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SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

SEARS CONTRACT, INC. has sponsored the creation of one or more 401k plans.

Company Name:SEARS CONTRACT, INC.
Employer identification number (EIN):561909919
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LYNN SEARS
0012016-01-01LYNN SEARS
0012015-01-01LYNN SEARS
0012014-01-01LYNN SEARS
0012013-01-01LYNN SEARS
0012012-01-01LYNN SEARS
0012011-01-01LYNN SEARS
0012009-01-01LYNN SEARS LYNN SEARS2010-09-23

Plan Statistics for SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01207
Total number of active participants reported on line 7a of the Form 55002022-01-01132
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01216
Total number of active participants reported on line 7a of the Form 55002021-01-01175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01204
Number of participants with account balances2021-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01239
Total number of active participants reported on line 7a of the Form 55002020-01-01182
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01211
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01243
Total number of active participants reported on line 7a of the Form 55002019-01-01195
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01222
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01280
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01231
Number of participants with account balances2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01281
Total number of active participants reported on line 7a of the Form 55002017-01-01237
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01261
Total participants2017-01-01261
Number of participants with account balances2017-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01252
Total number of active participants reported on line 7a of the Form 55002016-01-01234
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01259
Number of participants with account balances2016-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01222
Total number of active participants reported on line 7a of the Form 55002015-01-01230
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01240
Total participants2015-01-01240
Number of participants with account balances2015-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01255
Total number of active participants reported on line 7a of the Form 55002014-01-01214
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01222
Total participants2014-01-01222
Number of participants with account balances2014-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01271
Total number of active participants reported on line 7a of the Form 55002013-01-01243
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01255
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01265
Total number of active participants reported on line 7a of the Form 55002012-01-01239
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01251
Total participants2012-01-01251
Number of participants with account balances2012-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01289
Total number of active participants reported on line 7a of the Form 55002011-01-01238
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01259
Total participants2011-01-01259
Number of participants with account balances2011-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01318
Total number of active participants reported on line 7a of the Form 55002009-01-01291
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01301
Number of participants with account balances2009-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-832,251
Total of all expenses incurred2022-12-31$287,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$263,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$682,833
Value of total assets at end of year2022-12-31$6,087,416
Value of total assets at beginning of year2022-12-31$7,207,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,007
Total interest from all sources2022-12-31$292
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$296,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$296,474
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$414,731
Participant contributions at end of year2022-12-31$5,741
Participant contributions at beginning of year2022-12-31$4,854
Administrative expenses (other) incurred2022-12-31$940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,119,858
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,087,416
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,207,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,758,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,966,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$56,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,811,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$268,102
Employer contributions (assets) at end of year2022-12-31$266,486
Employer contributions (assets) at beginning of year2022-12-31$234,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$263,600
Contract administrator fees2022-12-31$2,806
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MELISSA G. CRITCHER, CPA PC
Accountancy firm EIN2022-12-31261654932
2021 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,526,478
Total of all expenses incurred2021-12-31$808,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$783,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$604,820
Value of total assets at end of year2021-12-31$7,207,274
Value of total assets at beginning of year2021-12-31$6,489,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,327
Total interest from all sources2021-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$557,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$557,930
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$370,188
Participant contributions at end of year2021-12-31$4,854
Participant contributions at beginning of year2021-12-31$4,388
Administrative expenses (other) incurred2021-12-31$623
Total non interest bearing cash at beginning of year2021-12-31$4,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$717,530
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,207,274
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,489,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$20,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,966,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,251,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$363,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$234,632
Employer contributions (assets) at end of year2021-12-31$234,632
Employer contributions (assets) at beginning of year2021-12-31$219,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$783,621
Contract administrator fees2021-12-31$4,179
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MELISSA G. CRITCHER, CPA PC
Accountancy firm EIN2021-12-31261654932
2020 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,629,122
Total of all expenses incurred2020-12-31$289,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$267,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$588,730
Value of total assets at end of year2020-12-31$6,489,744
Value of total assets at beginning of year2020-12-31$5,150,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,081
Total interest from all sources2020-12-31$39
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$254,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$254,451
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$369,640
Participant contributions at end of year2020-12-31$4,388
Participant contributions at beginning of year2020-12-31$6,138
Administrative expenses (other) incurred2020-12-31$3
Total non interest bearing cash at end of year2020-12-31$4,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,339,147
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,489,744
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,150,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$19,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,251,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,936,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$785,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$219,090
Employer contributions (assets) at end of year2020-12-31$219,090
Employer contributions (assets) at beginning of year2020-12-31$198,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$267,894
Contract administrator fees2020-12-31$2,740
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MELISSA G. CRITCHER, CPA PC
Accountancy firm EIN2020-12-31261654932
2019 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,494,914
Total of all expenses incurred2019-12-31$203,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$183,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$560,419
Value of total assets at end of year2019-12-31$5,150,597
Value of total assets at beginning of year2019-12-31$3,859,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,452
Total interest from all sources2019-12-31$122
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$213,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$213,852
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$362,016
Participant contributions at end of year2019-12-31$6,138
Participant contributions at beginning of year2019-12-31$4,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$27
Other income not declared elsewhere2019-12-31$1,084
Administrative expenses (other) incurred2019-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,291,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,150,597
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,859,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$19,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,936,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,648,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$719,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$198,403
Employer contributions (assets) at end of year2019-12-31$198,403
Employer contributions (assets) at beginning of year2019-12-31$198,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$183,434
Contract administrator fees2019-12-31$1,366
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MELISSA G. CRITCHER, CPA PC
Accountancy firm EIN2019-12-31261654932
2018 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$279,741
Total of all expenses incurred2018-12-31$203,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$181,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$586,676
Value of total assets at end of year2018-12-31$3,859,569
Value of total assets at beginning of year2018-12-31$3,783,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,637
Total interest from all sources2018-12-31$71
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$300,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$300,780
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$387,996
Participant contributions at end of year2018-12-31$4,801
Participant contributions at beginning of year2018-12-31$4,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$76,511
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,859,569
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,783,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$19,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,648,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,578,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$71
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-607,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$198,680
Employer contributions (assets) at end of year2018-12-31$198,680
Employer contributions (assets) at beginning of year2018-12-31$193,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$181,593
Contract administrator fees2018-12-31$2,165
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MELISSA G. CRITCHER, CPA, PC
Accountancy firm EIN2018-12-31261654932
2017 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,130,086
Total of all expenses incurred2017-12-31$461,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$447,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$553,414
Value of total assets at end of year2017-12-31$3,783,058
Value of total assets at beginning of year2017-12-31$3,114,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,897
Total interest from all sources2017-12-31$186
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$246,033
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$246,033
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$379,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$359,109
Participant contributions at end of year2017-12-31$4,696
Participant contributions at beginning of year2017-12-31$4,648
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$764
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$668,524
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,783,058
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,114,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,578,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,896,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$32,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$32,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$330,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$193,541
Employer contributions (assets) at end of year2017-12-31$193,541
Employer contributions (assets) at beginning of year2017-12-31$181,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$447,665
Contract administrator fees2017-12-31$1,613
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MELISSA G. CRITCHER, CPS, PC
Accountancy firm EIN2017-12-31261654932
2016 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$731,421
Total of all expenses incurred2016-12-31$113,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$99,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$515,689
Value of total assets at end of year2016-12-31$3,114,534
Value of total assets at beginning of year2016-12-31$2,496,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,268
Total interest from all sources2016-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$113,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$113,843
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$312,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$334,400
Participant contributions at end of year2016-12-31$4,648
Participant contributions at beginning of year2016-12-31$3,473
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$3,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$617,985
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,114,534
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,496,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$13,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,896,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,324,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$32,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$101,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$181,289
Employer contributions (assets) at end of year2016-12-31$181,289
Employer contributions (assets) at beginning of year2016-12-31$157,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$99,168
Contract administrator fees2016-12-31$1,080
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JAMES A. LUCAS AND COMPANY, LLP
Accountancy firm EIN2016-12-31561137607
2015 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$435,132
Total of all expenses incurred2015-12-31$141,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$127,150
Value of total corrective distributions2015-12-31$1,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$458,881
Value of total assets at end of year2015-12-31$2,496,549
Value of total assets at beginning of year2015-12-31$2,202,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,354
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$121,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$121,865
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$301,030
Participant contributions at end of year2015-12-31$3,473
Participant contributions at beginning of year2015-12-31$6,460
Total non interest bearing cash at end of year2015-12-31$3,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$294,045
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,496,549
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,202,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$11,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,324,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,122,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-145,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$157,851
Employer contributions (assets) at end of year2015-12-31$157,851
Employer contributions (assets) at beginning of year2015-12-31$60,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$127,150
Contract administrator fees2015-12-31$980
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JAMES A. LUCAS AND COMPANY, LLP
Accountancy firm EIN2015-12-31561137607
2014 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$397,432
Total of all expenses incurred2014-12-31$493,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$480,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$227,646
Value of total assets at end of year2014-12-31$2,202,504
Value of total assets at beginning of year2014-12-31$2,298,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,491
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$120,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$120,938
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$230,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$167,431
Participant contributions at end of year2014-12-31$6,460
Participant contributions at beginning of year2014-12-31$2,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-95,650
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,202,504
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,298,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$11,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,122,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,231,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$48,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$60,215
Employer contributions (assets) at end of year2014-12-31$60,215
Employer contributions (assets) at beginning of year2014-12-31$53,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$480,591
Contract administrator fees2014-12-31$1,200
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JAMES A LUCAS & COMPANY LLP
Accountancy firm EIN2014-12-31561137607
2013 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$703,137
Total of all expenses incurred2013-12-31$99,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$90,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$347,834
Value of total assets at end of year2013-12-31$2,298,154
Value of total assets at beginning of year2013-12-31$1,694,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,784
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$115,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$115,601
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$170,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$149,742
Participant contributions at end of year2013-12-31$2,440
Participant contributions at beginning of year2013-12-31$3,120
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$144,994
Administrative expenses (other) incurred2013-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$603,295
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,298,154
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,694,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,231,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,638,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$239,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$53,098
Employer contributions (assets) at end of year2013-12-31$53,098
Employer contributions (assets) at beginning of year2013-12-31$43,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$90,058
Contract administrator fees2013-12-31$650
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JAMES A LUCAS AND COMPANY LLP
Accountancy firm EIN2013-12-31561137607
2012 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$319,628
Total of all expenses incurred2012-12-31$34,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$147,027
Value of total assets at end of year2012-12-31$1,694,859
Value of total assets at beginning of year2012-12-31$1,410,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,809
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$27,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$27,276
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$130,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$103,614
Participant contributions at end of year2012-12-31$3,120
Participant contributions at beginning of year2012-12-31$1,708
Administrative expenses (other) incurred2012-12-31$1
Total non interest bearing cash at beginning of year2012-12-31$1,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$284,820
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,694,859
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,410,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,638,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,347,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$145,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$43,413
Employer contributions (assets) at end of year2012-12-31$43,413
Employer contributions (assets) at beginning of year2012-12-31$42,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$28,999
Contract administrator fees2012-12-31$100
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JAMES A LUCAS AND COMPANY LLP
Accountancy firm EIN2012-12-31561137607
2011 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
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$88,250
Total of all expenses incurred2011-12-31$220,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$210,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$144,772
Value of total assets at end of year2011-12-31$1,410,039
Value of total assets at beginning of year2011-12-31$1,542,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,646
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$23,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$23,100
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$130,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$102,796
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$1,708
Participant contributions at beginning of year2011-12-31$1,699
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$43
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$822
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$1,943
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-132,086
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,410,039
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,542,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$8,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,347,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,484,770
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$18,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$18,032
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-79,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$41,976
Employer contributions (assets) at end of year2011-12-31$42,891
Employer contributions (assets) at beginning of year2011-12-31$37,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$210,647
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JAMES A LUCAS AND COMPANY LLP
Accountancy firm EIN2011-12-31561137607
2010 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$300,122
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$99,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$88,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$122,386
Value of total assets at end of year2010-12-31$1,542,125
Value of total assets at beginning of year2010-12-31$1,341,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,772
Total interest from all sources2010-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,300
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$85,677
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$1,699
Participant contributions at beginning of year2010-12-31$1,673
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$435
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$2
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$200,233
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,542,125
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,341,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$11,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,484,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,252,107
Interest earned on other investments2010-12-31$21
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$26,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$18,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$177,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$36,709
Employer contributions (assets) at end of year2010-12-31$37,624
Employer contributions (assets) at beginning of year2010-12-31$43,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$87,682
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JAMES A LUCAS AND COMPANY, LLP
Accountancy firm EIN2010-12-31561137607
2009 : SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN

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

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