401k Plan data: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN plan

SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN
Plan identification number	001

SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SERVICE MANAGEMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: SERVICE MANAGEMENT GROUP, LLC

Employer identification number (EIN): 431910102

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARY WIDMER MARY WIDMER 2018-10-15
001 2017-01-01 MARY WIDMER MARY WIDMER 2018-10-12
001 2017-01-01 MARY WIDMER MARY WIDMER 2018-10-12
001 2016-01-01 MARY WIDMER MARY WIDMER 2017-10-13
001 2015-01-01 MARY WIDMER MARY WIDMER 2016-10-17
001 2014-01-01 MARY WIDMER MARY WIDMER 2015-10-05
001 2013-01-01 MARY WIDMER MARY WIDMER 2014-10-10
001 2012-01-01 MARY WIDMER MARY WIDMER 2013-10-14
001 2011-01-01 MARY WIDMER MARY WIDMER 2012-07-18
001 2010-01-01 MARY WIDMER MARY WIDMER 2011-07-28
001 2009-01-01 MARY WIDMER MARY WIDMER 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARY WIDMER	MARY WIDMER	2018-10-15
001	2017-01-01	MARY WIDMER	MARY WIDMER	2018-10-12
001	2017-01-01	MARY WIDMER	MARY WIDMER	2018-10-12
001	2016-01-01	MARY WIDMER	MARY WIDMER	2017-10-13
001	2015-01-01	MARY WIDMER	MARY WIDMER	2016-10-17
001	2014-01-01	MARY WIDMER	MARY WIDMER	2015-10-05
001	2013-01-01	MARY WIDMER	MARY WIDMER	2014-10-10
001	2012-01-01	MARY WIDMER	MARY WIDMER	2013-10-14
001	2011-01-01	MARY WIDMER	MARY WIDMER	2012-07-18
001	2010-01-01	MARY WIDMER	MARY WIDMER	2011-07-28
001	2009-01-01	MARY WIDMER	MARY WIDMER	2010-07-26

Plan Statistics for SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN

Measure Date Value
2022: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 442
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 209
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 199
Total of all active and inactive participants 2022-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 410
Number of participants with account balances 2022-01-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 299
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 147
Total of all active and inactive participants 2021-01-01 446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 446
Number of participants with account balances 2021-01-01 442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 20
2020: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 460
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 289
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 146
Total of all active and inactive participants 2020-01-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 435
Number of participants with account balances 2020-01-01 426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 36
2019: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 339
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 118
Total of all active and inactive participants 2019-01-01 457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 457
Number of participants with account balances 2019-01-01 447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 20
2018: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 319
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 92
Total of all active and inactive participants 2018-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 411
Number of participants with account balances 2018-01-01 403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 27
2017: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 334
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 69
Total of all active and inactive participants 2017-01-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 403
Number of participants with account balances 2017-01-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 294
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 56
Total of all active and inactive participants 2016-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 350
Number of participants with account balances 2016-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 27
2015: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 268
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 50
Total of all active and inactive participants 2015-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 318
Number of participants with account balances 2015-01-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 16
2014: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 228
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 53
Total of all active and inactive participants 2014-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 284
Number of participants with account balances 2014-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 28
2013: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 194
Number of retired or separated participants receiving benefits 2013-01-01 5
Number of other retired or separated participants entitled to future benefits 2013-01-01 44
Total of all active and inactive participants 2013-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 243
Number of participants with account balances 2013-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 15
2012: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 176
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 37
Total of all active and inactive participants 2012-01-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 218
Number of participants with account balances 2012-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 17
2011: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 159
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 202
Number of participants with account balances 2011-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 27
2010: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 162
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 26
Total of all active and inactive participants 2010-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 191
Number of participants with account balances 2010-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 18
2009: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 134
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 167
Number of participants with account balances 2009-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2022: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	442
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	209
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	199
Total of all active and inactive participants	2022-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	410
Number of participants with account balances	2022-01-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	299
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	147
Total of all active and inactive participants	2021-01-01	446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	446
Number of participants with account balances	2021-01-01	442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	20
2020: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	460
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	289
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	146
Total of all active and inactive participants	2020-01-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	435
Number of participants with account balances	2020-01-01	426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	36
2019: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	339
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	118
Total of all active and inactive participants	2019-01-01	457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	457
Number of participants with account balances	2019-01-01	447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	20
2018: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	319
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	92
Total of all active and inactive participants	2018-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	411
Number of participants with account balances	2018-01-01	403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	27
2017: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	334
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	69
Total of all active and inactive participants	2017-01-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	403
Number of participants with account balances	2017-01-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	294
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	56
Total of all active and inactive participants	2016-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	350
Number of participants with account balances	2016-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	27
2015: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	268
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	50
Total of all active and inactive participants	2015-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	318
Number of participants with account balances	2015-01-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	16
2014: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	228
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	53
Total of all active and inactive participants	2014-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	284
Number of participants with account balances	2014-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	28
2013: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	194
Number of retired or separated participants receiving benefits	2013-01-01	5
Number of other retired or separated participants entitled to future benefits	2013-01-01	44
Total of all active and inactive participants	2013-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	243
Number of participants with account balances	2013-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	15
2012: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	176
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	37
Total of all active and inactive participants	2012-01-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	218
Number of participants with account balances	2012-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	17
2011: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	159
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	202
Number of participants with account balances	2011-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	27
2010: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	162
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	26
Total of all active and inactive participants	2010-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	191
Number of participants with account balances	2010-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	18
2009: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	134
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	167
Number of participants with account balances	2009-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

