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SGH PROFIT SHARING & 401(K) PLAN AND TRUST 401k Plan overview

Plan NameSGH PROFIT SHARING & 401(K) PLAN AND TRUST
Plan identification number 001

SGH PROFIT SHARING & 401(K) PLAN AND TRUST 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.
  • Life insurance

401k Sponsoring company profile

SIMPSON GUMPERTZ & HEGER INC. has sponsored the creation of one or more 401k plans.

Company Name:SIMPSON GUMPERTZ & HEGER INC.
Employer identification number (EIN):042256923
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about SIMPSON GUMPERTZ & HEGER INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 19015E
Legal Registered Office Address: TELEGRAPH ROAD STE 2345 BINGHAM FARMS 48025


United States of America (USA)
30600

More information about SIMPSON GUMPERTZ & HEGER INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SGH PROFIT SHARING & 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JULIANNE NEVINS
0012016-01-01JULIANNE NEVINS
0012015-01-01JULIANNE NEVINS
0012014-01-01JULIANNE NEVINS
0012013-01-01JULIANNE NEVINS
0012012-01-01GEORGE W. REITTER GEORGE W. REITTER2013-09-25
0012011-01-01GEORGE W. REITTER GEORGE W. REITTER2012-10-04
0012009-01-01GEORGE W. REITTER

Plan Statistics for SGH PROFIT SHARING & 401(K) PLAN AND TRUST

401k plan membership statisitcs for SGH PROFIT SHARING & 401(K) PLAN AND TRUST

Measure Date Value
2023: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01999
Total number of active participants reported on line 7a of the Form 55002023-01-01711
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01333
Total of all active and inactive participants2023-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-011,050
Number of participants with account balances2023-01-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0125
2022: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01969
Total number of active participants reported on line 7a of the Form 55002022-01-01651
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01343
Total of all active and inactive participants2022-01-01994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01999
Number of participants with account balances2022-01-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01913
Total number of active participants reported on line 7a of the Form 55002021-01-01620
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01344
Total of all active and inactive participants2021-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01969
Number of participants with account balances2021-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01899
Total number of active participants reported on line 7a of the Form 55002020-01-01588
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01321
Total of all active and inactive participants2020-01-01909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01913
Number of participants with account balances2020-01-01888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0149
2019: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01861
Total number of active participants reported on line 7a of the Form 55002019-01-01647
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01249
Total of all active and inactive participants2019-01-01896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01899
Number of participants with account balances2019-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01785
Total number of active participants reported on line 7a of the Form 55002018-01-01619
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01239
Total of all active and inactive participants2018-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01861
Number of participants with account balances2018-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01776
Total number of active participants reported on line 7a of the Form 55002017-01-01570
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01210
Total of all active and inactive participants2017-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01785
Number of participants with account balances2017-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01724
Total number of active participants reported on line 7a of the Form 55002016-01-01562
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01212
Total of all active and inactive participants2016-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01776
Number of participants with account balances2016-01-01733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01670
Total number of active participants reported on line 7a of the Form 55002015-01-01526
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01198
Total of all active and inactive participants2015-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01726
Number of participants with account balances2015-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01650
Total number of active participants reported on line 7a of the Form 55002014-01-01488
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01180
Total of all active and inactive participants2014-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01670
Number of participants with account balances2014-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01610
Total number of active participants reported on line 7a of the Form 55002013-01-01474
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01176
Total of all active and inactive participants2013-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01652
Number of participants with account balances2013-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01560
Total number of active participants reported on line 7a of the Form 55002012-01-01447
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01162
Total of all active and inactive participants2012-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01610
Number of participants with account balances2012-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01414
Total number of active participants reported on line 7a of the Form 55002011-01-01405
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01154
Total of all active and inactive participants2011-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01560
Number of participants with account balances2011-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2009: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01511
Total number of active participants reported on line 7a of the Form 55002009-01-01420
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01117
Total of all active and inactive participants2009-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01540
Number of participants with account balances2009-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on SGH PROFIT SHARING & 401(K) PLAN AND TRUST

