S & L HOSPITALITY has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : S & L HOSPITALITY 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-01-14 | $0 |
Total transfer of assets from this plan | 2022-01-14 | $3,607,114 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-14 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-14 | $0 |
Total income from all sources (including contributions) | 2022-01-14 | $-107,214 |
Total loss/gain on sale of assets | 2022-01-14 | $0 |
Total of all expenses incurred | 2022-01-14 | $374,357 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-14 | $369,803 |
Value of total corrective distributions | 2022-01-14 | $4,299 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-14 | $0 |
Value of total assets at end of year | 2022-01-14 | $0 |
Value of total assets at beginning of year | 2022-01-14 | $4,088,685 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-14 | $255 |
Total interest from all sources | 2022-01-14 | $15 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-01-14 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-14 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-14 | $0 |
Administrative expenses professional fees incurred | 2022-01-14 | $255 |
Was this plan covered by a fidelity bond | 2022-01-14 | Yes |
Value of fidelity bond cover | 2022-01-14 | $230,000 |
If this is an individual account plan, was there a blackout period | 2022-01-14 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-01-14 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-01-14 | No |
Contributions received from participants | 2022-01-14 | $0 |
Participant contributions at end of year | 2022-01-14 | $0 |
Participant contributions at beginning of year | 2022-01-14 | $33,556 |
Assets. Other investments not covered elsewhere at end of year | 2022-01-14 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-01-14 | $855,569 |
Other income not declared elsewhere | 2022-01-14 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-14 | No |
Value of net income/loss | 2022-01-14 | $-481,571 |
Value of net assets at end of year (total assets less liabilities) | 2022-01-14 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-01-14 | $4,088,685 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-14 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-14 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-01-14 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-14 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-14 | $3,096,613 |
Income. Interest from loans (other than to participants) | 2022-01-14 | $15 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-14 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-14 | $102,947 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-14 | $-107,229 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-14 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-01-14 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-01-14 | No |
Contributions received in cash from employer | 2022-01-14 | $0 |
Income. Dividends from preferred stock | 2022-01-14 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-14 | $369,803 |
Did the plan have assets held for investment | 2022-01-14 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-14 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-14 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-01-14 | Unqualified |
Accountancy firm name | 2022-01-14 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2022-01-14 | 391203191 |
2021 : S & L HOSPITALITY 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 |
Total income from all sources (including contributions) | 2021-12-31 | $778,181 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $389,376 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $378,546 |
Value of total corrective distributions | 2021-12-31 | $4,299 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $325,506 |
Value of total assets at end of year | 2021-12-31 | $4,088,685 |
Value of total assets at beginning of year | 2021-12-31 | $3,699,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,531 |
Total interest from all sources | 2021-12-31 | $1,532 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $6,531 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $230,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $206,569 |
Participant contributions at end of year | 2021-12-31 | $33,556 |
Participant contributions at beginning of year | 2021-12-31 | $77,888 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $855,569 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $761,595 |
Other income not declared elsewhere | 2021-12-31 | $632 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $388,805 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,088,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,699,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,096,613 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,762,861 |
Interest on participant loans | 2021-12-31 | $1,532 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $102,947 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $97,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $450,511 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $118,937 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $378,546 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2021-12-31 | 391203191 |
2020 : S & L HOSPITALITY 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $810,904 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $252,727 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $251,012 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $393,266 |
Value of total assets at end of year | 2020-12-31 | $3,699,880 |
Value of total assets at beginning of year | 2020-12-31 | $3,141,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,715 |
Total interest from all sources | 2020-12-31 | $6,812 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $165 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $165 |
Administrative expenses professional fees incurred | 2020-12-31 | $1,715 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $230,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $245,589 |
Participant contributions at end of year | 2020-12-31 | $77,888 |
Participant contributions at beginning of year | 2020-12-31 | $92,934 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $761,595 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $354,206 |
Other income not declared elsewhere | 2020-12-31 | $-4,294 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $558,177 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,699,880 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,141,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,762,861 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,669,690 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $6,812 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $97,536 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $24,873 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $414,955 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $147,677 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $251,012 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2020-12-31 | 391203191 |
2019 : S & L HOSPITALITY 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $966,815 |
Total income from all sources (including contributions) | 2019-12-31 | $966,815 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $211,735 |
Total of all expenses incurred | 2019-12-31 | $211,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $192,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $192,871 |
Value of total corrective distributions | 2019-12-31 | $16,257 |
Value of total corrective distributions | 2019-12-31 | $16,257 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $455,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $455,314 |
Value of total assets at end of year | 2019-12-31 | $3,141,703 |
Value of total assets at end of year | 2019-12-31 | $3,141,703 |
Value of total assets at beginning of year | 2019-12-31 | $2,386,623 |
Value of total assets at beginning of year | 2019-12-31 | $2,386,623 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,607 |
Total interest from all sources | 2019-12-31 | $4,777 |
Total interest from all sources | 2019-12-31 | $4,777 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $2,607 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,607 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $225,287 |
Value of fidelity bond cover | 2019-12-31 | $225,287 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $283,195 |
Contributions received from participants | 2019-12-31 | $283,195 |
Participant contributions at end of year | 2019-12-31 | $92,934 |
Participant contributions at end of year | 2019-12-31 | $92,934 |
Participant contributions at beginning of year | 2019-12-31 | $58,090 |
Participant contributions at beginning of year | 2019-12-31 | $58,090 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $354,206 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $354,206 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $174,327 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $174,327 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,008 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,008 |
Other income not declared elsewhere | 2019-12-31 | $-177 |
Other income not declared elsewhere | 2019-12-31 | $-177 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $755,080 |
Value of net income/loss | 2019-12-31 | $755,080 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,141,703 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,141,703 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,386,623 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,386,623 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,669,690 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,669,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,139,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,139,798 |
Interest on participant loans | 2019-12-31 | $4,777 |
Interest on participant loans | 2019-12-31 | $4,777 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $24,873 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $24,873 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,408 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $506,901 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $506,901 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $170,111 |
Contributions received in cash from employer | 2019-12-31 | $170,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $192,871 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $192,871 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm name | 2019-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2019-12-31 | 391203191 |
Accountancy firm EIN | 2019-12-31 | 391203191 |
2018 : S & L HOSPITALITY 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $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 | $140,017 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $188,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $184,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $355,870 |
Value of total assets at end of year | 2018-12-31 | $2,386,623 |
Value of total assets at beginning of year | 2018-12-31 | $2,435,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,529 |
Total interest from all sources | 2018-12-31 | $1,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $4,529 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $225,287 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $223,099 |
Participant contributions at end of year | 2018-12-31 | $58,090 |
Participant contributions at beginning of year | 2018-12-31 | $40,927 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $174,327 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-48,552 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,386,623 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,435,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,139,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,394,248 |
Interest on participant loans | 2018-12-31 | $1,735 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $14,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-217,588 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $132,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $184,040 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2018-12-31 | 391203191 |
2017 : S & L HOSPITALITY 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $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 | $581,275 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $445,656 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $436,303 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $230,402 |
Value of total assets at end of year | 2017-12-31 | $2,435,175 |
Value of total assets at beginning of year | 2017-12-31 | $2,299,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,353 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $9,353 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $225,287 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $171,778 |
Participant contributions at end of year | 2017-12-31 | $40,927 |
Participant contributions at beginning of year | 2017-12-31 | $72,489 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $135,619 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,435,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,299,556 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,394,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,227,067 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $350,873 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $58,624 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $436,303 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2017-12-31 | 391203191 |
2016 : S & L HOSPITALITY 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $413,114 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $158,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $149,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $241,461 |
Value of total assets at end of year | 2016-12-31 | $2,299,556 |
Value of total assets at beginning of year | 2016-12-31 | $2,045,162 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,341 |
Total interest from all sources | 2016-12-31 | $2,851 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $9,341 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $225,287 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $179,501 |
Participant contributions at end of year | 2016-12-31 | $72,489 |
Participant contributions at beginning of year | 2016-12-31 | $47,227 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $254,394 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,299,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,045,162 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,227,067 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,227,067 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,997,935 |
Interest on participant loans | 2016-12-31 | $2,851 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $168,802 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $61,960 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $149,379 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2016-12-31 | 391203191 |
2015 : S & L HOSPITALITY 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $150,960 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $174,409 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $168,364 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $223,213 |
Value of total assets at end of year | 2015-12-31 | $2,045,162 |
Value of total assets at beginning of year | 2015-12-31 | $2,068,611 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,045 |
Total interest from all sources | 2015-12-31 | $3,018 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $6,045 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $170,623 |
Participant contributions at end of year | 2015-12-31 | $47,227 |
Participant contributions at beginning of year | 2015-12-31 | $75,777 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-23,449 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,045,162 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,068,611 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,693,835 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,997,935 |
Interest on participant loans | 2015-12-31 | $3,018 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $298,999 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-75,271 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $52,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $168,364 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2015-12-31 | 391203191 |
2014 : S & L HOSPITALITY 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $204,131 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $199,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $191,426 |
Value of total corrective distributions | 2014-12-31 | $5,745 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $100,544 |
Value of total assets at end of year | 2014-12-31 | $2,068,611 |
Value of total assets at beginning of year | 2014-12-31 | $2,063,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,154 |
Total interest from all sources | 2014-12-31 | $3,531 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $117,419 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $117,419 |
Administrative expenses professional fees incurred | 2014-12-31 | $2,154 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $100,544 |
Participant contributions at end of year | 2014-12-31 | $75,777 |
Participant contributions at beginning of year | 2014-12-31 | $57,707 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,806 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,068,611 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,063,805 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,693,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,713,028 |
Interest on participant loans | 2014-12-31 | $3,531 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $298,999 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $293,070 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-17,363 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $191,426 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2014-12-31 | 391203191 |
2013 : S & L HOSPITALITY 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $472,563 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $167,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $166,008 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $122,980 |
Value of total assets at end of year | 2013-12-31 | $2,063,805 |
Value of total assets at beginning of year | 2013-12-31 | $1,758,667 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,417 |
Total interest from all sources | 2013-12-31 | $3,154 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $87,208 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $87,208 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $122,980 |
Participant contributions at end of year | 2013-12-31 | $57,707 |
Participant contributions at beginning of year | 2013-12-31 | $69,284 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $305,138 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,063,805 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,758,667 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,713,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,358,315 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $3,154 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $293,070 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $331,068 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $259,221 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $166,008 |
Contract administrator fees | 2013-12-31 | $1,417 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2013-12-31 | 391203191 |
2012 : S & L HOSPITALITY 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $326,764 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $201,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $176,717 |
Value of total corrective distributions | 2012-12-31 | $21,691 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $143,304 |
Value of total assets at end of year | 2012-12-31 | $1,758,667 |
Value of total assets at beginning of year | 2012-12-31 | $1,632,935 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,624 |
Total interest from all sources | 2012-12-31 | $3,521 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $36,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $143,304 |
Participant contributions at end of year | 2012-12-31 | $69,284 |
Participant contributions at beginning of year | 2012-12-31 | $46,731 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $5,217 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $125,732 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,758,667 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,632,935 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,358,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,267,553 |
Interest earned on other investments | 2012-12-31 | $3,521 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $331,068 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $311,946 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $143,013 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Income. Dividends from preferred stock | 2012-12-31 | $36,926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $176,717 |
Contract administrator fees | 2012-12-31 | $2,624 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS |
Accountancy firm EIN | 2012-12-31 | 391203191 |
2011 : S & L HOSPITALITY 401(K) PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-60,405 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-60,405 |
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 | $150,348 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $275,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $271,645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $181,326 |
Value of total assets at end of year | 2011-12-31 | $1,632,935 |
Value of total assets at beginning of year | 2011-12-31 | $1,757,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,588 |
Total interest from all sources | 2011-12-31 | $3,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $26,105 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $26,105 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $177,886 |
Participant contributions at end of year | 2011-12-31 | $46,731 |
Participant contributions at beginning of year | 2011-12-31 | $104,476 |
Participant contributions at end of year | 2011-12-31 | $5,217 |
Participant contributions at beginning of year | 2011-12-31 | $17,303 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,440 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-124,885 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,632,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,757,820 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,267,553 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,438,717 |
Interest on participant loans | 2011-12-31 | $3,322 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $311,946 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $197,324 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $271,645 |
Contract administrator fees | 2011-12-31 | $3,588 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS,SC |
Accountancy firm EIN | 2011-12-31 | 391203191 |
2010 : S & L HOSPITALITY 401(K) PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $3,660 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $3,660 |
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 | $16,376 |
Total income from all sources (including contributions) | 2010-12-31 | $360,422 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $152,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $126,229 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $205,703 |
Value of total assets at end of year | 2010-12-31 | $1,757,820 |
Value of total assets at beginning of year | 2010-12-31 | $1,566,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $26,461 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $15,653 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $15,653 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $201,866 |
Participant contributions at end of year | 2010-12-31 | $104,476 |
Participant contributions at beginning of year | 2010-12-31 | $83,638 |
Participant contributions at end of year | 2010-12-31 | $17,303 |
Participant contributions at beginning of year | 2010-12-31 | $6,190 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,837 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,504 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $14,893 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $207,732 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,757,820 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,550,088 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,438,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,233,021 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $239,610 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $239,610 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $197,324 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $135,406 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,501 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $126,229 |
Contract administrator fees | 2010-12-31 | $26,461 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,483 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SVA CERTIFIED PUBLIC ACCOUNTANTS,SC |
Accountancy firm EIN | 2010-12-31 | 391203191 |