401k Plan data: SBG EMPLOYEE 401(K) PLAN AND TRUST plan

SBG EMPLOYEE 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	SBG EMPLOYEE 401(K) PLAN AND TRUST
Plan identification number	001

SBG EMPLOYEE 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUDLER AND COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SUDLER AND COMPANY, INC.

Employer identification number (EIN): 363831901

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBG EMPLOYEE 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARSHA WILLIAMS MARSHA WILLIAMS 2018-07-31
001 2016-01-01 MARSHA WILLIAMS
001 2015-01-01 MARSHA WILLILAMS MARSHA WILLIAMS 2016-10-17
001 2014-01-01 MARSHA WILLIAMS MARSHA WILLIAMS 2015-09-22
001 2013-01-01 MARSHA WILLIAMS MARSHA WILLIAMS 2014-10-10
001 2012-01-01 MARSHA WILLIAMS
001 2011-01-01 MARSHA WILLIAMS 2012-06-29
001 2010-01-01 MARSHA WILLIAMS 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARSHA WILLIAMS		MARSHA WILLIAMS	2018-07-31
001	2016-01-01	MARSHA WILLIAMS
001	2015-01-01	MARSHA WILLILAMS		MARSHA WILLIAMS	2016-10-17
001	2014-01-01	MARSHA WILLIAMS		MARSHA WILLIAMS	2015-09-22
001	2013-01-01	MARSHA WILLIAMS		MARSHA WILLIAMS	2014-10-10
001	2012-01-01	MARSHA WILLIAMS
001	2011-01-01	MARSHA WILLIAMS	2012-06-29
001	2010-01-01	MARSHA WILLIAMS	2011-07-15

Plan Statistics for SBG EMPLOYEE 401(K) PLAN AND TRUST

401k plan membership statisitcs for SBG EMPLOYEE 401(K) PLAN AND TRUST

Measure Date Value
2022: SBG EMPLOYEE 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 114
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 155
Number of participants with account balances 2022-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SBG EMPLOYEE 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 112
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 34
Total of all active and inactive participants 2021-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 146
Number of participants with account balances 2021-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: SBG EMPLOYEE 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 121
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 147
Number of participants with account balances 2020-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SBG EMPLOYEE 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 138
Number of participants with account balances 2019-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: SBG EMPLOYEE 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 108
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 136
Number of participants with account balances 2018-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: SBG EMPLOYEE 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 99
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 125
Number of participants with account balances 2017-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: SBG EMPLOYEE 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 99
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 124
Number of participants with account balances 2016-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: SBG EMPLOYEE 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 103
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 126
Number of participants with account balances 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: SBG EMPLOYEE 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 88
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 112
Number of participants with account balances 2014-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: SBG EMPLOYEE 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 105
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 127
Number of participants with account balances 2013-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SBG EMPLOYEE 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 101
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 123
Number of participants with account balances 2012-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3

Measure	Date	Value
2022: SBG EMPLOYEE 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	114
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	155
Number of participants with account balances	2022-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SBG EMPLOYEE 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	112
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	34
Total of all active and inactive participants	2021-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	146
Number of participants with account balances	2021-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: SBG EMPLOYEE 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	121
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	147
Number of participants with account balances	2020-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SBG EMPLOYEE 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	138
Number of participants with account balances	2019-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: SBG EMPLOYEE 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	108
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	136
Number of participants with account balances	2018-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: SBG EMPLOYEE 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	99
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	125
Number of participants with account balances	2017-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: SBG EMPLOYEE 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	99
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	124
Number of participants with account balances	2016-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: SBG EMPLOYEE 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	103
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	126
Number of participants with account balances	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: SBG EMPLOYEE 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	88
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	112
Number of participants with account balances	2014-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: SBG EMPLOYEE 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	105
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	127
Number of participants with account balances	2013-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SBG EMPLOYEE 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	101
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	123
Number of participants with account balances	2012-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3

Financial Data on SBG EMPLOYEE 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-927,277
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$974,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$967,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$719,481
Value of total assets at end of year	2022-12-31	$8,291,878
Value of total assets at beginning of year	2022-12-31	$10,193,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$7,691
Total interest from all sources	2022-12-31	$12,005
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$643,509
Participant contributions at end of year	2022-12-31	$91,074
Participant contributions at beginning of year	2022-12-31	$108,227
Participant contributions at end of year	2022-12-31	$5,452
Participant contributions at beginning of year	2022-12-31	$5,452
Other income not declared elsewhere	2022-12-31	$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,902,089
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,291,878
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,193,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,874,910
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$9,743,578
Interest on participant loans	2022-12-31	$5,650
Interest earned on other investments	2022-12-31	$6,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$319,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$334,128
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,661,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$75,972
Employer contributions (assets) at end of year	2022-12-31	$1,405
Employer contributions (assets) at beginning of year	2022-12-31	$2,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$967,121
Contract administrator fees	2022-12-31	$7,691
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,012,207
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$664,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$645,738
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$11,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$727,766
Value of total assets at end of year	2021-12-31	$10,185,933
Value of total assets at beginning of year	2021-12-31	$8,838,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,884
Total interest from all sources	2021-12-31	$11,060
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$20,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$650,910
Participant contributions at end of year	2021-12-31	$108,227
Participant contributions at beginning of year	2021-12-31	$69,455
Participant contributions at end of year	2021-12-31	$5,452
Participant contributions at beginning of year	2021-12-31	$5,452
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$11,237
Other income not declared elsewhere	2021-12-31	$4,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,347,348
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,185,933
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,838,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$9,743,578
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,449,125
Interest on participant loans	2021-12-31	$4,513
Interest earned on other investments	2021-12-31	$6,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$334,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$320,005
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,268,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$75,593
Employer contributions (assets) at end of year	2021-12-31	$2,582
Employer contributions (assets) at beginning of year	2021-12-31	$4,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$645,738
Contract administrator fees	2021-12-31	$7,884
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BKD CPAS & ADVISORS
Accountancy firm EIN	2021-12-31	362985665
2020 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$12,079
Total income from all sources (including contributions)	2020-12-31	$1,342,470
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$478,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$470,781
Value of total corrective distributions	2020-12-31	$574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$648,423
Value of total assets at end of year	2020-12-31	$8,843,124
Value of total assets at beginning of year	2020-12-31	$7,980,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,498
Total interest from all sources	2020-12-31	$9,916
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$576,843
Participant contributions at end of year	2020-12-31	$69,455
Participant contributions at beginning of year	2020-12-31	$60,550
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$182,625
Other income not declared elsewhere	2020-12-31	$-44,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$863,617
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,831,887
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,968,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,449,125
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,541,101
Interest on participant loans	2020-12-31	$3,118
Interest earned on other investments	2020-12-31	$6,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$320,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$190,942
Net investment gain/loss from pooled separate accounts	2020-12-31	$728,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$71,580
Employer contributions (assets) at end of year	2020-12-31	$4,539
Employer contributions (assets) at beginning of year	2020-12-31	$5,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$470,781
Contract administrator fees	2020-12-31	$7,498
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$11,237
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$12,079
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BKD LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$12,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$20,098
Total income from all sources (including contributions)	2019-12-31	$2,342,425
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$532,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$525,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$694,004
Value of total assets at end of year	2019-12-31	$7,980,349
Value of total assets at beginning of year	2019-12-31	$6,178,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,682
Total interest from all sources	2019-12-31	$11,145
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$541,727
Participant contributions at end of year	2019-12-31	$60,550
Participant contributions at beginning of year	2019-12-31	$54,127
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$182,625
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$131,145
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$85,691
Other income not declared elsewhere	2019-12-31	$54,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,810,242
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,968,270
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,158,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,541,101
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,800,793
Interest on participant loans	2019-12-31	$3,084
Interest earned on other investments	2019-12-31	$8,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$190,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$185,519
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,582,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$66,586
Employer contributions (assets) at end of year	2019-12-31	$5,131
Employer contributions (assets) at beginning of year	2019-12-31	$6,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$525,501
Contract administrator fees	2019-12-31	$6,682
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$12,079
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$20,098
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD CPAS AND ADVISORS
Accountancy firm EIN	2019-12-31	440160260
2018 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$20,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$36,201
Total income from all sources (including contributions)	2018-12-31	$260,704
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$852,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$816,949
Value of total corrective distributions	2018-12-31	$29,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$601,050
Value of total assets at end of year	2018-12-31	$6,178,126
Value of total assets at beginning of year	2018-12-31	$6,786,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,410
Total interest from all sources	2018-12-31	$8,758
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$537,179
Participant contributions at end of year	2018-12-31	$54,127
Participant contributions at beginning of year	2018-12-31	$52,459
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$131,145
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$162,834
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$205
Other income not declared elsewhere	2018-12-31	$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-592,011
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,158,028
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,750,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,800,793
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,383,719
Interest on participant loans	2018-12-31	$3,438
Interest earned on other investments	2018-12-31	$5,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$185,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$182,385
Net investment gain/loss from pooled separate accounts	2018-12-31	$-351,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$63,666
Employer contributions (assets) at end of year	2018-12-31	$6,542
Employer contributions (assets) at beginning of year	2018-12-31	$4,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$816,949
Contract administrator fees	2018-12-31	$6,410
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$20,098
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$36,201
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$36,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$7,612
Total income from all sources (including contributions)	2017-12-31	$1,563,721
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$187,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$181,460
Value of total corrective distributions	2017-12-31	$593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$582,439
