401k Plan data: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST plan

SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST
Plan identification number	001

SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

SUWANNEE RIVER ECONOMIC COUNCIL INC. has sponsored the creation of one or more 401k plans.

Company Name: SUWANNEE RIVER ECONOMIC COUNCIL INC.

Employer identification number (EIN): 591101989

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MATTHEW PEARSON 2023-04-19
001 2021-01-01 MATTHEW PEARSON 2022-03-28
001 2020-01-01 MATTHEW PEARSON 2021-03-03
001 2019-01-01 MATTHEW PEARSON 2020-04-27
001 2018-01-01 MATTHEW PEARSON 2019-02-21
001 2017-01-01 MATTHEW PEARSON 2018-03-29
001 2016-01-01 MATTHEW PEARSON 2017-03-15
001 2015-01-01 MATTHEW PEARSON 2016-04-15
001 2014-01-01 MATTHEW PEARSON 2015-07-14
001 2013-01-01 MATTHEW PEARSON
001 2012-01-01 FRANCES TERRY
001 2011-01-01 FRANCES TERRY
001 2010-01-01 FRANCES TERRY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MATTHEW PEARSON	2023-04-19
001	2021-01-01	MATTHEW PEARSON	2022-03-28
001	2020-01-01	MATTHEW PEARSON	2021-03-03
001	2019-01-01	MATTHEW PEARSON	2020-04-27
001	2018-01-01	MATTHEW PEARSON	2019-02-21
001	2017-01-01	MATTHEW PEARSON	2018-03-29
001	2016-01-01	MATTHEW PEARSON	2017-03-15
001	2015-01-01	MATTHEW PEARSON	2016-04-15
001	2014-01-01	MATTHEW PEARSON	2015-07-14
001	2013-01-01	MATTHEW PEARSON
001	2012-01-01	FRANCES TERRY
001	2011-01-01	FRANCES TERRY
001	2010-01-01	FRANCES TERRY

Plan Statistics for SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST

Measure Date Value
2013: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 76
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 84
Number of participants with account balances 2013-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 101
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 110
Number of participants with account balances 2012-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 15
2011: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 116
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 125
Number of participants with account balances 2011-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2010: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 108
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 118
Number of participants with account balances 2010-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3

Measure	Date	Value
2013: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	76
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	84
Number of participants with account balances	2013-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	101
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	110
Number of participants with account balances	2012-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	15
2011: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	116
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	125
Number of participants with account balances	2011-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2010: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	108
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	118
Number of participants with account balances	2010-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3

Financial Data on SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2013 : SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$393,169
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$431,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$425,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$236,837
Value of total assets at end of year	2013-12-31	$1,416,493
Value of total assets at beginning of year	2013-12-31	$1,455,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,718
Total interest from all sources	2013-12-31	$226
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$55,436
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$4,077
Total non interest bearing cash at beginning of year	2013-12-31	$8,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-38,814
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,416,493
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,455,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,286,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,254,509
Interest earned on other investments	2013-12-31	$226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$12,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$42,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$156,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$181,401
Employer contributions (assets) at end of year	2013-12-31	$113,885
Employer contributions (assets) at beginning of year	2013-12-31	$149,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$425,265
Contract administrator fees	2013-12-31	$6,718
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JAMES MOORE & CO., P.L.
Accountancy firm EIN	2013-12-31	593204548
2012 : SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$441,168
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$401,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$394,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$297,069
Value of total assets at end of year	2012-12-31	$1,455,307
Value of total assets at beginning of year	2012-12-31	$1,416,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,014
Total interest from all sources	2012-12-31	$608
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$62,702
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$8,190
Other income not declared elsewhere	2012-12-31	$347
Total non interest bearing cash at end of year	2012-12-31	$8,218
Total non interest bearing cash at beginning of year	2012-12-31	$3,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$39,300
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,455,307
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,416,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,254,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,218,368
Interest earned on other investments	2012-12-31	$608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$42,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$36,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$143,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$226,177
Employer contributions (assets) at end of year	2012-12-31	$149,627
Employer contributions (assets) at beginning of year	2012-12-31	$158,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$394,854
Contract administrator fees	2012-12-31	$7,014
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JAMES MOORE & CO., P.L.
Accountancy firm EIN	2012-12-31	593204548
2011 : SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$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	$286,472
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$150,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$134,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$303,485
Value of total assets at end of year	2011-12-31	$1,416,007
Value of total assets at beginning of year	2011-12-31	$1,280,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,402
Total interest from all sources	2011-12-31	$725
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$62,189
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$3,522
Total non interest bearing cash at beginning of year	2011-12-31	$1,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$135,962
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,416,007
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,280,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,218,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,105,320
Interest earned on other investments	2011-12-31	$725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$36,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$29,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-17,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$241,296
Employer contributions (assets) at end of year	2011-12-31	$158,024
Employer contributions (assets) at beginning of year	2011-12-31	$143,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$134,108
Contract administrator fees	2011-12-31	$16,402
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JAMES MOORE & CO., P.L.
Accountancy firm EIN	2011-12-31	593204548
2010 : SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$390,714
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$115,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$102,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$266,007
Value of total assets at end of year	2010-12-31	$1,280,045
Value of total assets at beginning of year	2010-12-31	$1,004,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,319
Total interest from all sources	2010-12-31	$780
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$55,111
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$1,138
Total non interest bearing cash at beginning of year	2010-12-31	$8,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$275,249
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,280,045
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,004,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,105,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$850,628
Interest earned on other investments	2010-12-31	$780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$29,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$24,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$123,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$210,896
Employer contributions (assets) at end of year	2010-12-31	$143,887
Employer contributions (assets) at beginning of year	2010-12-31	$121,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$102,146
Contract administrator fees	2010-12-31	$13,319
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JAMES MOORE & CO., P.L.
Accountancy firm EIN	2010-12-31	593204548

Form 5500 Responses for SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST

2013: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SUWANNEE RIVER ECONOMIC COUNCIL, INC. 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

35604

Policy instance

Insurance contract or identification number	35604
Number of Individuals Covered	84
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,327
Total amount of fees paid to insurance company	USD $3,801
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,327
Insurance broker organization code?	3
Amount paid for insurance broker fees	3801
Additional information about fees paid to insurance broker	TPA COMPENSATION / FEES / OTHER
Insurance broker name	PENCOR, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

35604

Policy instance

Insurance contract or identification number	35604
Number of Individuals Covered	110
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $12,813
Total amount of fees paid to insurance company	USD $2,993
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,813
Insurance broker organization code?	3
Amount paid for insurance broker fees	2993
Additional information about fees paid to insurance broker	TPA COMPENSATION / FEES
Insurance broker name	PENCOR, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

35604

Policy instance

Insurance contract or identification number	35604
Number of Individuals Covered	141
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $12,282
Total amount of fees paid to insurance company	USD $987
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

35604

Policy instance

Insurance contract or identification number	35604
Number of Individuals Covered	131
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,576
Total amount of fees paid to insurance company	USD $464
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $9,576
Insurance broker organization code?	3
Amount paid for insurance broker fees	464
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	PENCOR, INC.

Potentially related plans

SUWANNEE RIVER AHEC PROFIT SHARING PLAN & TRUST [EIN = 593112649]

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Company Name:	SUWANNEE RIVER ECONOMIC COUNCIL INC.
Employer identification number (EIN):	591101989
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations