SWAGGERTY'S SAUSAGE CO has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: SWAGGERTY SAUSAGE 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 158 |
Number of participants with account balances | 2022-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: SWAGGERTY SAUSAGE 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 158 |
Number of participants with account balances | 2021-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SWAGGERTY SAUSAGE 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 151 |
Number of participants with account balances | 2020-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2009: SWAGGERTY SAUSAGE 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 81 |
Number of participants with account balances | 2009-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2008: SWAGGERTY SAUSAGE 401(K) PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 3 |
Total of all active and inactive participants | 2008-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 73 |
Number of participants with account balances | 2008-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
2007: SWAGGERTY SAUSAGE 401(K) PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 4 |
Total of all active and inactive participants | 2007-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 70 |
Number of participants with account balances | 2007-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 1 |
2006: SWAGGERTY SAUSAGE 401(K) PLAN 2006 401k membership |
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Total participants, beginning-of-year | 2006-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 5 |
Total of all active and inactive participants | 2006-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
Total participants | 2006-01-01 | 101 |
Number of participants with account balances | 2006-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 1 |
2005: SWAGGERTY SAUSAGE 401(K) PLAN 2005 401k membership |
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Total participants, beginning-of-year | 2005-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2005-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 5 |
Total of all active and inactive participants | 2005-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
Total participants | 2005-01-01 | 97 |
Number of participants with account balances | 2005-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 2 |
Measure | Date | Value |
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2022 : SWAGGERTY SAUSAGE 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-493,024 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $304,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $262,880 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $475,282 |
Value of total assets at end of year | 2022-12-31 | $4,742,529 |
Value of total assets at beginning of year | 2022-12-31 | $5,540,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $41,832 |
Total interest from all sources | 2022-12-31 | $5,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
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 | $371,627 |
Participant contributions at end of year | 2022-12-31 | $95,805 |
Participant contributions at beginning of year | 2022-12-31 | $122,148 |
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 | $-797,736 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,742,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,540,265 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $18,727 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,646,724 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,418,117 |
Interest on participant loans | 2022-12-31 | $5,929 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-974,235 |
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 | $103,655 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $262,880 |
Contract administrator fees | 2022-12-31 | $23,105 |
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 | LBMC, PC |
Accountancy firm EIN | 2022-12-31 | 621199757 |
2021 : SWAGGERTY SAUSAGE 401(K) PLAN 2021 401k financial data |
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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 | $1,092,020 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $308,743 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $283,479 |
Value of total corrective distributions | 2021-12-31 | $283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $436,906 |
Value of total assets at end of year | 2021-12-31 | $5,540,265 |
Value of total assets at beginning of year | 2021-12-31 | $4,756,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,981 |
Total interest from all sources | 2021-12-31 | $5,393 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
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 | $500,000 |
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 | $317,256 |
Participant contributions at end of year | 2021-12-31 | $122,148 |
Participant contributions at beginning of year | 2021-12-31 | $84,575 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $27,533 |
Other income not declared elsewhere | 2021-12-31 | $735 |
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 | $783,277 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,540,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,756,988 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $8,819 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $5,418,117 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,672,413 |
Interest on participant loans | 2021-12-31 | $5,393 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $648,986 |
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 | $92,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $283,479 |
Contract administrator fees | 2021-12-31 | $16,162 |
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 : SWAGGERTY SAUSAGE 401(K) PLAN 2020 401k financial data |
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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 | $1,135,474 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $82,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $80,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $394,781 |
Value of total assets at end of year | 2020-12-31 | $4,756,988 |
Value of total assets at beginning of year | 2020-12-31 | $3,704,309 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,209 |
Total interest from all sources | 2020-12-31 | $4,592 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
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 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $305,475 |
Participant contributions at end of year | 2020-12-31 | $84,575 |
Participant contributions at beginning of year | 2020-12-31 | $96,652 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,158 |
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 | $1,052,679 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,756,988 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,704,309 |
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 | $4,672,413 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,607,657 |
Interest on participant loans | 2020-12-31 | $4,592 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $736,101 |
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 | $88,148 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $80,586 |
Contract administrator fees | 2020-12-31 | $2,209 |
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 |
2009 : SWAGGERTY SAUSAGE 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2007 : SWAGGERTY SAUSAGE 401(K) PLAN 2007 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
2006 : SWAGGERTY SAUSAGE 401(K) PLAN 2006 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2006-12-31 | $0 |
2005 : SWAGGERTY SAUSAGE 401(K) PLAN 2005 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2005-12-31 | $0 |
2022: SWAGGERTY SAUSAGE 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SWAGGERTY SAUSAGE 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SWAGGERTY SAUSAGE 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SWAGGERTY SAUSAGE 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: SWAGGERTY SAUSAGE 401(K) PLAN 2008 form 5500 responses |
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
2007: SWAGGERTY SAUSAGE 401(K) PLAN 2007 form 5500 responses |
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2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |
2006: SWAGGERTY SAUSAGE 401(K) PLAN 2006 form 5500 responses |
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2006-01-01 | Type of plan entity | Single employer plan |
2006-01-01 | Submission has been amended | No |
2006-01-01 | This submission is the final filing | No |
2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-01-01 | Plan is a collectively bargained plan | No |
2006-01-01 | Plan funding arrangement – Trust | Yes |
2006-01-01 | Plan benefit arrangement - Trust | Yes |
2005: SWAGGERTY SAUSAGE 401(K) PLAN 2005 form 5500 responses |
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2005-01-01 | Type of plan entity | Single employer plan |
2005-01-01 | Submission has been amended | No |
2005-01-01 | This submission is the final filing | No |
2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-01-01 | Plan is a collectively bargained plan | No |
2005-01-01 | Plan funding arrangement – Trust | Yes |
2005-01-01 | Plan benefit arrangement - Trust | Yes |