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SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan NameSCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN
Plan identification number 001

SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCOTT M & A CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SCOTT M & A CORPORATION
Employer identification number (EIN):311761354
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Additional information about SCOTT M & A CORPORATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2001-01-12
Company Identification Number: 1203711
Legal Registered Office Address: 326 N WAYNE STREET
-
PIQUA
United States of America (USA)
45356

More information about SCOTT M & A CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ROBERT MONNIN
0012024-01-01ROBERT MONNIN
0012023-11-01
0012023-11-01ROBERT MONNIN
0012022-11-01
0012022-11-01ROBERT MONNIN
0012021-11-01
0012021-11-01ROBERT MONNIN
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01BENJAMIN P. SCOTT JR.
0012015-11-01BENJAMIN P. SCOTT JR.
0012014-11-01BENJAMIN P. SCOTT JR.
0012013-11-01BENJAMIN P. SCOTT JR.
0012012-11-01BENJAMIN P. SCOTT JR BENJAMIN P. SCOTT JR2014-08-13
0012011-11-01BENJAMIN P. SCOTT JR BENJAMIN P. SCOTT JR2013-08-14
0012010-11-01BENJAMIN P. SCOTT JR BENJAMIN P. SCOTT JR2012-08-15
0012009-11-01BENJAMIN P. SCOTT JR BENJAMIN P. SCOTT JR2011-08-10
0012009-11-01
0012008-11-01BENJAMIN P. SCOTT JR BENJAMIN P. SCOTT JR2010-08-05
0012008-11-01BENJAMIN P. SCOTT JR BENJAMIN P. SCOTT JR2010-08-09

Plan Statistics for SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2023: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-11-01496
Total number of active participants reported on line 7a of the Form 55002023-11-01318
Number of retired or separated participants receiving benefits2023-11-013
Number of other retired or separated participants entitled to future benefits2023-11-01135
Total of all active and inactive participants2023-11-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-11-010
Total participants2023-11-01456
Number of participants with account balances2023-11-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-11-0179
2022: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-01496
Total number of active participants reported on line 7a of the Form 55002022-11-01318
Number of retired or separated participants receiving benefits2022-11-013
Number of other retired or separated participants entitled to future benefits2022-11-01135
Total of all active and inactive participants2022-11-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-11-010
Total participants2022-11-01456
Number of participants with account balances2022-11-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-11-0179
2021: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01450
Total number of active participants reported on line 7a of the Form 55002021-11-01293
Number of retired or separated participants receiving benefits2021-11-013
Number of other retired or separated participants entitled to future benefits2021-11-01129
Total of all active and inactive participants2021-11-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-010
Total participants2021-11-01425
Number of participants with account balances2021-11-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-01136
2019: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01683
Total number of active participants reported on line 7a of the Form 55002019-11-01352
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-01106
Total of all active and inactive participants2019-11-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-01458
Number of participants with account balances2019-11-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-0115
2018: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-011,011
Total number of active participants reported on line 7a of the Form 55002018-11-01683
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-0154
Total of all active and inactive participants2018-11-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-01737
Number of participants with account balances2018-11-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
2017: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01336
Total number of active participants reported on line 7a of the Form 55002017-11-011,051
Total of all active and inactive participants2017-11-011,051
Total participants2017-11-011,051
Number of participants with account balances2017-11-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-013
2016: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01306
Total number of active participants reported on line 7a of the Form 55002016-11-01274
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-0162
Total of all active and inactive participants2016-11-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01336
Number of participants with account balances2016-11-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-0117
2015: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01346
Total number of active participants reported on line 7a of the Form 55002015-11-01234
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-0131
Total of all active and inactive participants2015-11-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-01265
Number of participants with account balances2015-11-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-018
2014: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01382
Total number of active participants reported on line 7a of the Form 55002014-11-01252
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-0139
Total of all active and inactive participants2014-11-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-01291
Number of participants with account balances2014-11-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-015
2013: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01366
Total number of active participants reported on line 7a of the Form 55002013-11-01305
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-0137
Total of all active and inactive participants2013-11-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-01342
Number of participants with account balances2013-11-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-013
2012: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01383
Total number of active participants reported on line 7a of the Form 55002012-11-01297
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-0136
Total of all active and inactive participants2012-11-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-01333
Number of participants with account balances2012-11-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-018
2011: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01437
Total number of active participants reported on line 7a of the Form 55002011-11-01350
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-0133
Total of all active and inactive participants2011-11-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-01383
Number of participants with account balances2011-11-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-017
2010: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01450
Total number of active participants reported on line 7a of the Form 55002010-11-01331
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-0134
Total of all active and inactive participants2010-11-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-01365
Number of participants with account balances2010-11-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-014
2009: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01393
Total number of active participants reported on line 7a of the Form 55002009-11-01430
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0120
Total of all active and inactive participants2009-11-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01450
Number of participants with account balances2009-11-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-011
2008: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-11-01274
Total number of active participants reported on line 7a of the Form 55002008-11-01162
Number of retired or separated participants receiving benefits2008-11-010
Number of other retired or separated participants entitled to future benefits2008-11-0157
Total of all active and inactive participants2008-11-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-11-010
Total participants2008-11-01219
Number of participants with account balances2008-11-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-11-016

Financial Data on SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2023 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$745,765
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,282
Expenses. Certain deemed distributions of participant loans2023-12-31$831
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$94,895
Value of total assets at end of year2023-12-31$5,745,563
Value of total assets at beginning of year2023-12-31$5,011,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$150
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$2,749
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$91,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$91,585
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$80,283
Participant contributions at end of year2023-12-31$218,789
Participant contributions at beginning of year2023-12-31$222,363
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$734,502
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,745,563
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,011,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,371,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,634,650
Interest on participant loans2023-12-31$2,402
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$347
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$155,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$154,048
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$556,536
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$14,612
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,282
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$150
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MCCRATE DELEAT CO.
