Plan Name | S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | S&G MANUFACTURING GROUP |
Employer identification number (EIN): | 311680380 |
NAIC Classification: | 332900 |
Additional information about S&G MANUFACTURING GROUP
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1999-12-03 |
Company Identification Number: | 1120779 |
Legal Registered Office Address: |
41 SOUTH HIGH STREET SUITE 2800 COLUMBUS United States of America (USA) 43215 |
More information about S&G MANUFACTURING GROUP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | DAVID PIERSON | 2024-06-04 | ||
001 | 2022-01-01 | DAVID PIERSON | 2023-06-02 | ||
001 | 2021-01-01 | TISHE VARDYAN | 2022-06-10 | ||
001 | 2020-01-01 | TISHE VARDYAN | 2021-06-16 | ||
001 | 2019-01-01 | JOHN WEJMAN | 2020-09-18 | ||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JOHN WEJMAN | |||
001 | 2016-01-01 | JOHN STANTON | |||
001 | 2015-01-01 | GERARD RIENDEAU | |||
001 | 2014-01-01 | GERARD P. RIENDEAU | |||
001 | 2013-01-01 | GERARD RIENDEAU | |||
001 | 2012-01-01 | GERARD RIENDEAU | |||
001 | 2011-01-01 | GERARD RIENDEAU | |||
001 | 2009-01-01 | GERARD RIENDEAU |
Measure | Date | Value |
---|---|---|
2018: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 10 |
Total of all active and inactive participants | 2018-01-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 93 |
Number of participants with account balances | 2018-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 108 |
Number of participants with account balances | 2017-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 10 |
Total of all active and inactive participants | 2016-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 115 |
Number of participants with account balances | 2016-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 120 |
Number of participants with account balances | 2015-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 137 |
Number of participants with account balances | 2014-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 124 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 132 |
Number of participants with account balances | 2013-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 126 |
Number of participants with account balances | 2012-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 7 |
2011: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 115 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 120 |
Number of participants with account balances | 2011-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 111 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 22 |
Total of all active and inactive participants | 2009-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 133 |
Number of participants with account balances | 2009-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2018 : S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $16,426 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,279 |
Total income from all sources (including contributions) | 2018-12-31 | $4,096 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $436,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $422,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $109,783 |
Value of total assets at end of year | 2018-12-31 | $2,374,450 |
Value of total assets at beginning of year | 2018-12-31 | $2,792,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $14,675 |
Total interest from all sources | 2018-12-31 | $2,628 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $45,480 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $45,480 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $109,783 |
Participant contributions at end of year | 2018-12-31 | $31,600 |
Participant contributions at beginning of year | 2018-12-31 | $49,460 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $16,426 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $2,279 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-432,686 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,358,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,790,710 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $6,724 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,807,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,238,673 |
Interest on participant loans | 2018-12-31 | $2,628 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $535,346 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $504,856 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-170,802 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $17,007 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $422,107 |
Contract administrator fees | 2018-12-31 | $7,951 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,279 |
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 | $553,900 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $554,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $538,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $164,076 |
Value of total assets at end of year | 2017-12-31 | $2,792,989 |
Value of total assets at beginning of year | 2017-12-31 | $2,791,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $15,515 |
Total interest from all sources | 2017-12-31 | $3,777 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $42,704 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $42,704 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $151,234 |
Participant contributions at end of year | 2017-12-31 | $49,460 |
Participant contributions at beginning of year | 2017-12-31 | $97,374 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $12,842 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $2,279 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-437 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,790,710 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,791,147 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $6,795 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,238,673 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,236,986 |
Interest on participant loans | 2017-12-31 | $3,777 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $504,856 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $456,787 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $329,130 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $14,213 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $538,822 |
Contract administrator fees | 2017-12-31 | $8,720 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2017-12-31 | 310800053 |
2016 : S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $337,864 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $196,970 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $182,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $171,424 |
Value of total assets at end of year | 2016-12-31 | $2,791,147 |
Value of total assets at beginning of year | 2016-12-31 | $2,650,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $14,439 |
Total interest from all sources | 2016-12-31 | $4,753 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $46,361 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $46,361 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $171,424 |
Participant contributions at end of year | 2016-12-31 | $97,374 |
Participant contributions at beginning of year | 2016-12-31 | $126,412 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $877 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $140,894 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,791,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,650,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $6,411 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,236,986 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,039,537 |
Interest on participant loans | 2016-12-31 | $4,753 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $456,787 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $483,427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $102,272 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $13,054 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $182,531 |
Contract administrator fees | 2016-12-31 | $8,028 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2016-12-31 | 310800053 |
2015 : S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $139,914 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $340,448 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $324,026 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $153,438 |
Value of total assets at end of year | 2015-12-31 | $2,650,253 |
Value of total assets at beginning of year | 2015-12-31 | $2,850,787 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $16,422 |
Total interest from all sources | 2015-12-31 | $4,613 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $47,482 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $47,482 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $153,438 |
Participant contributions at end of year | 2015-12-31 | $126,412 |
Participant contributions at beginning of year | 2015-12-31 | $98,740 |
Participant contributions at end of year | 2015-12-31 | $877 |
Participant contributions at beginning of year | 2015-12-31 | $919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-200,534 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,650,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,850,787 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $6,944 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,039,537 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,304,010 |
