Logo

SOUTHERNCARE, INC. 401(K) PLAN 401k Plan overview

Plan NameSOUTHERNCARE, INC. 401(K) PLAN
Plan identification number 001

SOUTHERNCARE, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

SOUTHERNCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERNCARE, INC.
Employer identification number (EIN):161645414
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SOUTHERNCARE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-01-13
Company Identification Number: 0800163039
Legal Registered Office Address: 3350 RIVERWOOD PKWY SE STE 1200

ATLANTA
United States of America (USA)
30339

More information about SOUTHERNCARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERNCARE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01RON MARINO2015-07-24
0012014-01-01RON MARINO
0012013-01-01RON MARINO
0012012-01-01RICHARD DUREN
0012011-01-01RICHARD DUREN
0012010-01-01RICHARD DUREN

Plan Statistics for SOUTHERNCARE, INC. 401(K) PLAN

401k plan membership statisitcs for SOUTHERNCARE, INC. 401(K) PLAN

Measure Date Value
2014: SOUTHERNCARE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,251
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: SOUTHERNCARE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,435
Total number of active participants reported on line 7a of the Form 55002013-01-011,190
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-011,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,251
Number of participants with account balances2013-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: SOUTHERNCARE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,321
Total number of active participants reported on line 7a of the Form 55002012-01-011,317
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-011,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,378
Number of participants with account balances2012-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: SOUTHERNCARE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,332
Total number of active participants reported on line 7a of the Form 55002011-01-011,096
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-011,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,167
Number of participants with account balances2011-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0134
2010: SOUTHERNCARE, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,440
Total number of active participants reported on line 7a of the Form 55002010-01-011,168
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0162
Total of all active and inactive participants2010-01-011,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,230
Number of participants with account balances2010-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0140

Financial Data on SOUTHERNCARE, INC. 401(K) PLAN

Measure Date Value
2014 : SOUTHERNCARE, INC. 401(K) PLAN 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$503,281
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,477,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,390,267
Value of total corrective distributions2014-12-31$23,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$271,928
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$4,974,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,697
Total interest from all sources2014-12-31$2,471
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$38,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$38,805
Administrative expenses professional fees incurred2014-12-31$30,169
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$251,718
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$147,347
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,210
Other income not declared elsewhere2014-12-31$1,639
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,974,024
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,974,024
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$33,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,616,921
Interest on participant loans2014-12-31$2,471
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$209,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$186,788
Net investment gain or loss from common/collective trusts2014-12-31$1,650
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,390,267
Did the plan have assets held for investment2014-12-31No
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 PBGC2014-12-31Yes
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 name2014-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2014-12-31260079381
2013 : SOUTHERNCARE, INC. 401(K) PLAN 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$1,314,318
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$630,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$561,580
Value of total corrective distributions2013-12-31$17,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$618,823
Value of total assets at end of year2013-12-31$4,974,024
Value of total assets at beginning of year2013-12-31$4,290,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,423
Total interest from all sources2013-12-31$5,793
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$83,019
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$83,019
Administrative expenses professional fees incurred2013-12-31$7,704
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$600,382
Participant contributions at end of year2013-12-31$147,347
Participant contributions at beginning of year2013-12-31$151,129
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,441
Other income not declared elsewhere2013-12-31$4,559
Administrative expenses (other) incurred2013-12-31$25
Total non interest bearing cash at end of year2013-12-31$77
Total non interest bearing cash at beginning of year2013-12-31$7,897
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$683,996
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,974,024
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,290,028
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$43,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,616,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,906,088
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$5,793
Value of interest in common/collective trusts at end of year2013-12-31$209,679
Value of interest in common/collective trusts at beginning of year2013-12-31$191,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$600,023
Net investment gain or loss from common/collective trusts2013-12-31$2,101
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$33,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$561,580
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 name2013-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2013-12-31260079381
2012 : SOUTHERNCARE, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$1,129,455
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$304,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$260,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$695,750
Value of total assets at end of year2012-12-31$4,290,028
Value of total assets at beginning of year2012-12-31$3,464,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,720
Total interest from all sources2012-12-31$6,083
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$83,478
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$83,478
Administrative expenses professional fees incurred2012-12-31$3,650
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 period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$632,349
Participant contributions at end of year2012-12-31$151,129
Participant contributions at beginning of year2012-12-31$107,354
Administrative expenses (other) incurred2012-12-31$123
Total non interest bearing cash at end of year2012-12-31$7,897
Total non interest bearing cash at beginning of year2012-12-31$24
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$825,169
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,290,028
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,464,859
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$39,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,906,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,177,739
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$6,052
Value of interest in common/collective trusts at end of year2012-12-31$191,687
Value of interest in common/collective trusts at beginning of year2012-12-31$179,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$341,879
Net investment gain or loss from common/collective trusts2012-12-31$2,265
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$63,401
Employer contributions (assets) at end of year2012-12-31$33,227
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$260,566
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 name2012-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2012-12-31260079381
2011 : SOUTHERNCARE, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$660,734
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$349,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$299,222
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$1,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$667,114
Value of total assets at end of year2011-12-31$3,464,859
Value of total assets at beginning of year2011-12-31$3,154,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,764
Total interest from all sources2011-12-31$3,263
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$75,290
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$75,290
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$595,452
Participant contributions at end of year2011-12-31$107,354
Participant contributions at beginning of year2011-12-31$94,587
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,429
Administrative expenses (other) incurred2011-12-31$51
Total non interest bearing cash at end of year2011-12-31$24
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$310,804
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,464,859
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,154,055
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$48,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,177,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,750,121
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$3,263
Value of interest in common/collective trusts at end of year2011-12-31$179,742
Value of interest in common/collective trusts at beginning of year2011-12-31$178,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$130,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-87,859
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$2,926
Net gain/loss from 103.12 investment entities2011-12-31$0
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$38,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$299,222
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 name2011-12-31BLACK & PINCKARD, LCC
Accountancy firm EIN2011-12-31260079381
2010 : SOUTHERNCARE, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$947,718
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$542,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$515,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$647,929
Value of total assets at end of year2010-12-31$3,154,055
Value of total assets at beginning of year2010-12-31$2,748,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,956
Total interest from all sources2010-12-31$4,325
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,917
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$36,917
Administrative expenses professional fees incurred2010-12-31$14,454
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$592,084
Participant contributions at end of year2010-12-31$94,587
Participant contributions at beginning of year2010-12-31$103,228
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,409
Administrative expenses (other) incurred2010-12-31$38
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$405,665
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,154,055
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,748,390
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$12,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,750,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,215,297
Interest on participant loans2010-12-31$4,325
Value of interest in common/collective trusts at end of year2010-12-31$178,506
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$130,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$429,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$294,255
Net investment gain/loss from pooled separate accounts2010-12-31$-37,468
Net investment gain or loss from common/collective trusts2010-12-31$1,760
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$43,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$515,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31BLACK & PINCKARD, LLC
Accountancy firm EIN2010-12-31260079381

Form 5500 Responses for SOUTHERNCARE, INC. 401(K) PLAN

2014: SOUTHERNCARE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final 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: SOUTHERNCARE, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: SOUTHERNCARE, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERNCARE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERNCARE, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1