| Plan Name | SVB HOLDINGS INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SVB HOLDINGS INC. |
| Employer identification number (EIN): | 461430041 |
| NAIC Classification: | 623000 |
| NAIC Description: | Nursing and Residential Care Facilities |
Additional information about SVB HOLDINGS INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2012-11-16 |
| Company Identification Number: | P12000095434 |
| Legal Registered Office Address: |
1305 PINE VISTA DRIVE LARGO 33770 |
More information about SVB HOLDINGS INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2013-07-01 | TOMMY SIMON | TOMMY SIMON | 2015-04-13 | |
| 001 | 2012-11-17 | TOMMY SIMON | TOMMY SIMON | 2014-06-13 |
| Measure | Date | Value |
|---|---|---|
| 2014 : SVB HOLDINGS INC. 401(K) PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $-23,060 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $0 |
| Total plan assets at end of year | 2014-06-30 | $185,919 |
| Total plan assets at beginning of year | 2014-06-30 | $208,979 |
| Total contributions received or receivable from participants | 2014-06-30 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $-28,060 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $-23,060 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $185,919 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $208,979 |
| Assets. Value of employer securities | 2014-06-30 | $180,300 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
| 2013 : SVB HOLDINGS INC. 401(K) PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $145,033 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $0 |
| Total plan assets at end of year | 2013-06-30 | $145,033 |
| Total plan assets at beginning of year | 2013-06-30 | $0 |
| Total contributions received or receivable from participants | 2013-06-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $140,535 |
| Other income received | 2013-06-30 | $3,378 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $145,033 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $145,033 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $0 |
| Assets. Value of employer securities | 2013-06-30 | $143,913 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $120 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| 2013: SVB HOLDINGS INC. 401(K) PLAN 2013 form 5500 responses | ||
|---|---|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SVB HOLDINGS INC. 401(K) PLAN 2012 form 5500 responses | ||
| 2012-11-17 | Type of plan entity | Single employer plan |
| 2012-11-17 | First time form 5500 has been submitted | Yes |
| 2012-11-17 | Submission has been amended | Yes |
| 2012-11-17 | This submission is the final filing | No |
| 2012-11-17 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-11-17 | Plan is a collectively bargained plan | No |
| 2012-11-17 | Plan funding arrangement – Trust | Yes |
| 2012-11-17 | Plan benefit arrangement - Trust | Yes |