THE SUDDATH COMPANIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2022 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $819,660 |
| Total of all expenses incurred | 2022-12-31 | $810,149 |
| Value of total assets at end of year | 2022-12-31 | $0 |
| Value of total assets at beginning of year | 2022-12-31 | $1,629,809 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $810,149 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | No |
| 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 |
| Administrative expenses (other) incurred | 2022-12-31 | $810,149 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $582,587 |
| 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 | $-810,149 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $810,149 |
| 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 |
| 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 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,047,222 |
| 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 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $819,660 |
| Did the plan have assets held for investment | 2022-12-31 | No |
| 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 | Yes |
| 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 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-31 | $819,660 |
| Total of all expenses incurred | 2022-07-31 | $810,149 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-31 | $810,149 |
| Value of total assets at beginning of year | 2022-07-31 | $1,629,809 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-07-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-07-31 | No |
| If this is an individual account plan, was there a blackout period | 2022-07-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-07-31 | $810,149 |
| Total non interest bearing cash at beginning of year | 2022-07-31 | $582,587 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-31 | No |
| Value of net income/loss | 2022-07-31 | $-810,149 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-31 | $810,149 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-31 | No |
| Employer contributions (assets) at beginning of year | 2022-07-31 | $1,047,222 |
| 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 | 2022-07-31 | No |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-07-31 | $819,660 |
| Did the plan have assets held for investment | 2022-07-31 | No |
| 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 | 2022-07-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-07-31 | Unqualified |
| Accountancy firm name | 2022-07-31 | PIVOT CPAS |
| Accountancy firm EIN | 2022-07-31 | 200708248 |
| Total transfer of assets from this plan | 2022-01-01 | $810,149 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $819,660 |
| Total of all expenses incurred | 2022-01-01 | $810,149 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $810,149 |
| Value of total assets at end of year | 2022-01-01 | $0 |
| Value of total assets at beginning of year | 2022-01-01 | $1,629,809 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $810,149 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | No |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $810,149 |
| Administrative expenses (other) incurred | 2022-01-01 | $810,149 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $582,587 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-810,149 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $810,149 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $1,047,222 |
| 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 | 2022-01-01 | No |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $819,660 |
| Did the plan have assets held for investment | 2022-01-01 | No |
| 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | PIVOT CPAS |
| Accountancy firm EIN | 2022-01-01 | 200708248 |
| 2021 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $819,660 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,717,823 |
| Total income from all sources (including contributions) | 2021-12-31 | $12,527,671 |
| Total of all expenses incurred | 2021-12-31 | $13,410,513 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $13,394,970 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $12,527,671 |
| Value of total assets at end of year | 2021-12-31 | $1,629,809 |
| Value of total assets at beginning of year | 2021-12-31 | $3,410,814 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,543 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $15,543 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $4,987,001 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $4,436 |
| Total non interest bearing cash at end of year | 2021-12-31 | $582,587 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $252,105 |
| 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 | $-882,842 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $810,149 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,692,991 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $13,394,970 |
| 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 | No |
| 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 | $7,540,670 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,047,222 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $3,158,709 |
| 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 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $819,660 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $1,713,387 |
| Did the plan have assets held for investment | 2021-12-31 | No |
| 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 | 200708248 |
| 2020 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,717,823 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $951,313 |
| Total income from all sources (including contributions) | 2020-12-31 | $13,487,570 |
| Total of all expenses incurred | 2020-12-31 | $13,761,781 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,745,489 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $13,487,570 |
| Value of total assets at end of year | 2020-12-31 | $3,410,814 |
| Value of total assets at beginning of year | 2020-12-31 | $2,918,515 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,292 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $16,292 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $5,174,138 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $4,436 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $4,276 |
| Total non interest bearing cash at end of year | 2020-12-31 | $252,105 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $298,855 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-274,211 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,692,991 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,967,202 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $13,745,489 |
| 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 | $8,313,432 |
| Employer contributions (assets) at end of year | 2020-12-31 | $3,158,709 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $2,619,660 |
| 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 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $1,713,387 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $947,037 |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | PIVOT CPAS |
| Accountancy firm EIN | 2020-12-31 | 200708248 |
| 2019 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $951,313 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $951,313 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,163,927 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,163,927 |
| Total income from all sources (including contributions) | 2019-12-31 | $13,035,672 |
| Total income from all sources (including contributions) | 2019-12-31 | $13,035,672 |
