401k Plan data: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN plan

THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN
Plan identification number	002

THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE SUDDATH COMPANIES has sponsored the creation of one or more 401k plans.

Company Name: THE SUDDATH COMPANIES

Employer identification number (EIN): 591786274

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Additional information about THE SUDDATH COMPANIES

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1977-12-09

Company Identification Number: 553451

Legal Registered Office Address: 815 S MAIN ST

JACKSONVILLE

32207

More information about THE SUDDATH COMPANIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KEVIN GANNON KEVIN GANNON 2018-09-28
002 2016-01-01 KEVIN GANNON KEVIN GANNON 2017-10-16
002 2015-01-01 KEVIN GANNON KEVIN GANNON 2016-10-17
002 2014-01-01 JAMES BARNETT JAMES BARNETT 2015-09-30
002 2013-01-01 JAMES G. BARNETT JAMES G. BARNETT 2014-09-30
002 2012-01-01 JAMES BARNETT
002 2011-01-01 JAMES BARNETT
002 2010-01-01 JAMES G. BARNETT
002 2009-01-01 JAMES BARNETT JAMES BARNETT 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	KEVIN GANNON	KEVIN GANNON	2018-09-28
002	2016-01-01	KEVIN GANNON	KEVIN GANNON	2017-10-16
002	2015-01-01	KEVIN GANNON	KEVIN GANNON	2016-10-17
002	2014-01-01	JAMES BARNETT	JAMES BARNETT	2015-09-30
002	2013-01-01	JAMES G. BARNETT	JAMES G. BARNETT	2014-09-30
002	2012-01-01	JAMES BARNETT
002	2011-01-01	JAMES BARNETT
002	2010-01-01	JAMES G. BARNETT
002	2009-01-01	JAMES BARNETT	JAMES BARNETT	2010-10-14

Plan Statistics for THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN

Measure Date Value
2022: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,765
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,983
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 873
Total of all active and inactive participants 2022-01-01 2,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 17
Total participants 2022-01-01 2,874
Number of participants with account balances 2022-01-01 2,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 475
2021: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,677
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,018
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 770
Total of all active and inactive participants 2021-01-01 2,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 17
Total participants 2021-01-01 2,807
Number of participants with account balances 2021-01-01 2,679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 313
2020: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,446
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,567
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 740
Total of all active and inactive participants 2020-01-01 2,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 9
Total participants 2020-01-01 2,316
Number of participants with account balances 2020-01-01 2,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 179
2019: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,377
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,567
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 829
Total of all active and inactive participants 2019-01-01 2,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 8
Total participants 2019-01-01 2,404
Number of participants with account balances 2019-01-01 2,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 89
2018: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,532
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,504
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 835
Total of all active and inactive participants 2018-01-01 2,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 2,344
Number of participants with account balances 2018-01-01 2,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 117
2017: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,402
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,714
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 789
Total of all active and inactive participants 2017-01-01 2,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 2,506
Number of participants with account balances 2017-01-01 2,407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 192
2016: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,783
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,663
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 694
Total of all active and inactive participants 2016-01-01 2,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 2,360
Number of participants with account balances 2016-01-01 2,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 132
2015: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,356
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,200
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 535
Total of all active and inactive participants 2015-01-01 2,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 2,737
Number of participants with account balances 2015-01-01 2,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 132
2014: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,160
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,907
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 408
Total of all active and inactive participants 2014-01-01 2,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 2,318
Number of participants with account balances 2014-01-01 2,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 140
2013: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,787
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,890
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 227
Total of all active and inactive participants 2013-01-01 2,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 2,121
Number of participants with account balances 2013-01-01 1,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 37
2012: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,540
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,458
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 225
Total of all active and inactive participants 2012-01-01 1,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 1,684
Number of participants with account balances 2012-01-01 1,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 86
2011: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,278
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,208
Number of other retired or separated participants entitled to future benefits 2011-01-01 211
Total of all active and inactive participants 2011-01-01 1,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 1,420
Number of participants with account balances 2011-01-01 1,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 87
2010: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 990
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 785
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 425
Total of all active and inactive participants 2010-01-01 1,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,210
Number of participants with account balances 2010-01-01 1,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 64
2009: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,121
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 792
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 150
Total of all active and inactive participants 2009-01-01 942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 942
Number of participants with account balances 2009-01-01 837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 50