Measure Date Value
2023 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$81,777,332
Total of all expenses incurred2023-12-31$15,098,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$14,895,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$21,285,549
Value of total assets at end of year2023-12-31$397,086,946
Value of total assets at beginning of year2023-12-31$330,407,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$202,560
Total interest from all sources2023-12-31$71,046
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$8,382,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$8,382,116
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$6,531,814
Participant contributions at end of year2023-12-31$1,376,343
Participant contributions at beginning of year2023-12-31$1,375,164
Assets. Other investments not covered elsewhere at end of year2023-12-31$13,948,805
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$10,200,042
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$768,310
Other income not declared elsewhere2023-12-31$2,298,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$66,679,025
Value of net assets at end of year (total assets less liabilities)2023-12-31$397,086,946
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$330,407,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$110,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$253,281,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$207,879,920
Interest on participant loans2023-12-31$71,046
Value of interest in common/collective trusts at end of year2023-12-31$114,495,083
Value of interest in common/collective trusts at beginning of year2023-12-31$98,706,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$34,585,400
Net investment gain or loss from common/collective trusts2023-12-31$15,155,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$13,985,425
Employer contributions (assets) at end of year2023-12-31$13,985,425
Employer contributions (assets) at beginning of year2023-12-31$12,246,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$14,895,747
Contract administrator fees2023-12-31$6,945
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-45,996,326
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,424,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,210,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,083,828
Value of total assets at end of year2022-12-31$330,407,921
Value of total assets at beginning of year2022-12-31$394,829,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$214,046
Total interest from all sources2022-12-31$49,534
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,056,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,056,263
Administrative expenses professional fees incurred2022-12-31$6,550
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,879,228
Participant contributions at end of year2022-12-31$1,375,164
Participant contributions at beginning of year2022-12-31$1,181,088
Assets. Other investments not covered elsewhere at end of year2022-12-31$10,200,042
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$17,287,090
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$957,958
Other income not declared elsewhere2022-12-31$-2,565,279
Administrative expenses (other) incurred2022-12-31$100,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-64,421,212
Value of net assets at end of year (total assets less liabilities)2022-12-31$330,407,921
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$394,829,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$107,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$207,879,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$320,778,463
Interest on participant loans2022-12-31$49,534
Value of interest in common/collective trusts at end of year2022-12-31$98,706,150
Value of interest in common/collective trusts at beginning of year2022-12-31$44,369,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-63,575,986
Net investment gain or loss from common/collective trusts2022-12-31$-5,044,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,246,642
Employer contributions (assets) at end of year2022-12-31$12,246,645
Employer contributions (assets) at beginning of year2022-12-31$11,213,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,210,840
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2022-12-31431947695
2021 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$73,805,036
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,050,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,677,440
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,102,683
Value of total assets at end of year2021-12-31$394,829,133
Value of total assets at beginning of year2021-12-31$335,074,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$372,524
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$47,495
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,979,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$15,979,749
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$23,415
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,278,876
Participant contributions at end of year2021-12-31$1,181,088
Participant contributions at beginning of year2021-12-31$1,135,496
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$17,287,090
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$10,326,008
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,604,720
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$1,657,190
Administrative expenses (other) incurred2021-12-31$90,968
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$59,754,867
Value of net assets at end of year (total assets less liabilities)2021-12-31$394,829,133
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$335,074,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$258,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$320,778,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$275,948,257
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$47,495
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$44,369,146
Value of interest in common/collective trusts at beginning of year2021-12-31$37,048,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$31,624,758
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$6,393,161
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$11,219,087
Employer contributions (assets) at end of year2021-12-31$11,213,346
Employer contributions (assets) at beginning of year2021-12-31$10,615,816
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,677,440
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2021-12-31431947695
2020 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$60,978,419
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,486,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,223,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,806,158
Value of total assets at end of year2020-12-31$335,074,266
Value of total assets at beginning of year2020-12-31$295,582,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$263,896
Total interest from all sources2020-12-31$57,661
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,975,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,975,662
Administrative expenses professional fees incurred2020-12-31$13,623
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,015,962
