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SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 401k Plan overview

Plan NameSOUTHERN RESEARCH INSTITUTE 401(K) PLAN
Plan identification number 002

SOUTHERN RESEARCH INSTITUTE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN RESEARCH INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN RESEARCH INSTITUTE
Employer identification number (EIN):630288868
NAIC Classification:541700

Additional information about SOUTHERN RESEARCH INSTITUTE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-06-25
Company Identification Number: 0801617882
Legal Registered Office Address: 1999 BRYAN ST STE 900

DALLAS
United States of America (USA)
75201

More information about SOUTHERN RESEARCH INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN RESEARCH INSTITUTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID RUTLEDGE DAVID RUTLEDGE2018-10-15
0022016-01-01DAVID RUTLEDGE DAVID RUTLEDGE2017-10-11
0022015-01-01DAVID RUTLEDGE DAVID RUTLEDGE2016-08-30
0022014-01-01DAVID RUTLEDGE DAVID RUTLEDGE2015-08-07
0022013-01-01DAVID RUTLEDGE DAVID RUTLEDGE2014-10-08
0022012-01-01DAVID RUTLEDGE DAVID RUTLEDGE2013-08-15
0022011-01-01DAVID RUTLEDGE DAVID RUTLEDGE2012-10-08
0022009-01-01DAVID RUTLEDGE DAVID RUTLEDGE2010-09-17

Plan Statistics for SOUTHERN RESEARCH INSTITUTE 401(K) PLAN

401k plan membership statisitcs for SOUTHERN RESEARCH INSTITUTE 401(K) PLAN

Measure Date Value
2022: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,139
Total number of active participants reported on line 7a of the Form 55002022-01-01234
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01851
Total of all active and inactive participants2022-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-011,099
Number of participants with account balances2022-01-011,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,226
Total number of active participants reported on line 7a of the Form 55002021-01-01374
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01759
Total of all active and inactive participants2021-01-011,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-011,145
Number of participants with account balances2021-01-011,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,257
Total number of active participants reported on line 7a of the Form 55002020-01-01409
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01813
Total of all active and inactive participants2020-01-011,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-011,231
Number of participants with account balances2020-01-011,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0187
2019: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,199
Total number of active participants reported on line 7a of the Form 55002019-01-01503
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01747
Total of all active and inactive participants2019-01-011,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,259
Number of participants with account balances2019-01-011,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,169
Total number of active participants reported on line 7a of the Form 55002018-01-01500
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01693
Total of all active and inactive participants2018-01-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,200
Number of participants with account balances2018-01-011,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,176
Total number of active participants reported on line 7a of the Form 55002017-01-01538
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01625
Total of all active and inactive participants2017-01-011,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,171
Number of participants with account balances2017-01-011,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0146
2016: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,011
Total number of active participants reported on line 7a of the Form 55002016-01-01629
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01543
Total of all active and inactive participants2016-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,178
Number of participants with account balances2016-01-011,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,006
Total number of active participants reported on line 7a of the Form 55002015-01-01541
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01560
Total of all active and inactive participants2015-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,106
Number of participants with account balances2015-01-011,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01923
Total number of active participants reported on line 7a of the Form 55002014-01-01943
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01477
Total of all active and inactive participants2014-01-011,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,426
Number of participants with account balances2014-01-01943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01927
Total number of active participants reported on line 7a of the Form 55002013-01-01466
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01451
Total of all active and inactive participants2013-01-01917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01923
Number of participants with account balances2013-01-01923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01935
Total number of active participants reported on line 7a of the Form 55002012-01-01493
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01431
Total of all active and inactive participants2012-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01927
Number of participants with account balances2012-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01932
Total number of active participants reported on line 7a of the Form 55002011-01-01507
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01425
Total of all active and inactive participants2011-01-01932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01935
Number of participants with account balances2011-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0169
2009: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01914
Total number of active participants reported on line 7a of the Form 55002009-01-01547
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01374
Total of all active and inactive participants2009-01-01931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01931
Number of participants with account balances2009-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on SOUTHERN RESEARCH INSTITUTE 401(K) PLAN

