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SRC AFFILIATED PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameSRC AFFILIATED PROFIT SHARING 401(K) PLAN
Plan identification number 001

SRC AFFILIATED PROFIT SHARING 401(K) PLAN Benefits

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

401k Sponsoring company profile

STAGERIGHT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:STAGERIGHT CORPORATION
Employer identification number (EIN):382513133
NAIC Classification:332900

Additional information about STAGERIGHT CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1992-06-15
Company Identification Number: 0009184706
Legal Registered Office Address: 495 PIONEER PKWY

CLARE
United States of America (USA)
48617

More information about STAGERIGHT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SRC AFFILIATED PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KAREN SCHLUCKEBIER
0012016-01-01KAREN SCHLUCKEBIER WESLEY PARKER2017-07-17
0012015-01-01KAREN SCHLUCKEBIER WESLEY PARKER2016-07-06
0012014-01-01KAREN SCHLUCKEBIER WESLEY PARKER2015-07-16
0012013-01-01KAREN SCHLUCKEBIER WESLEY PARKER2014-10-09
0012012-01-01KAREN SCHLUCKEBIER WESLEY PARKER2013-07-30
0012011-01-01KAREN SCHLUCKEBIER WESLEY PARKER2012-07-19
0012010-01-01KAREN SCHLUCKEBIER WESLEY E PARKER2011-07-08
0012009-01-01KAREN SCHLUCKEBIER WESLEY E PARKER2010-08-20

Plan Statistics for SRC AFFILIATED PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for SRC AFFILIATED PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01261
Total number of active participants reported on line 7a of the Form 55002022-01-01200
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01272
Number of participants with account balances2022-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01263
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01261
Number of participants with account balances2021-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01305
Total number of active participants reported on line 7a of the Form 55002020-01-01201
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01263
Number of participants with account balances2020-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01313
Total number of active participants reported on line 7a of the Form 55002019-01-01232
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01305
Number of participants with account balances2019-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01292
Total number of active participants reported on line 7a of the Form 55002018-01-01253
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01313
Number of participants with account balances2018-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01276
Total number of active participants reported on line 7a of the Form 55002017-01-01254
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01292
Number of participants with account balances2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01234
Total number of active participants reported on line 7a of the Form 55002016-01-01238
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01275
Number of participants with account balances2016-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01203
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01234
Number of participants with account balances2015-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01182
Total number of active participants reported on line 7a of the Form 55002014-01-01184
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01203
Number of participants with account balances2014-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01184
Total number of active participants reported on line 7a of the Form 55002013-01-01168
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01184
Number of participants with account balances2012-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01182
Total number of active participants reported on line 7a of the Form 55002011-01-01160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01181
Number of participants with account balances2011-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01189
Total number of active participants reported on line 7a of the Form 55002010-01-01159
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01180
Number of participants with account balances2010-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01182
Total number of active participants reported on line 7a of the Form 55002009-01-01174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01187
Number of participants with account balances2009-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SRC AFFILIATED PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,738,790
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,813,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,722,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,447,309
Value of total assets at end of year2022-12-31$23,222,057
Value of total assets at beginning of year2022-12-31$27,774,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,159
Total interest from all sources2022-12-31$135,270
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$228,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$228,569
Administrative expenses professional fees incurred2022-12-31$15,632
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$971,837
Participant contributions at end of year2022-12-31$813,902
Participant contributions at beginning of year2022-12-31$816,242
Administrative expenses (other) incurred2022-12-31$3,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,552,192
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,222,057
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,774,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,588,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,120,598
Value of interest in pooled separate accounts at end of year2022-12-31$5,857,269
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,263,399
Interest on participant loans2022-12-31$36,378
Interest earned on other investments2022-12-31$98,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,961,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,574,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,036,680
Net investment gain/loss from pooled separate accounts2022-12-31$-2,513,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$475,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,722,243
Contract administrator fees2022-12-31$45,867
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2022-12-31382272300
2021 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$4,334,711
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,068,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$991,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,351,972
Value of total assets at end of year2021-12-31$27,774,249
Value of total assets at beginning of year2021-12-31$24,508,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,727
Total interest from all sources2021-12-31$125,994
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$196,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$196,565
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$864,168
Participant contributions at end of year2021-12-31$816,242
Participant contributions at beginning of year2021-12-31$727,828
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$51,787
Other income not declared elsewhere2021-12-31$63,959
Administrative expenses (other) incurred2021-12-31$77,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,265,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,774,249
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,508,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,120,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,394,003
Value of interest in pooled separate accounts at end of year2021-12-31$8,263,399
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,286,428
Interest on participant loans2021-12-31$37,589
Interest earned on other investments2021-12-31$88,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,574,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,100,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,167,338
Net investment gain/loss from pooled separate accounts2021-12-31$1,428,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$436,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$991,021
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2021-12-31382272300
2020 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,982,462
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,710,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,630,289
Expenses. Certain deemed distributions of participant loans2020-12-31$2,328
Value of total corrective distributions2020-12-31$1,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,234,076
Value of total assets at end of year2020-12-31$24,508,286
Value of total assets at beginning of year2020-12-31$23,236,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,985
Total interest from all sources2020-12-31$137,086
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$142,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$142,351
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$810,590
Participant contributions at end of year2020-12-31$727,828
Participant contributions at beginning of year2020-12-31$926,005
Other income not declared elsewhere2020-12-31$58,151
Administrative expenses (other) incurred2020-12-31$76,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,271,475
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,508,286
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,236,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,394,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,685,506
Value of interest in pooled separate accounts at end of year2020-12-31$8,286,428
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,231,275
Interest on participant loans2020-12-31$49,575
Interest earned on other investments2020-12-31$87,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,100,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,394,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,070,536
Net investment gain/loss from pooled separate accounts2020-12-31$2,340,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$423,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,630,289
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2020-12-31382272300
2019 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,460,263
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,731,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,655,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,476,933
Value of total assets at end of year2019-12-31$23,236,811
Value of total assets at beginning of year2019-12-31$19,508,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,654
Total interest from all sources2019-12-31$141,498
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$188,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$188,891
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$977,396
Participant contributions at end of year2019-12-31$926,005
Participant contributions at beginning of year2019-12-31$840,295
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,073
Other income not declared elsewhere2019-12-31$56,416
Administrative expenses (other) incurred2019-12-31$75,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,728,682
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,236,811