Accountancy firm EIN2023-12-31341205613
Unrealized appreciation/depreciation of real estate assets2023-11-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-11-01$0
Total unrealized appreciation/depreciation of assets2023-11-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-01$0
Total income from all sources (including contributions)2023-11-01$745,765
Total loss/gain on sale of assets2023-11-01$0
Total of all expenses incurred2023-11-01$11,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-11-01$10,282
Expenses. Certain deemed distributions of participant loans2023-11-01$831
Value of total corrective distributions2023-11-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-11-01$94,895
Value of total assets at end of year2023-11-01$5,745,563
Value of total assets at beginning of year2023-11-01$5,011,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-11-01$150
Total income from rents2023-11-01$0
Total interest from all sources2023-11-01$2,749
Total dividends received (eg from common stock, registered investment company shares)2023-11-01$91,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-11-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-11-01$91,585
Assets. Real estate other than employer real property at end of year2023-11-01$0
Assets. Real estate other than employer real property at beginning of year2023-11-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-11-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-11-01$0
Was this plan covered by a fidelity bond2023-11-01Yes
Value of fidelity bond cover2023-11-01$500,000
If this is an individual account plan, was there a blackout period2023-11-01No
Were there any nonexempt tranactions with any party-in-interest2023-11-01No
Contributions received from participants2023-11-01$80,283
Participant contributions at end of year2023-11-01$218,789
Participant contributions at beginning of year2023-11-01$222,363
Participant contributions at end of year2023-11-01$0
Participant contributions at beginning of year2023-11-01$0
Assets. Other investments not covered elsewhere at end of year2023-11-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-11-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-11-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-11-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-11-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-11-01$0
Assets. Loans (other than to participants) at end of year2023-11-01$0
Assets. Loans (other than to participants) at beginning of year2023-11-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-11-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-11-01$0
Other income not declared elsewhere2023-11-01$0
Administrative expenses (other) incurred2023-11-01$0
Total non interest bearing cash at end of year2023-11-01$0
Total non interest bearing cash at beginning of year2023-11-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-01No
Income. Non cash contributions2023-11-01$0
Value of net income/loss2023-11-01$734,502
Value of net assets at end of year (total assets less liabilities)2023-11-01$5,745,563
Value of net assets at beginning of year (total assets less liabilities)2023-11-01$5,011,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-11-01No
Were any leases to which the plan was party in default or uncollectible2023-11-01No
Assets. partnership/joint venture interests at end of year2023-11-01$0
Assets. partnership/joint venture interests at beginning of year2023-11-01$0
Investment advisory and management fees2023-11-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-11-01$5,371,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-11-01$4,634,650
Interest on participant loans2023-11-01$2,402
Income. Interest from loans (other than to participants)2023-11-01$0
Interest earned on other investments2023-11-01$347
Income. Interest from US Government securities2023-11-01$0
Income. Interest from corporate debt instruments2023-11-01$0
Value of interest in master investment trust accounts at end of year2023-11-01$0
Value of interest in master investment trust accounts at beginning of year2023-11-01$0
Value of interest in common/collective trusts at end of year2023-11-01$0
Value of interest in common/collective trusts at beginning of year2023-11-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-11-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-11-01$0
Assets. Value of investments in 103.12 investment entities at end of year2023-11-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-11-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-11-01$155,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-11-01$154,048
Expenses. Payments to insurance carriers foe the provision of benefits2023-11-01$0
Asset value of US Government securities at end of year2023-11-01$0
Asset value of US Government securities at beginning of year2023-11-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-11-01$556,536
Net investment gain or loss from common/collective trusts2023-11-01$0
Net gain/loss from 103.12 investment entities2023-11-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-11-01No
Was there a failure to transmit to the plan any participant contributions2023-11-01No
Has the plan failed to provide any benefit when due under the plan2023-11-01No
Assets. Invements in employer securities at end of year2023-11-01$0
Assets. Invements in employer securities at beginning of year2023-11-01$0
Assets. Value of employer real property at end of year2023-11-01$0
Assets. Value of employer real property at beginning of year2023-11-01$0
Contributions received in cash from employer2023-11-01$14,612
Employer contributions (assets) at end of year2023-11-01$0
Employer contributions (assets) at beginning of year2023-11-01$0
Income. Dividends from preferred stock2023-11-01$0
Income. Dividends from common stock2023-11-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-11-01$10,282
Asset. Corporate debt instrument preferred debt at end of year2023-11-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-11-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-11-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-11-01$0
Contract administrator fees2023-11-01$150
Assets. Corporate common stocks other than exployer securities at end of year2023-11-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-11-01$0
Liabilities. Value of benefit claims payable at end of year2023-11-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-11-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-11-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-11-01$0
