Logo

SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameSANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

SANDHILLS INDEPENDENT SCHOOL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SANDHILLS INDEPENDENT SCHOOL CORPORATION
Employer identification number (EIN):237125932
NAIC Classification:611000

Additional information about SANDHILLS INDEPENDENT SCHOOL CORPORATION

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0128954

More information about SANDHILLS INDEPENDENT SCHOOL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01EDWARD PHILLIPS2019-10-15
0012017-01-01EDWARD PHILLIPS2018-06-18
0012016-01-01EDWARD PHILLIPS2017-07-28
0012015-01-01EDWARD PHILLIPS2016-06-27
0012014-01-01EDWARD PHILLIPS2015-06-17
0012013-01-01EDWARD PHILLIPS2014-07-15
0012012-01-01EDWARD PHILLIPS2013-07-09
0012011-01-01EDWARD PHILLIPS2012-09-17
0012010-01-01EDWARD PHILLIPS2011-10-06
0012008-01-01EDWARD PHILLIPS EDWARD PHILLIPS2010-04-13
0012007-01-01EDWARD PHILLIPS EDWARD PHILLIPS2010-04-07

Plan Statistics for SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01160
Total number of active participants reported on line 7a of the Form 55002022-01-0186
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01161
Number of participants with account balances2022-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01159
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01160
Number of participants with account balances2021-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01169
Total number of active participants reported on line 7a of the Form 55002020-01-0180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01159
Number of participants with account balances2020-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01131
Total number of active participants reported on line 7a of the Form 55002019-01-0179
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01169
Number of participants with account balances2019-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-551,109
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,139,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,132,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$397,782
Value of total assets at end of year2022-12-31$6,615,751
Value of total assets at beginning of year2022-12-31$8,306,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,318
Total interest from all sources2022-12-31$74,982
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$109,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$109,860
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$600,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$261,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,690,308
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,615,751
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,306,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,314,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,970,493
Value of interest in pooled separate accounts at end of year2022-12-31$408,686
Value of interest in pooled separate accounts at beginning of year2022-12-31$437,200
Interest earned on other investments2022-12-31$74,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,893,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,898,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,065,990
Net investment gain/loss from pooled separate accounts2022-12-31$-67,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$135,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,132,881
Contract administrator fees2022-12-31$6,318
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THOMAS JUDY & TUCKER, P.A.
Accountancy firm EIN2022-12-31561965804
2021 : SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,360,497
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$807,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$800,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$411,152
Value of total assets at end of year2021-12-31$8,306,059
Value of total assets at beginning of year2021-12-31$7,752,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,357
Total interest from all sources2021-12-31$70,911
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$117,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$117,807
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$283,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$553,430
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,306,059
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,752,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,970,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,419,501
Value of interest in pooled separate accounts at end of year2021-12-31$437,200
Value of interest in pooled separate accounts at beginning of year2021-12-31$395,549
Interest earned on other investments2021-12-31$70,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,898,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,937,579
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$694,217
Net investment gain/loss from pooled separate accounts2021-12-31$66,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$127,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$798,521
Contract administrator fees2021-12-31$6,357
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THOMAS JUDY & TUCKER, P.A.
Accountancy firm EIN2021-12-31561965804
2020 : SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,326,156
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,082,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,075,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$525,845
Value of total assets at end of year2020-12-31$7,752,629
Value of total assets at beginning of year2020-12-31$7,508,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,239
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$73,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$73,644
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$257,585
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$144,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$243,961
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,752,629
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,508,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,419,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,643,217
Value of interest in pooled separate accounts at end of year2020-12-31$395,549
Value of interest in pooled separate accounts at beginning of year2020-12-31$896,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,937,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,968,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$613,059
Net investment gain/loss from pooled separate accounts2020-12-31$113,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$124,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,075,956
Contract administrator fees2020-12-31$6,239
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THOMAS JUDY & TUCKER, P.A.
Accountancy firm EIN2020-12-31561965804
2019 : SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$682,551
Total transfer of assets to this plan2019-12-31$682,551
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$1,390,397
Total income from all sources (including contributions)2019-12-31$1,390,397
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$562,943
Total of all expenses incurred2019-12-31$562,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$562,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$562,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$311,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$311,862
Value of total assets at end of year2019-12-31$7,508,668
Value of total assets at end of year2019-12-31$7,508,668
Value of total assets at beginning of year2019-12-31$5,998,663
Value of total assets at beginning of year2019-12-31$5,998,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$50,729
Total interest from all sources2019-12-31$50,729
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$600,000
Value of fidelity bond cover2019-12-31$600,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$89,469
Amount contributed by the employer to the plan for this plan year2019-12-31$89,469
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$222,393
Contributions received from participants2019-12-31$222,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$827,454
Value of net income/loss2019-12-31$827,454
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,508,668
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,508,668
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,998,663
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,998,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,643,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,643,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,513,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,513,986
Value of interest in pooled separate accounts at end of year2019-12-31$896,761
Value of interest in pooled separate accounts at end of year2019-12-31$896,761
Value of interest in pooled separate accounts at beginning of year2019-12-31$645,653
Value of interest in pooled separate accounts at beginning of year2019-12-31$645,653
Interest earned on other investments2019-12-31$50,729
Interest earned on other investments2019-12-31$50,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,968,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,968,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,839,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,839,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$809,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$809,739
Net investment gain/loss from pooled separate accounts2019-12-31$193,912
Net investment gain/loss from pooled separate accounts2019-12-31$193,912
Net investment gain or loss from common/collective trusts2019-12-31$24,155
Net investment gain or loss from common/collective trusts2019-12-31$24,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$89,469
Contributions received in cash from employer2019-12-31$89,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$562,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$562,943
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THOMAS JUDY & TUCKER, P.A.
Accountancy firm name2019-12-31THOMAS JUDY & TUCKER, P.A.
Accountancy firm EIN2019-12-31561965804
Accountancy firm EIN2019-12-31561965804

Form 5500 Responses for SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN

2022: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2008: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number0504607530
Policy instance 3
Insurance contract or identification number0504607530
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number707131
Policy instance 2
Insurance contract or identification number707131
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356104
Policy instance 1
Insurance contract or identification number356104
Number of Individuals Covered40
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number0504607530
Policy instance 3
Insurance contract or identification number0504607530
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number707131
Policy instance 2
Insurance contract or identification number707131
Number of Individuals Covered16
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356104
Policy instance 1
Insurance contract or identification number356104
Number of Individuals Covered41
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number0504607530
Policy instance 3
Insurance contract or identification number0504607530
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number707131
Policy instance 2
Insurance contract or identification number707131
Number of Individuals Covered20
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356104
Policy instance 1
Insurance contract or identification number356104
Number of Individuals Covered42
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 )
Policy contract number0504607530
Policy instance 3
Insurance contract or identification number0504607530
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number707131
Policy instance 2
Insurance contract or identification number707131
Number of Individuals Covered23
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356104
Policy instance 1
Insurance contract or identification number356104
Number of Individuals Covered43
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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