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SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameSDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN
Plan identification number 001

SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SCIENTIFIC DRILLING INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCIENTIFIC DRILLING INTERNATIONAL, INC.
Employer identification number (EIN):952670371
NAIC Classification:541360
NAIC Description:Geophysical Surveying and Mapping Services

Additional information about SCIENTIFIC DRILLING INTERNATIONAL, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1969-08-04
Company Identification Number: 19691002232
Legal Registered Office Address: 202 N. CARSON ST.

CARSON CITY
United States of America (USA)
89701-4201

More information about SCIENTIFIC DRILLING INTERNATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ADRIANA PUERTO
0012016-01-01CONNIE SPENCER
0012016-01-01
0012015-01-01CONNIE SPENCER JASON DWYER2016-10-07
0012015-01-01
0012014-01-01CONNIE SPENCER JASON DWYER2015-10-12
0012013-01-01CONNIE SPENCER JASON DWYER2014-10-13
0012012-01-01TERRI ANDREASON GORDON THOMSON2013-10-02
0012011-01-01GORDON THOMSON TERRI ANDREASON2012-07-31
0012009-01-01DENIS BANDERA TERRI ANDREASON2010-10-05

Plan Statistics for SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01991
Total number of active participants reported on line 7a of the Form 55002022-01-01608
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01429
Total of all active and inactive participants2022-01-011,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,059
Number of participants with account balances2022-01-011,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0151
2021: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,125
Total number of active participants reported on line 7a of the Form 55002021-01-01528
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01444
Total of all active and inactive participants2021-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01991
Number of participants with account balances2021-01-01963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,438
Total number of active participants reported on line 7a of the Form 55002020-01-01532
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-01576
Total of all active and inactive participants2020-01-011,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,125
Number of participants with account balances2020-01-011,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,602
Total number of active participants reported on line 7a of the Form 55002019-01-01965
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01455
Total of all active and inactive participants2019-01-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,438
Number of participants with account balances2019-01-011,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01149
2018: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,618
Total number of active participants reported on line 7a of the Form 55002018-01-011,181
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01404
Total of all active and inactive participants2018-01-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,602
Number of participants with account balances2018-01-011,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0193
2017: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,389
Total number of active participants reported on line 7a of the Form 55002017-01-011,166
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01411
Total of all active and inactive participants2017-01-011,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,591
Number of participants with account balances2017-01-011,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,618
Total number of active participants reported on line 7a of the Form 55002016-01-01954
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01424
Total of all active and inactive participants2016-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,389
Number of participants with account balances2016-01-011,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0157
2015: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,051
Total number of active participants reported on line 7a of the Form 55002015-01-011,098
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01510
Total of all active and inactive participants2015-01-011,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,618
Number of participants with account balances2015-01-011,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01325
2014: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,690
Total number of active participants reported on line 7a of the Form 55002014-01-011,801
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01244
Total of all active and inactive participants2014-01-012,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,051
Number of participants with account balances2014-01-011,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01129
2013: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,554
Total number of active participants reported on line 7a of the Form 55002013-01-011,541
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01144
Total of all active and inactive participants2013-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,690
Number of participants with account balances2013-01-011,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,445
Total number of active participants reported on line 7a of the Form 55002012-01-011,406
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01146
Total of all active and inactive participants2012-01-011,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,554
Number of participants with account balances2012-01-011,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01152
2011: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,190
Total number of active participants reported on line 7a of the Form 55002011-01-011,306
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01135
Total of all active and inactive participants2011-01-011,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,445
Number of participants with account balances2011-01-011,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0198
2009: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,349
Total number of active participants reported on line 7a of the Form 55002009-01-01901
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01142
Total of all active and inactive participants2009-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,044
Number of participants with account balances2009-01-011,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01376

Financial Data on SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-14,471,249
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,667,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,454,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,411,318
Value of total assets at end of year2022-12-31$100,615,360
Value of total assets at beginning of year2022-12-31$123,754,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$213,512
Total interest from all sources2022-12-31$52,483
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,049,460
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$3,049,460
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$4,031,580
Participant contributions at end of year2022-12-31$1,190,326
Participant contributions at beginning of year2022-12-31$1,017,011
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,745
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$8,043
Other income not declared elsewhere2022-12-31$17,914
Administrative expenses (other) incurred2022-12-31$213,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,138,877
Value of net assets at end of year (total assets less liabilities)2022-12-31$100,615,360
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$123,754,237
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$88,021,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$110,515,700
Interest on participant loans2022-12-31$52,483
Value of interest in common/collective trusts at end of year2022-12-31$11,403,241
Value of interest in common/collective trusts at beginning of year2022-12-31$12,221,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,185,086
Net investment gain or loss from common/collective trusts2022-12-31$182,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,370,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,446,073
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 name2022-12-31PANNELL KERR FORSTER OF TEXAS PC
Accountancy firm EIN2022-12-31760356844
2021 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$19,199,533
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,966,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,752,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,406,845
Value of total assets at end of year2021-12-31$123,754,237
Value of total assets at beginning of year2021-12-31$121,521,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,240
Total interest from all sources2021-12-31$58,986
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,341,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,341,365
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,211,845
Participant contributions at end of year2021-12-31$1,017,011
Participant contributions at beginning of year2021-12-31$1,391,292
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$195,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$35,523
Other income not declared elsewhere2021-12-31$71,358
Administrative expenses (other) incurred2021-12-31$214,240
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$2,233,171
Value of net assets at end of year (total assets less liabilities)2021-12-31$123,754,237
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$121,521,066
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$110,515,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$104,925,962
Interest on participant loans2021-12-31$58,986
Value of interest in common/collective trusts at end of year2021-12-31$12,221,526
Value of interest in common/collective trusts at beginning of year2021-12-31$15,203,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,125,205
Net investment gain or loss from common/collective trusts2021-12-31$195,774
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,716,599
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 name2021-12-31PANNELL KERR FORSTER OF TEXAS PC
Accountancy firm EIN2021-12-31760356844
2020 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$19,240,148
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$28,797,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$28,612,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,240,810
Value of total assets at end of year2020-12-31$121,521,066
Value of total assets at beginning of year2020-12-31$131,078,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$185,053
Total interest from all sources2020-12-31$97,487
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,802,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,802,566
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,935,745
Participant contributions at end of year2020-12-31$1,391,292
Participant contributions at beginning of year2020-12-31$2,207,358
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$305,065
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$903
Other income not declared elsewhere2020-12-31$-15,252
Administrative expenses (other) incurred2020-12-31$185,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-9,557,069
Value of net assets at end of year (total assets less liabilities)2020-12-31$121,521,066
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$131,078,135
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$104,925,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$113,365,233
Interest on participant loans2020-12-31$97,487
Value of interest in common/collective trusts at end of year2020-12-31$15,203,812
Value of interest in common/collective trusts at beginning of year2020-12-31$15,505,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,782,333
Net investment gain or loss from common/collective trusts2020-12-31$332,204
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$28,611,261
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 name2020-12-31PANNELL KERR FORSTER OF TEXAS PC
Accountancy firm EIN2020-12-31760356844
2019 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$32,228,351
Total income from all sources (including contributions)2019-12-31$32,228,351
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,953,085
Total of all expenses incurred2019-12-31$10,953,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,762,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,762,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,524,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,524,129
Value of total assets at end of year2019-12-31$131,078,135
Value of total assets at end of year2019-12-31$131,078,135
Value of total assets at beginning of year2019-12-31$109,802,869
Value of total assets at beginning of year2019-12-31$109,802,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$190,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$190,737
Total interest from all sources2019-12-31$116,825
Total interest from all sources2019-12-31$116,825
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,979,810
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,979,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,979,810
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,979,810
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,566,039
Contributions received from participants2019-12-31$6,566,039
Participant contributions at end of year2019-12-31$2,207,358
Participant contributions at end of year2019-12-31$2,207,358
Participant contributions at beginning of year2019-12-31$2,294,036
Participant contributions at beginning of year2019-12-31$2,294,036
