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Plan Name | SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SHARON YOUNG, INC. |
Employer identification number (EIN): | 752122740 |
NAIC Classification: | 315240 |
NAIC Description: | Women's, Girls', and Infants' Cut and Sew Apparel Manufacturing |
Additional information about SHARON YOUNG, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1986-04-02 |
Company Identification Number: | 0079194400 |
Legal Registered Office Address: |
10367 BROCKWOOD RD DALLAS United States of America (USA) 75238 |
More information about SHARON YOUNG, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-04-01 | ||||
001 | 2021-04-01 | ||||
001 | 2020-04-01 | ||||
001 | 2019-04-01 | ||||
001 | 2018-04-01 | ||||
001 | 2017-04-01 | JEANNE GILES | |||
001 | 2016-04-01 | ||||
001 | 2015-04-01 | SETH MARGOLIES | 2017-01-13 | ||
001 | 2014-04-01 | SETH A. MARGOLIES | 2016-01-14 | ||
001 | 2013-04-01 | PATRICIA A. WILLIAMSON | 2015-01-14 | PATRICIA A. WILLIAMSON | 2015-01-14 |
001 | 2012-04-01 | PATRICIA A. WILLIAMSON | 2013-12-31 | PATRICIA A. WILLIAMSON | 2013-12-31 |
001 | 2011-04-01 | PATRICIA A. WILLIAMSON | 2013-01-08 | PATRICIA A. WILLIAMSON | 2013-01-08 |
001 | 2010-04-01 | PATRICIA A. WILLIAMSON | 2011-11-02 | PATRICIA A. WILLIAMSON | 2011-11-02 |
Measure | Date | Value |
---|---|---|
2022: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 112 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 30 |
Total of all active and inactive participants | 2022-04-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 1 |
Total participants | 2022-04-01 | 143 |
Number of participants with account balances | 2022-04-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 4 |
2021: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 101 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 26 |
Total of all active and inactive participants | 2021-04-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 1 |
Total participants | 2021-04-01 | 128 |
Number of participants with account balances | 2021-04-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 8 |
2020: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 100 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 29 |
Total of all active and inactive participants | 2020-04-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 3 |
Total participants | 2020-04-01 | 132 |
Number of participants with account balances | 2020-04-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 8 |
2019: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-04-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 116 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 19 |
Total of all active and inactive participants | 2019-04-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 1 |
Total participants | 2019-04-01 | 136 |
Number of participants with account balances | 2019-04-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 9 |
2018: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-04-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 118 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 13 |
Total of all active and inactive participants | 2018-04-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 1 |
Total participants | 2018-04-01 | 132 |
Number of participants with account balances | 2018-04-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 9 |
2017: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-04-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 117 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 14 |
Total of all active and inactive participants | 2017-04-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 131 |
Number of participants with account balances | 2017-04-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 8 |
Measure | Date | Value |
---|---|---|
2022 : SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $997 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,086,803 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $381,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $354,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $500,741 |
Value of total assets at end of year | 2022-12-31 | $12,328,927 |
Value of total assets at beginning of year | 2022-12-31 | $13,798,442 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $26,992 |
Total interest from all sources | 2022-12-31 | $1,263 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $223,673 |
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 | $223,673 |
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 | $294,008 |
Participant contributions at end of year | 2022-12-31 | $46,027 |
Participant contributions at beginning of year | 2022-12-31 | $34,244 |
Participant contributions at end of year | 2022-12-31 | $13,624 |
Participant contributions at beginning of year | 2022-12-31 | $142,386 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $997 |
Administrative expenses (other) incurred | 2022-12-31 | $6,632 |
Total non interest bearing cash at end of year | 2022-12-31 | $5,150 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $26,988 |
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 | $-1,468,518 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,328,927 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,797,445 |
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 | $20,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,503,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,478,706 |
Interest on participant loans | 2022-12-31 | $1,263 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $6,605,800 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,865,588 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,355,365 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,542,885 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $206,733 |
Employer contributions (assets) at end of year | 2022-12-31 | $154,514 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $250,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $354,723 |
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 | CARR, RIGGS, & INGRAM, LLC |
Accountancy firm EIN | 2022-12-31 | 721396621 |
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $997 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $97,763 |
Total income from all sources (including contributions) | 2022-03-31 | $1,332,343 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $986,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $946,527 |
Value of total corrective distributions | 2022-03-31 | $997 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $882,269 |
Value of total assets at end of year | 2022-03-31 | $13,798,442 |