Financial Data on SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN

Measure	Date	Value
2022 : SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,609,971
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$8,195,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$8,099,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,044,013
Value of total assets at end of year	2022-12-31	$25,627,782
Value of total assets at beginning of year	2022-12-31	$37,433,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$96,095
Total interest from all sources	2022-12-31	$42,559
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$684,867
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$684,867
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,448,278
Participant contributions at end of year	2022-12-31	$145,824
Participant contributions at beginning of year	2022-12-31	$128,478
Participant contributions at end of year	2022-12-31	$79,294
Participant contributions at beginning of year	2022-12-31	$101,058
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$124,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-11,805,240
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,627,782
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$37,433,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$103,844
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,166,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$27,772,399
Interest on participant loans	2022-12-31	$36,915
Income. Interest from loans (other than to participants)	2022-12-31	$5,644
Value of interest in common/collective trusts at end of year	2022-12-31	$5,113,990
Value of interest in common/collective trusts at beginning of year	2022-12-31	$8,005,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$36,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,201,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,526,186
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,236,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$471,159
Employer contributions (assets) at end of year	2022-12-31	$352,565
Employer contributions (assets) at beginning of year	2022-12-31	$470,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$8,099,174
Contract administrator fees	2022-12-31	$-7,749
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARKSNELSON
Accountancy firm EIN	2022-12-31	481238645
2021 : SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$8,615,697
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$6,242,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,083,922
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,524,697
Value of total assets at end of year	2021-12-31	$38,004,746
Value of total assets at beginning of year	2021-12-31	$35,631,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$158,671
Total interest from all sources	2021-12-31	$54,813
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,036,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,036,015
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,682,134
Participant contributions at end of year	2021-12-31	$128,478
Participant contributions at beginning of year	2021-12-31	$101,959
Participant contributions at end of year	2021-12-31	$101,058
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$371,897
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$2,373,104
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,004,746
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$35,631,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$147,697
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$27,772,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$24,655,993
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$4,589
Interest earned on other investments	2021-12-31	$50,224
Value of interest in common/collective trusts at end of year	2021-12-31	$8,005,959
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,811,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,526,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,612,092
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,216,225
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$783,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$470,666
Employer contributions (assets) at end of year	2021-12-31	$470,666
Employer contributions (assets) at beginning of year	2021-12-31	$450,394
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,083,922
Contract administrator fees	2021-12-31	$10,974
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MARKSNELSON
Accountancy firm EIN	2021-12-31	481238645
2020 : SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$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	$8,911,201
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,319,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,199,063
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,672,854
Value of total assets at end of year	2020-12-31	$35,631,642
Value of total assets at beginning of year	2020-12-31	$30,040,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$120,499
Total interest from all sources	2020-12-31	$82,328
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$852,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$852,699
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,632,144
Participant contributions at end of year	2020-12-31	$101,959
Participant contributions at beginning of year	2020-12-31	$90,171
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$590,316
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$5,591,639
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$35,631,642
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$30,040,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$111,298
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$24,655,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$26,475,847
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$4,647
Interest earned on other investments	2020-12-31	$77,681
Value of interest in common/collective trusts at end of year	2020-12-31	$7,811,204
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,036,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,612,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,925,404
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,461,331
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$841,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$450,394
Employer contributions (assets) at end of year	2020-12-31	$450,394
Employer contributions (assets) at beginning of year	2020-12-31	$511,611
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,199,063
Contract administrator fees	2020-12-31	$9,201
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MARKSNELSON
Accountancy firm EIN	2020-12-31	481238645
2019 : SERVICE MANAGEMENT GROUP, INC. 401(K) 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	$8,789,959
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,180,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,080,501
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,428,074
Value of total assets at end of year	2019-12-31	$30,040,003
Value of total assets at beginning of year	2019-12-31	$23,430,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$100,133
Total interest from all sources	2019-12-31	$68,297
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$651,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$651,442
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	$2,545,478
Participant contributions at end of year	2019-12-31	$90,171
Participant contributions at beginning of year	2019-12-31	$75,705
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$370,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$6,609,325
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,040,003
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,430,678