Measure	Date	Value
2022: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,765
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,983
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	873
Total of all active and inactive participants	2022-01-01	2,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	17
Total participants	2022-01-01	2,874
Number of participants with account balances	2022-01-01	2,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	475
2021: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,677
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,018
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	770
Total of all active and inactive participants	2021-01-01	2,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	17
Total participants	2021-01-01	2,807
Number of participants with account balances	2021-01-01	2,679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	313
2020: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,446
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,567
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	740
Total of all active and inactive participants	2020-01-01	2,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	9
Total participants	2020-01-01	2,316
Number of participants with account balances	2020-01-01	2,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	179
2019: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,377
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,567
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	829
Total of all active and inactive participants	2019-01-01	2,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	8
Total participants	2019-01-01	2,404
Number of participants with account balances	2019-01-01	2,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	89
2018: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,532
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,504
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	835
Total of all active and inactive participants	2018-01-01	2,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	2,344
Number of participants with account balances	2018-01-01	2,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	117
2017: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,402
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,714
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	789
Total of all active and inactive participants	2017-01-01	2,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	2,506
Number of participants with account balances	2017-01-01	2,407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	192
2016: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,783
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,663
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	694
Total of all active and inactive participants	2016-01-01	2,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	2,360
Number of participants with account balances	2016-01-01	2,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	132
2015: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,356
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,200
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	535
Total of all active and inactive participants	2015-01-01	2,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	2,737
Number of participants with account balances	2015-01-01	2,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	132
2014: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,160
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,907
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	408
Total of all active and inactive participants	2014-01-01	2,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	2,318
Number of participants with account balances	2014-01-01	2,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	140
2013: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,787
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,890
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	227
Total of all active and inactive participants	2013-01-01	2,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	2,121
Number of participants with account balances	2013-01-01	1,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	37
2012: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,540
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,458
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	225
Total of all active and inactive participants	2012-01-01	1,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	1,684
Number of participants with account balances	2012-01-01	1,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	86
2011: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,278
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,208
Number of other retired or separated participants entitled to future benefits	2011-01-01	211
Total of all active and inactive participants	2011-01-01	1,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1,420
Number of participants with account balances	2011-01-01	1,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	87
2010: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	990
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	785
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	425
Total of all active and inactive participants	2010-01-01	1,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,210
Number of participants with account balances	2010-01-01	1,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	64
2009: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,121
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	792
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	150
Total of all active and inactive participants	2009-01-01	942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	942
Number of participants with account balances	2009-01-01	837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	50

Financial Data on THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,606,007
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,667,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,476,847
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-3,460
Value of total corrective distributions	2022-12-31	$12,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$10,432,063
Value of total assets at end of year	2022-12-31	$72,228,469
Value of total assets at beginning of year	2022-12-31	$80,502,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$182,055
Total interest from all sources	2022-12-31	$74,013
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$537,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$537,982
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$8,787,703
Participant contributions at end of year	2022-12-31	$1,508,945
Participant contributions at beginning of year	2022-12-31	$1,340,364
Participant contributions at beginning of year	2022-12-31	$459
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$700,696
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$7,386
Other income not declared elsewhere	2022-12-31	$34,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,273,722
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$72,228,469
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$80,502,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$40,568
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$30,056,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$44,908,166
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,573,020
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,368,896
Interest on participant loans	2022-12-31	$74,013
Value of interest in common/collective trusts at end of year	2022-12-31	$33,090,307
Value of interest in common/collective trusts at beginning of year	2022-12-31	$27,884,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,239,189
Net investment gain or loss from common/collective trusts	2022-12-31	$-4,445,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$943,664
Employer contributions (assets) at end of year	2022-12-31	$-82
Employer contributions (assets) at beginning of year	2022-12-31	$80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,469,461
Contract administrator fees	2022-12-31	$141,487
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PIVOT CPAS
Accountancy firm EIN	2022-12-31	200708248
2021 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$22,163,784
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,902,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,590,480
Expenses. Certain deemed distributions of participant loans	2021-12-31	$74,626
Value of total corrective distributions	2021-12-31	$2,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,313,904
Value of total assets at end of year	2021-12-31	$80,502,191
Value of total assets at beginning of year	2021-12-31	$68,240,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$235,067
Total interest from all sources	2021-12-31	$71,060
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$567,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$567,181
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$7,400,825
Participant contributions at end of year	2021-12-31	$1,340,364
Participant contributions at beginning of year	2021-12-31	$1,200,991
Participant contributions at end of year	2021-12-31	$459
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,883,152
Other income not declared elsewhere	2021-12-31	$-2,539
Administrative expenses (other) incurred	2021-12-31	$99,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$12,261,202
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$80,502,191
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$68,240,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$44,908,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$23,984,606
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,368,896
Interest on participant loans	2021-12-31	$71,060
Value of interest in common/collective trusts at end of year	2021-12-31	$27,884,226
Value of interest in common/collective trusts at beginning of year	2021-12-31	$43,055,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,844,411
Net investment gain/loss from pooled separate accounts	2021-12-31	$49,914
Net investment gain or loss from common/collective trusts	2021-12-31	$4,319,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,029,927
Employer contributions (assets) at end of year	2021-12-31	$80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,590,480
Contract administrator fees	2021-12-31	$112,679
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PIVOT CPAS
Accountancy firm EIN	2021-12-31	270708248
2020 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$15,931,447
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$9,318,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$9,062,318
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,896,886
Value of total assets at end of year	2020-12-31	$68,240,989
Value of total assets at beginning of year	2020-12-31	$61,628,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$256,425
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$65,847
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$300,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$300,131
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$5,744,373
Participant contributions at end of year	2020-12-31	$1,200,991
Participant contributions at beginning of year	2020-12-31	$1,220,309
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,043,122
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$10,915
Administrative expenses (other) incurred	2020-12-31	$256,425
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$6,612,704
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$68,240,989
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$61,628,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$23,984,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,833,244
Interest on participant loans	2020-12-31	$65,847
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$43,055,392
Value of interest in common/collective trusts at beginning of year	2020-12-31	$46,574,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,617,237
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$6,040,431
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,109,391
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$9,062,318
Contract administrator fees	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PIVOT CPAS
Accountancy firm EIN	2020-12-31	200708248
2019 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$18,526,170
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,763,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,499,517
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-2,988
Value of total corrective distributions	2019-12-31	$14,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,291,128
Value of total assets at end of year	2019-12-31	$61,628,285
Value of total assets at beginning of year	2019-12-31	$50,865,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$252,568
Total interest from all sources	2019-12-31	$67,402
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$276,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$276,866
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,631,987
Participant contributions at end of year	2019-12-31	$1,220,309
Participant contributions at beginning of year	2019-12-31	$1,183,283
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,296,558
Other income not declared elsewhere	2019-12-31	$12,246
Administrative expenses (other) incurred	2019-12-31	$252,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$10,762,948
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$61,628,285
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$50,865,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,833,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,862,892
Interest on participant loans	2019-12-31	$67,402
Value of interest in common/collective trusts at end of year	2019-12-31	$46,574,732
Value of interest in common/collective trusts at beginning of year	2019-12-31	$37,819,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,065,455
Net investment gain or loss from common/collective trusts	2019-12-31	$7,813,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,362,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,499,517
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PIVOT, CPAS
Accountancy firm EIN	2019-12-31	200708248
2018 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,765,494
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$8,938,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,680,765
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,044,362
Value of total assets at end of year	2018-12-31	$50,865,337
Value of total assets at beginning of year	2018-12-31	$56,038,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$258,696
Total interest from all sources	2018-12-31	$63,382
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$293,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$293,168
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$5,095,611
Participant contributions at end of year	2018-12-31	$1,183,283
Participant contributions at beginning of year	2018-12-31	$1,258,789
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$162,461
Other income not declared elsewhere	2018-12-31	$18,850
Administrative expenses (other) incurred	2018-12-31	$258,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,173,226
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$50,865,337
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$56,038,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,862,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,980,296
Interest on participant loans	2018-12-31	$63,382
Value of interest in common/collective trusts at end of year	2018-12-31	$37,819,162
Value of interest in common/collective trusts at beginning of year	2018-12-31	$41,799,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-959,322
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,694,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$786,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,680,765
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PIVOT, CPAS
Accountancy firm EIN	2018-12-31	200708248
2017 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$13,395,154
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,481,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,115,477
Expenses. Certain deemed distributions of participant loans	2017-12-31	$-5,446
Value of total corrective distributions	2017-12-31	$49,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,835,409
Value of total assets at end of year	2017-12-31	$56,038,563
Value of total assets at beginning of year	2017-12-31	$49,124,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$321,692
Total interest from all sources	2017-12-31	$62,449
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$263,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$263,753
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,842,723
Participant contributions at end of year	2017-12-31	$1,258,789
Participant contributions at beginning of year	2017-12-31	$1,293,995
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$393,425
Other income not declared elsewhere	2017-12-31	$13,989
Administrative expenses (other) incurred	2017-12-31	$321,692
Total non interest bearing cash at beginning of year	2017-12-31	$642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,913,574
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$56,038,563
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$49,124,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,980,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,147,048
Interest on participant loans	2017-12-31	$62,449
Value of interest in common/collective trusts at end of year	2017-12-31	$41,799,478
Value of interest in common/collective trusts at beginning of year	2017-12-31	$34,683,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,942,986
Net investment gain or loss from common/collective trusts	2017-12-31	$5,276,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$599,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,115,477
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PIVOT, CPAS
Accountancy firm EIN	2017-12-31	200708248
2016 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,734,929
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$7,734,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$7,475,266
Expenses. Certain deemed distributions of participant loans	2016-12-31	$8,684
Value of total corrective distributions	2016-12-31	$52,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,248,417
Value of total assets at end of year	2016-12-31	$49,124,989
Value of total assets at beginning of year	2016-12-31	$49,124,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$197,700
Total interest from all sources	2016-12-31	$61,734
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$184,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$184,563
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$4,250,400
Participant contributions at end of year	2016-12-31	$1,293,995
Participant contributions at beginning of year	2016-12-31	$1,301,659
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$364,663
Other income not declared elsewhere	2016-12-31	$12,800
Administrative expenses (other) incurred	2016-12-31	$197,700
Total non interest bearing cash at end of year	2016-12-31	$642
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$800
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$49,124,989
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$49,124,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,147,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$41,767,742
Interest on participant loans	2016-12-31	$61,734
Value of interest in common/collective trusts at end of year	2016-12-31	$34,683,304
Value of interest in common/collective trusts at beginning of year	2016-12-31	$6,054,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,984,905
Net investment gain or loss from common/collective trusts	2016-12-31	$242,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$633,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,475,266
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PIVOT, CPAS
Accountancy firm EIN	2016-12-31	200708248
2015 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$4,230,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$5,029,349
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$7,346,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,873,629
Value of total corrective distributions	2015-12-31	$148,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,087,641
Value of total assets at end of year	2015-12-31	$49,124,189
Value of total assets at beginning of year	2015-12-31	$47,210,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$324,281
Total interest from all sources	2015-12-31	$56,427
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$490,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$490,972
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,859,971
Participant contributions at end of year	2015-12-31	$1,301,659
Participant contributions at beginning of year	2015-12-31	$1,090,445
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$660,758
Other income not declared elsewhere	2015-12-31	$12,806
Administrative expenses (other) incurred	2015-12-31	$324,281
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$5,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,317,415
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$49,124,189
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$47,210,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$41,767,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$39,692,956
Interest on participant loans	2015-12-31	$56,427
Value of interest in common/collective trusts at end of year	2015-12-31	$6,054,788
Value of interest in common/collective trusts at beginning of year	2015-12-31	$6,422,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-717,862
Net investment gain or loss from common/collective trusts	2015-12-31	$99,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$566,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,873,629
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	THE GRIGGS GROUP, CPAS
Accountancy firm EIN	2015-12-31	200708248
2014 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,270,146
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$6,197,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,858,522
Value of total corrective distributions	2014-12-31	$151,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,595,400
Value of total assets at end of year	2014-12-31	$47,210,791
Value of total assets at beginning of year	2014-12-31	$46,138,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$187,861
Total interest from all sources	2014-12-31	$54,114
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,179,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,179,877
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,584,521
Participant contributions at end of year	2014-12-31	$1,090,445
Participant contributions at beginning of year	2014-12-31	$1,017,855
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$477,755
Other income not declared elsewhere	2014-12-31	$13,744
Administrative expenses (other) incurred	2014-12-31	$187,861
Total non interest bearing cash at end of year	2014-12-31	$5,309
Total non interest bearing cash at beginning of year	2014-12-31	$5,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,072,430
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$47,210,791
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$46,138,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$39,692,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$38,056,107
Interest on participant loans	2014-12-31	$54,114
Value of interest in common/collective trusts at end of year	2014-12-31	$6,422,081
Value of interest in common/collective trusts at beginning of year	2014-12-31	$7,059,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$354,632
Net investment gain or loss from common/collective trusts	2014-12-31	$72,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$533,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,858,522
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	THE GRIGGSGROUP, CPAS
Accountancy firm EIN	2014-12-31	200708248
2013 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$890
Total transfer of assets from this plan	2013-12-31	$2,588
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	$11,990,173
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,248,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,929,353
Value of total corrective distributions	2013-12-31	$64,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,369,769
Value of total assets at end of year	2013-12-31	$46,138,361
Value of total assets at beginning of year	2013-12-31	$38,398,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$255,267
Total interest from all sources	2013-12-31	$51,347
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$882,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$882,309
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
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	$3,220,337
Participant contributions at end of year	2013-12-31	$1,017,855
Participant contributions at beginning of year	2013-12-31	$997,530
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$634,173
Other income not declared elsewhere	2013-12-31	$4,001
Administrative expenses (other) incurred	2013-12-31	$255,267
Total non interest bearing cash at end of year	2013-12-31	$5,361
Total non interest bearing cash at beginning of year	2013-12-31	$3,720
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	$7,741,256
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$46,138,361
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$38,398,803
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	$38,056,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$29,869,179
Interest on participant loans	2013-12-31	$51,347
Value of interest in common/collective trusts at end of year	2013-12-31	$7,059,038
Value of interest in common/collective trusts at beginning of year	2013-12-31	$7,528,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,585,322
Net investment gain or loss from common/collective trusts	2013-12-31	$97,425
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	$515,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,929,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	THE GRIGGS GROUP, CPAS
Accountancy firm EIN	2013-12-31	200708248
2012 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 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	$9,021,833
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,851,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,658,754
Expenses. Certain deemed distributions of participant loans	2012-12-31	$492
Value of total corrective distributions	2012-12-31	$34,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,729,635
