SCTRAY COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN
401k plan membership statisitcs for SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN
Measure | Date | Value |
---|
2022 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,807,177 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,085,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,939,481 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $55,711 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,487,301 |
Value of total assets at end of year | 2022-12-31 | $42,066,425 |
Value of total assets at beginning of year | 2022-12-31 | $47,959,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $90,680 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $62,077 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,761,348 |
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 | $2,761,348 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $3,201,276 |
Participant contributions at end of year | 2022-12-31 | $819,359 |
Participant contributions at beginning of year | 2022-12-31 | $734,843 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $58,062 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $25,554 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $24,278 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $848,027 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
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 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-5,893,049 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $42,066,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $47,959,474 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $33,531,976 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $40,155,355 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $62,077 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $7,689,536 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,979,279 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,117,903 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $1,437,998 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $7,657 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,939,481 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $90,680 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LBMC, PC |
Accountancy firm EIN | 2022-12-31 | 621199757 |
2021 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $9,497,404 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,529,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,402,149 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $63,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,030,960 |
Value of total assets at end of year | 2021-12-31 | $47,959,474 |
Value of total assets at beginning of year | 2021-12-31 | $41,991,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $63,433 |
Total interest from all sources | 2021-12-31 | $47,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,524,619 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,412,267 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,762,015 |
Participant contributions at end of year | 2021-12-31 | $734,843 |
Participant contributions at beginning of year | 2021-12-31 | $808,565 |
Participant contributions at end of year | 2021-12-31 | $58,062 |
Participant contributions at beginning of year | 2021-12-31 | $89,083 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $24,278 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $22,046 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $154,157 |
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 | $5,968,044 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $47,959,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $41,991,430 |
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 registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $40,155,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $33,542,325 |
Interest on participant loans | 2021-12-31 | $47,861 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $6,979,279 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $7,494,821 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,896,404 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-2,440 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,114,788 |
Employer contributions (assets) at end of year | 2021-12-31 | $7,657 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $34,590 |
Income. Dividends from common stock | 2021-12-31 | $112,352 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,402,149 |
Contract administrator fees | 2021-12-31 | $63,433 |
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 | LBMC, PC |
Accountancy firm EIN | 2021-12-31 | 621199757 |
2020 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $9,222,770 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,019,658 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,947,210 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $25,952 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,713,064 |
Value of total assets at end of year | 2020-12-31 | $41,991,430 |
Value of total assets at beginning of year | 2020-12-31 | $35,788,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $46,496 |
Total interest from all sources | 2020-12-31 | $80,797 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,092,304 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,092,304 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $2,507,267 |
Participant contributions at end of year | 2020-12-31 | $808,565 |
Participant contributions at beginning of year | 2020-12-31 | $791,483 |
Participant contributions at end of year | 2020-12-31 | $89,083 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $22,046 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $22,046 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $429,751 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,203,112 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $41,991,430 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $35,788,318 |
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 registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $33,542,325 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $29,417,457 |
Interest on participant loans | 2020-12-31 | $80,797 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $7,494,821 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $5,415,822 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $288 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,200,938 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $135,667 |
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 | Yes |
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 | $776,046 |
Employer contributions (assets) at end of year | 2020-12-31 | $34,590 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $141,510 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,946,922 |
Contract administrator fees | 2020-12-31 | $46,496 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | LBMC, PC |
Accountancy firm EIN | 2020-12-31 | 621199757 |
2019 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,423,948 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,930,192 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,816,300 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $49,945 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,636,951 |
Value of total assets at end of year | 2019-12-31 | $35,788,318 |
Value of total assets at beginning of year | 2019-12-31 | $28,294,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $63,947 |
Total interest from all sources | 2019-12-31 | $38,908 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 | $1,000,000 |
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 | $2,115,670 |
Participant contributions at end of year | 2019-12-31 | $791,483 |
Participant contributions at beginning of year | 2019-12-31 | $689,943 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $22,046 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $21,089 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $591,515 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $2,756 |
Administrative expenses (other) incurred | 2019-12-31 | $63,947 |
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 | $7,493,756 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $35,788,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $28,294,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,417,457 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,815,893 |
Interest on participant loans | 2019-12-31 | $38,908 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,415,822 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,725,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,610,748 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $134,585 |
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 | $929,766 |
Employer contributions (assets) at end of year | 2019-12-31 | $141,510 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $42,397 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,816,300 |
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 | LBMC, PC |
Accountancy firm EIN | 2019-12-31 | 621199757 |
2018 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,455 |
Total income from all sources (including contributions) | 2018-12-31 | $1,619,822 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,809,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,755,889 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $11,899 |
Value of total corrective distributions | 2018-12-31 | $1,670 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,087,616 |
Value of total assets at end of year | 2018-12-31 | $28,294,562 |
Value of total assets at beginning of year | 2018-12-31 | $28,486,112 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $40,459 |