Participant contributions at end of year2020-12-31$1,135,496
Participant contributions at beginning of year2020-12-31$1,488,757
Assets. Other investments not covered elsewhere at end of year2020-12-31$10,326,008
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,381,800
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,174,380
Other income not declared elsewhere2020-12-31$501,068
Administrative expenses (other) incurred2020-12-31$84,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$39,491,497
Value of net assets at end of year (total assets less liabilities)2020-12-31$335,074,266
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$295,582,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$165,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$275,948,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$235,292,725
Interest on participant loans2020-12-31$57,661
Value of interest in common/collective trusts at end of year2020-12-31$37,048,689
Value of interest in common/collective trusts at beginning of year2020-12-31$39,117,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$33,845,040
Net investment gain or loss from common/collective trusts2020-12-31$792,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,615,816
Employer contributions (assets) at end of year2020-12-31$10,615,816
Employer contributions (assets) at beginning of year2020-12-31$11,301,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,223,026
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2020-12-31431947695
2019 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$75,820,623
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$19,642,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,213,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,750,037
Value of total assets at end of year2019-12-31$295,582,769
Value of total assets at beginning of year2019-12-31$239,404,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$428,708
Total interest from all sources2019-12-31$70,829
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,946,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,946,831
Administrative expenses professional fees incurred2019-12-31$27,897
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,929,123
Participant contributions at end of year2019-12-31$1,488,757
Participant contributions at beginning of year2019-12-31$1,577,983
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,381,800
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,060,376
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$519,096
Other income not declared elsewhere2019-12-31$1,084,467
Administrative expenses (other) incurred2019-12-31$90,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$56,178,052
Value of net assets at end of year (total assets less liabilities)2019-12-31$295,582,769
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$239,404,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$310,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$235,292,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$186,116,929
Interest on participant loans2019-12-31$70,829
Value of interest in common/collective trusts at end of year2019-12-31$39,117,669
Value of interest in common/collective trusts at beginning of year2019-12-31$33,378,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,521,658
Net investment gain or loss from common/collective trusts2019-12-31$8,446,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,301,818
Employer contributions (assets) at end of year2019-12-31$11,301,818
Employer contributions (assets) at beginning of year2019-12-31$10,270,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,213,863
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2019-12-31431947695
2018 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,106,717
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,097,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,779,793
Value of total corrective distributions2018-12-31$5,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,025,202
Value of total assets at end of year2018-12-31$239,404,717
Value of total assets at beginning of year2018-12-31$247,395,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$312,884
Total interest from all sources2018-12-31$130,003
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,339,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$11,339,073
Administrative expenses professional fees incurred2018-12-31$17,393
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,557,661
Participant contributions at end of year2018-12-31$1,577,983
Participant contributions at beginning of year2018-12-31$1,501,403
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,060,376
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,836,748
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,196,865
Other income not declared elsewhere2018-12-31$-247,651
Administrative expenses (other) incurred2018-12-31$111,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,990,964
Value of net assets at end of year (total assets less liabilities)2018-12-31$239,404,717
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$247,395,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$183,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$186,116,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$195,092,317
Interest on participant loans2018-12-31$60,387
Value of interest in common/collective trusts at end of year2018-12-31$33,378,616
Value of interest in common/collective trusts at beginning of year2018-12-31$30,608,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,881,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,881,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$69,616
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$20,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,007,187
Net investment gain or loss from common/collective trusts2018-12-31$-132,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,270,676
Employer contributions (assets) at end of year2018-12-31$10,270,676
Employer contributions (assets) at beginning of year2018-12-31$9,475,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,759,257
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2018-12-31431947695
2017 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$52,579,205
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,655,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,315,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,080,620
Value of total assets at end of year2017-12-31$247,395,681
Value of total assets at beginning of year2017-12-31$204,471,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$339,862
Total interest from all sources2017-12-31$68,992
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,050,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,050,686
Administrative expenses professional fees incurred2017-12-31$23,219
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,219,464
Participant contributions at end of year2017-12-31$1,501,403
Participant contributions at beginning of year2017-12-31$1,483,917
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,836,748
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,236,445
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$385,223