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
Investment advisory and management fees	2019-12-31	$92,198
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,475,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,226,024
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$4,534
Interest earned on other investments	2019-12-31	$63,763
Value of interest in common/collective trusts at end of year	2019-12-31	$1,036,970
Value of interest in common/collective trusts at beginning of year	2019-12-31	$818,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,925,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,617,491
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,554,263
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$87,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$511,611
Employer contributions (assets) at end of year	2019-12-31	$511,611
Employer contributions (assets) at beginning of year	2019-12-31	$693,294
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,080,501
Contract administrator fees	2019-12-31	$7,935
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	MARKSNELSON LLC
Accountancy firm EIN	2019-12-31	481238645
2018 : SERVICE MANAGEMENT GROUP, INC. 401(K) 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	$1,930,381
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,738,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,645,975
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$5
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,539,492
Value of total assets at end of year	2018-12-31	$23,430,678
Value of total assets at beginning of year	2018-12-31	$25,239,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$92,841
Total interest from all sources	2018-12-31	$69,433
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,093,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,093,477
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$2,397,279
Participant contributions at end of year	2018-12-31	$75,705
Participant contributions at beginning of year	2018-12-31	$59,621
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$448,909
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,808,440
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,430,678
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$25,239,118
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
Investment advisory and management fees	2018-12-31	$86,583
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,226,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,912,598
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$4,098
Interest earned on other investments	2018-12-31	$65,335
Value of interest in common/collective trusts at end of year	2018-12-31	$818,164
Value of interest in common/collective trusts at beginning of year	2018-12-31	$810,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,617,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,567,763
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,770,516
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$693,304
Employer contributions (assets) at end of year	2018-12-31	$693,294
Employer contributions (assets) at beginning of year	2018-12-31	$888,223
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,645,975
Contract administrator fees	2018-12-31	$6,258
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	MARKSNELSON LLC
Accountancy firm EIN	2018-12-31	481238645
2017 : SERVICE MANAGEMENT GROUP, INC. 401(K) 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	$7,781,879
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$937,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$863,922
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,156,603
Value of total assets at end of year	2017-12-31	$25,239,118
Value of total assets at beginning of year	2017-12-31	$18,395,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$73,873
Total interest from all sources	2017-12-31	$50,052
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$774,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$774,754
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$2,077,553
Participant contributions at end of year	2017-12-31	$59,621
Participant contributions at beginning of year	2017-12-31	$57,818
Participant contributions at beginning of year	2017-12-31	$61,196
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,190,768
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$6,844,084
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$25,239,118
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,395,034
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
Investment advisory and management fees	2017-12-31	$69,073
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,912,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,608,142
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$2,520
Interest earned on other investments	2017-12-31	$47,532
Value of interest in common/collective trusts at end of year	2017-12-31	$810,913
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,567,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,110,383
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,789,628
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$10,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$888,282
Employer contributions (assets) at end of year	2017-12-31	$888,223
Employer contributions (assets) at beginning of year	2017-12-31	$557,495
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$863,922
Contract administrator fees	2017-12-31	$4,800
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	MARKSNELSON LLC
Accountancy firm EIN	2017-12-31	481238645
2016 : SERVICE MANAGEMENT GROUP, INC. 401(K) 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	$4,048,475
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$873,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$820,635
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,638,711
Value of total assets at end of year	2016-12-31	$18,395,034
Value of total assets at beginning of year	2016-12-31	$15,220,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$52,976
Total interest from all sources	2016-12-31	$30,498
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$392,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$392,983
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$1,807,539
Participant contributions at end of year	2016-12-31	$57,818
Participant contributions at beginning of year	2016-12-31	$75,315
Participant contributions at end of year	2016-12-31	$61,196
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$273,597
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$3,174,864
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,395,034
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$15,220,170
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
Investment advisory and management fees	2016-12-31	$48,081
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,608,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,708,879
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$2,790
Interest earned on other investments	2016-12-31	$27,708
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,110,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$938,989
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$986,283
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
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
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$557,575
Employer contributions (assets) at end of year	2016-12-31	$557,495
Employer contributions (assets) at beginning of year	2016-12-31	$496,987
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$820,635
Contract administrator fees	2016-12-31	$4,895
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	MARKSNELSON, LLC
Accountancy firm EIN	2016-12-31	481238645