| Total of all expenses incurred | 2019-12-31 | $12,125,588 |
| Total of all expenses incurred | 2019-12-31 | $12,125,588 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $12,108,416 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $12,108,416 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,035,672 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,035,672 |
| Value of total assets at end of year | 2019-12-31 | $2,918,515 |
| Value of total assets at end of year | 2019-12-31 | $2,918,515 |
| Value of total assets at beginning of year | 2019-12-31 | $2,221,045 |
| Value of total assets at beginning of year | 2019-12-31 | $2,221,045 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,172 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,172 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $17,172 |
| Administrative expenses professional fees incurred | 2019-12-31 | $17,172 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| 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 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $5,192,899 |
| Contributions received from participants | 2019-12-31 | $5,192,899 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $4,276 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $4,276 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $3,129 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $3,129 |
| Total non interest bearing cash at end of year | 2019-12-31 | $298,855 |
| Total non interest bearing cash at end of year | 2019-12-31 | $298,855 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $410,771 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $410,771 |
| 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 |
| 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 | $910,084 |
| Value of net income/loss | 2019-12-31 | $910,084 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,967,202 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,057,118 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,057,118 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $12,108,416 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $12,108,416 |
| 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 |
| 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 |
| 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 | $7,842,773 |
| Contributions received in cash from employer | 2019-12-31 | $7,842,773 |
| Employer contributions (assets) at end of year | 2019-12-31 | $2,619,660 |
| Employer contributions (assets) at end of year | 2019-12-31 | $2,619,660 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,810,274 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,810,274 |
| 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 | 2019-12-31 | No |
| 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 | 2019-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $947,037 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,160,798 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,160,798 |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| 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 |
| 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 |
| 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 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | PIVOT CPAS |
| Accountancy firm name | 2019-12-31 | PIVOT CPAS |
| Accountancy firm EIN | 2019-12-31 | 200708248 |
| Accountancy firm EIN | 2019-12-31 | 200708248 |
| 2018 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,163,927 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,074,732 |
| Total income from all sources (including contributions) | 2018-12-31 | $12,893,094 |
| Total of all expenses incurred | 2018-12-31 | $11,821,464 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $11,804,714 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $12,893,094 |
| Value of total assets at end of year | 2018-12-31 | $2,221,045 |
| Value of total assets at beginning of year | 2018-12-31 | $1,060,220 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $16,750 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $16,750 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $5,076,392 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $3,129 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $2,678 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $3,398 |
| Total non interest bearing cash at end of year | 2018-12-31 | $410,771 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $415,115 |
| 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 | $1,071,630 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,057,118 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-14,512 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $11,804,714 |
| 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 | $7,816,702 |
| Employer contributions (assets) at end of year | 2018-12-31 | $1,810,274 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $645,105 |
| 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 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $1,160,798 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $1,068,656 |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | THE GRIGGS GROUP, PA-DBA PIVOT,CPAS |
| Accountancy firm EIN | 2018-12-31 | 200708248 |
| 2017 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,074,732 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $997,768 |
| Total income from all sources (including contributions) | 2017-12-31 | $12,960,053 |
| Total of all expenses incurred | 2017-12-31 | $13,409,132 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,390,630 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $12,960,042 |
| Value of total assets at end of year | 2017-12-31 | $1,060,220 |
| Value of total assets at beginning of year | 2017-12-31 | $1,432,335 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $18,502 |
| Total interest from all sources | 2017-12-31 | $11 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $18,502 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $5,660,594 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $2,678 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,898 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $3,398 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $52,083 |
| Total non interest bearing cash at end of year | 2017-12-31 | $415,115 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $324,670 |
| 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 | $-449,079 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $-14,512 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $434,567 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $418,660 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $418,660 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $11 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $13,390,630 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| 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 | $7,299,448 |
| Employer contributions (assets) at end of year | 2017-12-31 | $645,105 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $689,005 |
| 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 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $1,068,656 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $943,787 |
| Did the plan have assets held for investment | 2017-12-31 | No |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | THE GRIGGS GROUP, PA-DBA PIVOT,CPAS |
| Accountancy firm EIN | 2017-12-31 | 200708248 |
| 2016 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $997,768 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,301,982 |
| Total income from all sources (including contributions) | 2016-12-31 | $12,647,131 |
| Total of all expenses incurred | 2016-12-31 | $12,573,819 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $12,506,084 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $12,647,086 |
| Value of total assets at end of year | 2016-12-31 | $1,432,335 |
| Value of total assets at beginning of year | 2016-12-31 | $1,663,237 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $67,735 |
| Total interest from all sources | 2016-12-31 | $45 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $67,735 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $5,490,458 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $746 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,898 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,152 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $52,083 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $79,464 |
| Total non interest bearing cash at end of year | 2016-12-31 | $324,670 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $546,351 |
| 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 | $73,312 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $434,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $361,255 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $418,660 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $418,616 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $418,616 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $45 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $12,506,084 |
| 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 | $7,156,628 |
| Employer contributions (assets) at end of year | 2016-12-31 | $689,005 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $697,524 |
| 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 | 2016-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $943,787 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $1,221,366 |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | THE GRIGGS GROUP, PA-DBA PIVOT,CPAS |
| Accountancy firm EIN | 2016-12-31 | 200708248 |
| 2015 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,301,982 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,260,515 |
| Total income from all sources (including contributions) | 2015-12-31 | $11,204,590 |
| Total of all expenses incurred | 2015-12-31 | $11,481,973 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,386,737 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $11,204,543 |
| Value of total assets at end of year | 2015-12-31 | $1,663,237 |
| Value of total assets at beginning of year | 2015-12-31 | $1,899,153 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $95,236 |
| Total interest from all sources | 2015-12-31 | $47 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $95,236 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $4,862,963 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $39,307 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $746 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,152 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $79,464 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $122,283 |
| Total non interest bearing cash at end of year | 2015-12-31 | $546,351 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $853,136 |
| 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 | $-277,383 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $361,255 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $638,638 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $418,616 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $418,568 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $418,568 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $47 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $11,386,737 |
| 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 | $6,341,580 |
| Employer contributions (assets) at end of year | 2015-12-31 | $697,524 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $588,142 |
| 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 | 2015-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $1,221,366 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $1,138,232 |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | THE GRIGGS GROUP, CPAS |
| Accountancy firm EIN | 2015-12-31 | 200708248 |
| 2014 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,260,515 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,478,762 |
| Total income from all sources (including contributions) | 2014-12-31 | $11,595,870 |
| Total of all expenses incurred | 2014-12-31 | $10,908,633 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $10,771,299 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $11,595,826 |
| Value of total assets at end of year | 2014-12-31 | $1,899,153 |
| Value of total assets at beginning of year | 2014-12-31 | $1,430,163 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $137,334 |
| Total interest from all sources | 2014-12-31 | $44 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $137,334 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $5,076,772 |
| Participant contributions at end of year | 2014-12-31 | $39,307 |
| Participant contributions at beginning of year | 2014-12-31 | $38,343 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $13,813 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $122,283 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $11,532 |
| Total non interest bearing cash at end of year | 2014-12-31 | $853,136 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $492,482 |
| 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 | $687,237 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $638,638 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-48,599 |
| 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 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $44 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $418,568 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $618,525 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $618,525 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $10,771,299 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| 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 | $6,519,054 |
| Employer contributions (assets) at end of year | 2014-12-31 | $588,142 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $267,000 |
| 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 | 2014-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,138,232 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,467,230 |
| 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 GRIGGS GROUP, CPAS |
| Accountancy firm EIN | 2014-12-31 | 200708248 |
| 2013 : THE SUDDATH COMPANIES HEALTH AND WELFARE BENEFIT PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,478,762 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $718,858 |
| Total income from all sources (including contributions) | 2013-12-31 | $10,189,455 |
| Total of all expenses incurred | 2013-12-31 | $10,871,290 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,855,888 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $10,189,305 |
| Value of total assets at end of year | 2013-12-31 | $1,430,163 |
| Value of total assets at beginning of year | 2013-12-31 | $1,352,094 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $15,402 |
| Total interest from all sources | 2013-12-31 | $150 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $15,584 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $4,292,527 |
| Participant contributions at end of year | 2013-12-31 | $38,343 |
| Participant contributions at beginning of year | 2013-12-31 | $28,371 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $13,813 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $38 |
| Administrative expenses (other) incurred | 2013-12-31 | $-182 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $11,532 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $380 |
