SUNSHINE SCHOOL & DEVELOPMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN
401k plan membership statisitcs for SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN
Measure | Date | Value |
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2022: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 15 |
Total of all active and inactive participants | 2022-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 151 |
Number of participants with account balances | 2022-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
2021: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 14 |
Total of all active and inactive participants | 2021-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 133 |
Number of participants with account balances | 2021-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 167 |
Number of participants with account balances | 2020-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 178 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 184 |
Number of participants with account balances | 2019-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 179 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 183 |
Number of participants with account balances | 2018-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 182 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 190 |
Number of participants with account balances | 2017-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 136 |
Number of participants with account balances | 2016-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 115 |
Number of participants with account balances | 2015-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 112 |
Number of participants with account balances | 2014-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 157 |
Number of participants with account balances | 2013-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 101 |
Number of participants with account balances | 2012-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 12 |
Total of all active and inactive participants | 2011-01-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 95 |
Number of participants with account balances | 2011-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 87 |
Number of participants with account balances | 2009-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
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2022 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,730 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,792 |
Total income from all sources (including contributions) | 2022-12-31 | $-72,008 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $188,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $175,665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $171,339 |
Value of total assets at end of year | 2022-12-31 | $1,181,825 |
Value of total assets at beginning of year | 2022-12-31 | $1,442,669 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,109 |
Total interest from all sources | 2022-12-31 | $1,972 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $38,998 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $38,998 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $100,220 |
Participant contributions at end of year | 2022-12-31 | $50,698 |
Participant contributions at beginning of year | 2022-12-31 | $27,056 |
Participant contributions at end of year | 2022-12-31 | $2,764 |
Participant contributions at beginning of year | 2022-12-31 | $2,942 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $34,050 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,306 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,730 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,792 |
Administrative expenses (other) incurred | 2022-12-31 | $9,149 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-260,782 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,180,095 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,440,877 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $3,960 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,114,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,396,130 |
Interest on participant loans | 2022-12-31 | $1,972 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $12,309 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $12,934 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-284,317 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $37,069 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,284 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $175,665 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BRADY MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2022-12-31 | 450310328 |
2021 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,792 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,722 |
Total income from all sources (including contributions) | 2021-12-31 | $361,196 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $227,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $214,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $129,478 |
Value of total assets at end of year | 2021-12-31 | $1,442,669 |
Value of total assets at beginning of year | 2021-12-31 | $1,308,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $12,691 |
Total interest from all sources | 2021-12-31 | $397 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $67,439 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $67,439 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $92,256 |
Participant contributions at end of year | 2021-12-31 | $27,056 |
Participant contributions at beginning of year | 2021-12-31 | $12,364 |
Participant contributions at end of year | 2021-12-31 | $2,942 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,306 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,306 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,792 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,722 |
Administrative expenses (other) incurred | 2021-12-31 | $7,799 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $134,054 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,440,877 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,306,823 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $4,892 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,396,130 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,273,063 |
Interest on participant loans | 2021-12-31 | $397 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $12,934 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $23,118 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $163,882 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $34,916 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,301 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $214,451 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BRADY MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2021-12-31 | 450310328 |
2020 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $137,561 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $137,561 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,722 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,367 |