Value of total assets at end of year	2017-12-31	$6,786,240
Value of total assets at beginning of year	2017-12-31	$5,381,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,752
Total interest from all sources	2017-12-31	$30,132
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$395,825
Participant contributions at end of year	2017-12-31	$52,459
Participant contributions at beginning of year	2017-12-31	$26,478
Participant contributions at beginning of year	2017-12-31	$13,815
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$162,834
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$140,000
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$133,302
Other income not declared elsewhere	2017-12-31	$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,375,916
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,750,039
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,374,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,383,719
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,059,696
Interest on participant loans	2017-12-31	$2,425
Interest earned on other investments	2017-12-31	$27,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$182,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$139,877
Net investment gain/loss from pooled separate accounts	2017-12-31	$948,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$53,312
Employer contributions (assets) at end of year	2017-12-31	$4,843
Employer contributions (assets) at beginning of year	2017-12-31	$1,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$181,460
Contract administrator fees	2017-12-31	$5,752
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$36,201
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$7,612
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7,612
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$772,069
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$164,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$159,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$432,569
Value of total assets at end of year	2016-12-31	$5,381,735
Value of total assets at beginning of year	2016-12-31	$4,766,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,416
Total interest from all sources	2016-12-31	$25,549
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$385,071
Participant contributions at end of year	2016-12-31	$26,478
Participant contributions at beginning of year	2016-12-31	$24,607
Participant contributions at end of year	2016-12-31	$13,815
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$140,000
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$120,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$7,612
Other income not declared elsewhere	2016-12-31	$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$607,183
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,374,123
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,766,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,059,696
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,484,706
Interest on participant loans	2016-12-31	$1,614
Interest earned on other investments	2016-12-31	$23,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$139,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$137,398
Net investment gain/loss from pooled separate accounts	2016-12-31	$311,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$47,498
Employer contributions (assets) at end of year	2016-12-31	$1,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$159,470
Contract administrator fees	2016-12-31	$5,416
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$417,170
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$206,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$201,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$396,174
Value of total assets at end of year	2015-12-31	$4,766,940
Value of total assets at beginning of year	2015-12-31	$4,556,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,274
Total interest from all sources	2015-12-31	$4,277
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$356,222
Participant contributions at end of year	2015-12-31	$24,607
Participant contributions at beginning of year	2015-12-31	$23,746
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$120,229
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$121,583
Other income not declared elsewhere	2015-12-31	$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$210,353
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,766,940
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,556,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,484,706
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,278,976
Interest on participant loans	2015-12-31	$1,468
Interest earned on other investments	2015-12-31	$2,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$137,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$132,282
Net investment gain/loss from pooled separate accounts	2015-12-31	$14,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$39,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$201,543
Contract administrator fees	2015-12-31	$5,274
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$730,788
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,215,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,208,066
Expenses. Certain deemed distributions of participant loans	2014-12-31	$298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$362,495
Value of total assets at end of year	2014-12-31	$4,556,587
Value of total assets at beginning of year	2014-12-31	$5,041,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,980
Total interest from all sources	2014-12-31	$12,418
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$314,229
Participant contributions at end of year	2014-12-31	$23,746
Participant contributions at beginning of year	2014-12-31	$99,070
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$121,583
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$97,728
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$10,046
Other income not declared elsewhere	2014-12-31	$26,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-484,556
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,556,587
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,041,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,278,976
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,512,646
Interest on participant loans	2014-12-31	$3,570
Interest earned on other investments	2014-12-31	$8,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$132,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$331,699
Net investment gain/loss from pooled separate accounts	2014-12-31	$328,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$38,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,208,066
Contract administrator fees	2014-12-31	$6,980
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,247,726
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$137,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$127,386
Value of total corrective distributions	2013-12-31	$4,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$406,595
Value of total assets at end of year	2013-12-31	$5,041,143
Value of total assets at beginning of year	2013-12-31	$3,931,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,352
Total interest from all sources	2013-12-31	$16,788
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$353,798
Participant contributions at end of year	2013-12-31	$99,070
Participant contributions at beginning of year	2013-12-31	$135,492
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$97,728
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$73,409
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$12,769
Other income not declared elsewhere	2013-12-31	$3,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,109,893
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,041,143
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,931,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,512,646
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,444,312
Interest on participant loans	2013-12-31	$7,083
Interest earned on other investments	2013-12-31	$9,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$331,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$278,037
Net investment gain/loss from pooled separate accounts	2013-12-31	$821,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$40,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$127,386
Contract administrator fees	2013-12-31	$6,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WOLF & COMPANY, LLP
Accountancy firm EIN	2013-12-31	362985665
2012 : SBG EMPLOYEE 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$817,582
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$262,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$256,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$383,755
Value of total assets at end of year	2012-12-31	$3,931,250
Value of total assets at beginning of year	2012-12-31	$3,376,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,373
Total interest from all sources	2012-12-31	$16,066
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$12,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$342,611
Participant contributions at end of year	2012-12-31	$135,492
Participant contributions at beginning of year	2012-12-31	$117,619
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$73,409
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$65,037
Other income not declared elsewhere	2012-12-31	$11,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$554,702
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,931,250
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,376,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,444,312
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,949,845
Interest on participant loans	2012-12-31	$7,244
Interest earned on other investments	2012-12-31	$8,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$278,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$244,047
Net investment gain/loss from pooled separate accounts	2012-12-31	$406,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$41,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$256,507
Contract administrator fees	2012-12-31	$6,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WOLF & COMPANY, LLP
Accountancy firm EIN	2012-12-31	362985665