| Total non interest bearing cash at end of year | 2013-12-31 | $492,482 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $305,254 |
| 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 | $-681,835 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $-48,599 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $633,236 |
| 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 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $150 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $618,525 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,018,431 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,018,431 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $10,855,888 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| 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 | $5,896,778 |
| Employer contributions (assets) at end of year | 2013-12-31 | $267,000 |
| 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 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,467,230 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $718,478 |
| 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 HEALTH AND WELFARE BENEFIT PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $718,858 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $703,844 |
| Total income from all sources (including contributions) | 2012-12-31 | $8,627,239 |
| Total of all expenses incurred | 2012-12-31 | $9,782,362 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,767,573 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $8,625,370 |
| Value of total assets at end of year | 2012-12-31 | $1,352,094 |
| Value of total assets at beginning of year | 2012-12-31 | $2,492,203 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $14,789 |
| Total interest from all sources | 2012-12-31 | $1,869 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $14,659 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $3,674,103 |
| Participant contributions at end of year | 2012-12-31 | $28,371 |
| Participant contributions at beginning of year | 2012-12-31 | $276,134 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $38 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $8,950 |
| Administrative expenses (other) incurred | 2012-12-31 | $130 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $380 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $250 |
| Total non interest bearing cash at end of year | 2012-12-31 | $305,254 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $1,810,076 |
| 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 | $-1,155,123 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $633,236 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,788,359 |
| 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 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $1,869 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,018,431 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $9,767,573 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| 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 | $4,951,267 |
| Employer contributions (assets) at end of year | 2012-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $397,043 |
| 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 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $718,478 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $703,594 |
| 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 HEALTH AND WELFARE BENEFIT PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $703,844 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $359,521 |
| Total income from all sources (including contributions) | 2011-12-31 | $7,244,964 |
| Total of all expenses incurred | 2011-12-31 | $7,523,889 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,509,637 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,242,295 |
| Value of total assets at end of year | 2011-12-31 | $2,492,203 |
| Value of total assets at beginning of year | 2011-12-31 | $2,426,805 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $14,252 |
| Total interest from all sources | 2011-12-31 | $2,669 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $14,002 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $3,000,814 |
| Participant contributions at end of year | 2011-12-31 | $276,134 |
| Participant contributions at beginning of year | 2011-12-31 | $281,547 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $8,950 |
| Administrative expenses (other) incurred | 2011-12-31 | $250 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $250 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $750 |
| Total non interest bearing cash at end of year | 2011-12-31 | $1,810,076 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $1,873,686 |
| 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 | $-278,925 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,788,359 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,067,284 |
| 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 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $2,669 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $7,509,637 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| 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 | $4,241,481 |
| Employer contributions (assets) at end of year | 2011-12-31 | $397,043 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $271,572 |
| 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 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $703,594 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $358,771 |
| 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 HEALTH AND WELFARE BENEFIT PLAN 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $359,521 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $413,343 |
| Total income from all sources (including contributions) | 2010-12-31 | $5,671,987 |
| Total of all expenses incurred | 2010-12-31 | $5,910,781 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,894,130 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,668,423 |
| Value of total assets at end of year | 2010-12-31 | $2,426,805 |
| Value of total assets at beginning of year | 2010-12-31 | $2,719,421 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $16,651 |
| Total interest from all sources | 2010-12-31 | $3,564 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $15,901 |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $2,384,917 |
| Participant contributions at end of year | 2010-12-31 | $281,547 |
| Participant contributions at beginning of year | 2010-12-31 | $454,360 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $114,346 |
| Administrative expenses (other) incurred | 2010-12-31 | $750 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $750 |
| Total non interest bearing cash at end of year | 2010-12-31 | $1,873,686 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $1,673,703 |
| 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 | $-238,794 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,067,284 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,306,078 |
| 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 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $3,564 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $5,894,130 |
| 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 | $3,283,506 |
| Employer contributions (assets) at end of year | 2010-12-31 | $271,572 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $477,012 |
| 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 | 2010-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $358,771 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $413,343 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| 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 |
