$23,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$987,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$893,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$698,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$305,554
Employer contributions (assets) at end of year2019-06-30$12,798
Employer contributions (assets) at beginning of year2019-06-30$12,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$869,334
Contract administrator fees2019-06-30$72,058
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLARK, SCHAEFER, HACKETT AND CO
Accountancy firm EIN2019-06-30310800053
2018 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,764,000
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$243,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$175,425
Value of total corrective distributions2018-06-30$3,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,104,767
Value of total assets at end of year2018-06-30$8,535,203
Value of total assets at beginning of year2018-06-30$7,014,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$64,452
Total interest from all sources2018-06-30$18,215
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$15,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$830,122
Participant contributions at end of year2018-06-30$30,540
Participant contributions at beginning of year2018-06-30$30,576
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$4,203
Total non interest bearing cash at end of year2018-06-30$4
Total non interest bearing cash at beginning of year2018-06-30$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,520,544
Value of net assets at end of year (total assets less liabilities)2018-06-30$8,535,203
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,014,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,598,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,331,742
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest earned on other investments2018-06-30$18,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$893,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$639,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$641,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$270,442
Employer contributions (assets) at end of year2018-06-30$12,709
Employer contributions (assets) at beginning of year2018-06-30$13,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$175,425
Contract administrator fees2018-06-30$64,452
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLARK, SCHAEFER, HACKETT AND CO
Accountancy firm EIN2018-06-30310800053
2017 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,623,161
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$109,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$91,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$894,801
Value of total assets at end of year2017-06-30$7,014,659
Value of total assets at beginning of year2017-06-30$5,500,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$17,493
Total interest from all sources2017-06-30$8,023
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$15,000,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$466,106
Participant contributions at end of year2017-06-30$30,576
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$18,741
Total non interest bearing cash at end of year2017-06-30$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,513,932
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,014,659
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,500,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,331,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$0
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$5,173,889
Interest earned on other investments2017-06-30$8,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$639,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$281,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$720,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$409,954
Employer contributions (assets) at end of year2017-06-30$13,252
Employer contributions (assets) at beginning of year2017-06-30$45,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$91,736
Contract administrator fees2017-06-30$17,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLARK, SCHAEFER, HACKETT AND CO
Accountancy firm EIN2017-06-30310800053
2016 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$490,190
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$404,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$399,655
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$518,130
Value of total assets at end of year2016-06-30$5,500,727
Value of total assets at beginning of year2016-06-30$5,415,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$4,877
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$1,891
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$15,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$1,190
Minimum employer required contribution for this plan year2016-06-30$606,019
Amount contributed by the employer to the plan for this plan year2016-06-30$604,829
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Amount of non-exempt transactions with any party-in-interest2016-06-30$0
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$955
Administrative expenses (other) incurred2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$85,658
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,500,727
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,415,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-06-30$0
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in pooled separate accounts at end of year2016-06-30$5,173,889
Value of interest in pooled separate accounts at beginning of year2016-06-30$5,159,178
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$1,891
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$281,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$238,447
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-30,786
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$518,130
Employer contributions (assets) at end of year2016-06-30$45,796
Employer contributions (assets) at beginning of year2016-06-30$17,444
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$399,655
Contract administrator fees2016-06-30$4,877
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30JOHN HARVEY CPA
Accountancy firm EIN2016-06-30311409486
2015 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$619,061
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$268,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$259,131
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$454,653
Value of total assets at end of year2015-06-30$5,415,069
Value of total assets at beginning of year2015-06-30$5,064,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,084
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$1,890
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$15,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$193
Minimum employer required contribution for this plan year2015-06-30$498,049
Amount contributed by the employer to the plan for this plan year2015-06-30$497,856
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$-915
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$350,846
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,415,069
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,064,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in pooled separate accounts at end of year2015-06-30$5,159,178
Value of interest in pooled separate accounts at beginning of year2015-06-30$4,781,997
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$1,890
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$238,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$238,607
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$163,433
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$454,653
Employer contributions (assets) at end of year2015-06-30$17,444
Employer contributions (assets) at beginning of year2015-06-30$43,619
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$259,131
Contract administrator fees2015-06-30$9,084
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30JOHN HARVEY CPA
Accountancy firm EIN2015-06-30311409486
2014 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,084,091
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$428,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$424,344
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$395,830
Value of total assets at end of year2014-06-30$5,064,223
Value of total assets at beginning of year2014-06-30$4,408,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$4,019
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$2,549
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$15,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$193
Minimum employer required contribution for this plan year2014-06-30$462,541