Value of total assets at end of year	2012-12-31	$38,398,803
Value of total assets at beginning of year	2012-12-31	$32,228,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$157,960
Total interest from all sources	2012-12-31	$51,654
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$494,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$494,679
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
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	$2,840,279
Participant contributions at end of year	2012-12-31	$997,530
Participant contributions at beginning of year	2012-12-31	$1,039,438
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,128,457
Other income not declared elsewhere	2012-12-31	$4,342
Administrative expenses (other) incurred	2012-12-31	$157,960
Total non interest bearing cash at end of year	2012-12-31	$3,720
Total non interest bearing cash at beginning of year	2012-12-31	$369
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	$6,170,570
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$38,398,803
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$32,228,233
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	$29,869,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$24,355,081
Interest on participant loans	2012-12-31	$51,654
Value of interest in common/collective trusts at end of year	2012-12-31	$7,528,374
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,833,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,613,881
Net investment gain or loss from common/collective trusts	2012-12-31	$127,642
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	$760,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,658,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	THE GRIGGS GROUP, CPAS
Accountancy firm EIN	2012-12-31	200708248
2011 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$1,450
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	$5,944,803
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,164,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,931,034
Expenses. Certain deemed distributions of participant loans	2011-12-31	$492
Value of total corrective distributions	2011-12-31	$63,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,011,311
Value of total assets at end of year	2011-12-31	$32,228,233
Value of total assets at beginning of year	2011-12-31	$28,449,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$169,253
Total interest from all sources	2011-12-31	$56,008
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$343,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$343,632
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
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	$2,526,212
Participant contributions at end of year	2011-12-31	$1,039,438
Participant contributions at beginning of year	2011-12-31	$1,079,431
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,120,657
Other income not declared elsewhere	2011-12-31	$140,477
Administrative expenses (other) incurred	2011-12-31	$169,253
Total non interest bearing cash at end of year	2011-12-31	$369
Total non interest bearing cash at beginning of year	2011-12-31	$3,353
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	$3,780,361
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$32,228,233
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$28,449,322
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	$24,355,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$21,354,138
Interest on participant loans	2011-12-31	$56,008
Value of interest in common/collective trusts at end of year	2011-12-31	$6,833,345
Value of interest in common/collective trusts at beginning of year	2011-12-31	$6,012,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,783,740
Net investment gain or loss from common/collective trusts	2011-12-31	$177,115
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	$364,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,931,034
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	THE GRIGGS GROUP, CPAS
Accountancy firm EIN	2011-12-31	200708248
2010 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 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	$5,159,525
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,149,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,935,933
Value of total corrective distributions	2010-12-31	$73,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,460,716
Value of total assets at end of year	2010-12-31	$28,449,322
Value of total assets at beginning of year	2010-12-31	$25,439,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$140,227
Total interest from all sources	2010-12-31	$62,380
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$288,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$288,500
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
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	$1,921,727
Participant contributions at end of year	2010-12-31	$1,079,431
Participant contributions at beginning of year	2010-12-31	$841,412
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$257,626
Other income not declared elsewhere	2010-12-31	$58,020
Administrative expenses (other) incurred	2010-12-31	$140,227
Total non interest bearing cash at end of year	2010-12-31	$3,353
Total non interest bearing cash at beginning of year	2010-12-31	$2,952
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	$3,009,910
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$28,449,322
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$25,439,412
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	$21,354,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$18,282,981
Interest on participant loans	2010-12-31	$62,380
Value of interest in common/collective trusts at end of year	2010-12-31	$6,012,400
Value of interest in common/collective trusts at beginning of year	2010-12-31	$6,312,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,108,477
Net investment gain or loss from common/collective trusts	2010-12-31	$181,432
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	$281,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,935,933
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	THE GRIGGS GROUP, CPAS
Accountancy firm EIN	2010-12-31	200708248
2009 : THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN

2022: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA32169

Policy instance

Insurance contract or identification number	GA32169
Number of Individuals Covered	2874
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA32169

Policy instance

Insurance contract or identification number	GA32169
Number of Individuals Covered	2807
Insurance policy start date	2021-07-30
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

THE SUDDATH COMPANIES AND AFFILIATES VEBA [EIN = 592956278]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE SUDDATH COMPANIES
Employer identification number (EIN):	591786274
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1977-12-09
Company Identification Number:	553451
Legal Registered Office Address:	815 S MAIN ST JACKSONVILLE 32207