Measure Date Value
2022 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-14,026,032
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,627,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,338,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,320,113
Value of total assets at end of year2022-12-31$89,888,606
Value of total assets at beginning of year2022-12-31$122,541,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$288,389
Total interest from all sources2022-12-31$67,100
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,742,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,742,353
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,480,919
Participant contributions at end of year2022-12-31$528,712
Participant contributions at beginning of year2022-12-31$741,507
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,428,251
Other income not declared elsewhere2022-12-31$62,760
Administrative expenses (other) incurred2022-12-31$222,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,653,391
Value of net assets at end of year (total assets less liabilities)2022-12-31$89,888,606
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$122,541,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$65,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,951,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$107,768,951
Interest on participant loans2022-12-31$36,204
Value of interest in common/collective trusts at end of year2022-12-31$9,265,311
Value of interest in common/collective trusts at beginning of year2022-12-31$12,222,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,143,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,809,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,809,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$30,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,410,645
Net investment gain or loss from common/collective trusts2022-12-31$192,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,410,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,338,970
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$17,740
Total income from all sources (including contributions)2021-12-31$20,341,069
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,460,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,219,539
Expenses. Certain deemed distributions of participant loans2021-12-31$740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,088,438
Value of total assets at end of year2021-12-31$122,541,997
Value of total assets at beginning of year2021-12-31$110,679,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$240,417
Total interest from all sources2021-12-31$40,546
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,744,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,744,029
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,264,563
Participant contributions at end of year2021-12-31$741,507
Participant contributions at beginning of year2021-12-31$744,944
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$338,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$17,740
Administrative expenses (other) incurred2021-12-31$158,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,880,373
Value of net assets at end of year (total assets less liabilities)2021-12-31$122,541,997
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$110,661,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$81,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$107,768,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$95,033,111
Interest on participant loans2021-12-31$40,503
Value of interest in common/collective trusts at end of year2021-12-31$12,222,531
Value of interest in common/collective trusts at beginning of year2021-12-31$11,463,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,809,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,437,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,437,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$43
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,288,504
Net investment gain or loss from common/collective trusts2021-12-31$179,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,485,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,219,539
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31454084437
2020 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,740
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$16,531,886
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,503,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,290,905
Expenses. Certain deemed distributions of participant loans2020-12-31$17,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,535,046
Value of total assets at end of year2020-12-31$110,679,364
Value of total assets at beginning of year2020-12-31$103,633,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$194,702
Total interest from all sources2020-12-31$62,446
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,958,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,958,059
Administrative expenses professional fees incurred2020-12-31$49,125
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,342,080
Participant contributions at end of year2020-12-31$744,944
Participant contributions at beginning of year2020-12-31$1,057,566
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$115,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$17,740
Other income not declared elsewhere2020-12-31$1,273
Administrative expenses (other) incurred2020-12-31$145,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,028,309
Value of net assets at end of year (total assets less liabilities)2020-12-31$110,661,624
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$103,633,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$95,033,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$88,860,620
Interest on participant loans2020-12-31$51,524
Value of interest in common/collective trusts at end of year2020-12-31$11,463,727
Value of interest in common/collective trusts at beginning of year2020-12-31$11,435,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,437,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,279,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,279,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,749,619
Net investment gain or loss from common/collective trusts2020-12-31$225,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,077,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,290,905
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31454084437
2019 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$23,315,941
Total income from all sources (including contributions)2019-12-31$23,315,941
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,266,190
Total of all expenses incurred2019-12-31$9,266,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,147,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,147,354
Expenses. Certain deemed distributions of participant loans2019-12-31$21,147
Expenses. Certain deemed distributions of participant loans2019-12-31$21,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,965,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,965,687