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,508,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,685,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,951,126
Value of interest in pooled separate accounts at end of year2019-12-31$7,231,275
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,307,902
Interest on participant loans2019-12-31$46,324
Interest earned on other investments2019-12-31$95,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,394,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,399,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,606,900
Net investment gain/loss from pooled separate accounts2019-12-31$1,989,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$470,464
Employer contributions (assets) at beginning of year2019-12-31$9,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,655,927
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2019-12-31382272300
2018 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$589,850
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$873,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$809,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,440,505
Value of total assets at end of year2018-12-31$19,508,129
Value of total assets at beginning of year2018-12-31$19,791,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,250
Total interest from all sources2018-12-31$122,530
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$153,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$153,510
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$970,392
Participant contributions at end of year2018-12-31$840,295
Participant contributions at beginning of year2018-12-31$779,882
Other income not declared elsewhere2018-12-31$52,134
Administrative expenses (other) incurred2018-12-31$63,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-283,397
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,508,129
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,791,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,951,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,755,976
Value of interest in pooled separate accounts at end of year2018-12-31$6,307,902
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,957,375
Interest on participant loans2018-12-31$36,312
Interest earned on other investments2018-12-31$86,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,399,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,298,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-852,977
Net investment gain/loss from pooled separate accounts2018-12-31$-325,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$470,113
Employer contributions (assets) at end of year2018-12-31$9,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$809,997
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2018-12-31382272300
2017 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,013,656
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,094,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,041,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,459,836
Value of total assets at end of year2017-12-31$19,791,526
Value of total assets at beginning of year2017-12-31$16,871,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,312
Total interest from all sources2017-12-31$109,595
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$112,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$112,089
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$885,327
Participant contributions at end of year2017-12-31$779,882
Participant contributions at beginning of year2017-12-31$834,894
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$160,158
Other income not declared elsewhere2017-12-31$41,252
Administrative expenses (other) incurred2017-12-31$52,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,919,562
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,791,526
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,871,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,755,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,633,370
Value of interest in pooled separate accounts at end of year2017-12-31$3,957,375
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,940,414
Interest on participant loans2017-12-31$35,542
Interest earned on other investments2017-12-31$74,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,298,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,463,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,626,254
Net investment gain/loss from pooled separate accounts2017-12-31$664,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$414,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,041,782
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2017-12-31382272300
2016 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$2,295,778
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$452,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$406,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,356,291
Value of total assets at end of year2016-12-31$16,871,964
Value of total assets at beginning of year2016-12-31$15,028,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,250
Total interest from all sources2016-12-31$92,489
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$126,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$126,591
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$858,654
Participant contributions at end of year2016-12-31$834,894
Participant contributions at beginning of year2016-12-31$785,867
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$91,749
Other income not declared elsewhere2016-12-31$35,643
Administrative expenses (other) incurred2016-12-31$46,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,843,255
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,871,964
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,028,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,633,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,276,346
Value of interest in pooled separate accounts at end of year2016-12-31$2,940,414
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,958,871
Interest on participant loans2016-12-31$33,225
Interest earned on other investments2016-12-31$59,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,463,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,007,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$497,994
Net investment gain/loss from pooled separate accounts2016-12-31$186,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$405,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$406,273
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2016-12-31382272300
2015 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,177,543
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$533,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$496,974
Expenses. Certain deemed distributions of participant loans2015-12-31$2
Value of total corrective distributions2015-12-31$1,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,118,302
Value of total assets at end of year2015-12-31$15,028,709
Value of total assets at beginning of year2015-12-31$14,384,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,812
Total interest from all sources2015-12-31$87,028
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$115,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$115,614
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$758,316
Participant contributions at end of year2015-12-31$785,867
Participant contributions at beginning of year2015-12-31$813,327
Other income not declared elsewhere2015-12-31$26,552
Administrative expenses (other) incurred2015-12-31$34,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$644,447
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,028,709
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,384,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,276,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,734,670
Value of interest in pooled separate accounts at end of year2015-12-31$2,958,871
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,993,407
Interest on participant loans2015-12-31$32,948
Interest earned on other investments2015-12-31$54,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,007,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,842,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-202,648
Net investment gain/loss from pooled separate accounts2015-12-31$32,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$359,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$496,974
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2015-12-31382272300
2014 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,545,352
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$465,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$425,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$917,548
Value of total assets at end of year2014-12-31$14,384,262
Value of total assets at beginning of year2014-12-31$13,303,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,522
Total interest from all sources2014-12-31$84,538
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$108,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$108,473
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$591,803
Participant contributions at end of year2014-12-31$813,327
Participant contributions at beginning of year2014-12-31$775,958
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$630
Other income not declared elsewhere2014-12-31$30,990
Administrative expenses (other) incurred2014-12-31$39,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,080,340
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,384,262
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,303,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,734,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,339,128
Value of interest in pooled separate accounts at end of year2014-12-31$2,993,407
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,703,695
Interest on participant loans2014-12-31$34,656
Interest earned on other investments2014-12-31$49,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,842,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,485,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$207,868
Net investment gain/loss from pooled separate accounts2014-12-31$195,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$325,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$425,490
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2014-12-31382272300
2013 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,845,121
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$586,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$547,442
Expenses. Certain deemed distributions of participant loans2013-12-31$344
Value of total corrective distributions2013-12-31$5,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$899,212
Value of total assets at end of year2013-12-31$13,303,922
Value of total assets at beginning of year2013-12-31$11,045,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,597
Total interest from all sources2013-12-31$83,084
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$62,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$62,274
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$581,337
Participant contributions at end of year2013-12-31$775,958
Participant contributions at beginning of year2013-12-31$700,852
Other income not declared elsewhere2013-12-31$28,436
Administrative expenses (other) incurred2013-12-31$33,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,258,433
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,303,922
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,045,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,339,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,534,739
Value of interest in pooled separate accounts at end of year2013-12-31$3,703,695
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,433,379
Interest on participant loans2013-12-31$32,132
Interest earned on other investments2013-12-31$50,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,485,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,376,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$797,192
Net investment gain/loss from pooled separate accounts2013-12-31$974,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$317,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$547,442
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2013-12-31382272300
2012 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,986,901
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$398,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$369,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$887,792
Value of total assets at end of year2012-12-31$11,045,489
Value of total assets at beginning of year2012-12-31$9,457,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,390
Total interest from all sources2012-12-31$85,092
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$60,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$60,841
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$572,536
Participant contributions at end of year2012-12-31$700,852
Participant contributions at beginning of year2012-12-31$703,531
Other income not declared elsewhere2012-12-31$22,823
Administrative expenses (other) incurred2012-12-31$29,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,588,327
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,045,489
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,457,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,534,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,547,301
Value of interest in pooled separate accounts at end of year2012-12-31$3,433,379
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,997,300
Interest on participant loans2012-12-31$29,996
Interest earned on other investments2012-12-31$55,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,376,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,209,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$476,575
Net investment gain/loss from pooled separate accounts2012-12-31$453,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$315,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$369,184
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2012-12-31382272300
2011 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$654,215
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$324,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$308,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$725,066
Value of total assets at end of year2011-12-31$9,457,162
Value of total assets at beginning of year2011-12-31$9,127,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,429
Total interest from all sources2011-12-31$90,838
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$43,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$43,211
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$451,741
Participant contributions at end of year2011-12-31$703,531
Participant contributions at beginning of year2011-12-31$847,597
Other income not declared elsewhere2011-12-31$10,812
Administrative expenses (other) incurred2011-12-31$16,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$329,608
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,457,162
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,127,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,547,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,839,656
Value of interest in pooled separate accounts at end of year2011-12-31$2,997,300
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,731,389
Interest on participant loans2011-12-31$34,266
Interest earned on other investments2011-12-31$56,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,209,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,708,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-203,230
Net investment gain/loss from pooled separate accounts2011-12-31$-12,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$273,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$308,178
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2011-12-31382272300
2010 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,737,434
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$185,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$177,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$792,337
Value of total assets at end of year2010-12-31$9,127,554
Value of total assets at beginning of year2010-12-31$7,575,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,239
Total interest from all sources2010-12-31$88,440
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$22,033
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$426,857
Participant contributions at end of year2010-12-31$847,597
Participant contributions at beginning of year2010-12-31$698,592
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$95,249
Administrative expenses (other) incurred2010-12-31$7,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,552,355
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,127,554
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,575,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,839,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$419,376
Value of interest in pooled separate accounts at end of year2010-12-31$3,731,389
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,809,604
Interest on participant loans2010-12-31$37,909
Interest earned on other investments2010-12-31$50,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,708,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,647,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$134,505
Net investment gain/loss from pooled separate accounts2010-12-31$700,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$270,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$177,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEINLANDER FITZHUGH
Accountancy firm EIN2010-12-31382272300
2009 : SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SRC AFFILIATED PROFIT SHARING 401(K) PLAN

2022: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SRC AFFILIATED PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038909
Policy instance 1
Insurance contract or identification number038909
Number of Individuals Covered272
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038909
Policy instance 1
Insurance contract or identification number038909
Number of Individuals Covered261
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038909
Policy instance 1
Insurance contract or identification number038909
Number of Individuals Covered263
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038909
Policy instance 1
Insurance contract or identification number038909
Number of Individuals Covered305
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38909-001
Policy instance 1
Insurance contract or identification number38909-001
Number of Individuals Covered292
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38909-001
Policy instance 1
Insurance contract or identification number38909-001
Number of Individuals Covered234
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38909-001
Policy instance 1
Insurance contract or identification number38909-001
Number of Individuals Covered203
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38909-001
Policy instance 1
Insurance contract or identification number38909-001
Number of Individuals Covered181
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38909-001
Policy instance 1
Insurance contract or identification number38909-001
Number of Individuals Covered184
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38909-001
Policy instance 1
Insurance contract or identification number38909-001
Number of Individuals Covered181
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,108
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38909-001
Policy instance 1
Insurance contract or identification number38909-001
Number of Individuals Covered180
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,704
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15704
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker namePLANNING CORP OF AMERICA

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