Total income from all sources (including contributions) | 2020-12-31 | $284,841 |
Total loss/gain on sale of assets | 2020-12-31 | $-1,332 |
Total of all expenses incurred | 2020-12-31 | $160,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $148,838 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $108,766 |
Value of total assets at end of year | 2020-12-31 | $1,308,545 |
Value of total assets at beginning of year | 2020-12-31 | $1,184,283 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,096 |
Total interest from all sources | 2020-12-31 | $928 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $36,973 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $36,973 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $73,206 |
Participant contributions at end of year | 2020-12-31 | $12,364 |
Participant contributions at beginning of year | 2020-12-31 | $27,838 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,722 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,367 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $123,907 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,306,823 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,182,916 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $3,765 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,273,063 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,135,211 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $928 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $23,118 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $21,234 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,945 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $35,560 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $148,838 |
Contract administrator fees | 2020-12-31 | $8,331 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | Yes |
Aggregate proceeds on sale of assets | 2020-12-31 | $181,125 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $182,457 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BRADY MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2020-12-31 | 450310328 |
2019 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $173,353 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $173,353 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,367 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,345 |
Total income from all sources (including contributions) | 2019-12-31 | $350,727 |
Total loss/gain on sale of assets | 2019-12-31 | $8,375 |
Total of all expenses incurred | 2019-12-31 | $76,773 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $66,247 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $136,398 |
Value of total assets at end of year | 2019-12-31 | $1,184,283 |
Value of total assets at beginning of year | 2019-12-31 | $910,307 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,526 |
Total interest from all sources | 2019-12-31 | $1,286 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $31,315 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $31,315 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $93,902 |
Participant contributions at end of year | 2019-12-31 | $27,838 |
Participant contributions at beginning of year | 2019-12-31 | $33,578 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,367 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,345 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $273,954 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,182,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $908,962 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $10,526 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,135,211 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $850,591 |
Interest on participant loans | 2019-12-31 | $1,286 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $21,234 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $26,138 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $42,496 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $66,247 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | Yes |
Aggregate proceeds on sale of assets | 2019-12-31 | $126,086 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $117,711 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BRADY, MARTZ & ASSOCIATES |
Accountancy firm EIN | 2019-12-31 | 450310238 |
2018 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-90,427 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-90,427 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,345 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,690 |
Total income from all sources (including contributions) | 2018-12-31 | $84,882 |
Total loss/gain on sale of assets | 2018-12-31 | $2,520 |
Total of all expenses incurred | 2018-12-31 | $33,830 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $23,843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $139,603 |
Value of total assets at end of year | 2018-12-31 | $910,307 |
Value of total assets at beginning of year | 2018-12-31 | $859,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,987 |
Total interest from all sources | 2018-12-31 | $1,383 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $31,803 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $31,803 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $96,561 |
Participant contributions at end of year | 2018-12-31 | $33,578 |
Participant contributions at beginning of year | 2018-12-31 | $36,531 |
Participant contributions at beginning of year | 2018-12-31 | $3,979 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,345 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $51,052 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $908,962 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $857,910 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $850,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $794,236 |
Interest on participant loans | 2018-12-31 | $1,383 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $26,138 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $23,114 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $23,114 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $43,042 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,740 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $23,843 |
Contract administrator fees | 2018-12-31 | $9,987 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | Yes |
Aggregate proceeds on sale of assets | 2018-12-31 | $125,947 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $123,427 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BRADY, MARTZ & ASSOCIATES |
Accountancy firm EIN | 2018-12-31 | 450310238 |
2017 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,690 |
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 | $227,530 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $14,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $10,661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $131,347 |
Value of total assets at end of year | 2017-12-31 | $859,600 |
Value of total assets at beginning of year | 2017-12-31 | $645,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,110 |
Total interest from all sources | 2017-12-31 | $82,306 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $13,877 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $13,877 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $87,324 |
Participant contributions at end of year | 2017-12-31 | $36,531 |
Participant contributions at beginning of year | 2017-12-31 | $38,249 |
Participant contributions at end of year | 2017-12-31 | $3,979 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,457 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $212,759 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $857,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $645,151 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $794,236 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $593,717 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $1,365 |
Interest earned on other investments | 2017-12-31 | $80,941 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $23,114 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $39,566 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,740 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $13,185 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $10,661 |
Contract administrator fees | 2017-12-31 | $4,110 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BRADY, MARTZ & ASSOCIATES |
Accountancy firm EIN | 2017-12-31 | 450310238 |
2016 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $147,850 |
Total of all expenses incurred | 2016-12-31 | $161,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $154,806 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $7,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $116,768 |
Value of total assets at end of year | 2016-12-31 | $645,151 |
Value of total assets at beginning of year | 2016-12-31 | $659,151 |
Total interest from all sources | 2016-12-31 | $31,082 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $79,553 |
Participant contributions at end of year | 2016-12-31 | $38,249 |
Participant contributions at beginning of year | 2016-12-31 | $1,853 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-14,000 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $645,151 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $659,151 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $593,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $617,044 |
Interest on participant loans | 2016-12-31 | $1,275 |
Interest earned on other investments | 2016-12-31 | $29,807 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $13,185 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $40,254 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $40,254 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $37,215 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $154,806 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BRADY, MARTZ & ASSOCIATES |
Accountancy firm EIN | 2016-12-31 | 450310238 |
2015 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $93,186 |
Expenses. Total of all expenses incurred | 2015-12-31 | $36,648 |
Benefits paid (including direct rollovers) | 2015-12-31 | $36,648 |
Total plan assets at end of year | 2015-12-31 | $659,151 |
Total plan assets at beginning of year | 2015-12-31 | $602,613 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $72,577 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,458 |
Other income received | 2015-12-31 | $-15,151 |
Net income (gross income less expenses) | 2015-12-31 | $56,538 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $659,151 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $602,613 |
Assets. Value of participant loans | 2015-12-31 | $1,853 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $34,302 |
2014 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $119,510 |
Expenses. Total of all expenses incurred | 2014-12-31 | $45,464 |
Benefits paid (including direct rollovers) | 2014-12-31 | $45,464 |
Total plan assets at end of year | 2014-12-31 | $602,613 |
Total plan assets at beginning of year | 2014-12-31 | $528,567 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $65,136 |
Other income received | 2014-12-31 | $24,240 |
Net income (gross income less expenses) | 2014-12-31 | $74,046 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $602,613 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $528,567 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $30,134 |
2013 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $178,091 |
Expenses. Total of all expenses incurred | 2013-12-31 | $146,534 |
Benefits paid (including direct rollovers) | 2013-12-31 | $146,534 |
Total plan assets at end of year | 2013-12-31 | $528,567 |
Total plan assets at beginning of year | 2013-12-31 | $497,010 |
Total contributions received or receivable from participants | 2013-12-31 | $66,151 |
Other income received | 2013-12-31 | $81,293 |
Net income (gross income less expenses) | 2013-12-31 | $31,557 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $528,567 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $497,010 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $30,647 |
2012 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $134,394 |
Expenses. Total of all expenses incurred | 2012-12-31 | $42,798 |
Benefits paid (including direct rollovers) | 2012-12-31 | $42,798 |
Total plan assets at end of year | 2012-12-31 | $497,010 |
Total plan assets at beginning of year | 2012-12-31 | $405,414 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $56,819 |
Other income received | 2012-12-31 | $48,742 |
Net income (gross income less expenses) | 2012-12-31 | $91,596 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $497,010 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $405,414 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $28,833 |
2011 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $59,745 |
Expenses. Total of all expenses incurred | 2011-12-31 | $332,746 |
Benefits paid (including direct rollovers) | 2011-12-31 | $332,746 |
Total plan assets at end of year | 2011-12-31 | $405,414 |
Total plan assets at beginning of year | 2011-12-31 | $678,415 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $58,714 |
Other income received | 2011-12-31 | $-25,795 |
Net income (gross income less expenses) | 2011-12-31 | $-273,001 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $405,414 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $678,415 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $26,826 |
2010 : SUNSHINE SCHOOL & DEVELOPMENT CENTER RETIREMENT PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $139,468 |
Expenses. Total of all expenses incurred | 2010-12-31 | $28,608 |
Benefits paid (including direct rollovers) | 2010-12-31 | $28,608 |
Total plan assets at end of year | 2010-12-31 | $678,415 |
Total plan assets at beginning of year | 2010-12-31 | $567,555 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $58,633 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $3,203 |
Other income received | 2010-12-31 | $56,450 |
Net income (gross income less expenses) | 2010-12-31 | $110,860 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $678,415 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $567,555 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $21,182 |