Value of total assets at end of year2019-12-31$103,633,315
Value of total assets at end of year2019-12-31$103,633,315
Value of total assets at beginning of year2019-12-31$89,583,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,689
Total interest from all sources2019-12-31$105,202
Total interest from all sources2019-12-31$105,202
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,448,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,448,718
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,448,718
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,385,473
Contributions received from participants2019-12-31$2,385,473
Participant contributions at end of year2019-12-31$1,057,566
Participant contributions at end of year2019-12-31$1,057,566
Participant contributions at beginning of year2019-12-31$1,128,951
Participant contributions at beginning of year2019-12-31$1,128,951
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$108,651
Administrative expenses (other) incurred2019-12-31$32,189
Administrative expenses (other) incurred2019-12-31$32,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,049,751
Value of net income/loss2019-12-31$14,049,751
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,633,315
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,633,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$89,583,564
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$89,583,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$65,500
Investment advisory and management fees2019-12-31$65,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$88,860,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$88,860,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,257,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,257,985
Interest on participant loans2019-12-31$57,349
Interest on participant loans2019-12-31$57,349
Value of interest in common/collective trusts at end of year2019-12-31$11,435,507
Value of interest in common/collective trusts at end of year2019-12-31$11,435,507
Value of interest in common/collective trusts at beginning of year2019-12-31$12,231,225
Value of interest in common/collective trusts at beginning of year2019-12-31$12,231,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,279,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,965,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,965,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,965,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,965,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$47,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$47,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,523,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,523,865
Net investment gain or loss from common/collective trusts2019-12-31$272,469
Net investment gain or loss from common/collective trusts2019-12-31$272,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,471,563
Contributions received in cash from employer2019-12-31$2,471,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,147,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,147,354
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm EIN2019-12-31454084437
Accountancy firm EIN2019-12-31454084437
2018 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$389,964
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,094,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,991,726
Expenses. Certain deemed distributions of participant loans2018-12-31$36,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,143,375
Value of total assets at end of year2018-12-31$89,583,564
Value of total assets at beginning of year2018-12-31$97,288,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,875
Total interest from all sources2018-12-31$88,053
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,659,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,659,478
Administrative expenses professional fees incurred2018-12-31$12,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,365,704
Participant contributions at end of year2018-12-31$1,128,951
Participant contributions at beginning of year2018-12-31$1,208,485
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$345,120
Administrative expenses (other) incurred2018-12-31$4,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,704,529
Value of net assets at end of year (total assets less liabilities)2018-12-31$89,583,564
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$97,288,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$49,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,257,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$84,022,356
Interest on participant loans2018-12-31$58,339
Value of interest in common/collective trusts at end of year2018-12-31$12,231,225
Value of interest in common/collective trusts at beginning of year2018-12-31$12,057,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,965,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$29,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,753,594
Net investment gain or loss from common/collective trusts2018-12-31$252,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,432,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,991,726
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARREN AVERETT, LLC
Accountancy firm EIN2018-12-31454084437
2017 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,036,851
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,898,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,884,989
Expenses. Certain deemed distributions of participant loans2017-12-31$8,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,594,750
Value of total assets at end of year2017-12-31$97,288,093
Value of total assets at beginning of year2017-12-31$84,150,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,453
Total interest from all sources2017-12-31$59,070
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,354,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,354,629
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,526,485
Participant contributions at end of year2017-12-31$1,208,485
Participant contributions at beginning of year2017-12-31$1,301,183
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$455,969
Administrative expenses (other) incurred2017-12-31$5,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,137,983
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,288,093
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$84,150,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$84,022,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$71,614,413
Interest on participant loans2017-12-31$59,070
Value of interest in common/collective trusts at end of year2017-12-31$12,057,252
Value of interest in common/collective trusts at beginning of year2017-12-31$11,234,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,028,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,612,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,884,989
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN, AVERETT, LLC
Accountancy firm EIN2017-12-31454084437
2016 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$13,224,782
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,387,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,035,525
Expenses. Certain deemed distributions of participant loans2016-12-31$331,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,340,671
Value of total assets at end of year2016-12-31$84,150,110
Value of total assets at beginning of year2016-12-31$78,312,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,422
Total interest from all sources2016-12-31$47,102
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,838,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,838,758
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,412,849
Participant contributions at end of year2016-12-31$1,301,183
Participant contributions at beginning of year2016-12-31$1,398,392
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,116,067
Other income not declared elsewhere2016-12-31$13,272
Administrative expenses (other) incurred2016-12-31$20,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,837,363
Value of net assets at end of year (total assets less liabilities)2016-12-31$84,150,110
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$78,312,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$71,614,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$66,881,906
Interest on participant loans2016-12-31$47,102
Value of interest in common/collective trusts at end of year2016-12-31$11,234,514
Value of interest in common/collective trusts at beginning of year2016-12-31$10,032,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,811,445
Net investment gain or loss from common/collective trusts2016-12-31$173,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,811,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,035,525
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARREN, AVERETT, LLC
Accountancy firm EIN2016-12-31454084437
2015 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$5,452,511
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,296,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,141,637
Expenses. Certain deemed distributions of participant loans2015-12-31$151,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,263,071
Value of total assets at end of year2015-12-31$78,312,747
Value of total assets at beginning of year2015-12-31$78,157,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,175
Total interest from all sources2015-12-31$47,345
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,344,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,344,422
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,416,596
Participant contributions at end of year2015-12-31$1,398,392
Participant contributions at beginning of year2015-12-31$1,337,110
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$338,270
Administrative expenses (other) incurred2015-12-31$4,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$155,696
Value of net assets at end of year (total assets less liabilities)2015-12-31$78,312,747
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$78,157,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$66,881,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,143,908
Interest on participant loans2015-12-31$47,345
Value of interest in common/collective trusts at end of year2015-12-31$10,032,449
Value of interest in common/collective trusts at beginning of year2015-12-31$10,676,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,215,592
Net investment gain or loss from common/collective trusts2015-12-31$13,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,508,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,141,637
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WARREN, AVERETT, LLC
Accountancy firm EIN2015-12-31454084437
2014 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$10,194,473
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,124,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,015,985
Expenses. Certain deemed distributions of participant loans2014-12-31$104,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,540,858
Value of total assets at end of year2014-12-31$78,157,051
Value of total assets at beginning of year2014-12-31$75,087,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,845
Total interest from all sources2014-12-31$59,807
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,943,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,943,522
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,423,800
Participant contributions at end of year2014-12-31$1,337,110
Participant contributions at beginning of year2014-12-31$1,369,774
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$623,154
Administrative expenses (other) incurred2014-12-31$3,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,069,955
Value of net assets at end of year (total assets less liabilities)2014-12-31$78,157,051
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$75,087,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$66,143,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$60,989,529
Interest on participant loans2014-12-31$59,807
Value of interest in common/collective trusts at end of year2014-12-31$10,676,033
Value of interest in common/collective trusts at beginning of year2014-12-31$12,727,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$444,285
Net investment gain or loss from common/collective trusts2014-12-31$206,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,493,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,015,985
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WARREN, AVERETT, LLC
Accountancy firm EIN2014-12-31454084437
2013 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$18,130,486
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,801,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,772,780
Expenses. Certain deemed distributions of participant loans2013-12-31$24,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,869,091
Value of total assets at end of year2013-12-31$75,087,096
Value of total assets at beginning of year2013-12-31$60,757,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,255
Total interest from all sources2013-12-31$59,725
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,346,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,346,115
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,400,522
Participant contributions at end of year2013-12-31$1,369,774
Participant contributions at beginning of year2013-12-31$1,413,014
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,934,441
Administrative expenses (other) incurred2013-12-31$4,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,329,132
Value of net assets at end of year (total assets less liabilities)2013-12-31$75,087,096
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,757,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$60,989,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,204,137
Interest on participant loans2013-12-31$59,725
Value of interest in common/collective trusts at end of year2013-12-31$12,727,793
Value of interest in common/collective trusts at beginning of year2013-12-31$13,140,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,916,896
Net investment gain or loss from common/collective trusts2013-12-31$-61,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,534,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,772,780
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WARREN, AVERETT, LLC
Accountancy firm EIN2013-12-31454084437
2012 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$11,885,738
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,511,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,365,507
Expenses. Certain deemed distributions of participant loans2012-12-31$139,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,818,436
Value of total assets at end of year2012-12-31$60,757,964
Value of total assets at beginning of year2012-12-31$52,383,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,736
Total interest from all sources2012-12-31$60,931
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,381,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,381,286
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,482,639
Participant contributions at end of year2012-12-31$1,413,014
Participant contributions at beginning of year2012-12-31$1,337,333
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$792,334
Administrative expenses (other) incurred2012-12-31$5,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,374,583
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,757,964
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$52,383,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,204,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$38,249,696
Interest on participant loans2012-12-31$60,931
Value of interest in common/collective trusts at end of year2012-12-31$13,140,813
Value of interest in common/collective trusts at beginning of year2012-12-31$12,796,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,345,069
Net investment gain or loss from common/collective trusts2012-12-31$280,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,543,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,365,507
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WARREN AVERETT, LLC
Accountancy firm EIN2012-12-31454084437
2011 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$5,529,909
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,951,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,906,725
Expenses. Certain deemed distributions of participant loans2011-12-31$39,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,842,516
Value of total assets at end of year2011-12-31$52,383,381
Value of total assets at beginning of year2011-12-31$48,805,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,550
Total interest from all sources2011-12-31$58,360
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,148,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,148,132
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,424,879
Participant contributions at end of year2011-12-31$1,337,333
Participant contributions at beginning of year2011-12-31$984,745
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$258,926
Administrative expenses (other) incurred2011-12-31$5,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,578,135
Value of net assets at end of year (total assets less liabilities)2011-12-31$52,383,381
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,805,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$38,249,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,796,848
Interest on participant loans2011-12-31$58,360
Value of interest in common/collective trusts at end of year2011-12-31$12,796,352
Value of interest in common/collective trusts at beginning of year2011-12-31$12,023,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,850,724
Net investment gain or loss from common/collective trusts2011-12-31$331,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,158,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,906,725
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WARREN AVERETT, LLC
Accountancy firm EIN2011-12-31454084437
2010 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$11,074,601
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,532,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,433,701
Expenses. Certain deemed distributions of participant loans2010-12-31$25,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,359,917
Value of total assets at end of year2010-12-31$48,805,246
Value of total assets at beginning of year2010-12-31$42,262,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$72,603
Total interest from all sources2010-12-31$474,770
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$657,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$657,847
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,295,303
Participant contributions at end of year2010-12-31$984,745
Participant contributions at beginning of year2010-12-31$914,735
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$594,705
Administrative expenses (other) incurred2010-12-31$72,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,542,594
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,805,246
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,262,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$35,796,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,722,412
Interest on participant loans2010-12-31$51,214
Interest earned on other investments2010-12-31$423,556
Value of interest in common/collective trusts at end of year2010-12-31$12,023,653
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,625,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,060,806
Net investment gain or loss from common/collective trusts2010-12-31$521,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,469,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,433,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WARREN, AVERETT, KIMBROUGH & MARINO
Accountancy firm EIN2010-12-31631239864
2009 : SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHERN RESEARCH INSTITUTE 401(K) PLAN

2022: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN RESEARCH INSTITUTE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number404922
Policy instance 1
Insurance contract or identification number404922
Number of Individuals Covered45
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number404922
Policy instance 1
Insurance contract or identification number404922
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number404922
Policy instance 1
Insurance contract or identification number404922
Number of Individuals Covered926
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number404922
Policy instance 1
Insurance contract or identification number404922
Number of Individuals Covered935
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number50012
Policy instance 1
Insurance contract or identification number50012
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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