Total interest from all sources | 2018-12-31 | $42,649 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,103,844 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,103,844 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $1,938,422 |
Participant contributions at end of year | 2018-12-31 | $689,943 |
Participant contributions at beginning of year | 2018-12-31 | $811,076 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $21,089 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $33,933 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $335,108 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,455 |
Other income not declared elsewhere | 2018-12-31 | $-7,719 |
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 | $-190,095 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $28,294,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $28,484,657 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $22,815,893 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $22,819,380 |
Interest on participant loans | 2018-12-31 | $42,649 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,725,240 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,821,723 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,718,480 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $111,912 |
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 | $814,086 |
Employer contributions (assets) at end of year | 2018-12-31 | $42,397 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,755,889 |
Contract administrator fees | 2018-12-31 | $40,459 |
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 | LBMC, PC |
Accountancy firm EIN | 2018-12-31 | 621199757 |
2017 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,455 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,453,384 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,681,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,617,681 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $16,170 |
Value of total corrective distributions | 2017-12-31 | $1,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,667,565 |
Value of total assets at end of year | 2017-12-31 | $28,486,112 |
Value of total assets at beginning of year | 2017-12-31 | $24,712,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $46,119 |
Total interest from all sources | 2017-12-31 | $45,682 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,113,374 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,113,374 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $1,672,874 |
Participant contributions at end of year | 2017-12-31 | $811,076 |
Participant contributions at beginning of year | 2017-12-31 | $885,489 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $39,453 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $33,933 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $32,171 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $285,147 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,455 |
Other income not declared elsewhere | 2017-12-31 | $20,067 |
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 | $3,771,959 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $28,484,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,712,698 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $22,819,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $18,127,384 |
Interest on participant loans | 2017-12-31 | $45,682 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,821,723 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $5,611,990 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,499,050 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $107,646 |
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 | $709,544 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $16,211 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,617,681 |
Contract administrator fees | 2017-12-31 | $46,119 |
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 | LBMC, PC |
Accountancy firm EIN | 2017-12-31 | 621199757 |
2016 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,893,534 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $769,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $723,587 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $2,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,309,845 |
Value of total assets at end of year | 2016-12-31 | $24,712,698 |
Value of total assets at beginning of year | 2016-12-31 | $21,588,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $43,200 |
Total interest from all sources | 2016-12-31 | $42,041 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $797,148 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $797,148 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $1,479,818 |
Participant contributions at end of year | 2016-12-31 | $885,489 |
Participant contributions at beginning of year | 2016-12-31 | $794,484 |
Participant contributions at end of year | 2016-12-31 | $39,453 |
Participant contributions at beginning of year | 2016-12-31 | $48,094 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $32,171 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $30,597 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $187,217 |
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 | $3,124,024 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,712,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,588,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $18,127,384 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,938,363 |
Interest on participant loans | 2016-12-31 | $42,041 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $5,611,990 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $4,757,155 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $648,176 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $96,324 |
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 | $642,810 |
Employer contributions (assets) at end of year | 2016-12-31 | $16,211 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $19,981 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $723,587 |
Contract administrator fees | 2016-12-31 | $43,200 |
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 | LBMC, PC |
Accountancy firm EIN | 2016-12-31 | 621199757 |
2015 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,306,113 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,090,324 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,013,950 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $32,313 |
Value of total corrective distributions | 2015-12-31 | $1,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,252,557 |
Value of total assets at end of year | 2015-12-31 | $21,588,674 |
Value of total assets at beginning of year | 2015-12-31 | $20,372,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $42,955 |
Total interest from all sources | 2015-12-31 | $36,718 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,053,934 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,053,934 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 | $1,320,903 |
Participant contributions at end of year | 2015-12-31 | $794,484 |
Participant contributions at beginning of year | 2015-12-31 | $652,221 |
Participant contributions at end of year | 2015-12-31 | $48,094 |
Participant contributions at beginning of year | 2015-12-31 | $27,507 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $30,597 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $29,093 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $401,506 |
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 | $1,215,789 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,588,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,372,885 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,938,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,631,421 |
Interest on participant loans | 2015-12-31 | $36,718 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $4,757,155 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $5,019,027 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $566 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,125,235 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $88,139 |
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 | Yes |
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 | $530,148 |
Employer contributions (assets) at end of year | 2015-12-31 | $19,981 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $13,616 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,013,384 |
Contract administrator fees | 2015-12-31 | $42,955 |
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 | LBMC, PC |
Accountancy firm EIN | 2015-12-31 | 621199757 |
2014 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,870,546 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,089,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,045,402 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,915,919 |
Value of total assets at end of year | 2014-12-31 | $20,372,885 |
Value of total assets at beginning of year | 2014-12-31 | $18,591,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $43,815 |
Total interest from all sources | 2014-12-31 | $29,724 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $935,225 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $935,225 |
Administrative expenses professional fees incurred | 2014-12-31 | $43,815 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,219,898 |
Participant contributions at end of year | 2014-12-31 | $652,221 |
Participant contributions at beginning of year | 2014-12-31 | $529,238 |
Participant contributions at end of year | 2014-12-31 | $27,507 |
Participant contributions at beginning of year | 2014-12-31 | $8,320 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $29,093 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $27,670 |
Other income not declared elsewhere | 2014-12-31 | $1,614 |