Other income not declared elsewhere2017-12-31$526,279
Administrative expenses (other) incurred2017-12-31$111,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$42,924,034
Value of net assets at end of year (total assets less liabilities)2017-12-31$247,395,681
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$204,471,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$205,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$195,092,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$159,366,057
Interest on participant loans2017-12-31$58,948
Value of interest in common/collective trusts at end of year2017-12-31$30,608,198
Value of interest in common/collective trusts at beginning of year2017-12-31$27,588,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,881,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$855,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$855,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,044
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$10,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,005,344
Net investment gain or loss from common/collective trusts2017-12-31$4,847,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,475,933
Employer contributions (assets) at end of year2017-12-31$9,475,933
Employer contributions (assets) at beginning of year2017-12-31$8,941,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,304,427
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2017-12-31431947695
2016 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,166,698
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,125,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,808,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,277,626
Value of total assets at end of year2016-12-31$204,471,647
Value of total assets at beginning of year2016-12-31$190,430,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$317,472
Total interest from all sources2016-12-31$77,118
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,989,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,989,854
Administrative expenses professional fees incurred2016-12-31$20,420
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,752,608
Participant contributions at end of year2016-12-31$1,483,917
Participant contributions at beginning of year2016-12-31$1,616,305
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,236,445
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,526,485
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$560,273
Other income not declared elsewhere2016-12-31$388,907
Administrative expenses (other) incurred2016-12-31$106,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,041,131
Value of net assets at end of year (total assets less liabilities)2016-12-31$204,471,647
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$190,430,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$190,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$159,366,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$147,197,068
Interest on participant loans2016-12-31$57,217
Value of interest in common/collective trusts at end of year2016-12-31$27,588,799
Value of interest in common/collective trusts at beginning of year2016-12-31$25,811,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$855,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,072,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,072,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$19,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$854,463
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$15,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,686,106
Net investment gain or loss from common/collective trusts2016-12-31$2,747,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,964,745
Employer contributions (assets) at end of year2016-12-31$8,941,287
Employer contributions (assets) at beginning of year2016-12-31$8,351,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,792,371
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2016-12-31431947695
2015 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,421,823
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,771,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,443,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,568,138
Value of total assets at end of year2015-12-31$190,430,516
Value of total assets at beginning of year2015-12-31$180,780,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$328,154
Total interest from all sources2015-12-31$60,855
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,170,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,170,899
Administrative expenses professional fees incurred2015-12-31$27,300
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,391,686
Participant contributions at end of year2015-12-31$1,616,305
Participant contributions at beginning of year2015-12-31$1,475,863
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$189,790
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,526,485
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,559,352
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$824,558
Other income not declared elsewhere2015-12-31$-49,401
Administrative expenses (other) incurred2015-12-31$88,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,650,023
Value of net assets at end of year (total assets less liabilities)2015-12-31$190,430,516
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$180,780,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$211,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$147,197,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$126,885,723
Interest on participant loans2015-12-31$58,910
Value of interest in common/collective trusts at end of year2015-12-31$25,811,444
Value of interest in common/collective trusts at beginning of year2015-12-31$38,931,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,072,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$854,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$821,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,878,804
Net investment gain or loss from common/collective trusts2015-12-31$550,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,351,894
Employer contributions (assets) at end of year2015-12-31$8,351,894
Employer contributions (assets) at beginning of year2015-12-31$7,917,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,443,646
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2015-12-31431947695
2014 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$23,144,099
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,545,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,390,375
Value of total corrective distributions2014-12-31$101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,308,276
Value of total assets at end of year2014-12-31$180,780,493
Value of total assets at beginning of year2014-12-31$161,181,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$154,693
Total interest from all sources2014-12-31$54,642
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,720,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,720,226
Administrative expenses professional fees incurred2014-12-31$4,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,040,879
Participant contributions at end of year2014-12-31$1,475,863