Did the plan have assets held for investment2023-11-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-11-01No
Aggregate proceeds on sale of assets2023-11-01$0
Aggregate carrying amount (costs) on sale of assets2023-11-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-11-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-11-01$0
Opinion of an independent qualified public accountant for this plan2023-11-011
Accountancy firm name2023-11-01MCCRATE DELEAT CO.
Accountancy firm EIN2023-11-01341205613
Unrealized appreciation/depreciation of real estate assets2023-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-10-31$0
Total unrealized appreciation/depreciation of assets2023-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$0
Expenses. Interest paid2023-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-10-31$0
Total income from all sources (including contributions)2023-10-31$930,653
Total loss/gain on sale of assets2023-10-31$0
Total of all expenses incurred2023-10-31$893,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-10-31$792,051
Expenses. Certain deemed distributions of participant loans2023-10-31$9,920
Value of total corrective distributions2023-10-31$37,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-10-31$593,089
Value of total assets at end of year2023-10-31$5,011,061
Value of total assets at beginning of year2023-10-31$4,973,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-10-31$53,779
Total income from rents2023-10-31$0
Total interest from all sources2023-10-31$12,313
Total dividends received (eg from common stock, registered investment company shares)2023-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-10-31$0
Assets. Real estate other than employer real property at end of year2023-10-31$0
Assets. Real estate other than employer real property at beginning of year2023-10-31$0
Administrative expenses professional fees incurred2023-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-10-31$0
Was this plan covered by a fidelity bond2023-10-31Yes
Value of fidelity bond cover2023-10-31$500,000
If this is an individual account plan, was there a blackout period2023-10-31No
Were there any nonexempt tranactions with any party-in-interest2023-10-31No
Contributions received from participants2023-10-31$470,006
Participant contributions at end of year2023-10-31$222,363
Participant contributions at beginning of year2023-10-31$212,935
Participant contributions at end of year2023-10-31$0
Participant contributions at beginning of year2023-10-31$0
Assets. Other investments not covered elsewhere at end of year2023-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-10-31$34,472
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-10-31$0
Assets. Loans (other than to participants) at end of year2023-10-31$0
Assets. Loans (other than to participants) at beginning of year2023-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-10-31$0
Other income not declared elsewhere2023-10-31$9,497
Administrative expenses (other) incurred2023-10-31$16,082
Total non interest bearing cash at end of year2023-10-31$0
Total non interest bearing cash at beginning of year2023-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Income. Non cash contributions2023-10-31$0
Value of net income/loss2023-10-31$37,615
Value of net assets at end of year (total assets less liabilities)2023-10-31$5,011,061
Value of net assets at beginning of year (total assets less liabilities)2023-10-31$4,973,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-10-31No
Were any leases to which the plan was party in default or uncollectible2023-10-31No
Assets. partnership/joint venture interests at end of year2023-10-31$0
Assets. partnership/joint venture interests at beginning of year2023-10-31$0
Investment advisory and management fees2023-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-10-31$4,634,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-10-31$4,528,484
Interest on participant loans2023-10-31$9,808
Income. Interest from loans (other than to participants)2023-10-31$0
Interest earned on other investments2023-10-31$2,505
Income. Interest from US Government securities2023-10-31$0
Income. Interest from corporate debt instruments2023-10-31$0
Value of interest in master investment trust accounts at end of year2023-10-31$0
Value of interest in master investment trust accounts at beginning of year2023-10-31$0
Value of interest in common/collective trusts at end of year2023-10-31$0
Value of interest in common/collective trusts at beginning of year2023-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-10-31$154,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-10-31$232,027
Expenses. Payments to insurance carriers foe the provision of benefits2023-10-31$0
Asset value of US Government securities at end of year2023-10-31$0
Asset value of US Government securities at beginning of year2023-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-10-31$0
Net investment gain/loss from pooled separate accounts2023-10-31$315,754
Net investment gain or loss from common/collective trusts2023-10-31$0
Net gain/loss from 103.12 investment entities2023-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-10-31No
Was there a failure to transmit to the plan any participant contributions2023-10-31No
Has the plan failed to provide any benefit when due under the plan2023-10-31No
Assets. Invements in employer securities at end of year2023-10-31$0
Assets. Invements in employer securities at beginning of year2023-10-31$0
Assets. Value of employer real property at end of year2023-10-31$0
Assets. Value of employer real property at beginning of year2023-10-31$0
Contributions received in cash from employer2023-10-31$88,611
Employer contributions (assets) at end of year2023-10-31$0
Employer contributions (assets) at beginning of year2023-10-31$0
Income. Dividends from preferred stock2023-10-31$0
Income. Dividends from common stock2023-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-10-31$792,051
Asset. Corporate debt instrument preferred debt at end of year2023-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-10-31$0
Contract administrator fees2023-10-31$37,697
Assets. Corporate common stocks other than exployer securities at end of year2023-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-10-31$0
Liabilities. Value of benefit claims payable at end of year2023-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-10-31$0
Did the plan have assets held for investment2023-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-10-31No
Aggregate proceeds on sale of assets2023-10-31$0
Aggregate carrying amount (costs) on sale of assets2023-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-10-31$0
Opinion of an independent qualified public accountant for this plan2023-10-31Unqualified
Accountancy firm name2023-10-31MCCRATE DELEAT CO.
Accountancy firm EIN2023-10-31341205613
2022 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-11-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-11-01$0
Total unrealized appreciation/depreciation of assets2022-11-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-01$0
Total income from all sources (including contributions)2022-11-01$930,653
Total loss/gain on sale of assets2022-11-01$0
Total of all expenses incurred2022-11-01$893,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-01$792,051
Expenses. Certain deemed distributions of participant loans2022-11-01$9,920
Value of total corrective distributions2022-11-01$37,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-01$593,089
Value of total assets at end of year2022-11-01$5,011,061
Value of total assets at beginning of year2022-11-01$4,973,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-01$53,779
Total income from rents2022-11-01$0
Total interest from all sources2022-11-01$12,313
Total dividends received (eg from common stock, registered investment company shares)2022-11-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-01$0
Assets. Real estate other than employer real property at end of year2022-11-01$0
Assets. Real estate other than employer real property at beginning of year2022-11-01$0
Administrative expenses professional fees incurred2022-11-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-11-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-11-01$0
Was this plan covered by a fidelity bond2022-11-01Yes
Value of fidelity bond cover2022-11-01$500,000
If this is an individual account plan, was there a blackout period2022-11-01No
Were there any nonexempt tranactions with any party-in-interest2022-11-01No
Contributions received from participants2022-11-01$470,006
Participant contributions at end of year2022-11-01$222,363
Participant contributions at beginning of year2022-11-01$212,935
Participant contributions at end of year2022-11-01$0
Participant contributions at beginning of year2022-11-01$0
Assets. Other investments not covered elsewhere at end of year2022-11-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-11-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-11-01$34,472
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-11-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-11-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-11-01$0
Assets. Loans (other than to participants) at end of year2022-11-01$0
Assets. Loans (other than to participants) at beginning of year2022-11-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-11-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-11-01$0
Other income not declared elsewhere2022-11-01$9,497
Administrative expenses (other) incurred2022-11-01$16,082
Total non interest bearing cash at end of year2022-11-01$0
Total non interest bearing cash at beginning of year2022-11-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-01No
Income. Non cash contributions2022-11-01$0
Value of net income/loss2022-11-01$37,615
Value of net assets at end of year (total assets less liabilities)2022-11-01$5,011,061
Value of net assets at beginning of year (total assets less liabilities)2022-11-01$4,973,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-01No
Were any leases to which the plan was party in default or uncollectible2022-11-01No
Assets. partnership/joint venture interests at end of year2022-11-01$0
Assets. partnership/joint venture interests at beginning of year2022-11-01$0
Investment advisory and management fees2022-11-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-01$4,634,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-01$4,528,484
Interest on participant loans2022-11-01$9,808
Income. Interest from loans (other than to participants)2022-11-01$0
Interest earned on other investments2022-11-01$2,505
Income. Interest from US Government securities2022-11-01$0
Income. Interest from corporate debt instruments2022-11-01$0
Value of interest in master investment trust accounts at end of year2022-11-01$0
Value of interest in master investment trust accounts at beginning of year2022-11-01$0
Value of interest in common/collective trusts at end of year2022-11-01$0
Value of interest in common/collective trusts at beginning of year2022-11-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-11-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-11-01$0
Assets. Value of investments in 103.12 investment entities at end of year2022-11-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-11-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-11-01$154,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-11-01$232,027
Expenses. Payments to insurance carriers foe the provision of benefits2022-11-01$0
Asset value of US Government securities at end of year2022-11-01$0
Asset value of US Government securities at beginning of year2022-11-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-01$0
Net investment gain/loss from pooled separate accounts2022-11-01$315,754
Net investment gain or loss from common/collective trusts2022-11-01$0
Net gain/loss from 103.12 investment entities2022-11-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-01No
Was there a failure to transmit to the plan any participant contributions2022-11-01No
Has the plan failed to provide any benefit when due under the plan2022-11-01No
Assets. Invements in employer securities at end of year2022-11-01$0
Assets. Invements in employer securities at beginning of year2022-11-01$0
Assets. Value of employer real property at end of year2022-11-01$0
Assets. Value of employer real property at beginning of year2022-11-01$0
Contributions received in cash from employer2022-11-01$88,611
Employer contributions (assets) at end of year2022-11-01$0
Employer contributions (assets) at beginning of year2022-11-01$0
Income. Dividends from preferred stock2022-11-01$0
Income. Dividends from common stock2022-11-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-01$792,051
Asset. Corporate debt instrument preferred debt at end of year2022-11-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-11-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-11-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-11-01$0
Contract administrator fees2022-11-01$37,697
Assets. Corporate common stocks other than exployer securities at end of year2022-11-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-11-01$0
Liabilities. Value of benefit claims payable at end of year2022-11-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-11-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-11-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-11-01$0
Did the plan have assets held for investment2022-11-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-01No
Aggregate proceeds on sale of assets2022-11-01$0
Aggregate carrying amount (costs) on sale of assets2022-11-01$0
Liabilities. Value of acquisition indebtedness at end of year2022-11-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-11-01$0
Opinion of an independent qualified public accountant for this plan2022-11-011
Accountancy firm name2022-11-01MCCRATE DELEAT CO.
Accountancy firm EIN2022-11-01341205613
Unrealized appreciation/depreciation of real estate assets2022-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$0
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Expenses. Interest paid2022-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-10-31$0
Total income from all sources (including contributions)2022-10-31$-476,397
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$528,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$495,496
Expenses. Certain deemed distributions of participant loans2022-10-31$0
Value of total corrective distributions2022-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$550,764
Value of total assets at end of year2022-10-31$4,973,446
Value of total assets at beginning of year2022-10-31$5,977,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$32,643
Total income from rents2022-10-31$0
Total interest from all sources2022-10-31$11,831
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$0
Assets. Real estate other than employer real property at end of year2022-10-31$0
Assets. Real estate other than employer real property at beginning of year2022-10-31$0
Administrative expenses professional fees incurred2022-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-10-31$0
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$466,412
Participant contributions at end of year2022-10-31$212,935
Participant contributions at beginning of year2022-10-31$159,064
Participant contributions at end of year2022-10-31$0
Participant contributions at beginning of year2022-10-31$0
Assets. Other investments not covered elsewhere at end of year2022-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-31$0
Assets. Loans (other than to participants) at end of year2022-10-31$0
Assets. Loans (other than to participants) at beginning of year2022-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-31$0
Other income not declared elsewhere2022-10-31$6,678
Administrative expenses (other) incurred2022-10-31$20,800
Total non interest bearing cash at end of year2022-10-31$0
Total non interest bearing cash at beginning of year2022-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Income. Non cash contributions2022-10-31$0
Value of net income/loss2022-10-31$-1,004,536
Value of net assets at end of year (total assets less liabilities)2022-10-31$4,973,446
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$5,977,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Assets. partnership/joint venture interests at end of year2022-10-31$0
Assets. partnership/joint venture interests at beginning of year2022-10-31$0
Investment advisory and management fees2022-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$4,528,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$5,563,819
Interest on participant loans2022-10-31$9,291
Income. Interest from loans (other than to participants)2022-10-31$0
Interest earned on other investments2022-10-31$2,540
Income. Interest from US Government securities2022-10-31$0
Income. Interest from corporate debt instruments2022-10-31$0
Value of interest in master investment trust accounts at end of year2022-10-31$0
Value of interest in master investment trust accounts at beginning of year2022-10-31$0
Value of interest in common/collective trusts at end of year2022-10-31$0
Value of interest in common/collective trusts at beginning of year2022-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-31$232,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-31$255,099
Expenses. Payments to insurance carriers foe the provision of benefits2022-10-31$0
Asset value of US Government securities at end of year2022-10-31$0
Asset value of US Government securities at beginning of year2022-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$0
Net investment gain/loss from pooled separate accounts2022-10-31$-1,045,670
Net investment gain or loss from common/collective trusts2022-10-31$0
Net gain/loss from 103.12 investment entities2022-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Assets. Invements in employer securities at end of year2022-10-31$0
Assets. Invements in employer securities at beginning of year2022-10-31$0
Assets. Value of employer real property at end of year2022-10-31$0
Assets. Value of employer real property at beginning of year2022-10-31$0
Contributions received in cash from employer2022-10-31$84,352
Employer contributions (assets) at end of year2022-10-31$0
Employer contributions (assets) at beginning of year2022-10-31$0
Income. Dividends from preferred stock2022-10-31$0
Income. Dividends from common stock2022-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$495,496
Asset. Corporate debt instrument preferred debt at end of year2022-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-10-31$0
Contract administrator fees2022-10-31$11,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-10-31$0
Liabilities. Value of benefit claims payable at end of year2022-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-10-31$0
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Aggregate proceeds on sale of assets2022-10-31$0
Aggregate carrying amount (costs) on sale of assets2022-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-10-31$0
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31MCCRATE DELEAT CO.
Accountancy firm EIN2022-10-31341205613
2020 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$0
Total unrealized appreciation/depreciation of assets2020-10-31$0
Total transfer of assets to this plan2020-10-31$0
Total transfer of assets from this plan2020-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$0
Total income from all sources (including contributions)2020-10-31$761,167
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$100,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$70,585
Expenses. Certain deemed distributions of participant loans2020-10-31$0
Value of total corrective distributions2020-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$381,966
Value of total assets at end of year2020-10-31$4,785,289
Value of total assets at beginning of year2020-10-31$4,124,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$29,991
Total interest from all sources2020-10-31$7,154
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$312,096
Participant contributions at end of year2020-10-31$128,220
Participant contributions at beginning of year2020-10-31$84,889
Assets. Other investments not covered elsewhere at end of year2020-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-10-31$0
Other income not declared elsewhere2020-10-31$10,164
Administrative expenses (other) incurred2020-10-31$29,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$660,591
Value of net assets at end of year (total assets less liabilities)2020-10-31$4,785,289
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$4,124,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$4,501,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$3,906,498
Value of interest in pooled separate accounts at end of year2020-10-31$0
Value of interest in pooled separate accounts at beginning of year2020-10-31$0
Interest on participant loans2020-10-31$5,408
Interest earned on other investments2020-10-31$1,746
Value of interest in common/collective trusts at end of year2020-10-31$0
Value of interest in common/collective trusts at beginning of year2020-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-10-31$155,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-10-31$133,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$0
Net investment gain/loss from pooled separate accounts2020-10-31$361,883
Net investment gain or loss from common/collective trusts2020-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Assets. Invements in employer securities at end of year2020-10-31$0
Assets. Invements in employer securities at beginning of year2020-10-31$0
Contributions received in cash from employer2020-10-31$69,870
Income. Dividends from common stock2020-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$70,585
Asset. Corporate debt instrument debt (other) at end of year2020-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-10-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-10-31$0
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31MCCRATE DELAET & CO
Accountancy firm EIN2020-10-31341205613
2019 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$0
Total unrealized appreciation/depreciation of assets2019-10-31$0
Total transfer of assets to this plan2019-10-31$12
Total transfer of assets from this plan2019-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Total income from all sources (including contributions)2019-10-31$863,817
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$691,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$655,782
Expenses. Certain deemed distributions of participant loans2019-10-31$7,885
Value of total corrective distributions2019-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$338,524
Value of total assets at end of year2019-10-31$4,124,698
Value of total assets at beginning of year2019-10-31$3,952,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$28,298
Total interest from all sources2019-10-31$5,624
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$276,673
Participant contributions at end of year2019-10-31$84,889
Participant contributions at beginning of year2019-10-31$65,510
Assets. Other investments not covered elsewhere at end of year2019-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$0
Other income not declared elsewhere2019-10-31$9,459
Administrative expenses (other) incurred2019-10-31$28,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$171,852
Value of net assets at end of year (total assets less liabilities)2019-10-31$4,124,698
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$3,952,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$3,906,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$3,757,990
Value of interest in pooled separate accounts at end of year2019-10-31$0
Value of interest in pooled separate accounts at beginning of year2019-10-31$0
Interest on participant loans2019-10-31$3,682
Interest earned on other investments2019-10-31$1,942
Value of interest in common/collective trusts at end of year2019-10-31$0
Value of interest in common/collective trusts at beginning of year2019-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-31$133,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-31$129,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$0
Net investment gain/loss from pooled separate accounts2019-10-31$510,210
Net investment gain or loss from common/collective trusts2019-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Assets. Invements in employer securities at end of year2019-10-31$0
Assets. Invements in employer securities at beginning of year2019-10-31$0
Contributions received in cash from employer2019-10-31$61,851
Income. Dividends from common stock2019-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$655,782
Asset. Corporate debt instrument debt (other) at end of year2019-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-10-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-10-31$0
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31MCCRATE, DELAET & COMPANY
Accountancy firm EIN2019-10-31341205613
2018 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$436,839
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$138,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$102,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$318,498
Value of total assets at end of year2018-10-31$3,952,834
Value of total assets at beginning of year2018-10-31$3,654,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$35,514
Total interest from all sources2018-10-31$3,095
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$201,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$201,308
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$262,617
Participant contributions at end of year2018-10-31$65,510
Participant contributions at beginning of year2018-10-31$53,906
Other income not declared elsewhere2018-10-31$7,793
Administrative expenses (other) incurred2018-10-31$13,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$298,780
Value of net assets at end of year (total assets less liabilities)2018-10-31$3,952,834
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$3,654,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$22,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$3,757,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$3,600,148
Interest on participant loans2018-10-31$2,408
Interest earned on other investments2018-10-31$687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-10-31$129,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-11,447
Net investment gain/loss from pooled separate accounts2018-10-31$-82,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$55,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$102,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31Yes
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31MCRATE DELAET & COMPANY
Accountancy firm EIN2018-10-31341205613
2017 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$747,626
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$251,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$224,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$280,013
Value of total assets at end of year2017-10-31$3,654,054
Value of total assets at beginning of year2017-10-31$3,158,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$27,273
Total interest from all sources2017-10-31$2,924
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$96,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$96,415
Administrative expenses professional fees incurred2017-10-31$3,461
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$230,827
Participant contributions at end of year2017-10-31$53,906
Participant contributions at beginning of year2017-10-31$85,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$495,972
Value of net assets at end of year (total assets less liabilities)2017-10-31$3,654,054
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$3,158,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Investment advisory and management fees2017-10-31$23,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$3,600,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$3,072,343
Interest on participant loans2017-10-31$2,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$368,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$49,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$224,381
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31MCCRATE, DELAET & CO.
Accountancy firm EIN2017-10-31341205613
2016 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$328,091
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$113,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$81,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$264,142
Value of total assets at end of year2016-10-31$3,158,082
Value of total assets at beginning of year2016-10-31$2,943,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$32,287
Total interest from all sources2016-10-31$2,990
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$143,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$143,777
Administrative expenses professional fees incurred2016-10-31$1,238
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$217,054
Participant contributions at end of year2016-10-31$85,739
Participant contributions at beginning of year2016-10-31$85,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$214,470
Value of net assets at end of year (total assets less liabilities)2016-10-31$3,158,082
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$2,943,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$31,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$3,072,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$2,857,843
Interest on participant loans2016-10-31$2,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$-82,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$47,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$81,334
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31No
Opinion of an independent qualified public accountant for this plan2016-10-31Unqualified
Accountancy firm name2016-10-31MCCRATE, DELAET & CO.
Accountancy firm EIN2016-10-31341205613
2015 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$279,882
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$273,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$239,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$230,918
Value of total assets at end of year2015-10-31$2,943,612
Value of total assets at beginning of year2015-10-31$2,937,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$33,485
Total interest from all sources2015-10-31$3,997
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$128,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$128,982
Administrative expenses professional fees incurred2015-10-31$3,335
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$200,000
If this is an individual account plan, was there a blackout period2015-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$190,397
Participant contributions at end of year2015-10-31$85,769
Participant contributions at beginning of year2015-10-31$122,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$6,556
Value of net assets at end of year (total assets less liabilities)2015-10-31$2,943,612
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$2,937,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Investment advisory and management fees2015-10-31$30,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$2,857,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$2,814,924
Interest on participant loans2015-10-31$3,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-84,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$40,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$239,841
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31No
Opinion of an independent qualified public accountant for this plan2015-10-31Unqualified
Accountancy firm name2015-10-31MCCRATE, DELAET & CO.
