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THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTHE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

THE SOUTHERN LINK OF GEORGIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE SOUTHERN LINK OF GEORGIA, INC.
Employer identification number (EIN):581882874
NAIC Classification:423920
NAIC Description:Toy and Hobby Goods and Supplies Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01FREDERICK ROSENKAMPFF, JR.2024-01-28
0022021-10-01FREDERICK ROSENKAMPFF, JR.2023-01-31
0022020-10-01FREDERICK ROSENKAMPFF, JR.2022-04-04
0022020-10-01FREDERICK ROSENKAMPFF, JR.2022-09-05

Plan Statistics for THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-0182
Total number of active participants reported on line 7a of the Form 55002022-10-0175
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-018
Total of all active and inactive participants2022-10-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0183
Number of participants with account balances2022-10-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-018
2021: THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0174
Total number of active participants reported on line 7a of the Form 55002021-10-0174
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-012
Total of all active and inactive participants2021-10-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0176
Number of participants with account balances2021-10-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-019
2020: THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0157
Total number of active participants reported on line 7a of the Form 55002020-10-0174
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0174
Number of participants with account balances2020-10-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010

Financial Data on THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-09-30$5,464,307
Total plan liabilities at beginning of year2023-09-30$5,985,539
Total income from all sources2023-09-30$797,489
Expenses. Total of all expenses incurred2023-09-30$76,605
Benefits paid (including direct rollovers)2023-09-30$2,272
Total plan assets at end of year2023-09-30$7,060,000
Total plan assets at beginning of year2023-09-30$6,860,348
Value of fidelity bond covering the plan2023-09-30$700,000
Expenses. Other expenses not covered elsewhere2023-09-30$74,333
Other income received2023-09-30$440,010
Net income (gross income less expenses)2023-09-30$720,884
Net plan assets at end of year (total assets less liabilities)2023-09-30$1,595,693
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$874,809
Assets. Value of employer securities2023-09-30$7,060,000
Total contributions received or receivable from employer(s)2023-09-30$357,479
2022 : THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-09-30$5,985,539
Total plan liabilities at beginning of year2022-09-30$6,273,700
Total income from all sources2022-09-30$5,003,424
Expenses. Total of all expenses incurred2022-09-30$79,708
Total plan assets at end of year2022-09-30$6,860,348
Total plan assets at beginning of year2022-09-30$2,224,793
Value of fidelity bond covering the plan2022-09-30$500,000
Expenses. Other expenses not covered elsewhere2022-09-30$79,708
Other income received2022-09-30$4,640,000
Net income (gross income less expenses)2022-09-30$4,923,716
Net plan assets at end of year (total assets less liabilities)2022-09-30$874,809
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$-4,048,907
Assets. Value of employer securities2022-09-30$6,620,000
Total contributions received or receivable from employer(s)2022-09-30$363,424
2021 : THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-09-30$6,273,700
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$-5,433,358
Expenses. Total of all expenses incurred2021-09-30$59,549
Total plan assets at end of year2021-09-30$780,793
Total plan assets at beginning of year2021-09-30$0
Value of fidelity bond covering the plan2021-09-30$500,000
Expenses. Other expenses not covered elsewhere2021-09-30$59,549
Other income received2021-09-30$-5,678,151
Net income (gross income less expenses)2021-09-30$-5,492,907
Net plan assets at end of year (total assets less liabilities)2021-09-30$-5,492,907
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$0
Assets. Value of employer securities2021-09-30$536,000
Total contributions received or receivable from employer(s)2021-09-30$244,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0

Form 5500 Responses for THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: THE SOUTHERN LINK OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01First time form 5500 has been submittedYes
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes

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