Value of total assets at beginning of year | 2022-03-31 | $13,549,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $39,245 |
Total interest from all sources | 2022-03-31 | $1,771 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $447,555 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $447,555 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $529,352 |
Participant contributions at end of year | 2022-03-31 | $34,244 |
Participant contributions at beginning of year | 2022-03-31 | $44,523 |
Participant contributions at end of year | 2022-03-31 | $142,386 |
Participant contributions at beginning of year | 2022-03-31 | $127,606 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-03-31 | $997 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-03-31 | $97,763 |
Administrative expenses (other) incurred | 2022-03-31 | $8,862 |
Total non interest bearing cash at end of year | 2022-03-31 | $26,988 |
Total non interest bearing cash at beginning of year | 2022-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $345,574 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $13,797,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $13,451,871 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Investment advisory and management fees | 2022-03-31 | $30,383 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $6,478,706 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $6,050,242 |
Interest on participant loans | 2022-03-31 | $1,771 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $6,865,588 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $7,287,462 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $-219,873 |
Net investment gain or loss from common/collective trusts | 2022-03-31 | $220,621 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $352,917 |
Employer contributions (assets) at end of year | 2022-03-31 | $250,530 |
Employer contributions (assets) at beginning of year | 2022-03-31 | $39,801 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $946,527 |
Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | CARR, RIGGS, & INGRAM, LLC |
Accountancy firm EIN | 2022-03-31 | 721396621 |
2021 : SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $97,763 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $4,607,968 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $661,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $528,994 |
Value of total corrective distributions | 2021-03-31 | $97,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $783,861 |
Value of total assets at end of year | 2021-03-31 | $13,549,634 |
Value of total assets at beginning of year | 2021-03-31 | $9,505,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $34,833 |
Total interest from all sources | 2021-03-31 | $2,173 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $193,852 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $193,852 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $602,034 |
Participant contributions at end of year | 2021-03-31 | $44,523 |
Participant contributions at beginning of year | 2021-03-31 | $50,361 |
Participant contributions at end of year | 2021-03-31 | $127,606 |
Participant contributions at beginning of year | 2021-03-31 | $58,501 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-03-31 | $17,939 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-03-31 | $97,763 |
Administrative expenses (other) incurred | 2021-03-31 | $10,359 |
Total non interest bearing cash at end of year | 2021-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $3,946,378 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $13,451,871 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $9,505,493 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Investment advisory and management fees | 2021-03-31 | $24,474 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $6,050,242 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $3,312,247 |
Interest on participant loans | 2021-03-31 | $2,173 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $7,287,462 |
Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $6,060,819 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $2,001,616 |
Net investment gain or loss from common/collective trusts | 2021-03-31 | $1,626,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $163,888 |
Employer contributions (assets) at end of year | 2021-03-31 | $39,801 |
Employer contributions (assets) at beginning of year | 2021-03-31 | $23,565 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $528,994 |
Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Disclaimer |
Accountancy firm name | 2021-03-31 | CARR, RIGGS, & INGRAM, LLC |
Accountancy firm EIN | 2021-03-31 | 721396621 |
2020 : SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total income from all sources (including contributions) | 2020-03-31 | $197,970 |
Total loss/gain on sale of assets | 2020-03-31 | $0 |
Total of all expenses incurred | 2020-03-31 | $310,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $277,645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $855,451 |
Value of total assets at end of year | 2020-03-31 | $9,505,493 |
Value of total assets at beginning of year | 2020-03-31 | $9,617,774 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $32,606 |
Total interest from all sources | 2020-03-31 | $3,280 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $213,867 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $213,867 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Contributions received from participants | 2020-03-31 | $669,670 |
Participant contributions at end of year | 2020-03-31 | $50,361 |
Participant contributions at beginning of year | 2020-03-31 | $50,955 |
Participant contributions at end of year | 2020-03-31 | $58,501 |
Participant contributions at beginning of year | 2020-03-31 | $18,953 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-03-31 | $8,100 |
Administrative expenses (other) incurred | 2020-03-31 | $32,606 |
Total non interest bearing cash at end of year | 2020-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $-112,281 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $9,505,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $9,617,774 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $3,312,247 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $3,144,660 |
Interest on participant loans | 2020-03-31 | $3,280 |
Value of interest in common/collective trusts at end of year | 2020-03-31 | $6,060,819 |
Value of interest in common/collective trusts at beginning of year | 2020-03-31 | $6,148,540 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-744,770 |
Net investment gain or loss from common/collective trusts | 2020-03-31 | $-129,858 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $177,681 |