Amount contributed by the employer to the plan for this plan year2014-06-30$462,348
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$-71
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$655,728
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,064,223
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,408,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$4,781,997
Value of interest in pooled separate accounts at beginning of year2014-06-30$4,147,745
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$2,549
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$238,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$260,750
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$685,783
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$395,830
Employer contributions (assets) at end of year2014-06-30$43,619
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$424,344
Contract administrator fees2014-06-30$4,019
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30JOHN HARVEY CPA
Accountancy firm EIN2014-06-30311409486
2013 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$805,380
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$598,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$588,049
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$341,187
Value of total assets at end of year2013-06-30$4,408,495
Value of total assets at beginning of year2013-06-30$4,201,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,959
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$3,855
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$15,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$-67,060
Minimum employer required contribution for this plan year2013-06-30$351,291
Amount contributed by the employer to the plan for this plan year2013-06-30$418,351
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$0
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$-2,532
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$207,372
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,408,495
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,201,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in pooled separate accounts at end of year2013-06-30$4,147,745
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,941,902
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$3,855
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$260,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$247,747
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$462,870
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$341,187
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$11,474
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$588,049
Contract administrator fees2013-06-30$9,959
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30JOHN C. HARVEY, CPA
Accountancy firm EIN2013-06-30311409486
2012 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$350,398
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$211,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$202,041
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$374,896
Value of total assets at end of year2012-06-30$4,201,123
Value of total assets at beginning of year2012-06-30$4,062,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$9,848
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$6,350
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$15,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$-13,480
Minimum employer required contribution for this plan year2012-06-30$414,173
Amount contributed by the employer to the plan for this plan year2012-06-30$427,653
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$0
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$690
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$138,509
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,201,123
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,062,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in pooled separate accounts at end of year2012-06-30$3,941,902
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,795,264
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$6,350
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$247,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$234,786
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-31,538
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$374,896
Employer contributions (assets) at end of year2012-06-30$11,474
Employer contributions (assets) at beginning of year2012-06-30$32,564
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$202,041
Contract administrator fees2012-06-30$9,848
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30JOHN C. HARVEY, CPA
Accountancy firm EIN2012-06-30311409486
2011 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,006,973
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$384,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$378,502
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$385,272
Value of total assets at end of year2011-06-30$4,062,614
Value of total assets at beginning of year2011-06-30$3,440,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$6,164
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$7,012
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$15,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$-3,084
Minimum employer required contribution for this plan year2011-06-30$420,425
Amount contributed by the employer to the plan for this plan year2011-06-30$423,509
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$-473
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$622,307
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,062,614
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,440,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$3,795,264
Value of interest in pooled separate accounts at beginning of year2011-06-30$3,191,814
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$7,012
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$234,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$221,591
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$615,162
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$385,272
Employer contributions (assets) at end of year2011-06-30$32,564
Employer contributions (assets) at beginning of year2011-06-30$26,902
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$378,502
Contract administrator fees2011-06-30$6,164
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30JOHN HARVEY
Accountancy firm EIN2011-06-30311409486
2010 : DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$220
Minimum employer required contribution for this plan year2010-06-30$396,663
Amount contributed by the employer to the plan for this plan year2010-06-30$396,443

Form 5500 Responses for DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC.

2021: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: DEF CONT RETIREMENT INCOME PLAN FOR EES OF SOUTH COMMUNITY INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810749
Policy instance 1
Insurance contract or identification number810749
Number of Individuals Covered400
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810749
Policy instance 1
Insurance contract or identification number810749
Number of Individuals Covered398
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810749
Policy instance 1
Insurance contract or identification number810749
Number of Individuals Covered428
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810749
Policy instance 1
Insurance contract or identification number810749
Number of Individuals Covered402
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810749
Policy instance 1
Insurance contract or identification number810749
Number of Individuals Covered395
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413450
Policy instance 1
Insurance contract or identification number413450
Number of Individuals Covered347
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413450
Policy instance 1
Insurance contract or identification number413450
Number of Individuals Covered295
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413450
Policy instance 1
Insurance contract or identification number413450
Number of Individuals Covered237
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413450
Policy instance 1
Insurance contract or identification number413450
Number of Individuals Covered219
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413450
Policy instance 1
Insurance contract or identification number413450
Number of Individuals Covered210
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number413450
Policy instance 1
Insurance contract or identification number413450
Number of Individuals Covered217
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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