Accountancy firm EIN2015-10-31341205613
2014 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$483,624
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$195,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$161,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$208,866
Value of total assets at end of year2014-10-31$2,937,056
Value of total assets at beginning of year2014-10-31$2,648,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$34,228
Total interest from all sources2014-10-31$4,152
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$103,382
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$200,000
If this is an individual account plan, was there a blackout period2014-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$171,864
Participant contributions at end of year2014-10-31$122,132
Participant contributions at beginning of year2014-10-31$120,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$288,128
Value of net assets at end of year (total assets less liabilities)2014-10-31$2,937,056
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$2,648,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Investment advisory and management fees2014-10-31$29,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$2,814,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$2,528,027
Interest on participant loans2014-10-31$4,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$167,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$37,002
Income. Dividends from common stock2014-10-31$103,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$161,268
Contract administrator fees2014-10-31$5,145
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31No
Opinion of an independent qualified public accountant for this plan2014-10-31Unqualified
Accountancy firm name2014-10-31LIGHTNER & STICKEL, CPA'S INC.
Accountancy firm EIN2014-10-31311623814
2013 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$689,687
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$194,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$165,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$200,419
Value of total assets at end of year2013-10-31$2,648,928
Value of total assets at beginning of year2013-10-31$2,153,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$29,384
Total interest from all sources2013-10-31$4,527
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$57,065
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$57,065
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$200,000
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$162,048
Participant contributions at end of year2013-10-31$120,901
Participant contributions at beginning of year2013-10-31$108,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$495,250
Value of net assets at end of year (total assets less liabilities)2013-10-31$2,648,928
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$2,153,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Investment advisory and management fees2013-10-31$24,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$2,528,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$2,044,817
Interest on participant loans2013-10-31$4,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$427,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$38,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$165,053
Contract administrator fees2013-10-31$4,400
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Unqualified
Accountancy firm name2013-10-31LIGHTNER & STICKEL, CPA'S INC.
Accountancy firm EIN2013-10-31311623814
2012 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$362,489
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$155,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$155,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$197,882
Value of total assets at end of year2012-10-31$2,153,678
Value of total assets at beginning of year2012-10-31$1,947,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$5
Total interest from all sources2012-10-31$43,503
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$0
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$200,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$158,958
Participant contributions at end of year2012-10-31$108,861
Participant contributions at beginning of year2012-10-31$99,974
Administrative expenses (other) incurred2012-10-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$206,504
Value of net assets at end of year (total assets less liabilities)2012-10-31$2,153,678
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$1,947,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$2,044,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$1,847,200
Interest on participant loans2012-10-31$4,284
Interest earned on other investments2012-10-31$39,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$121,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$38,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$155,980
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31No
Opinion of an independent qualified public accountant for this plan2012-10-31Unqualified
Accountancy firm name2012-10-31LIGHTNER & STICKEL, CPA'S INC.
Accountancy firm EIN2012-10-31311623814
2011 : SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$271,432
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$25,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$48,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$205,799
Value of total assets at end of year2011-10-31$1,947,174
Value of total assets at beginning of year2011-10-31$1,700,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$-23,229
Total interest from all sources2011-10-31$3,327
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$44,811
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$44,811
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$950,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$156,688
Participant contributions at end of year2011-10-31$99,974
Participant contributions at beginning of year2011-10-31$52,980
Income. Received or receivable in cash from other sources (including rollovers)2011-10-31$10,055
Administrative expenses (other) incurred2011-10-31$-23,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$246,190
Value of net assets at end of year (total assets less liabilities)2011-10-31$1,947,174
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$1,700,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$1,847,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$1,648,004
Interest on participant loans2011-10-31$3,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$17,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$39,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$48,471
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31LIGHTNER & STICKEL, CPA'S INC
Accountancy firm EIN2011-10-31311623814

Form 5500 Responses for SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN

2023: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2023 form 5500 responses
2023-11-01Type of plan entitySingle employer plan
2023-11-01Submission has been amendedNo
2023-11-01This submission is the final filingNo
2023-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-11-01Plan is a collectively bargained planNo
2023-11-01Plan funding arrangement – InsuranceYes
2023-11-01Plan funding arrangement – TrustYes
2023-11-01Plan benefit arrangement – InsuranceYes
2023-11-01Plan benefit arrangement - TrustYes
2022: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – InsuranceYes
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement – InsuranceYes
2022-11-01Plan benefit arrangement - TrustYes
2021: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2019: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2018: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2017: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2016: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedYes
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: SCOTT M AND A CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo
2008-11-01Plan funding arrangement – TrustYes
2008-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number759349-01
Policy instance 1
Insurance contract or identification number759349-01
Number of Individuals Covered331
Insurance policy start date2023-11-01
Insurance policy end date2023-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number759349-01
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number759349-01
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842986
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842986
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA842986
Policy instance 1

Potentially related plans

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