2015 : SERVICE MANAGEMENT GROUP, INC. 401(K) 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	$2,405,253
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$489,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$449,126
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,461,543
Value of total assets at end of year	2015-12-31	$15,220,170
Value of total assets at beginning of year	2015-12-31	$13,304,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$40,524
Total interest from all sources	2015-12-31	$9,337
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$584,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$584,759
Administrative expenses professional fees incurred	2015-12-31	$0
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	Yes
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	$1,525,434
Participant contributions at end of year	2015-12-31	$75,315
Participant contributions at beginning of year	2015-12-31	$50,473
Participant contributions at beginning of year	2015-12-31	$47,185
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$439,122
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$3,641
Administrative expenses (other) incurred	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$8,927
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	$1,915,603
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,220,170
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,304,567
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
Investment advisory and management fees	2015-12-31	$21,168
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,708,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,969,206
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$2,488
Interest earned on other investments	2015-12-31	$6,849
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$825,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$938,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-656,532
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$2,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$496,987
Employer contributions (assets) at end of year	2015-12-31	$496,987
Employer contributions (assets) at beginning of year	2015-12-31	$403,477
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$449,126
Contract administrator fees	2015-12-31	$19,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
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	PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN	2015-12-31	481246310
2014 : SERVICE MANAGEMENT GROUP, INC. 401(K) 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	$2,640,677
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$890,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$858,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,793,898
Value of total assets at end of year	2014-12-31	$13,304,567
Value of total assets at beginning of year	2014-12-31	$11,554,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$31,421
Total interest from all sources	2014-12-31	$1,947
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$513,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$513,771
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,289,410
Participant contributions at end of year	2014-12-31	$50,473
Participant contributions at beginning of year	2014-12-31	$52,253
Participant contributions at end of year	2014-12-31	$47,185
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$101,011
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$35,121
Total non interest bearing cash at end of year	2014-12-31	$8,927
Total non interest bearing cash at beginning of year	2014-12-31	$7,491
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	$1,750,510
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,304,567
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,554,057
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
Investment advisory and management fees	2014-12-31	$16,191
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,969,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,674,454
Interest on participant loans	2014-12-31	$1,947
Value of interest in common/collective trusts at end of year	2014-12-31	$825,299
Value of interest in common/collective trusts at beginning of year	2014-12-31	$419,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$329,886
Net investment gain or loss from common/collective trusts	2014-12-31	$1,175
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	$403,477
Employer contributions (assets) at end of year	2014-12-31	$403,477
Employer contributions (assets) at beginning of year	2014-12-31	$365,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$858,746
Contract administrator fees	2014-12-31	$15,230
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	PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN	2014-12-31	481246310
2013 : SERVICE MANAGEMENT GROUP, INC. 401(K) 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	$3,826,557
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$687,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$663,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,659,301
Value of total assets at end of year	2013-12-31	$11,554,057
Value of total assets at beginning of year	2013-12-31	$8,415,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$24,246
Total interest from all sources	2013-12-31	$2,425
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$329,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$329,860
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	$1,106,774
Participant contributions at end of year	2013-12-31	$52,253
Participant contributions at beginning of year	2013-12-31	$50,395
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$63,061
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$192,269
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$35,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$781
Other income not declared elsewhere	2013-12-31	$2,518
Total non interest bearing cash at end of year	2013-12-31	$7,491
Total non interest bearing cash at beginning of year	2013-12-31	$33
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	$3,138,577
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,554,057
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,415,480
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
Investment advisory and management fees	2013-12-31	$14,588
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,674,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,703,088
Interest on participant loans	2013-12-31	$2,425
Value of interest in common/collective trusts at end of year	2013-12-31	$419,533
Value of interest in common/collective trusts at beginning of year	2013-12-31	$323,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,828,728
Net investment gain or loss from common/collective trusts	2013-12-31	$3,725
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	Yes
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	$360,258
Employer contributions (assets) at end of year	2013-12-31	$365,205
Employer contributions (assets) at beginning of year	2013-12-31	$274,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$663,734
Contract administrator fees	2013-12-31	$9,658
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	PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN	2013-12-31	481246310
2012 : SERVICE MANAGEMENT GROUP, INC. 401(K) 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	$17,605
Total income from all sources (including contributions)	2012-12-31	$2,390,490
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$822,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$793,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,399,505
Value of total assets at end of year	2012-12-31	$8,415,480
Value of total assets at beginning of year	2012-12-31	$6,864,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$28,290