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$570,260
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$570,260
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$857
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$857
Other income not declared elsewhere2019-12-31$5,375
Other income not declared elsewhere2019-12-31$5,375
Administrative expenses (other) incurred2019-12-31$190,737
Administrative expenses (other) incurred2019-12-31$190,737
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
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$21,275,266
Value of net income/loss2019-12-31$21,275,266
Value of net assets at end of year (total assets less liabilities)2019-12-31$131,078,135
Value of net assets at end of year (total assets less liabilities)2019-12-31$131,078,135
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$109,802,869
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$109,802,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$113,365,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$113,365,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$91,652,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$91,652,297
Interest on participant loans2019-12-31$116,825
Interest on participant loans2019-12-31$116,825
Value of interest in common/collective trusts at end of year2019-12-31$15,505,544
Value of interest in common/collective trusts at end of year2019-12-31$15,505,544
Value of interest in common/collective trusts at beginning of year2019-12-31$15,856,536
Value of interest in common/collective trusts at beginning of year2019-12-31$15,856,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,198,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,198,498
Net investment gain or loss from common/collective trusts2019-12-31$403,714
Net investment gain or loss from common/collective trusts2019-12-31$403,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,387,830
Contributions received in cash from employer2019-12-31$2,387,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,761,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,761,491
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PANNELL KERR FORSTER OF TEXAS PC
Accountancy firm name2019-12-31PANNELL KERR FORSTER OF TEXAS PC
Accountancy firm EIN2019-12-31760356844
Accountancy firm EIN2019-12-31760356844
2018 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$3,747,201
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,460,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,308,144
Value of total corrective distributions2018-12-31$1,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,656,239
Value of total assets at end of year2018-12-31$109,802,869
Value of total assets at beginning of year2018-12-31$118,515,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$150,447
Total interest from all sources2018-12-31$109,970
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,316,511
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$3,316,511
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,587,430
Participant contributions at end of year2018-12-31$2,294,036
Participant contributions at beginning of year2018-12-31$2,433,612
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$888,409
Other income not declared elsewhere2018-12-31$28,898
Administrative expenses (other) incurred2018-12-31$150,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,712,926
Value of net assets at end of year (total assets less liabilities)2018-12-31$109,802,869
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$118,515,795
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$91,652,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$100,673,302
Interest on participant loans2018-12-31$109,970
Value of interest in common/collective trusts at end of year2018-12-31$15,856,536
Value of interest in common/collective trusts at beginning of year2018-12-31$15,408,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,700,734
Net investment gain or loss from common/collective trusts2018-12-31$336,317
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,180,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,308,144
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PANNELL KERR FORSTER OF TEXAS PC
Accountancy firm EIN2018-12-31760356844
2017 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$23,643,241
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,461,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,417,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,568,097
Value of total assets at end of year2017-12-31$118,515,795
Value of total assets at beginning of year2017-12-31$105,334,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,390
Total interest from all sources2017-12-31$102,333
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,574,889
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$2,574,889
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$5,110,099
Participant contributions at end of year2017-12-31$2,433,612
Participant contributions at beginning of year2017-12-31$2,574,620
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$646,818
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$17,843
Other income not declared elsewhere2017-12-31$-82,387
Administrative expenses (other) incurred2017-12-31$44,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,181,752
Value of net assets at end of year (total assets less liabilities)2017-12-31$118,515,795
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$105,334,043
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$100,673,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$84,062,984
Interest on participant loans2017-12-31$102,333
Value of interest in common/collective trusts at end of year2017-12-31$15,408,881
Value of interest in common/collective trusts at beginning of year2017-12-31$18,696,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,174,452
Net investment gain or loss from common/collective trusts2017-12-31$305,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,811,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,399,256
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PANNELL KERR FORSTER OF TEXAS PC
Accountancy firm EIN2017-12-31760356844
2016 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$12,438,267
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$25,026,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,988,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,205,350
Value of total assets at end of year2016-12-31$105,334,043
Value of total assets at beginning of year2016-12-31$117,921,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,681
Total interest from all sources2016-12-31$97,713
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,596,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,596,167
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,280,525
Participant contributions at end of year2016-12-31$2,574,620
