PALMETTO GOODWILL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PALMETTO GOODWILL SERVICES HEALTH AND WELFARE PLAN
| Measure | Date | Value |
|---|
| 2020 : PALMETTO GOODWILL SERVICES HEALTH AND WELFARE PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $20,499 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $214,369 |
| Total income from all sources (including contributions) | 2020-12-31 | $4,064,464 |
| Total of all expenses incurred | 2020-12-31 | $4,533,685 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,434,471 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,057,171 |
| Value of total assets at end of year | 2020-12-31 | $1,725,934 |
| Value of total assets at beginning of year | 2020-12-31 | $2,389,025 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $99,214 |
| Total interest from all sources | 2020-12-31 | $7,293 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $9,000 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $443,159 |
| Participant contributions at end of year | 2020-12-31 | $3,651 |
| Participant contributions at beginning of year | 2020-12-31 | $15,214 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $10,926 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $14,049 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $26,103 |
| 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 | $-469,221 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,705,435 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,174,656 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,466,184 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,183,961 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $7,293 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $4,219,691 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $3,614,012 |
| Employer contributions (assets) at end of year | 2020-12-31 | $256,099 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $163,747 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $214,780 |
| Contract administrator fees | 2020-12-31 | $90,214 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $9,573 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $200,320 |
| 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 | Unqualified |
| Accountancy firm name | 2020-12-31 | STEVEN C BUTLER, CPA |
| Accountancy firm EIN | 2020-12-31 | 752515634 |
| 2018 : PALMETTO GOODWILL SERVICES HEALTH AND WELFARE PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $29,012 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $31,777 |
| Total income from all sources (including contributions) | 2018-12-31 | $3,958,018 |
| Total of all expenses incurred | 2018-12-31 | $4,181,336 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,116,543 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,918,604 |
| Value of total assets at end of year | 2018-12-31 | $2,836,990 |
| Value of total assets at beginning of year | 2018-12-31 | $3,063,073 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $64,793 |
| Total interest from all sources | 2018-12-31 | $39,414 |
| Administrative expenses professional fees incurred | 2018-12-31 | $44,385 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $450,425 |
| Participant contributions at end of year | 2018-12-31 | $2,976 |
| Participant contributions at beginning of year | 2018-12-31 | $6,888 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $19,529 |
| Administrative expenses (other) incurred | 2018-12-31 | $3,491 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $14,274 |
| Total non interest bearing cash at end of year | 2018-12-31 | $35,210 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $10,493 |
| 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 | $-223,318 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,807,978 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,031,296 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,650,165 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,644,084 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $2,644,084 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $39,414 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $4,094,263 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $3,468,179 |
| Employer contributions (assets) at end of year | 2018-12-31 | $148,639 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $401,608 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,751 |
| Contract administrator fees | 2018-12-31 | $16,917 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $29,012 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $17,503 |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | STEVEN C BUTLER, CPA |
| Accountancy firm EIN | 2018-12-31 | 752515634 |
