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SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

SULLIVANS ADMINISTRATIVE MANAGERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:SULLIVANS ADMINISTRATIVE MANAGERS, LLC
Employer identification number (EIN):582519444
NAIC Classification:561300

Additional information about SULLIVANS ADMINISTRATIVE MANAGERS, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 2356

More information about SULLIVANS ADMINISTRATIVE MANAGERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01SHANNON COLLINS
0012013-01-01SHANNON COLLINS
0012012-01-01SHANNON COLLINS SHANNON COLLINS2013-10-04
0012011-01-01KIM A DOBSON
0012010-01-01KIM DOBSON
0012009-01-01KIM DOBSON

Plan Statistics for SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01380
Total number of active participants reported on line 7a of the Form 55002014-01-01350
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01419
Number of participants with account balances2014-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01455
Total number of active participants reported on line 7a of the Form 55002013-01-01310
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01380
Number of participants with account balances2013-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01587
Total number of active participants reported on line 7a of the Form 55002012-01-01391
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01455
Number of participants with account balances2012-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01603
Total number of active participants reported on line 7a of the Form 55002011-01-01520
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01551
Number of participants with account balances2011-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01690
Total number of active participants reported on line 7a of the Form 55002010-01-01524
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01572
Number of participants with account balances2010-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01692
Total number of active participants reported on line 7a of the Form 55002009-01-01571
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01657
Number of participants with account balances2009-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$804,269
Total of all expenses incurred2014-12-31$1,035,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$951,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$415,824
Value of total assets at end of year2014-12-31$6,846,046
Value of total assets at beginning of year2014-12-31$7,077,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$83,951
Total interest from all sources2014-12-31$8,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$303,210
Participant contributions at end of year2014-12-31$205,775
Participant contributions at beginning of year2014-12-31$264,981
Participant contributions at beginning of year2014-12-31$8,566
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,548
Other income not declared elsewhere2014-12-31$12,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-231,043
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,846,046
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,077,089
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
Value of interest in pooled separate accounts at end of year2014-12-31$5,744,053
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,846,130
Interest on participant loans2014-12-31$8,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$896,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$955,145
Net investment gain/loss from pooled separate accounts2014-12-31$366,731
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$106,066
Employer contributions (assets) at beginning of year2014-12-31$2,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$951,361
Contract administrator fees2014-12-31$83,951
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 name2014-12-31DABBS, HICKMAN, HILL & CANNON, LLP
Accountancy firm EIN2014-12-31581137570
2013 : SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total transfer of assets from this plan2013-12-31$1,059,767
Total income from all sources (including contributions)2013-12-31$1,868,392
Total of all expenses incurred2013-12-31$936,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$833,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$525,442
Value of total assets at end of year2013-12-31$7,077,089
Value of total assets at beginning of year2013-12-31$7,204,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$102,790
Total interest from all sources2013-12-31$10,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$397,359
Participant contributions at end of year2013-12-31$264,981
Participant contributions at beginning of year2013-12-31$274,676
Participant contributions at end of year2013-12-31$8,566
Other income not declared elsewhere2013-12-31$16,449
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$932,294
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,077,089
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,204,562
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
Value of interest in pooled separate accounts at end of year2013-12-31$5,846,130
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,777,217
Interest on participant loans2013-12-31$10,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$955,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,152,669
Net investment gain/loss from pooled separate accounts2013-12-31$1,316,396
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$128,083
Employer contributions (assets) at end of year2013-12-31$2,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$833,308
Contract administrator fees2013-12-31$102,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31DABBS, HICKMAN, HILL & CANNON, LLP
Accountancy firm EIN2013-12-31581137570
2012 : SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$231,706
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,468,158
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$788,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$716,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$783,458
Value of total assets at end of year2012-12-31$7,204,562
Value of total assets at beginning of year2012-12-31$6,756,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$72,095
Total interest from all sources2012-12-31$12,419
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$423,718
Participant contributions at end of year2012-12-31$274,676
Participant contributions at beginning of year2012-12-31$314,088
Participant contributions at beginning of year2012-12-31$27,698
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$224,231
