SCIENCE CENTER OF IOWA has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2020 : SCI RETIREMENT PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-10-15 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-15 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-15 | $0 |
Total income from all sources (including contributions) | 2020-10-15 | $116,789 |
Total loss/gain on sale of assets | 2020-10-15 | $0 |
Total of all expenses incurred | 2020-10-15 | $1,552,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-10-15 | $1,548,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-10-15 | $36,439 |
Value of total assets at end of year | 2020-10-15 | $0 |
Value of total assets at beginning of year | 2020-10-15 | $1,435,580 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-10-15 | $3,371 |
Total interest from all sources | 2020-10-15 | $14,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-10-15 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-10-15 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-10-15 | $0 |
Was this plan covered by a fidelity bond | 2020-10-15 | Yes |
Value of fidelity bond cover | 2020-10-15 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2020-10-15 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-10-15 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-10-15 | No |
Contributions received from participants | 2020-10-15 | $29,855 |
Participant contributions at end of year | 2020-10-15 | $0 |
Participant contributions at beginning of year | 2020-10-15 | $2,063 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-15 | No |
Value of net income/loss | 2020-10-15 | $-1,435,580 |
Value of net assets at end of year (total assets less liabilities) | 2020-10-15 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-10-15 | $1,435,580 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-10-15 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-10-15 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-10-15 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-10-15 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-10-15 | $889,940 |
Interest earned on other investments | 2020-10-15 | $14,164 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-10-15 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-10-15 | $543,577 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-10-15 | $66,186 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-10-15 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-10-15 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-10-15 | No |
Contributions received in cash from employer | 2020-10-15 | $6,584 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-10-15 | $1,548,998 |
Contract administrator fees | 2020-10-15 | $3,371 |
Did the plan have assets held for investment | 2020-10-15 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-15 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-10-15 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-10-15 | Disclaimer |
Accountancy firm name | 2020-10-15 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2020-10-15 | 420794029 |
2019 : SCI RETIREMENT PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 | $258,228 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $63,101 |
Value of total assets at end of year | 2019-12-31 | $1,435,580 |
Value of total assets at beginning of year | 2019-12-31 | $1,186,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $301 |
Total interest from all sources | 2019-12-31 | $18,306 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $52,491 |
Participant contributions at end of year | 2019-12-31 | $2,063 |
Participant contributions at beginning of year | 2019-12-31 | $1,395 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $249,220 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,435,580 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,186,360 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $889,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $667,095 |
Interest on participant loans | 2019-12-31 | $184 |
Interest earned on other investments | 2019-12-31 | $18,122 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $543,577 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $517,870 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $176,821 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $10,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,707 |
Contract administrator fees | 2019-12-31 | $301 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2019-12-31 | 420794029 |
2018 : SCI RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $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 | $37,385 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $221,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $221,830 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $59,700 |
Value of total assets at end of year | 2018-12-31 | $1,186,360 |
Value of total assets at beginning of year | 2018-12-31 | $1,370,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $125 |
Total interest from all sources | 2018-12-31 | $17,728 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $44,581 |
Participant contributions at end of year | 2018-12-31 | $1,395 |
Participant contributions at beginning of year | 2018-12-31 | $10,371 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $4,763 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-184,570 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,186,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,370,930 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $667,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $866,319 |
Interest on participant loans | 2018-12-31 | $462 |
Interest earned on other investments | 2018-12-31 | $17,266 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $517,870 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $494,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-40,043 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $10,356 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $221,830 |
Contract administrator fees | 2018-12-31 | $125 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2018-12-31 | 420794029 |
2017 : SCI RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $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 | $210,404 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $15,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $52,187 |
Value of total assets at end of year | 2017-12-31 | $1,370,930 |
Value of total assets at beginning of year | 2017-12-31 | $1,176,398 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $125 |
Total interest from all sources | 2017-12-31 | $16,558 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $41,314 |
Participant contributions at end of year | 2017-12-31 | $10,371 |
Participant contributions at beginning of year | 2017-12-31 | $8,298 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $194,532 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,370,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,176,398 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $866,319 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $895,799 |
Interest on participant loans | 2017-12-31 | $386 |
Interest earned on other investments | 2017-12-31 | $16,172 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $494,240 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $272,301 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $141,659 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $10,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,747 |
Contract administrator fees | 2017-12-31 | $125 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 420794029 |
2016 : SCI RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $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 | $166,980 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $13,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $12,892 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $88,971 |
Value of total assets at end of year | 2016-12-31 | $1,176,398 |
Value of total assets at beginning of year | 2016-12-31 | $1,022,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $125 |
Total interest from all sources | 2016-12-31 | $9,289 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $64,039 |
Participant contributions at end of year | 2016-12-31 | $8,298 |
Participant contributions at beginning of year | 2016-12-31 | $7,942 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $15,839 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $153,963 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,176,398 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,022,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $895,799 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $755,663 |
Interest on participant loans | 2016-12-31 | $356 |
Interest earned on other investments | 2016-12-31 | $8,933 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $272,301 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $258,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $68,720 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $9,093 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $12,892 |
Contract administrator fees | 2016-12-31 | $125 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 420794029 |
2015 : SCI RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $83,471 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $212,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $212,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $65,161 |
Value of total assets at end of year | 2015-12-31 | $1,022,435 |
Value of total assets at beginning of year | 2015-12-31 | $1,151,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $125 |
Total interest from all sources | 2015-12-31 | $6,392 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $57,159 |
Participant contributions at end of year | 2015-12-31 | $7,942 |
Participant contributions at beginning of year | 2015-12-31 | $8,286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-129,036 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,022,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,151,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $755,663 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,094,401 |
Interest earned on other investments | 2015-12-31 | $6,392 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $258,830 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $48,784 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $11,918 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $8,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $212,382 |
Contract administrator fees | 2015-12-31 | $125 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2015-12-31 | 420794029 |
2014 : SCI RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $149,126 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $48,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $48,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $54,781 |
Value of total assets at end of year | 2014-12-31 | $1,151,471 |
Value of total assets at beginning of year | 2014-12-31 | $1,051,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $125 |
Total interest from all sources | 2014-12-31 | $1,854 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $46,730 |
Participant contributions at end of year | 2014-12-31 | $8,286 |
Participant contributions at beginning of year | 2014-12-31 | $9,783 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $100,184 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,151,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,051,287 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,094,401 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $996,079 |
Interest earned on other investments | 2014-12-31 | $1,854 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $48,784 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $45,425 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $92,491 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $6,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $48,817 |
Contract administrator fees | 2014-12-31 | $125 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2014-12-31 | 420794029 |
2013 : SCI RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $275,299 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $55,327 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $55,127 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $57,386 |
Value of total assets at end of year | 2013-12-31 | $1,051,287 |
Value of total assets at beginning of year | 2013-12-31 | $831,315 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $200 |
Total interest from all sources | 2013-12-31 | $1,786 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $50,303 |
Participant contributions at end of year | 2013-12-31 | $9,783 |
Participant contributions at beginning of year | 2013-12-31 | $1,842 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $219,972 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,051,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $831,315 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $996,079 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $787,592 |
Interest earned on other investments | 2013-12-31 | $1,786 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $45,425 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $41,881 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $216,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $7,083 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $55,127 |
Contract administrator fees | 2013-12-31 | $200 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2013-12-31 | 420794029 |
2012 : SCI RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $150,814 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $142,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $141,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $49,166 |
Value of total assets at end of year | 2012-12-31 | $831,315 |
Value of total assets at beginning of year | 2012-12-31 | $822,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $250 |
Total interest from all sources | 2012-12-31 | $1,263 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $43,173 |
Participant contributions at end of year | 2012-12-31 | $1,842 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $8,589 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $831,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $822,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $787,592 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $784,695 |
Interest earned on other investments | 2012-12-31 | $1,263 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $41,881 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $38,031 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $100,385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $5,993 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $141,975 |
Contract administrator fees | 2012-12-31 | $250 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2012-12-31 | 420794029 |