Participant contributions at beginning of year2016-12-31$3,101,653
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$236,386
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,734
Other income not declared elsewhere2016-12-31$39,312
Administrative expenses (other) incurred2016-12-31$37,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-12,587,860
Value of net assets at end of year (total assets less liabilities)2016-12-31$105,334,043
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$117,921,903
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$84,062,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$94,628,867
Interest on participant loans2016-12-31$97,713
Value of interest in common/collective trusts at end of year2016-12-31$18,696,439
Value of interest in common/collective trusts at beginning of year2016-12-31$20,191,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,133,483
Net investment gain or loss from common/collective trusts2016-12-31$366,242
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
Contributions received in cash from employer2016-12-31$688,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,986,712
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PANNELL KERR FORSTER OF TEXAS PC
Accountancy firm EIN2016-12-31760356844
2015 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$10,887,687
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$35,498,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,462,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,319,026
Value of total assets at end of year2015-12-31$117,921,903
Value of total assets at beginning of year2015-12-31$142,533,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,833
Total interest from all sources2015-12-31$146,733
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,405,449
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$3,405,449
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,217,269
Participant contributions at end of year2015-12-31$3,101,653
Participant contributions at beginning of year2015-12-31$4,330,350
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$185,127
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$250
Other income not declared elsewhere2015-12-31$30,911
Administrative expenses (other) incurred2015-12-31$36,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-24,611,310
Value of net assets at end of year (total assets less liabilities)2015-12-31$117,921,903
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$142,533,213
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$94,628,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$112,693,232
Interest on participant loans2015-12-31$146,733
Value of interest in common/collective trusts at end of year2015-12-31$20,191,383
Value of interest in common/collective trusts at beginning of year2015-12-31$21,589,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,768,113
Net investment gain or loss from common/collective trusts2015-12-31$-246,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,916,630
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3,920,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,461,914
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 name2015-12-31PANNELL KERR FORSTER OF TEXAS PC
Accountancy firm EIN2015-12-31760356844
2014 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$28,985,882
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,706,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,671,879
Value of total corrective distributions2014-12-31$5,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,312,071
Value of total assets at end of year2014-12-31$142,533,213
Value of total assets at beginning of year2014-12-31$122,253,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,633
Total interest from all sources2014-12-31$165,227
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,699,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,699,373
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$10,821,727
Participant contributions at end of year2014-12-31$4,330,350
Participant contributions at beginning of year2014-12-31$3,568,751
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$10,771
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$398,402
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$3,210
Other income not declared elsewhere2014-12-31$9,345
Administrative expenses (other) incurred2014-12-31$28,633
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$20,279,704
Value of net assets at end of year (total assets less liabilities)2014-12-31$142,533,213
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$122,253,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$112,693,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$93,096,175
Interest on participant loans2014-12-31$165,227
Value of interest in common/collective trusts at end of year2014-12-31$21,589,081
Value of interest in common/collective trusts at beginning of year2014-12-31$21,783,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,116,079
Net investment gain or loss from common/collective trusts2014-12-31$683,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,091,942
Employer contributions (assets) at end of year2014-12-31$3,920,550
Employer contributions (assets) at beginning of year2014-12-31$3,794,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,668,669
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 name2014-12-31WEINSTEIN & SPIRA
Accountancy firm EIN2014-12-31742181616
2013 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$37,963,260
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,350,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,328,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,946,476
Value of total assets at end of year2013-12-31$122,253,509
Value of total assets at beginning of year2013-12-31$95,641,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,882
Total interest from all sources2013-12-31$135,335
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,750,929
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$1,750,929
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$9,168,012
Participant contributions at end of year2013-12-31$3,568,751
Participant contributions at beginning of year2013-12-31$3,150,163
Participant contributions at end of year2013-12-31$10,771
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$347,131
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$21,882
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$26,612,480
Value of net assets at end of year (total assets less liabilities)2013-12-31$122,253,509
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,641,029
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$93,096,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$92,490,866
Interest on participant loans2013-12-31$135,335
Value of interest in common/collective trusts at end of year2013-12-31$21,783,056
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,678,813
Net investment gain/loss from pooled separate accounts2013-12-31$9,389,334
Net investment gain or loss from common/collective trusts2013-12-31$62,373
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,431,333
Employer contributions (assets) at end of year2013-12-31$3,794,756
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,328,898
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 name2013-12-31WEINSTEIN & SPIRA
Accountancy firm EIN2013-12-31742181616
2012 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$26,410,489
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,356,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,324,474
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,979,273
Value of total assets at end of year2012-12-31$95,641,029
Value of total assets at beginning of year2012-12-31$78,587,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,474
Total interest from all sources2012-12-31$125,629
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Administrative expenses professional fees incurred2012-12-31$0
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$8,287,379
Participant contributions at end of year2012-12-31$3,150,163
Participant contributions at beginning of year2012-12-31$2,930,857
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$737,445
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$449
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$17,053,541
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,641,029
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$78,587,488
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
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$92,490,866
Value of interest in pooled separate accounts at beginning of year2012-12-31$75,656,631
Interest on participant loans2012-12-31$125,629
Interest earned on other investments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$10,305,587
Net investment gain or loss from common/collective trusts2012-12-31$0
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$6,954,449
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,324,474
Contract administrator fees2012-12-31$32,025
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 name2012-12-31WEINSTEIN & SPIRA
Accountancy firm EIN2012-12-31742181616
2011 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$12,485,365
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,100,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,046,056
Expenses. Certain deemed distributions of participant loans2011-12-31$7,010
Value of total corrective distributions2011-12-31$21,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,787,025
Value of total assets at end of year2011-12-31$78,587,488
Value of total assets at beginning of year2011-12-31$73,203,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,873
Total interest from all sources2011-12-31$117,942
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$7,059,097
Participant contributions at end of year2011-12-31$2,930,857
Participant contributions at beginning of year2011-12-31$2,620,611
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$175,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$125
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$5,384,463
Value of net assets at end of year (total assets less liabilities)2011-12-31$78,587,488
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$73,203,025
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
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$75,656,631
Value of interest in pooled separate accounts at beginning of year2011-12-31$70,582,414
Interest on participant loans2011-12-31$117,942
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-419,602
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$5,552,432
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,046,056
Contract administrator fees2011-12-31$25,748
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31WEINSTEIN & SPIRA
Accountancy firm EIN2011-12-31742181616
2010 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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$17,220,077
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,681,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,656,615
Expenses. Certain deemed distributions of participant loans2010-12-31$1,606
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,185,842
Value of total assets at end of year2010-12-31$73,203,025
Value of total assets at beginning of year2010-12-31$63,664,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,016
Total interest from all sources2010-12-31$123,023
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,485,229
Participant contributions at end of year2010-12-31$2,620,611
Participant contributions at beginning of year2010-12-31$2,443,247
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$388,271
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$425
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$9,538,840
Value of net assets at end of year (total assets less liabilities)2010-12-31$73,203,025
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$63,664,185
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
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$70,582,414
Value of interest in pooled separate accounts at beginning of year2010-12-31$61,220,938
Interest on participant loans2010-12-31$123,023
Interest earned on other investments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$7,911,212
Net investment gain or loss from common/collective trusts2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$3,312,342
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,656,615
Contract administrator fees2010-12-31$22,591
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEINSTEIN & SPIRA
Accountancy firm EIN2010-12-31742181616
2009 : SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT 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 SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN

2022: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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: SDI INC., ATA INC. AND ADEL C INC. 401(K) SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51715-1
Policy instance 1
Insurance contract or identification numberFL 51715-1
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-07-16
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51715
Policy instance 1
Insurance contract or identification numberFL 51715
Number of Individuals Covered1554
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51715
Policy instance 1
Insurance contract or identification numberFL 51715
Number of Individuals Covered1445
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51715
Policy instance 1
Insurance contract or identification numberFL 51715
Number of Individuals Covered1190
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $195
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

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