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SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN
Plan identification number 001

SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SFC ACQUISITION CORP has sponsored the creation of one or more 401k plans.

Company Name:SFC ACQUISITION CORP
Employer identification number (EIN):270397028
NAIC Classification:611000

Additional information about SFC ACQUISITION CORP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2144625

More information about SFC ACQUISITION CORP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01GARY KULESZA GARY KULESZA2015-05-05
0012013-01-01GARY KULESZA GARY KULESZA2014-10-08
0012012-01-01MIKE DOLAN
0012011-01-01AMY PEASE
0012009-11-01TERESA BECKTA

Plan Statistics for SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN

Measure Date Value
2014: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01196
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01205
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01196
Number of participants with account balances2013-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01429
Total number of active participants reported on line 7a of the Form 55002012-01-01402
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01445
Number of participants with account balances2012-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01201
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01234
Number of participants with account balances2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2009: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-010
Total number of active participants reported on line 7a of the Form 55002009-11-01285
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01285
Number of participants with account balances2009-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN

Measure Date Value
2014 : SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-11-14$0
Total transfer of assets to this plan2014-11-14$0
Total transfer of assets from this plan2014-11-14$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-14$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-14$0
Total income from all sources (including contributions)2014-11-14$184,610
Total loss/gain on sale of assets2014-11-14$0
Total of all expenses incurred2014-11-14$1,554,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-14$1,554,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-14$139,458
Value of total assets at end of year2014-11-14$0
Value of total assets at beginning of year2014-11-14$1,370,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-14$347
Total interest from all sources2014-11-14$5,087
Total dividends received (eg from common stock, registered investment company shares)2014-11-14$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-14Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-11-14$0
Was this plan covered by a fidelity bond2014-11-14Yes
Value of fidelity bond cover2014-11-14$1,000,000
If this is an individual account plan, was there a blackout period2014-11-14No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-14$0
Were there any nonexempt tranactions with any party-in-interest2014-11-14No
Contributions received from participants2014-11-14$89,179
Participant contributions at end of year2014-11-14$0
Participant contributions at beginning of year2014-11-14$61,232
Income. Received or receivable in cash from other sources (including rollovers)2014-11-14$26,055
Administrative expenses (other) incurred2014-11-14$347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-14No
Value of net income/loss2014-11-14$-1,370,260
Value of net assets at end of year (total assets less liabilities)2014-11-14$0
Value of net assets at beginning of year (total assets less liabilities)2014-11-14$1,370,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-14No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-14No
Were any leases to which the plan was party in default or uncollectible2014-11-14No
Value of interest in pooled separate accounts at end of year2014-11-14$0
Value of interest in pooled separate accounts at beginning of year2014-11-14$878,007
Interest on participant loans2014-11-14$985
Interest earned on other investments2014-11-14$4,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-11-14$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-11-14$431,021
Net investment gain/loss from pooled separate accounts2014-11-14$40,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-14No
Was there a failure to transmit to the plan any participant contributions2014-11-14Yes
Has the plan failed to provide any benefit when due under the plan2014-11-14No
Contributions received in cash from employer2014-11-14$24,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-14$1,554,523
Did the plan have assets held for investment2014-11-14No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-14No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-14Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-14Yes
Opinion of an independent qualified public accountant for this plan2014-11-14Disclaimer
Accountancy firm name2014-11-14MCCLINTOCK & ASSOCIATES, P.C.
Accountancy firm EIN2014-11-14251701013
2013 : SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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$577
Total income from all sources (including contributions)2013-12-31$591,316
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$851,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$851,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$388,100
Value of total assets at end of year2013-12-31$1,370,260
Value of total assets at beginning of year2013-12-31$1,631,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$3,023
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,030
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$5,030
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$260,365
Participant contributions at end of year2013-12-31$61,232
Participant contributions at beginning of year2013-12-31$57,843
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$62,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$577
Total non interest bearing cash at beginning of year2013-12-31$12,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-260,392
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,370,260
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,630,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,558,389
Value of interest in pooled separate accounts at end of year2013-12-31$878,007
Interest on participant loans2013-12-31$1,943
Interest earned on other investments2013-12-31$1,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$431,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$166,084
Net investment gain/loss from pooled separate accounts2013-12-31$29,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$65,077
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$851,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MCCLINTOCK & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31251701013
2012 : SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,189
Total income from all sources (including contributions)2012-12-31$531,207
Total loss/gain on sale of assets2012-12-31$26,183
Total of all expenses incurred2012-12-31$412,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$401,696
Value of total corrective distributions2012-12-31$11,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$368,731
Value of total assets at end of year2012-12-31$1,631,229
Value of total assets at beginning of year2012-12-31$1,514,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$2,043
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$18,319
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$18,319
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$277,441
Participant contributions at end of year2012-12-31$57,843
Participant contributions at beginning of year2012-12-31$62,119
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,349
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,189
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$12,518
Total non interest bearing cash at beginning of year2012-12-31$17,753
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$118,494
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,630,652
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,512,158
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,558,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,432,126
Interest on participant loans2012-12-31$2,043
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$115,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$91,290
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$401,696
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$636,937
Aggregate carrying amount (costs) on sale of assets2012-12-31$610,754
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31MCCLINTOCK & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31251701013
2011 : SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,189
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$399,008
Total loss/gain on sale of assets2011-12-31$-563
Total of all expenses incurred2011-12-31$95,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$95,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$452,753
Value of total assets at end of year2011-12-31$1,514,347
Value of total assets at beginning of year2011-12-31$1,208,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,878
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,390
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$15,390
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$338,476
Participant contributions at end of year2011-12-31$62,119
Participant contributions at beginning of year2011-12-31$54,722
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$13,051
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,349
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$63
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$17,753
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$303,446
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,512,158
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,208,712
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,432,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,136,010
Interest on participant loans2011-12-31$1,878
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-70,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$114,277
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$4,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$95,562
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$198,440
Aggregate carrying amount (costs) on sale of assets2011-12-31$199,003
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31MCCLINTOCK & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31251701013
2010 : SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,216,665
Total loss/gain on sale of assets2010-12-31$3,020
Total of all expenses incurred2010-12-31$59,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$59,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,115,497
Value of total assets at end of year2010-12-31$1,208,712
Value of total assets at beginning of year2010-12-31$51,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$742
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,785
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$11,785
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$354,624
Participant contributions at end of year2010-12-31$54,722
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$13,051
Participant contributions at beginning of year2010-12-31$43,216
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$642,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$63
Assets. Loans (other than to participants) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,157,560
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,208,712
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,152
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,136,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$742
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$85,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Contributions received in cash from employer2010-12-31$118,429
Employer contributions (assets) at end of year2010-12-31$4,866
Employer contributions (assets) at beginning of year2010-12-31$7,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$59,105
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$150,263
Aggregate carrying amount (costs) on sale of assets2010-12-31$147,243
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
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 name2010-12-31MCCLINTOCK & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31251701013

Form 5500 Responses for SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN

2014: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWEST FLORIDA COLLEGE 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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