Participant contributions at beginning of year2014-12-31$1,507,050
Participant contributions at end of year2014-12-31$189,790
Participant contributions at beginning of year2014-12-31$35,480
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,559,352
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,309,491
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$349,906
Other income not declared elsewhere2014-12-31$307,370
Administrative expenses (other) incurred2014-12-31$33,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$19,598,930
Value of net assets at end of year (total assets less liabilities)2014-12-31$180,780,493
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$161,181,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$116,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$126,885,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$116,508,049
Interest on participant loans2014-12-31$54,642
Value of interest in common/collective trusts at end of year2014-12-31$38,931,281
Value of interest in common/collective trusts at beginning of year2014-12-31$31,080,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$821,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$753,662
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$20,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,590,074
Net investment gain or loss from common/collective trusts2014-12-31$2,163,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,917,491
Employer contributions (assets) at end of year2014-12-31$7,917,323
Employer contributions (assets) at beginning of year2014-12-31$6,986,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,370,275
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2014-12-31431947695
2013 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$37,438,247
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,134,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,745,772
Value of total corrective distributions2013-12-31$190,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,027,898
Value of total assets at end of year2013-12-31$161,181,563
Value of total assets at beginning of year2013-12-31$127,878,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$198,906
Total interest from all sources2013-12-31$50,596
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,751,268
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$3,751,268
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$2,801,877
Participant contributions at end of year2013-12-31$1,507,050
Participant contributions at beginning of year2013-12-31$1,133,355
Participant contributions at end of year2013-12-31$35,480
Participant contributions at beginning of year2013-12-31$30,839
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,309,491
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,581,065
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$240,817
Other income not declared elsewhere2013-12-31$385,465
Administrative expenses (other) incurred2013-12-31$23,760
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$33,303,386
Value of net assets at end of year (total assets less liabilities)2013-12-31$161,181,563
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$127,878,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$175,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$116,508,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$89,848,781
Interest on participant loans2013-12-31$50,596
Value of interest in common/collective trusts at end of year2013-12-31$31,080,918
Value of interest in common/collective trusts at beginning of year2013-12-31$26,558,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$753,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$781,268
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$20,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,432,730
Net investment gain or loss from common/collective trusts2013-12-31$3,790,290
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,985,204
Employer contributions (assets) at end of year2013-12-31$6,986,913
Employer contributions (assets) at beginning of year2013-12-31$6,944,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,725,599
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 name2013-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2013-12-31431947695
2012 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 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$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$22,965,945
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,763,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,612,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,963,795
Value of total assets at end of year2012-12-31$127,878,177
Value of total assets at beginning of year2012-12-31$107,675,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$150,784
Total interest from all sources2012-12-31$44,094
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,974,048
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$2,974,048
Administrative expenses professional fees incurred2012-12-31$3,799
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$2,642,015
Participant contributions at end of year2012-12-31$1,133,355
Participant contributions at beginning of year2012-12-31$1,055,579
Participant contributions at end of year2012-12-31$30,839
Participant contributions at beginning of year2012-12-31$9,856
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,581,065
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,235,255
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$354,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$27,196
Other income not declared elsewhere2012-12-31$166,012
Administrative expenses (other) incurred2012-12-31$3,075
Total non interest bearing cash at beginning of year2012-12-31$13,841
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$20,202,792
Value of net assets at end of year (total assets less liabilities)2012-12-31$127,878,177
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$107,675,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$143,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$89,848,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$73,840,686
Interest on participant loans2012-12-31$44,094
Value of interest in common/collective trusts at end of year2012-12-31$26,558,460
Value of interest in common/collective trusts at beginning of year2012-12-31$24,534,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$781,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$805,549
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$18,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,614,575
Net investment gain or loss from common/collective trusts2012-12-31$203,421
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,966,788
Employer contributions (assets) at end of year2012-12-31$6,944,409
Employer contributions (assets) at beginning of year2012-12-31$6,153,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,593,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2012-12-31431947695
2011 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,501,785
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,289,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,062,691
Value of total corrective distributions2011-12-31$84,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,665,039
Value of total assets at end of year2011-12-31$107,675,385
Value of total assets at beginning of year2011-12-31$102,463,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$142,937
Total interest from all sources2011-12-31$47,148
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,512,726
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$2,512,726
Administrative expenses professional fees incurred2011-12-31$8,838
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$2,389,974
Participant contributions at end of year2011-12-31$1,055,579
Participant contributions at beginning of year2011-12-31$918,124
Participant contributions at end of year2011-12-31$9,856
Participant contributions at beginning of year2011-12-31$103,249
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,235,255
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$805,549
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$121,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$27,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$94,451,178
Other income not declared elsewhere2011-12-31$-91,145
Administrative expenses (other) incurred2011-12-31$3,000
Total non interest bearing cash at end of year2011-12-31$13,841
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$5,211,930
Value of net assets at end of year (total assets less liabilities)2011-12-31$107,675,385
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$102,463,455
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
Investment advisory and management fees2011-12-31$131,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$73,840,686
Interest on participant loans2011-12-31$47,148
Value of interest in common/collective trusts at end of year2011-12-31$24,534,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$805,549
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$28,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,098,913
Net investment gain or loss from common/collective trusts2011-12-31$466,930
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,153,397
Employer contributions (assets) at end of year2011-12-31$6,153,397
Employer contributions (assets) at beginning of year2011-12-31$6,185,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,034,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2011-12-31431947695
2010 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$37,373
Total unrealized appreciation/depreciation of assets2010-12-31$37,373
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$287,433
Total income from all sources (including contributions)2010-12-31$21,028,998
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,421,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,196,535
Value of total corrective distributions2010-12-31$63,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,468,070
Value of total assets at end of year2010-12-31$102,463,455
Value of total assets at beginning of year2010-12-31$87,143,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$161,715
Total interest from all sources2010-12-31$39,381
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,721,907
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$1,721,907
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$2,269,754
Participant contributions at end of year2010-12-31$918,124
Participant contributions at beginning of year2010-12-31$885,537
Participant contributions at end of year2010-12-31$103,249
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$805,549
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$768,176
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$94,451,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$287,433
Other income not declared elsewhere2010-12-31$69,132
Administrative expenses (other) incurred2010-12-31$43,110
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$15,607,737
Value of net assets at end of year (total assets less liabilities)2010-12-31$102,463,455
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$86,855,718
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
Investment advisory and management fees2010-12-31$118,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$57,616,222
Interest on participant loans2010-12-31$39,381
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$21,640,178
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$11,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,774,327
Net investment gain or loss from common/collective trusts2010-12-31$1,918,808
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,185,355
Employer contributions (assets) at end of year2010-12-31$6,185,355
Employer contributions (assets) at beginning of year2010-12-31$6,233,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,184,795
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2010-12-31431947695
2009 : SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SGH PROFIT SHARING & 401(K) PLAN AND TRUST

2023: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 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: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SGH PROFIT SHARING & 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3962000
Policy instance 1
Insurance contract or identification number3962000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-08-12
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3962000
Policy instance 1
Insurance contract or identification number3962000
Number of Individuals Covered16
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3962000
Policy instance 1
Insurance contract or identification number3962000
Number of Individuals Covered21
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3962000
Policy instance 1
Insurance contract or identification number3962000
Number of Individuals Covered22
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $25,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3962000
Policy instance 1
Insurance contract or identification number3962000
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $25,835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3962000
Policy instance 1
Insurance contract or identification number3962000
Number of Individuals Covered22
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $391
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $25,835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $391
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3962000
Policy instance 1
Insurance contract or identification number3962000
Number of Individuals Covered23
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,089
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,089
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number3962000
Policy instance 1
Insurance contract or identification number3962000
Number of Individuals Covered23
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,984
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $52,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number003962-000
Policy instance 1
Insurance contract or identification number003962-000
Number of Individuals Covered23
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $825
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $825
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL

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