Other income not declared elsewhere2012-12-31$21,538
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$679,707
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,204,562
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,756,561
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
Value of interest in pooled separate accounts at end of year2012-12-31$5,777,217
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,053,403
Interest on participant loans2012-12-31$12,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,152,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,345,347
Net investment gain/loss from pooled separate accounts2012-12-31$650,743
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$135,509
Employer contributions (assets) at beginning of year2012-12-31$16,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$716,356
Contract administrator fees2012-12-31$72,095
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 name2012-12-31DABBS, HICKMAN, HILL & CANNON, LLP
Accountancy firm EIN2012-12-31581137570
2011 : SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$2,262,412
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$838,062
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$790,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$700,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$891,630
Value of total assets at end of year2011-12-31$6,756,561
Value of total assets at beginning of year2011-12-31$8,971,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$89,951
Total interest from all sources2011-12-31$14,399
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$490,777
Participant contributions at end of year2011-12-31$314,088
Participant contributions at beginning of year2011-12-31$363,030
Participant contributions at end of year2011-12-31$27,698
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$239,417
Other income not declared elsewhere2011-12-31$37,909
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$47,262
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,756,561
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,971,711
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
Value of interest in pooled separate accounts at end of year2011-12-31$5,053,403
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,489,955
Interest on participant loans2011-12-31$14,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,345,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,118,726
Net investment gain/loss from pooled separate accounts2011-12-31$-105,876
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$161,436
Employer contributions (assets) at end of year2011-12-31$16,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$700,849
Contract administrator fees2011-12-31$89,951
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
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 name2011-12-31DABBS, HICKMAN, HILL & CANNON, LLP
Accountancy firm EIN2011-12-31581137570
2010 : SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$291,725
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$2,007,984
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$721,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$634,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,030,659
Value of total assets at end of year2010-12-31$8,971,711
Value of total assets at beginning of year2010-12-31$7,977,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$87,407
Total interest from all sources2010-12-31$17,061
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$741,145
Participant contributions at end of year2010-12-31$363,030
Participant contributions at beginning of year2010-12-31$419,236
Participant contributions at beginning of year2010-12-31$31,775
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$29,669
Other income not declared elsewhere2010-12-31$55,570
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
Value of net income/loss2010-12-31$1,286,383
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,971,711
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,977,053
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
Value of interest in pooled separate accounts at end of year2010-12-31$6,489,955
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,509,712
Interest on participant loans2010-12-31$17,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,118,726
Net investment gain/loss from pooled separate accounts2010-12-31$904,694
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
Contributions received in cash from employer2010-12-31$259,845
Employer contributions (assets) at beginning of year2010-12-31$16,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$634,194
Contract administrator fees2010-12-31$87,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31DABBS, HICKMAN, HILL & CANNON, LLP
Accountancy firm EIN2010-12-31581137570
2009 : SULLIVANS ADMINISTRATIVE MANAGERS, LLC 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 SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN

2014: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SULLIVANS ADMINISTRATIVE MANAGERS, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930034
Policy instance 1
Insurance contract or identification number930034
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,511
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,511
Insurance broker organization code?3
Insurance broker nameSAPELO CREATIVE INSURANCE SOLU
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930034
Policy instance 1
Insurance contract or identification number930034
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,820
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,820
Insurance broker organization code?3
Insurance broker nameSAPELO CREATIVE INSURANCE SOLU
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930034
Policy instance 1
Insurance contract or identification number930034
Number of Individuals Covered455
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,531
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $18,531
Insurance broker organization code?3
Insurance broker nameSAPELO CREATIVE INSURANCE SOLU
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930034
Policy instance 1
Insurance contract or identification number930034
Number of Individuals Covered551
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,905
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number930034
Policy instance 1
Insurance contract or identification number930034
Number of Individuals Covered572
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $21,799
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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