Form 5500 Responses for SBG EMPLOYEE 401(K) PLAN AND TRUST

2022: SBG EMPLOYEE 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SBG EMPLOYEE 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SBG EMPLOYEE 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SBG EMPLOYEE 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SBG EMPLOYEE 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SBG EMPLOYEE 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SBG EMPLOYEE 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SBG EMPLOYEE 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SBG EMPLOYEE 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SBG EMPLOYEE 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SBG EMPLOYEE 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062459

Policy instance

Insurance contract or identification number	062459
Number of Individuals Covered	155
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $5,023
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $5,023
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062459

Policy instance

Insurance contract or identification number	062459
Number of Individuals Covered	146
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $5,251
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $5,251
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062459

Policy instance

Insurance contract or identification number	062459
Number of Individuals Covered	147
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,795
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,795
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062459

Policy instance

Insurance contract or identification number	062459
Number of Individuals Covered	138
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,673
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,673
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062459

Policy instance

Insurance contract or identification number	062459
Number of Individuals Covered	125
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,381
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,381
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062459

Policy instance

Insurance contract or identification number	062459
Number of Individuals Covered	126
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,921
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $3,921
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062459

Policy instance

Insurance contract or identification number	062459
Number of Individuals Covered	112
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,043
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $4,043
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062459

Policy instance

Insurance contract or identification number	062459
Number of Individuals Covered	127
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,811
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $3,811
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

062459

Policy instance

Insurance contract or identification number	062459
Number of Individuals Covered	123
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,418
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $3,418
Insurance broker organization code?	3
Insurance broker name	THOMAS O DEKIRK

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SUDLER AND COMPANY, INC.
Employer identification number (EIN):	363831901
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers