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SACU 401(K) PLAN 401k Plan overview

Plan NameSACU 401(K) PLAN
Plan identification number 002

SACU 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CREDIT HUMAN FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:CREDIT HUMAN FEDERAL CREDIT UNION
Employer identification number (EIN):740956027
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SACU 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
0022017-01-01AMY HARTMAN AMY HARTMAN2018-10-12
0022016-01-01AMY HARTMAN AMY HARTMAN2017-09-22
0022015-01-01AMY HARTMAN AMY HARTMAN2016-10-14
0022014-01-01AMY HARTMAN
0022013-01-01AMY HARTMAN
0022012-01-01AMY HARTMAN
0022011-01-01DEBORAH D. LEWIS
0022009-01-01DEBORAH D. LEWIS DEBORAH D. LEWIS2010-08-30

Plan Statistics for SACU 401(K) PLAN

401k plan membership statisitcs for SACU 401(K) PLAN

Measure Date Value
2022: SACU 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01852
Total number of active participants reported on line 7a of the Form 55002022-01-01788
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01878
Number of participants with account balances2022-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SACU 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01850
Total number of active participants reported on line 7a of the Form 55002021-01-01777
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01852
Number of participants with account balances2021-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SACU 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01856
Total number of active participants reported on line 7a of the Form 55002020-01-01788
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01850
Number of participants with account balances2020-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SACU 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01842
Total number of active participants reported on line 7a of the Form 55002019-01-01794
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01856
Number of participants with account balances2019-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SACU 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01802
Total number of active participants reported on line 7a of the Form 55002018-01-01790
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01842
Number of participants with account balances2018-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SACU 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01770
Total number of active participants reported on line 7a of the Form 55002017-01-01747
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01802
Number of participants with account balances2017-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SACU 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01699
Total number of active participants reported on line 7a of the Form 55002016-01-01722
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01770
Number of participants with account balances2016-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SACU 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01662
Total number of active participants reported on line 7a of the Form 55002015-01-01652
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01699
Number of participants with account balances2015-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SACU 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01659
Total number of active participants reported on line 7a of the Form 55002014-01-01621
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01662
Number of participants with account balances2014-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SACU 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01653
Total number of active participants reported on line 7a of the Form 55002013-01-01625
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01659
Number of participants with account balances2013-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SACU 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01645
Total number of active participants reported on line 7a of the Form 55002012-01-01627
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01653
Number of participants with account balances2012-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SACU 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01662
Total number of active participants reported on line 7a of the Form 55002011-01-01630
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01645
Number of participants with account balances2011-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SACU 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01686
Total number of active participants reported on line 7a of the Form 55002009-01-01665
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01713
Number of participants with account balances2009-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on SACU 401(K) PLAN

Measure Date Value
2022 : SACU 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$0
Total income from all sources (including contributions)2022-12-31$-2,963,154
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,639,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,632,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,028,127
Value of total assets at end of year2022-12-31$27,824,945
Value of total assets at beginning of year2022-12-31$32,427,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,672
Total interest from all sources2022-12-31$24,816
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$928,654
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$928,654
Administrative expenses professional fees incurred2022-12-31$6,672
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$1,891,121
Participant contributions at end of year2022-12-31$550,459
Participant contributions at beginning of year2022-12-31$561,906
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$137,006
Total non interest bearing cash at end of year2022-12-31$444
Total non interest bearing cash at beginning of year2022-12-31$523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,602,439
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,824,945
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,427,384
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,782,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,629,352
Interest on participant loans2022-12-31$24,816
Value of interest in common/collective trusts at end of year2022-12-31$1,491,201
Value of interest in common/collective trusts at beginning of year2022-12-31$1,235,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,969,619
Net investment gain or loss from common/collective trusts2022-12-31$24,868
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,632,613
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 name2022-12-31ADKF, P.C.
Accountancy firm EIN2022-12-31742606559
2021 : SACU 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$0
Total income from all sources (including contributions)2021-12-31$6,390,680
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,091,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,084,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,935,782
Value of total assets at end of year2021-12-31$32,427,384
Value of total assets at beginning of year2021-12-31$28,127,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,669
Total interest from all sources2021-12-31$26,895
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,562,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$6,669
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$1,878,353
Participant contributions at end of year2021-12-31$561,906
Participant contributions at beginning of year2021-12-31$592,743
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,429
Total non interest bearing cash at end of year2021-12-31$523
Total non interest bearing cash at beginning of year2021-12-31$629
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$4,299,434
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,427,384
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,127,950
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,629,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,976,270
Interest on participant loans2021-12-31$26,895
Value of interest in common/collective trusts at end of year2021-12-31$1,235,603
Value of interest in common/collective trusts at beginning of year2021-12-31$1,558,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,840,417
Net investment gain or loss from common/collective trusts2021-12-31$25,328
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
Income. Dividends from preferred stock2021-12-31$2,562,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,084,577
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 name2021-12-31ADKF, P.C.
Accountancy firm EIN2021-12-31742606559
2020 : SACU 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,968,592
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,774,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,767,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,764,441
Value of total assets at end of year2020-12-31$28,127,950
Value of total assets at beginning of year2020-12-31$24,934,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,892
Total interest from all sources2020-12-31$33,242
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$949,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$6,892
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$1,754,597
Participant contributions at end of year2020-12-31$592,743
Participant contributions at beginning of year2020-12-31$709,886
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,844
Total non interest bearing cash at end of year2020-12-31$629
Total non interest bearing cash at beginning of year2020-12-31$942
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$3,193,785
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,127,950
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,934,165
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$25,976,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,052,038
Interest on participant loans2020-12-31$33,242
Value of interest in common/collective trusts at end of year2020-12-31$1,558,308
Value of interest in common/collective trusts at beginning of year2020-12-31$1,171,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,193,221
Net investment gain or loss from common/collective trusts2020-12-31$28,229
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
Income. Dividends from preferred stock2020-12-31$949,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,767,915
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31ADKF, P.C.
Accountancy firm EIN2020-12-31742606559
2019 : SACU 401(K) PLAN 2019 401k financial data
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 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$6,128,020
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,333,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,325,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,814,868
Value of total assets at end of year2019-12-31$24,934,165
Value of total assets at beginning of year2019-12-31$20,139,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,514
Total interest from all sources2019-12-31$37,233
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$928,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,514
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Contributions received from participants2019-12-31$1,731,415
Participant contributions at end of year2019-12-31$709,886
Participant contributions at beginning of year2019-12-31$748,075
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$83,453
Total non interest bearing cash at end of year2019-12-31$942
Total non interest bearing cash at beginning of year2019-12-31$45,161
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$4,794,301
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,934,165
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,139,864
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,052,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,183,672
Interest on participant loans2019-12-31$37,233
Value of interest in common/collective trusts at end of year2019-12-31$1,171,299
Value of interest in common/collective trusts at beginning of year2019-12-31$1,162,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,321,252
Net investment gain or loss from common/collective trusts2019-12-31$25,806
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from preferred stock2019-12-31$928,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,325,205
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31AKIN, DOHERTY, KLEIN, & FEUGE, P.C.
Accountancy firm EIN2019-12-31742606559
2018 : SACU 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$357,059
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,742,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,734,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,579,222
Value of total assets at end of year2018-12-31$20,139,864
Value of total assets at beginning of year2018-12-31$21,525,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,094
Total interest from all sources2018-12-31$32,397
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,102,207
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$1,102,207
Administrative expenses professional fees incurred2018-12-31$8,094
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$1,569,809
Participant contributions at end of year2018-12-31$748,075
Participant contributions at beginning of year2018-12-31$765,058
Participant contributions at beginning of year2018-12-31$43
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,413
Total non interest bearing cash at end of year2018-12-31$45,161
Total non interest bearing cash at beginning of year2018-12-31$761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,385,674
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,139,864
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,525,538
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,183,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,204,735
Interest on participant loans2018-12-31$32,397
Value of interest in common/collective trusts at end of year2018-12-31$1,162,956
Value of interest in common/collective trusts at beginning of year2018-12-31$1,554,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,380,913
Net investment gain or loss from common/collective trusts2018-12-31$24,146
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,734,639
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2018-12-31742606559
2017 : SACU 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$4,353,750
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,552,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,543,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,694,963
Value of total assets at end of year2017-12-31$21,525,538
Value of total assets at beginning of year2017-12-31$18,724,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,855
Total interest from all sources2017-12-31$31,386
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$859,684
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$859,684
Administrative expenses professional fees incurred2017-12-31$8,855
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,412,693
Participant contributions at end of year2017-12-31$765,058
Participant contributions at beginning of year2017-12-31$819,029
Participant contributions at end of year2017-12-31$43
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$282,270
Other income not declared elsewhere2017-12-31$1,880
Total non interest bearing cash at end of year2017-12-31$761
Total non interest bearing cash at beginning of year2017-12-31$706
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$2,801,378
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,525,538
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,724,160
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$19,204,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,427,961
Interest on participant loans2017-12-31$31,386
Value of interest in common/collective trusts at end of year2017-12-31$1,554,941
Value of interest in common/collective trusts at beginning of year2017-12-31$1,476,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,739,266
Net investment gain or loss from common/collective trusts2017-12-31$26,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,543,517
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : SACU 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$3,276,609
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,419,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,411,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,118,116
Value of total assets at end of year2016-12-31$18,724,160
Value of total assets at beginning of year2016-12-31$16,866,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,245
Total interest from all sources2016-12-31$25,978
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$603,749
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$603,749
Administrative expenses professional fees incurred2016-12-31$8,245
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$1,244,651
Participant contributions at end of year2016-12-31$819,029
Participant contributions at beginning of year2016-12-31$631,554
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$873,465
Other income not declared elsewhere2016-12-31$2,281
Total non interest bearing cash at end of year2016-12-31$706
Total non interest bearing cash at beginning of year2016-12-31$790
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$1,857,277
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,724,160
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,866,883
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$16,427,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,573,593
Interest on participant loans2016-12-31$25,978
Value of interest in common/collective trusts at end of year2016-12-31$1,476,464
Value of interest in common/collective trusts at beginning of year2016-12-31$1,660,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$501,676
Net investment gain or loss from common/collective trusts2016-12-31$24,809
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,411,087
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : SACU 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$1,155,346
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,135,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,123,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,229,907
Value of total assets at end of year2015-12-31$16,866,883
Value of total assets at beginning of year2015-12-31$16,847,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,273
Total interest from all sources2015-12-31$23,387
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$667,730
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$667,730
Administrative expenses professional fees incurred2015-12-31$12,273
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$1,109,998
Participant contributions at end of year2015-12-31$631,554
Participant contributions at beginning of year2015-12-31$572,952
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$119,909
Other income not declared elsewhere2015-12-31$-8,093
Total non interest bearing cash at end of year2015-12-31$790
Total non interest bearing cash at beginning of year2015-12-31$48,628
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$19,876
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,866,883
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,847,007
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$14,573,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,592,315
Interest on participant loans2015-12-31$23,387
Value of interest in common/collective trusts at end of year2015-12-31$1,660,946
Value of interest in common/collective trusts at beginning of year2015-12-31$1,633,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-781,162
Net investment gain or loss from common/collective trusts2015-12-31$23,577
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,123,197
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 name2015-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2015-12-31741650885
2014 : SACU 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$2,304,335
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,041,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,031,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,339,137
Value of total assets at end of year2014-12-31$16,847,007
Value of total assets at beginning of year2014-12-31$15,583,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,476
Total interest from all sources2014-12-31$24,813
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$639,571
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$639,571
Administrative expenses professional fees incurred2014-12-31$9,472
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,069,005
Participant contributions at end of year2014-12-31$572,952
Participant contributions at beginning of year2014-12-31$593,609
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$270,132
Other income not declared elsewhere2014-12-31$1,560
Total non interest bearing cash at end of year2014-12-31$48,628
Total non interest bearing cash at beginning of year2014-12-31$44,677
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$1,263,142
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,847,007
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,583,865
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
Investment advisory and management fees2014-12-31$4
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,592,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,110,804
Interest on participant loans2014-12-31$24,813
Value of interest in common/collective trusts at end of year2014-12-31$1,633,112
Value of interest in common/collective trusts at beginning of year2014-12-31$1,834,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$277,940
Net investment gain or loss from common/collective trusts2014-12-31$21,314
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,031,717
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 name2014-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2014-12-31741650885
2013 : SACU 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$3,079,106
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$762,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$753,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,025,152
Value of total assets at end of year2013-12-31$15,583,865
Value of total assets at beginning of year2013-12-31$13,267,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,208
Total interest from all sources2013-12-31$21,700
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$350,169
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$350,169
Administrative expenses professional fees incurred2013-12-31$9,208
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$1,018,416
Participant contributions at end of year2013-12-31$593,609
Participant contributions at beginning of year2013-12-31$516,700
Participant contributions at beginning of year2013-12-31$40,393
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,736
Other income not declared elsewhere2013-12-31$14,807
Total non interest bearing cash at end of year2013-12-31$44,677
Total non interest bearing cash at beginning of year2013-12-31$1,182
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$2,316,145
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,583,865
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,267,720
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$13,110,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,877,004
Interest on participant loans2013-12-31$21,700
Value of interest in common/collective trusts at end of year2013-12-31$1,834,775
Value of interest in common/collective trusts at beginning of year2013-12-31$1,832,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,641,841
Net investment gain or loss from common/collective trusts2013-12-31$25,437
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$753,753
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 name2013-12-31PADGETT,STRATEMANN & CO., LLP
Accountancy firm EIN2013-12-31741650885
2012 : SACU 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$2,462,724
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$668,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$661,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,313,856
Value of total assets at end of year2012-12-31$13,267,720
Value of total assets at beginning of year2012-12-31$11,473,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,247
Total interest from all sources2012-12-31$22,520
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$287,778
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$287,778
Administrative expenses professional fees incurred2012-12-31$7,244
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$1,022,223
Participant contributions at end of year2012-12-31$516,700
Participant contributions at beginning of year2012-12-31$656,750
Participant contributions at end of year2012-12-31$40,393
Participant contributions at beginning of year2012-12-31$36,299
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$291,633
Other income not declared elsewhere2012-12-31$2,000
Administrative expenses (other) incurred2012-12-31$3
Total non interest bearing cash at end of year2012-12-31$1,182
Total non interest bearing cash at beginning of year2012-12-31$861
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$1,794,350
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,267,720
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,473,370
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$10,877,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,057,350
Interest on participant loans2012-12-31$22,520
Value of interest in common/collective trusts at end of year2012-12-31$1,832,441
Value of interest in common/collective trusts at beginning of year2012-12-31$1,722,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$803,915
Net investment gain or loss from common/collective trusts2012-12-31$32,655
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$661,127
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 name2012-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2012-12-31741650885
2011 : SACU 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$1,039,272
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$705,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$696,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,098,094
Value of total assets at end of year2011-12-31$11,473,370
Value of total assets at beginning of year2011-12-31$11,139,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,317
Total interest from all sources2011-12-31$97,794
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$243,804
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$243,804
Administrative expenses professional fees incurred2011-12-31$8,317
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$975,389
Participant contributions at end of year2011-12-31$656,750
Participant contributions at beginning of year2011-12-31$534,411
Participant contributions at end of year2011-12-31$36,299
Participant contributions at beginning of year2011-12-31$31,511
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$122,705
Other income not declared elsewhere2011-12-31$1,796
Total non interest bearing cash at end of year2011-12-31$861
Total non interest bearing cash at beginning of year2011-12-31$2,536
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$334,163
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,473,370
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,139,207
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$9,057,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,655,555
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,915,194
Interest on participant loans2011-12-31$23,195
Interest earned on other investments2011-12-31$2,557
Value of interest in common/collective trusts at end of year2011-12-31$1,722,110
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$72,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-402,216
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$696,792
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 name2011-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2011-12-31741650885
2010 : SACU 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$2,136,243
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$665,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$627,912
Value of total corrective distributions2010-12-31$31,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,052,013
Value of total assets at end of year2010-12-31$11,139,207
Value of total assets at beginning of year2010-12-31$9,668,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,200
Total interest from all sources2010-12-31$75,188
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$183,130
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$183,130
Administrative expenses professional fees incurred2010-12-31$6,163
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 period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,004,043
Participant contributions at end of year2010-12-31$534,411
Participant contributions at beginning of year2010-12-31$417,350
Participant contributions at end of year2010-12-31$31,511
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$47,970
Administrative expenses (other) incurred2010-12-31$37
Total non interest bearing cash at end of year2010-12-31$2,536
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$1,470,283
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,139,207
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,668,924
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$8,655,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,151,491
Interest on participant loans2010-12-31$19,873
Interest earned on other investments2010-12-31$55,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,915,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,100,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$825,912
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$627,912
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2010-12-31741650885
2009 : SACU 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 SACU 401(K) PLAN

2022: SACU 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: SACU 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: SACU 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: SACU 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: SACU 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: SACU 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: SACU 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: SACU 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: SACU 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SACU 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SACU 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SACU 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: SACU 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441464
Policy instance 1
Insurance contract or identification number441464
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-01-18
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441464
Policy instance 1
Insurance contract or identification number441464
Number of Individuals Covered650
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,664
Total amount of fees paid to insurance companyUSD $9,242
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?Yes
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
Commission paid to Insurance BrokerUSD $9,664
Amount paid for insurance broker fees9242
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCUSO FINANCIAL SERVICES, INC.

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