Total interest from all sources	2012-12-31	$1,741
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$164,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$164,394
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$976,414
Participant contributions at end of year	2012-12-31	$50,395
Participant contributions at beginning of year	2012-12-31	$57,817
Participant contributions at end of year	2012-12-31	$63,061
Participant contributions at beginning of year	2012-12-31	$28,097
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$143,331
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$781
Total non interest bearing cash at end of year	2012-12-31	$33
Total non interest bearing cash at beginning of year	2012-12-31	$867
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	$1,568,408
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,415,480
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,847,072
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
Investment advisory and management fees	2012-12-31	$11,530
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,703,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,206,646
Interest on participant loans	2012-12-31	$1,741
Value of interest in common/collective trusts at end of year	2012-12-31	$323,648
Value of interest in common/collective trusts at beginning of year	2012-12-31	$303,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$821,118
Net investment gain or loss from common/collective trusts	2012-12-31	$3,732
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	$279,760
Employer contributions (assets) at end of year	2012-12-31	$274,474
Employer contributions (assets) at beginning of year	2012-12-31	$267,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$793,792
Contract administrator fees	2012-12-31	$16,760
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$17,605
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	PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN	2012-12-31	481246310
2011 : SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$17,605
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	$1,091,534
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$483,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$465,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,350,092
Value of total assets at end of year	2011-12-31	$6,864,677
Value of total assets at beginning of year	2011-12-31	$6,239,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,922
Total interest from all sources	2011-12-31	$2,298
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$139,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$139,578
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$891,592
Participant contributions at end of year	2011-12-31	$57,817
Participant contributions at beginning of year	2011-12-31	$23,893
Participant contributions at end of year	2011-12-31	$28,097
Participant contributions at beginning of year	2011-12-31	$32,542
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$191,179
Total non interest bearing cash at end of year	2011-12-31	$867
Total non interest bearing cash at beginning of year	2011-12-31	$2,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$607,623
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,847,072
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,239,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$7,940
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,206,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,685,458
Interest on participant loans	2011-12-31	$2,298
Value of interest in common/collective trusts at end of year	2011-12-31	$303,929
Value of interest in common/collective trusts at beginning of year	2011-12-31	$251,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-405,840
Net investment gain or loss from common/collective trusts	2011-12-31	$5,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$267,321
Employer contributions (assets) at end of year	2011-12-31	$267,321
Employer contributions (assets) at beginning of year	2011-12-31	$244,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$465,989
Contract administrator fees	2011-12-31	$9,982
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$17,605
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN	2011-12-31	481246310
2010 : SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$1,893,522
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$643,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$626,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,152,600
Value of total assets at end of year	2010-12-31	$6,239,449
Value of total assets at beginning of year	2010-12-31	$4,989,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,106
Total interest from all sources	2010-12-31	$1,602
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$99,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$99,023
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$757,865
Participant contributions at end of year	2010-12-31	$23,893
Participant contributions at beginning of year	2010-12-31	$36,531
Participant contributions at end of year	2010-12-31	$32,542
Participant contributions at beginning of year	2010-12-31	$30,731
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$150,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$2,012
Total non interest bearing cash at beginning of year	2010-12-31	$235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,250,297
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,239,449
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,989,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$8,249
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,685,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,667,121
Interest on participant loans	2010-12-31	$1,602
Value of interest in common/collective trusts at end of year	2010-12-31	$251,438
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$639,156
Net investment gain or loss from common/collective trusts	2010-12-31	$1,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$243,813
Employer contributions (assets) at end of year	2010-12-31	$244,106
Employer contributions (assets) at beginning of year	2010-12-31	$254,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$626,119
Contract administrator fees	2010-12-31	$8,857
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN	2010-12-31	481246310
2009 : SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN

2022: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SERVICE MANAGEMENT GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

780820-01

Policy instance

Insurance contract or identification number	780820-01
Number of Individuals Covered	98
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61778

Policy instance

Insurance contract or identification number	MR 61778
Number of Individuals Covered	446
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61778

Policy instance

Insurance contract or identification number	MR 61778
Number of Individuals Covered	435
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61778

Policy instance

Insurance contract or identification number	MR 61778
Number of Individuals Covered	457
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61778

Policy instance

Insurance contract or identification number	MR 61778
Number of Individuals Covered	411
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61778

Policy instance

Insurance contract or identification number	MR 61778
Number of Individuals Covered	403
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61778

Policy instance

Insurance contract or identification number	MR 61778
Number of Individuals Covered	318
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SERVICE MANAGEMENT GROUP, LLC
Employer identification number (EIN):	431910102
NAIC Classification:	541800