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ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 004

ST. GEORGE WAREHOUSE COMPANY 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.

401k Sponsoring company profile

ST. GEORGE WAREHOUSE CO. OF GEORGIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. GEORGE WAREHOUSE CO. OF GEORGIA, INC.
Employer identification number (EIN):582177089
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042013-07-01
0042012-07-01MIKE OWENS
0042012-04-01WILLIAM DILLARD, PLAN ADMINISTRATOR
0042011-04-01WILLIAM DILLARD, PLAN ADMINISTRATOR
0042009-04-01ROBYN DILLARD, PLAN ADMINISTRATOR

Plan Statistics for ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2013: ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-010
Total number of active participants reported on line 7a of the Form 55002013-07-010
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-010
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0158
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-010
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Total participants, beginning-of-year2012-04-0156
Total number of active participants reported on line 7a of the Form 55002012-04-0131
Number of retired or separated participants receiving benefits2012-04-012
Number of other retired or separated participants entitled to future benefits2012-04-0125
Total of all active and inactive participants2012-04-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0158
Number of participants with account balances2012-04-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0149
Total number of active participants reported on line 7a of the Form 55002011-04-0129
Number of retired or separated participants receiving benefits2011-04-0111
Number of other retired or separated participants entitled to future benefits2011-04-0112
Total of all active and inactive participants2011-04-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-012
Total participants2011-04-0154
Number of participants with account balances2011-04-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-013
2009: ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0149
Total number of active participants reported on line 7a of the Form 55002009-04-0129
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0118
Total of all active and inactive participants2009-04-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-011
Total participants2009-04-0148
Number of participants with account balances2009-04-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2014 : ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$0
Expenses. Total of all expenses incurred2014-06-30$1,585
Total plan assets at end of year2014-06-30$0
Total plan assets at beginning of year2014-06-30$1,585
Net income (gross income less expenses)2014-06-30$-1,585
Net plan assets at end of year (total assets less liabilities)2014-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,585
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$1,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$-1,600,200
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$1,500
Total income from all sources2013-06-30$1,793
Expenses. Total of all expenses incurred2013-06-30$8,932
Benefits paid (including direct rollovers)2013-06-30$1,567
Total plan assets at end of year2013-06-30$1,585
Total plan assets at beginning of year2013-06-30$1,610,424
Value of fidelity bond covering the plan2013-06-30$65,000
Other income received2013-06-30$1,793
Net income (gross income less expenses)2013-06-30$-7,139
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,585
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,608,924
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$7,365
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-06-30$1,500
Total plan liabilities at beginning of year2012-06-30$1,041
Total income from all sources2012-06-30$0
Expenses. Total of all expenses incurred2012-06-30$1,500
Total plan assets at end of year2012-06-30$1,610,424
Total plan assets at beginning of year2012-06-30$1,611,465
Value of fidelity bond covering the plan2012-06-30$65,000
Other income received2012-06-30$-281,401
Net income (gross income less expenses)2012-06-30$-1,500
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,608,924
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,610,424
Assets. Value of employer securities2012-06-30$1,600,200
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$1,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Total plan liabilities at end of year2012-03-31$1,041
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$7,811
Expenses. Total of all expenses incurred2012-03-31$17,673
Benefits paid (including direct rollovers)2012-03-31$17,418
Total plan assets at end of year2012-03-31$1,611,465
Total plan assets at beginning of year2012-03-31$1,620,286
Value of fidelity bond covering the plan2012-03-31$65,000
Other income received2012-03-31$7,811
Net income (gross income less expenses)2012-03-31$-9,862
Net plan assets at end of year (total assets less liabilities)2012-03-31$1,610,424
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$1,620,286
Assets. Value of employer securities2012-03-31$1,600,200
Total contributions received or receivable from employer(s)2012-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$9,005
Total income from all sources2011-03-31$55,146
Expenses. Total of all expenses incurred2011-03-31$16,665
Benefits paid (including direct rollovers)2011-03-31$16,665
Total plan assets at end of year2011-03-31$1,620,286
Total plan assets at beginning of year2011-03-31$1,590,810
Value of fidelity bond covering the plan2011-03-31$65,000
Other income received2011-03-31$43,146
Net income (gross income less expenses)2011-03-31$38,481
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,620,286
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,581,805
Assets. Value of employer securities2011-03-31$1,595,000
Total contributions received or receivable from employer(s)2011-03-31$12,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2013: ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingYes
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedYes
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: ST. GEORGE WAREHOUSE COMPANY OF GEORGIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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