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 |
Income. Non cash contributions | 2014-12-31 | $156,828 |
Value of net income/loss | 2014-12-31 | $1,781,329 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $20,372,885 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,591,556 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,631,421 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,690,540 |
Interest on participant loans | 2014-12-31 | $29,724 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $5,019,027 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $5,314,603 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $565 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-90,430 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $78,494 |
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 | $539,193 |
Employer contributions (assets) at end of year | 2014-12-31 | $13,616 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $21,185 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,044,837 |
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 | LBMC, PC |
Accountancy firm EIN | 2014-12-31 | 621199757 |
2013 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $4,082,044 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $871,952 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $827,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,805,229 |
Value of total assets at end of year | 2013-12-31 | $18,591,556 |
Value of total assets at beginning of year | 2013-12-31 | $15,381,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $44,450 |
Total interest from all sources | 2013-12-31 | $31,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $497,746 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $497,746 |
Administrative expenses professional fees incurred | 2013-12-31 | $44,450 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,164,217 |
Participant contributions at end of year | 2013-12-31 | $529,238 |
Participant contributions at beginning of year | 2013-12-31 | $586,648 |
Participant contributions at end of year | 2013-12-31 | $8,320 |
Participant contributions at beginning of year | 2013-12-31 | $30,330 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $27,670 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $26,254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $131,635 |
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 | $3,210,092 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $18,591,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,381,464 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,690,540 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,541,843 |
Interest on participant loans | 2013-12-31 | $31,442 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $5,314,603 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,183,354 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,662,146 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $85,481 |
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 | $509,377 |
Employer contributions (assets) at end of year | 2013-12-31 | $21,185 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $13,035 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $827,502 |
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 | LATTIMORE BLACK MORGAN & CAIN, PC |
Accountancy firm EIN | 2013-12-31 | 621199757 |
2012 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,751,571 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $921,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $882,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,449,603 |
Value of total assets at end of year | 2012-12-31 | $15,381,464 |
Value of total assets at beginning of year | 2012-12-31 | $13,551,690 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $39,214 |
Total interest from all sources | 2012-12-31 | $22,037 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $308,720 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $308,720 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
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 | $995,579 |
Participant contributions at end of year | 2012-12-31 | $586,648 |
Participant contributions at beginning of year | 2012-12-31 | $556,451 |
Participant contributions at end of year | 2012-12-31 | $30,330 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $26,254 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $47,575 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $22,505 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $566 |
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 | $1,829,774 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,381,464 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,551,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,541,843 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,271,649 |
Interest on participant loans | 2012-12-31 | $22,037 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,183,354 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,676,015 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $873,919 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $97,292 |
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 | Yes |
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 | $431,519 |
Employer contributions (assets) at end of year | 2012-12-31 | $13,035 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $882,017 |
Contract administrator fees | 2012-12-31 | $39,214 |
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 | LATTIMORE BLACK MORGAN & CAIN, PC |
Accountancy firm EIN | 2012-12-31 | 621199757 |
2011 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,189,488 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $903,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $865,807 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,246,848 |
Value of total assets at end of year | 2011-12-31 | $13,551,690 |
Value of total assets at beginning of year | 2011-12-31 | $13,266,052 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $36,603 |
Total interest from all sources | 2011-12-31 | $26,754 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $175,150 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $175,150 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $855,435 |
Participant contributions at end of year | 2011-12-31 | $556,451 |
Participant contributions at beginning of year | 2011-12-31 | $480,259 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $47,575 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $44,302 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $996 |
Other income not declared elsewhere | 2011-12-31 | $6,914 |
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 | $285,638 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $13,551,690 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,266,052 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,271,649 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,544,692 |
Interest on participant loans | 2011-12-31 | $26,754 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,676,015 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,196,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-365,395 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $99,217 |
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 | $391,413 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $864,811 |
Contract administrator fees | 2011-12-31 | $36,603 |
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 |
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 | LATTIMORE BLACK MORGAN & CAIN, PC |
Accountancy firm EIN | 2011-12-31 | 621199757 |
2010 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,551,793 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $506,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $472,268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,291,805 |
Value of total assets at end of year | 2010-12-31 | $13,266,052 |
Value of total assets at beginning of year | 2010-12-31 | $11,220,892 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $34,365 |
Total interest from all sources | 2010-12-31 | $24,025 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $162,934 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $162,934 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $824,914 |
Participant contributions at end of year | 2010-12-31 | $480,259 |
Participant contributions at beginning of year | 2010-12-31 | $350,214 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $44,302 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $41,248 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $127,696 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $586 |
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 | $2,045,160 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $13,266,052 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,220,892 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,544,692 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,876,027 |
Interest on participant loans | 2010-12-31 | $23,881 |
Interest earned on other investments | 2010-12-31 | $144 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,196,799 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $3,953,403 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $927,205 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $145,824 |
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 | $339,195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $471,682 |
Contract administrator fees | 2010-12-31 | $34,365 |
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 |
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 | LATTIMORE BLACK MORGAN & CAIN, PC |
Accountancy firm EIN | 2010-12-31 | 621199757 |
2009 : SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS & RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |