SOUTHWEST TENNESSEE EMC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHWEST TENNESSEE EMC 401K PLAN
Measure | Date | Value |
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2022: SOUTHWEST TENNESSEE EMC 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 36 |
Total of all active and inactive participants | 2022-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 187 |
Number of participants with account balances | 2022-01-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
2021: SOUTHWEST TENNESSEE EMC 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 33 |
Total of all active and inactive participants | 2021-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 183 |
Number of participants with account balances | 2021-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SOUTHWEST TENNESSEE EMC 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 20 |
Total of all active and inactive participants | 2020-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 162 |
Number of participants with account balances | 2020-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: SOUTHWEST TENNESSEE EMC 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 28 |
Total of all active and inactive participants | 2019-01-01 | 166 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 166 |
Number of participants with account balances | 2019-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: SOUTHWEST TENNESSEE EMC 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 25 |
Total of all active and inactive participants | 2018-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 157 |
Number of participants with account balances | 2018-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SOUTHWEST TENNESSEE EMC 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 152 |
Number of participants with account balances | 2017-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: SOUTHWEST TENNESSEE EMC 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 13 |
Total of all active and inactive participants | 2016-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 159 |
Number of participants with account balances | 2016-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: SOUTHWEST TENNESSEE EMC 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 17 |
Total of all active and inactive participants | 2015-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 156 |
Number of participants with account balances | 2015-01-01 | 128 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: SOUTHWEST TENNESSEE EMC 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
Total of all active and inactive participants | 2014-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 155 |
Number of participants with account balances | 2014-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: SOUTHWEST TENNESSEE EMC 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 151 |
Number of participants with account balances | 2013-01-01 | 119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SOUTHWEST TENNESSEE EMC 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
Total of all active and inactive participants | 2012-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 150 |
Number of participants with account balances | 2012-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SOUTHWEST TENNESSEE EMC 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 146 |
Number of participants with account balances | 2011-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SOUTHWEST TENNESSEE EMC 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 146 |
Number of participants with account balances | 2009-01-01 | 105 |
Measure | Date | Value |
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2022 : SOUTHWEST TENNESSEE EMC 401K PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-675,740 |
Total of all expenses incurred | 2022-12-31 | $1,689,479 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,647,213 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,210,475 |
Value of total assets at end of year | 2022-12-31 | $9,218,528 |
Value of total assets at beginning of year | 2022-12-31 | $11,583,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $42,266 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $306,135 |
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 | $306,135 |
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 | $523,005 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $100,601 |
Administrative expenses (other) incurred | 2022-12-31 | $42,266 |
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 | $-2,365,219 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,218,528 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,583,747 |
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 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $8,346,765 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $10,135,396 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $871,763 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,448,351 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,192,350 |
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 |
Contributions received in cash from employer | 2022-12-31 | $586,869 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,647,213 |
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 | ATA CPAS + ADVISORS PLLC |
Accountancy firm EIN | 2022-12-31 | 621110839 |
2021 : SOUTHWEST TENNESSEE EMC 401K PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $2,487,788 |
Total of all expenses incurred | 2021-12-31 | $617,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $577,479 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,063,284 |
Value of total assets at end of year | 2021-12-31 | $11,583,747 |
Value of total assets at beginning of year | 2021-12-31 | $9,713,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $39,777 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 | $485,466 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $61,744 |
Administrative expenses (other) incurred | 2021-12-31 | $39,777 |
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 | $1,870,532 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,583,747 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,713,215 |
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 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $10,135,396 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $8,149,860 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,448,351 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,563,355 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,424,504 |
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 | $516,074 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $577,479 |
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 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2021-12-31 | 621110839 |
2020 : SOUTHWEST TENNESSEE EMC 401K PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $2,247,228 |
Total of all expenses incurred | 2020-12-31 | $582,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $557,692 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $913,838 |
Value of total assets at end of year | 2020-12-31 | $9,713,215 |
Value of total assets at beginning of year | 2020-12-31 | $8,048,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $24,905 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
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 | $415,640 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $71,523 |
Administrative expenses (other) incurred | 2020-12-31 | $24,905 |
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 | $1,664,631 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,713,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,048,584 |
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 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $8,149,860 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $6,412,373 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,563,355 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,636,211 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,333,390 |
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 | $426,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $557,692 |
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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2020-12-31 | 621110839 |
2019 : SOUTHWEST TENNESSEE EMC 401K PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $2,019,228 |
Total of all expenses incurred | 2019-12-31 | $711,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $689,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $750,607 |
Value of total assets at end of year | 2019-12-31 | $8,048,584 |
Value of total assets at beginning of year | 2019-12-31 | $6,740,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,239 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
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 |
Contributions received from participants | 2019-12-31 | $356,329 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $40,936 |
Administrative expenses (other) incurred | 2019-12-31 | $21,239 |
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 | $1,308,140 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,048,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,740,444 |
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 pooled separate accounts at end of year | 2019-12-31 | $6,412,373 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $4,889,876 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,636,211 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,850,568 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,268,621 |
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 | $353,342 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $689,849 |
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 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2019-12-31 | 621110839 |
2018 : SOUTHWEST TENNESSEE EMC 401K PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $412,598 |
Total of all expenses incurred | 2018-12-31 | $210,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $209,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $735,450 |
Value of total assets at end of year | 2018-12-31 | $6,740,444 |
Value of total assets at beginning of year | 2018-12-31 | $6,538,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,415 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $346,709 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $90,825 |
Administrative expenses (other) incurred | 2018-12-31 | $1,415 |
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 | $201,748 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,740,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,538,696 |
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 pooled separate accounts at end of year | 2018-12-31 | $4,889,876 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $4,837,135 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,850,568 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,701,561 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-322,852 |
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 | $297,916 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $209,435 |
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 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2018-12-31 | 621110839 |
2017 : SOUTHWEST TENNESSEE EMC 401K PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $1,367,246 |
Total of all expenses incurred | 2017-12-31 | $387,588 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $387,338 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $628,412 |
Value of total assets at end of year | 2017-12-31 | $6,538,696 |
Value of total assets at beginning of year | 2017-12-31 | $5,559,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $250 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $326,027 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $24,783 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $387,338 |
Administrative expenses (other) incurred | 2017-12-31 | $250 |
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 | $979,658 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,538,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,559,038 |
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 pooled separate accounts at end of year | 2017-12-31 | $4,837,135 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $3,841,976 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,701,561 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,717,062 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $738,834 |
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 | $277,602 |
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 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2017-12-31 | 621110839 |
2016 : SOUTHWEST TENNESSEE EMC 401K PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $906,269 |
Total of all expenses incurred | 2016-12-31 | $215,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $215,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $572,829 |
Value of total assets at end of year | 2016-12-31 | $5,559,038 |
Value of total assets at beginning of year | 2016-12-31 | $4,868,664 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $314,731 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $215,895 |
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 | $690,374 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,559,038 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,868,664 |
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 pooled separate accounts at end of year | 2016-12-31 | $3,841,976 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,188,856 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,717,062 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,679,808 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $333,440 |
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 | $258,098 |
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 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2016-12-31 | 621110839 |
2015 : SOUTHWEST TENNESSEE EMC 401K PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $646,874 |
Total of all expenses incurred | 2015-12-31 | $282,499 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $282,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $552,034 |
Value of total assets at end of year | 2015-12-31 | $4,963,327 |
Value of total assets at beginning of year | 2015-12-31 | $4,598,952 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
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 | $300,911 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $32,457 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $282,499 |
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 | $364,375 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,963,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,598,952 |
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 pooled separate accounts at end of year | 2015-12-31 | $3,188,856 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $3,159,419 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,774,471 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,439,533 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $94,840 |
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 | $218,666 |
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 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2015-12-31 | 621110839 |
2014 : SOUTHWEST TENNESSEE EMC 401K PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $212,607 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $212,607 |
Total income from all sources (including contributions) | 2014-12-31 | $699,245 |
Total of all expenses incurred | 2014-12-31 | $237,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $237,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $486,638 |
Value of total assets at end of year | 2014-12-31 | $4,598,952 |
Value of total assets at beginning of year | 2014-12-31 | $4,136,972 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 | $289,673 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $23,807 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $237,265 |
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 | $461,980 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,598,952 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,136,972 |
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 pooled separate accounts at end of year | 2014-12-31 | $3,159,419 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,993,374 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,439,533 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,143,598 |
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 | $173,158 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2014-12-31 | 621110839 |
2013 : SOUTHWEST TENNESSEE EMC 401K PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $597,175 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $597,175 |
Total income from all sources (including contributions) | 2013-12-31 | $991,599 |
Total of all expenses incurred | 2013-12-31 | $468,698 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $468,698 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $394,424 |
Value of total assets at end of year | 2013-12-31 | $4,136,972 |
Value of total assets at beginning of year | 2013-12-31 | $3,614,071 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $286,585 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $468,698 |
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 | $522,901 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,136,972 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,614,071 |
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 pooled separate accounts at end of year | 2013-12-31 | $2,993,374 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,377,365 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,143,598 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,236,706 |
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 | $107,839 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2013-12-31 | 621110839 |
2012 : SOUTHWEST TENNESSEE EMC 401K PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $340,768 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $340,768 |
Total income from all sources (including contributions) | 2012-12-31 | $692,008 |
Total of all expenses incurred | 2012-12-31 | $37,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $37,228 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $351,240 |
Value of total assets at end of year | 2012-12-31 | $3,625,181 |
Value of total assets at beginning of year | 2012-12-31 | $2,970,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $287,803 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $37,228 |
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 | $654,780 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,625,181 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,970,401 |
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 funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $3,625,181 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $2,970,401 |
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 | $63,437 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2012-12-31 | 621110839 |
2011 : SOUTHWEST TENNESSEE EMC 401K PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-40,360 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-40,360 |
Total income from all sources (including contributions) | 2011-12-31 | $247,660 |
Total of all expenses incurred | 2011-12-31 | $120,232 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $120,232 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $288,020 |
Value of total assets at end of year | 2011-12-31 | $2,970,401 |
Value of total assets at beginning of year | 2011-12-31 | $2,842,973 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 | $263,002 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $120,232 |
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 | $127,428 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,970,401 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,842,973 |
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 funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $2,970,401 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $2,842,973 |
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 | $25,018 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2011-12-31 | 621110839 |
2010 : SOUTHWEST TENNESSEE EMC 401K PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $216,373 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $216,373 |
Total income from all sources (including contributions) | 2010-12-31 | $473,826 |
Total of all expenses incurred | 2010-12-31 | $59,833 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $59,833 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $257,453 |
Value of total assets at end of year | 2010-12-31 | $2,842,973 |
Value of total assets at beginning of year | 2010-12-31 | $2,428,980 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 | $243,712 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $59,833 |
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 | $413,993 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,842,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,428,980 |
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 beginning of year | 2010-12-31 | $2,428,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,842,973 |
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 | $13,741 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ALEXANDER THOMPSON ARNOLD PLLC |
Accountancy firm EIN | 2010-12-31 | 621110839 |