Employer contributions (assets) at end of year | 2020-03-31 | $23,565 |
Employer contributions (assets) at beginning of year | 2020-03-31 | $254,666 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $277,645 |
Did the plan have assets held for investment | 2020-03-31 | 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 | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | CARR, RIGGS, & INGRAM, LLC |
Accountancy firm EIN | 2020-03-31 | 721396621 |
2019 : SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $22,152 |
Total income from all sources (including contributions) | 2019-03-31 | $1,415,625 |
Total loss/gain on sale of assets | 2019-03-31 | $0 |
Total of all expenses incurred | 2019-03-31 | $160,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $130,796 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $1,070,592 |
Value of total assets at end of year | 2019-03-31 | $9,617,774 |
Value of total assets at beginning of year | 2019-03-31 | $8,384,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $29,464 |
Total interest from all sources | 2019-03-31 | $2,484 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $255,680 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $255,680 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Contributions received from participants | 2019-03-31 | $673,304 |
Participant contributions at end of year | 2019-03-31 | $50,955 |
Participant contributions at beginning of year | 2019-03-31 | $44,958 |
Participant contributions at end of year | 2019-03-31 | $18,953 |
Participant contributions at beginning of year | 2019-03-31 | $19,768 |
Total non interest bearing cash at end of year | 2019-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-03-31 | $1,242 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $1,255,365 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $9,617,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $8,362,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $3,144,660 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $3,193,628 |
Interest on participant loans | 2019-03-31 | $2,484 |
Value of interest in common/collective trusts at end of year | 2019-03-31 | $6,148,540 |
Value of interest in common/collective trusts at beginning of year | 2019-03-31 | $4,885,137 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $-157,132 |
Net investment gain or loss from common/collective trusts | 2019-03-31 | $244,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $397,288 |
Employer contributions (assets) at end of year | 2019-03-31 | $254,666 |
Employer contributions (assets) at beginning of year | 2019-03-31 | $239,828 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $130,796 |
Contract administrator fees | 2019-03-31 | $29,464 |
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 | 2019-03-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2019-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-03-31 | $22,152 |
Did the plan have assets held for investment | 2019-03-31 | 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 | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | CARR, RIGGS, & INGRAM, LLC |
Accountancy firm EIN | 2019-03-31 | 721396621 |
2018 : SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $22,152 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total income from all sources (including contributions) | 2018-03-31 | $1,848,549 |
Total loss/gain on sale of assets | 2018-03-31 | $0 |
Total of all expenses incurred | 2018-03-31 | $392,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $380,049 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $964,122 |
Value of total assets at end of year | 2018-03-31 | $8,384,561 |
Value of total assets at beginning of year | 2018-03-31 | $6,906,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $12,103 |
Total interest from all sources | 2018-03-31 | $1,529 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $290,910 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $290,910 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Contributions received from participants | 2018-03-31 | $588,998 |
Participant contributions at end of year | 2018-03-31 | $44,958 |
Participant contributions at beginning of year | 2018-03-31 | $48,718 |
Participant contributions at end of year | 2018-03-31 | $19,768 |
Participant contributions at beginning of year | 2018-03-31 | $0 |
Total non interest bearing cash at end of year | 2018-03-31 | $1,242 |
Total non interest bearing cash at beginning of year | 2018-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $1,456,397 |
Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $8,362,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $6,906,012 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $3,193,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $6,658,370 |
Interest on participant loans | 2018-03-31 | $1,529 |
Value of interest in common/collective trusts at end of year | 2018-03-31 | $4,885,137 |
Value of interest in common/collective trusts at beginning of year | 2018-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $592,628 |
Net investment gain or loss from common/collective trusts | 2018-03-31 | $-640 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Contributions received in cash from employer | 2018-03-31 | $375,124 |
Employer contributions (assets) at end of year | 2018-03-31 | $239,828 |
Employer contributions (assets) at beginning of year | 2018-03-31 | $198,924 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $380,049 |
Contract administrator fees | 2018-03-31 | $12,103 |
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 | 2018-03-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $22,152 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-03-31 | $0 |
Did the plan have assets held for investment | 2018-03-31 | 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 | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
Accountancy firm name | 2018-03-31 | HOWARD, LLP |
Accountancy firm EIN | 2018-03-31 | 202257536 |
2022: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |
2019: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Submission has been amended | No |
2019-04-01 | This submission is the final filing | No |
2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-04-01 | Plan is a collectively bargained plan | No |
2019-04-01 | Plan funding arrangement – Trust | Yes |
2019-04-01 | Plan benefit arrangement - Trust | Yes |
2018: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Trust | Yes |
2018-04-01 | Plan benefit arrangement - Trust | Yes |
2017: SHARON YOUNG, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |