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PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.
Plan identification number 002

PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

TOUCHPOINT, INC. has sponsored the creation of one or more 401k plans.

Company Name:TOUCHPOINT, INC.
Employer identification number (EIN):231287596
NAIC Classification:332900

Additional information about TOUCHPOINT, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0392318

More information about TOUCHPOINT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DENISE DIMASCIO
0022016-01-01DENISE DIMASCIO DENISE DIMASCIO2017-10-11
0022015-01-01DENISE DIMASCIO
0022014-01-01DENISE DIMASCIO DENISE DIMASCIO2015-10-08
0022012-01-01DENISE DIMASCIO DENISE DIMASCIO2013-10-15
0022011-01-01DENISE DIMASCIO
0022010-01-01DENISE DIMASCIO
0022009-01-01DAVID MONTGOMERY

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.

Measure Date Value
2023: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2023 401k membership
Total participants, beginning-of-year2023-01-011,176
Total number of active participants reported on line 7a of the Form 55002023-01-01192
Number of retired or separated participants receiving benefits2023-01-01498
Number of other retired or separated participants entitled to future benefits2023-01-01389
Total of all active and inactive participants2023-01-011,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0176
Total participants2023-01-011,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2022 401k membership
Market value of plan assets2022-12-31200,912,343
Acturial value of plan assets2022-12-31200,912,343
Funding target for retired participants and beneficiaries receiving payment2022-12-3185,746,618
Number of terminated vested participants2022-12-31403
Fundng target for terminated vested participants2022-12-3135,323,961
Active participant vested funding target2022-12-3124,640,902
Number of active participants2022-12-31225
Total funding liabilities for active participants2022-12-3124,776,358
Total participant count2022-12-311,195
Total funding target for all participants2022-12-31145,846,937
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3158,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,195
Total number of active participants reported on line 7a of the Form 55002022-01-01214
Number of retired or separated participants receiving benefits2022-01-01503
Number of other retired or separated participants entitled to future benefits2022-01-01379
Total of all active and inactive participants2022-01-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0180
Total participants2022-01-011,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2021 401k membership
Market value of plan assets2021-12-31193,605,295
Acturial value of plan assets2021-12-31193,605,295
Funding target for retired participants and beneficiaries receiving payment2021-12-3186,122,004
Number of terminated vested participants2021-12-31412
Fundng target for terminated vested participants2021-12-3134,716,214
Active participant vested funding target2021-12-3124,210,682
Number of active participants2021-12-31239
Total funding liabilities for active participants2021-12-3124,427,327
Total participant count2021-12-311,219
Total funding target for all participants2021-12-31145,265,545
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3190,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,219
Total number of active participants reported on line 7a of the Form 55002021-01-01225
Number of retired or separated participants receiving benefits2021-01-01498
Number of other retired or separated participants entitled to future benefits2021-01-01403
Total of all active and inactive participants2021-01-011,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0169
Total participants2021-01-011,195
2020: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2020 401k membership
Market value of plan assets2020-12-31182,665,412
Acturial value of plan assets2020-12-31182,665,412
Funding target for retired participants and beneficiaries receiving payment2020-12-3186,145,079
Number of terminated vested participants2020-12-31403
Fundng target for terminated vested participants2020-12-3132,632,288
Active participant vested funding target2020-12-3131,317,537
Number of active participants2020-12-31284
Total funding liabilities for active participants2020-12-3131,572,872
Total participant count2020-12-311,241
Total funding target for all participants2020-12-31150,350,239
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3190,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,241
Total number of active participants reported on line 7a of the Form 55002020-01-01239
Number of retired or separated participants receiving benefits2020-01-01503
Number of other retired or separated participants entitled to future benefits2020-01-01408
Total of all active and inactive participants2020-01-011,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0169
Total participants2020-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2019 401k membership
Market value of plan assets2019-12-31155,824,442
Acturial value of plan assets2019-12-31155,824,442
Funding target for retired participants and beneficiaries receiving payment2019-12-3185,121,114
Number of terminated vested participants2019-12-31420
Fundng target for terminated vested participants2019-12-3133,537,923
Active participant vested funding target2019-12-3131,205,608
Number of active participants2019-12-31310
Total funding liabilities for active participants2019-12-3131,460,030
Total participant count2019-12-311,266
Total funding target for all participants2019-12-31150,119,067
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,266
Total number of active participants reported on line 7a of the Form 55002019-01-01284
Number of retired or separated participants receiving benefits2019-01-01487
Number of other retired or separated participants entitled to future benefits2019-01-01400
Total of all active and inactive participants2019-01-011,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0170
Total participants2019-01-011,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2018 401k membership
Market value of plan assets2018-12-31178,490,141
Acturial value of plan assets2018-12-31178,490,141
Funding target for retired participants and beneficiaries receiving payment2018-12-3180,920,735
Number of terminated vested participants2018-12-31553
Fundng target for terminated vested participants2018-12-3135,814,674
Active participant vested funding target2018-12-3129,752,198
Number of active participants2018-12-31321
Total funding liabilities for active participants2018-12-3129,752,198
Total participant count2018-12-311,393
Total funding target for all participants2018-12-31146,487,607
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-317,150,216
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-317,576,369
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,393
Total number of active participants reported on line 7a of the Form 55002018-01-01310
Number of retired or separated participants receiving benefits2018-01-01474
Number of other retired or separated participants entitled to future benefits2018-01-01417
Total of all active and inactive participants2018-01-011,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0165
Total participants2018-01-011,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2017 401k membership
Market value of plan assets2017-12-31151,903,501
Acturial value of plan assets2017-12-31151,903,501
Funding target for retired participants and beneficiaries receiving payment2017-12-3178,230,738
Number of terminated vested participants2017-12-31560
Fundng target for terminated vested participants2017-12-3134,807,084
Active participant vested funding target2017-12-3130,043,263
Number of active participants2017-12-31341
Total funding liabilities for active participants2017-12-3130,043,263
Total participant count2017-12-311,413
Total funding target for all participants2017-12-31143,081,085
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3112,500,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3111,712,286
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3120,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3111,712,286
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,413
Total number of active participants reported on line 7a of the Form 55002017-01-01321
Number of retired or separated participants receiving benefits2017-01-01459
Number of other retired or separated participants entitled to future benefits2017-01-01550
Total of all active and inactive participants2017-01-011,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0163
Total participants2017-01-011,393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2016 401k membership
Market value of plan assets2016-12-31147,048,303
Acturial value of plan assets2016-12-31147,048,303
Funding target for retired participants and beneficiaries receiving payment2016-12-3176,442,498
Number of terminated vested participants2016-12-31568
Fundng target for terminated vested participants2016-12-3133,055,586
Active participant vested funding target2016-12-3129,014,826
Number of active participants2016-12-31361
Total funding liabilities for active participants2016-12-3129,014,826
Total participant count2016-12-311,427
Total funding target for all participants2016-12-31138,512,910
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3135,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,428
Total number of active participants reported on line 7a of the Form 55002016-01-01341
Number of retired or separated participants receiving benefits2016-01-01458
Number of other retired or separated participants entitled to future benefits2016-01-01560
Total of all active and inactive participants2016-01-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0154
Total participants2016-01-011,413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-011,706
Total number of active participants reported on line 7a of the Form 55002015-01-01361
Number of retired or separated participants receiving benefits2015-01-01454
Number of other retired or separated participants entitled to future benefits2015-01-01569
Total of all active and inactive participants2015-01-011,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0144
Total participants2015-01-011,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-011,721
Total number of active participants reported on line 7a of the Form 55002014-01-01393
Number of retired or separated participants receiving benefits2014-01-01430
Number of other retired or separated participants entitled to future benefits2014-01-01843
Total of all active and inactive participants2014-01-011,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0140
Total participants2014-01-011,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-011,741
Total number of active participants reported on line 7a of the Form 55002012-01-01440
Number of retired or separated participants receiving benefits2012-01-01386
Number of other retired or separated participants entitled to future benefits2012-01-01867
Total of all active and inactive participants2012-01-011,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0137
Total participants2012-01-011,730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,760
Total number of active participants reported on line 7a of the Form 55002011-01-01447
Number of retired or separated participants receiving benefits2011-01-01374
Number of other retired or separated participants entitled to future benefits2011-01-01889
Total of all active and inactive participants2011-01-011,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0131
Total participants2011-01-011,741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-011,801
Total number of active participants reported on line 7a of the Form 55002010-01-01437
Number of retired or separated participants receiving benefits2010-01-01350
Number of other retired or separated participants entitled to future benefits2010-01-01941
Total of all active and inactive participants2010-01-011,728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0132
Total participants2010-01-011,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-011,815
Total number of active participants reported on line 7a of the Form 55002009-01-01451
Number of retired or separated participants receiving benefits2009-01-01338
Number of other retired or separated participants entitled to future benefits2009-01-01979
Total of all active and inactive participants2009-01-011,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0133
Total participants2009-01-011,801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.

Measure Date Value
2023 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$17,698,931
Total loss/gain on sale of assets2023-12-31$-2,056,615
Total of all expenses incurred2023-12-31$9,285,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,662,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$226,000
Value of total assets at end of year2023-12-31$157,270,512
Value of total assets at beginning of year2023-12-31$148,857,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$623,248
Total interest from all sources2023-12-31$6,115,490
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$420,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$420,080
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Other income not declared elsewhere2023-12-31$12,993,976
Total non interest bearing cash at end of year2023-12-31$784,616
Total non interest bearing cash at beginning of year2023-12-31$2,057,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,413,368
Value of net assets at end of year (total assets less liabilities)2023-12-31$157,270,512
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$148,857,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$219,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$20,336,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$24,849,072
Interest earned on other investments2023-12-31$6,115,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$12,306,679
Asset value of US Government securities at beginning of year2023-12-31$11,119,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$226,000
Employer contributions (assets) at end of year2023-12-31$226,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,662,315
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$123,617,028
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$110,830,541
Contract administrator fees2023-12-31$121,714
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$37,061,928
Aggregate carrying amount (costs) on sale of assets2023-12-31$39,118,543
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MAILLIE LLP
Accountancy firm EIN2023-12-31231518888
2022 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-42,660,065
Total loss/gain on sale of assets2022-12-31$-2,837,847
Total of all expenses incurred2022-12-31$9,395,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,528,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$148,857,144
Value of total assets at beginning of year2022-12-31$200,912,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$867,039
Total interest from all sources2022-12-31$6,184,515
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$606,827
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$606,827
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$-46,613,560
Administrative expenses (other) incurred2022-12-31$867,039
Total non interest bearing cash at end of year2022-12-31$2,057,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-52,055,199
Value of net assets at end of year (total assets less liabilities)2022-12-31$148,857,144
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$200,912,343
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$24,849,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,904,501
Interest earned on other investments2022-12-31$6,184,515
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$910,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$910,873
Asset value of US Government securities at end of year2022-12-31$11,119,650
Asset value of US Government securities at beginning of year2022-12-31$12,276,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,528,095
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$110,830,541
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$136,820,844
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
Aggregate proceeds on sale of assets2022-12-31$69,675,647
Aggregate carrying amount (costs) on sale of assets2022-12-31$72,513,494
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P. C.
Accountancy firm EIN2022-12-31135381590
2021 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$15,787,177
Total loss/gain on sale of assets2021-12-31$8,328,288
Total of all expenses incurred2021-12-31$8,480,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,365,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$200,912,343
Value of total assets at beginning of year2021-12-31$193,605,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,041
Total interest from all sources2021-12-31$4,165,904
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,710,854
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$1,710,854
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$1,582,131
Administrative expenses (other) incurred2021-12-31$115,041
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$7,307,048
Value of net assets at end of year (total assets less liabilities)2021-12-31$200,912,343
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$193,605,295
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$50,904,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$180,759,510
Interest earned on other investments2021-12-31$4,165,904
Value of interest in common/collective trusts at beginning of year2021-12-31$12,845,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$910,873
Asset value of US Government securities at end of year2021-12-31$12,276,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,365,088
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$136,820,844
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
Aggregate proceeds on sale of assets2021-12-31$287,156,058
Aggregate carrying amount (costs) on sale of assets2021-12-31$278,827,770
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO, USA
Accountancy firm EIN2021-12-31135381590
2020 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$19,407,086
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,467,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,467,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$193,605,295
Value of total assets at beginning of year2020-12-31$182,665,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,571,635
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$6,571,635
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
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$10,939,883
Value of net assets at end of year (total assets less liabilities)2020-12-31$193,605,295
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$182,665,412
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$180,759,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$169,463,248
Value of interest in common/collective trusts at end of year2020-12-31$12,845,785
Value of interest in common/collective trusts at beginning of year2020-12-31$13,202,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,835,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,467,203
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 name2020-12-31BDO, USA
Accountancy firm EIN2020-12-31135381590
2019 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$35,669,670
Total loss/gain on sale of assets2019-12-31$16,067
Total of all expenses incurred2019-12-31$8,828,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,828,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$182,665,412
Value of total assets at beginning of year2019-12-31$155,824,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,804,465
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$3,804,465
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$26,840,970
Value of net assets at end of year (total assets less liabilities)2019-12-31$182,665,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$155,824,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$169,463,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$58,231,594
Value of interest in common/collective trusts at end of year2019-12-31$13,202,164
Value of interest in common/collective trusts at beginning of year2019-12-31$97,592,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,743,312
Net investment gain or loss from common/collective trusts2019-12-31$105,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,828,700
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,363,442
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,347,375
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
Accountancy firm name2019-12-31BDO, USA
Accountancy firm EIN2019-12-31135381590
2018 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$0
Total income from all sources (including contributions)2018-12-31$-10,529,365
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,302,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,302,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$155,824,442
Value of total assets at beginning of year2018-12-31$178,656,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,018,755
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$2,018,755
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-22,831,730
Value of net assets at end of year (total assets less liabilities)2018-12-31$155,824,442
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$178,656,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$58,231,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,478,065
Value of interest in common/collective trusts at end of year2018-12-31$97,592,848
Value of interest in common/collective trusts at beginning of year2018-12-31$109,178,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,035,583
Net investment gain or loss from common/collective trusts2018-12-31$-4,512,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,302,365
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 name2018-12-31BDO, USA
Accountancy firm EIN2018-12-31135381590
2017 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$34,766,228
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,013,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,013,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,500,000
Value of total assets at end of year2017-12-31$178,656,172
Value of total assets at beginning of year2017-12-31$151,903,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,987,067
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$1,987,067
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$46,897
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$26,752,671
Value of net assets at end of year (total assets less liabilities)2017-12-31$178,656,172
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$151,903,501
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$64,478,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$56,701,516
Value of interest in common/collective trusts at end of year2017-12-31$109,178,107
Value of interest in common/collective trusts at beginning of year2017-12-31$95,201,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,335,825
Net investment gain or loss from common/collective trusts2017-12-31$12,896,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,500,000
Employer contributions (assets) at end of year2017-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,013,557
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 name2017-12-31BDO, USA
Accountancy firm EIN2017-12-31135381590
2016 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$12,696,019
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,840,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,837,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$151,903,501
Value of total assets at beginning of year2016-12-31$147,048,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,487
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,036,144
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$2,036,144
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$4,855,198
Value of net assets at end of year (total assets less liabilities)2016-12-31$151,903,501
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$147,048,303
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
Investment advisory and management fees2016-12-31$3,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$56,701,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,741,147
Value of interest in common/collective trusts at end of year2016-12-31$95,201,985
Value of interest in common/collective trusts at beginning of year2016-12-31$92,307,156
Net investment gain or loss from common/collective trusts2016-12-31$7,656,527
Net gain/loss from 103.12 investment entities2016-12-31$3,003,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,837,334
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 name2016-12-31BDO, USA
Accountancy firm EIN2016-12-31135381590
2015 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$0
Total income from all sources (including contributions)2015-12-31$-766,316
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,793,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,755,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$147,048,303
Value of total assets at beginning of year2015-12-31$162,607,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,475
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,559,609
Value of net assets at end of year (total assets less liabilities)2015-12-31$147,048,303
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$162,607,912
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
Investment advisory and management fees2015-12-31$37,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,741,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$50,864,130
Value of interest in common/collective trusts at end of year2015-12-31$92,307,156
Value of interest in common/collective trusts at beginning of year2015-12-31$111,743,782
Net gain/loss from 103.12 investment entities2015-12-31$-766,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,755,818
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$17,321,776
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,332,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,300,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$162,607,912
Value of total assets at beginning of year2014-12-31$152,618,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,247
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$9,989,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$162,607,912
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$152,618,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$32,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$50,864,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,393,396
Value of interest in common/collective trusts at end of year2014-12-31$111,743,782
Value of interest in common/collective trusts at beginning of year2014-12-31$103,225,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,525,869
Net investment gain or loss from common/collective trusts2014-12-31$12,795,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,300,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$19,069,436
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,274,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,246,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,000,000
Value of total assets at end of year2013-12-31$152,618,912
Value of total assets at beginning of year2013-12-31$140,823,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,181
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$945,139
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$945,139
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
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$11,795,386
Value of net assets at end of year (total assets less liabilities)2013-12-31$152,618,912
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$140,823,526
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
Investment advisory and management fees2013-12-31$27,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,393,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,853,024
Value of interest in common/collective trusts at end of year2013-12-31$103,225,516
Value of interest in common/collective trusts at beginning of year2013-12-31$109,970,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,212,600
Net investment gain or loss from common/collective trusts2013-12-31$9,911,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,000,000
Employer contributions (assets) at end of year2013-12-31$2,000,000
Employer contributions (assets) at beginning of year2013-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,246,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ELKO & ASSOCIATES
Accountancy firm EIN2013-12-31233063393
2012 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$24,018,425
Total of all expenses incurred2012-12-31$6,881,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,876,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,599,000
Value of total assets at end of year2012-12-31$140,823,526
Value of total assets at beginning of year2012-12-31$123,686,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,379
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$722,562
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$722,562
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
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$17,136,833
Value of net assets at end of year (total assets less liabilities)2012-12-31$140,823,526
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$123,686,693
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$5,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,853,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,447,951
Value of interest in common/collective trusts at end of year2012-12-31$109,970,502
Value of interest in common/collective trusts at beginning of year2012-12-31$98,238,742
Net investment gain or loss from common/collective trusts2012-12-31$15,696,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,599,000
Employer contributions (assets) at end of year2012-12-31$4,000,000
Employer contributions (assets) at beginning of year2012-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,876,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31ELKO & ASSOCIATES
Accountancy firm EIN2012-12-31233063393
2011 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 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$11,828,837
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,993,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,899,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,342,990
Value of total assets at end of year2011-12-31$123,686,693
Value of total assets at beginning of year2011-12-31$118,851,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$93,792
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$652,004
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$652,004
Administrative expenses professional fees incurred2011-12-31$28,565
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$65,227
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$4,835,209
Value of net assets at end of year (total assets less liabilities)2011-12-31$123,686,693
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$118,851,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,447,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,102,660
Value of interest in common/collective trusts at end of year2011-12-31$98,238,742
Value of interest in common/collective trusts at beginning of year2011-12-31$99,748,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,961,618
Net investment gain or loss from common/collective trusts2011-12-31$7,795,461
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
Contributions received in cash from employer2011-12-31$6,342,990
Employer contributions (assets) at end of year2011-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,899,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31ELKO & ASSOCIATES
Accountancy firm EIN2011-12-31233063393
2010 : PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$17,928,727
Total of all expenses incurred2010-12-31$6,776,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,635,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,204,892
Value of total assets at end of year2010-12-31$118,851,484
Value of total assets at beginning of year2010-12-31$107,699,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$141,631
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$355,517
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$355,517
Administrative expenses professional fees incurred2010-12-31$29,472
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Administrative expenses (other) incurred2010-12-31$112,159
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$11,151,824
Value of net assets at end of year (total assets less liabilities)2010-12-31$118,851,484
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$107,699,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,102,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$52,978,777
Value of interest in common/collective trusts at end of year2010-12-31$99,748,824
Value of interest in common/collective trusts at beginning of year2010-12-31$54,720,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,941,936
Net investment gain or loss from common/collective trusts2010-12-31$13,426,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,204,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,635,272
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31ELKO & ASSOCIATES
Accountancy firm EIN2010-12-31233063393

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC.

2023: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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