Interest on participant loans | 2015-12-31 | $4,613 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $483,427 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $447,118 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-63,440 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-2,179 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $324,026 |
Contract administrator fees | 2015-12-31 | $9,478 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2015-12-31 | 310800053 |
2014 : S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $356,401 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $419,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $404,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $175,847 |
Value of total assets at end of year | 2014-12-31 | $2,850,787 |
Value of total assets at beginning of year | 2014-12-31 | $2,914,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,129 |
Total interest from all sources | 2014-12-31 | $4,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $60,746 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $60,746 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $175,847 |
Participant contributions at end of year | 2014-12-31 | $98,740 |
Participant contributions at beginning of year | 2014-12-31 | $112,062 |
Participant contributions at end of year | 2014-12-31 | $919 |
Administrative expenses (other) incurred | 2014-12-31 | $1,940 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-63,594 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,850,787 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,914,381 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $6,492 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,304,010 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,382,702 |
Interest on participant loans | 2014-12-31 | $4,630 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $447,118 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $419,617 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $100,694 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $14,484 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $404,866 |
Contract administrator fees | 2014-12-31 | $6,697 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLARK, SCHAEFER, HACKET & CO. |
Accountancy firm EIN | 2014-12-31 | 310800053 |
2013 : S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $490,007 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $91,535 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $53,304 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $25,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $161,182 |
Value of total assets at end of year | 2013-12-31 | $2,914,381 |
Value of total assets at beginning of year | 2013-12-31 | $2,515,909 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,666 |
Total interest from all sources | 2013-12-31 | $5,033 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $29,523 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $29,523 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $161,182 |
Participant contributions at end of year | 2013-12-31 | $112,062 |
Participant contributions at beginning of year | 2013-12-31 | $108,856 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $398,472 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,914,381 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,515,909 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,382,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,292,877 |
Interest on participant loans | 2013-12-31 | $3,496 |
Interest earned on other investments | 2013-12-31 | $1,537 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $419,617 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $114,176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $50,763 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $232,374 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $11,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $53,304 |
Contract administrator fees | 2013-12-31 | $12,666 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2013-12-31 | 310800053 |
2012 : S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $391,081 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $124,273 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $110,460 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $158,276 |
Value of total assets at end of year | 2012-12-31 | $2,515,909 |
Value of total assets at beginning of year | 2012-12-31 | $2,249,101 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,813 |
Total interest from all sources | 2012-12-31 | $6,753 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $6,518 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $155,884 |
Participant contributions at end of year | 2012-12-31 | $108,856 |
Participant contributions at beginning of year | 2012-12-31 | $124,168 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,392 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $266,808 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,515,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,249,101 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $6,743 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,292,877 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,006,656 |
Interest on participant loans | 2012-12-31 | $4,952 |
Interest earned on other investments | 2012-12-31 | $1,801 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $114,176 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $118,277 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $226,052 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $110,460 |
Contract administrator fees | 2012-12-31 | $552 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2012-12-31 | 310800053 |
2011 : S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $92,922 |
Total of all expenses incurred | 2011-12-31 | $245,999 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $230,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $178,277 |
Value of total assets at end of year | 2011-12-31 | $2,249,101 |
Value of total assets at beginning of year | 2011-12-31 | $2,402,178 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,821 |
Total interest from all sources | 2011-12-31 | $8,279 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $8,200 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $178,277 |
Participant contributions at end of year | 2011-12-31 | $124,168 |
Participant contributions at beginning of year | 2011-12-31 | $125,456 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-153,077 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,249,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,402,178 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $6,961 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,006,656 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,154,021 |
Interest on participant loans | 2011-12-31 | $5,563 |
Interest earned on other investments | 2011-12-31 | $2,716 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $118,277 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $122,701 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-93,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $230,178 |
Contract administrator fees | 2011-12-31 | $660 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 420714325 |
2010 : S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $456,076 |
Total of all expenses incurred | 2010-12-31 | $634,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $616,605 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $184,521 |
Value of total assets at end of year | 2010-12-31 | $2,402,178 |
Value of total assets at beginning of year | 2010-12-31 | $2,580,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $17,645 |
Total interest from all sources | 2010-12-31 | $13,493 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $10,025 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $184,521 |
Participant contributions at end of year | 2010-12-31 | $125,456 |
Participant contributions at beginning of year | 2010-12-31 | $81,619 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $862 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-178,174 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,402,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,580,352 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $7,060 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $2,154,021 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,180,492 |
Interest on participant loans | 2010-12-31 | $5,612 |
Interest earned on other investments | 2010-12-31 | $7,881 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $122,701 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $317,379 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $258,062 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $616,605 |
Contract administrator fees | 2010-12-31 | $560 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MCGLADREY & PULLEN LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2018: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: S & G MANUFACTURING GROUP, LLC RETIREMENT PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |