SOUTH HILLS MOVERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN
401k plan membership statisitcs for SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN
Measure | Date | Value |
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2022 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-1,194,049 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,143,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,113,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $192,180 |
Value of total assets at end of year | 2022-12-31 | $6,363,294 |
Value of total assets at beginning of year | 2022-12-31 | $8,700,647 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $29,853 |
Total interest from all sources | 2022-12-31 | $1,268 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $249,106 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $249,106 |
Administrative expenses professional fees incurred | 2022-12-31 | $10,582 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $165,140 |
Participant contributions at end of year | 2022-12-31 | $30,849 |
Participant contributions at beginning of year | 2022-12-31 | $44,696 |
Participant contributions at end of year | 2022-12-31 | $6,597 |
Participant contributions at beginning of year | 2022-12-31 | $9,566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,337,353 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,363,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,700,647 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $5,889 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,554,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,616,959 |
Interest on participant loans | 2022-12-31 | $1,268 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $771,756 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,029,426 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,640,246 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $3,643 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $27,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,113,451 |
Contract administrator fees | 2022-12-31 | $13,382 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HENNESSY BLOTZER, LLC |
Accountancy firm EIN | 2022-12-31 | 871456824 |
2021 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 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 | $1,339,825 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $818,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $785,765 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $138,592 |
Value of total assets at end of year | 2021-12-31 | $8,700,647 |
Value of total assets at beginning of year | 2021-12-31 | $8,179,383 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $32,796 |
Total interest from all sources | 2021-12-31 | $1,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $503,086 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $503,086 |
Administrative expenses professional fees incurred | 2021-12-31 | $9,400 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $138,592 |
Participant contributions at end of year | 2021-12-31 | $44,696 |
Participant contributions at beginning of year | 2021-12-31 | $49,732 |
Participant contributions at end of year | 2021-12-31 | $9,566 |
Participant contributions at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $521,264 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,700,647 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,179,383 |
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 | $7,616,959 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,787,056 |
Interest on participant loans | 2021-12-31 | $1,570 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,029,426 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,342,595 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $688,055 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $8,522 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $785,765 |
Contract administrator fees | 2021-12-31 | $23,396 |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | HENNESSY BLOTZER, LLC |
Accountancy firm EIN | 2021-12-31 | 871456824 |
2020 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 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 | $1,269,515 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $98,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $69,268 |
Value of total corrective distributions | 2020-12-31 | $1,188 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $123,657 |
Value of total assets at end of year | 2020-12-31 | $8,179,383 |
Value of total assets at beginning of year | 2020-12-31 | $7,008,462 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $28,138 |
Total interest from all sources | 2020-12-31 | $1,902 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $265,908 |
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 | $265,908 |
Administrative expenses professional fees incurred | 2020-12-31 | $8,950 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $123,657 |
Participant contributions at end of year | 2020-12-31 | $49,732 |
Participant contributions at beginning of year | 2020-12-31 | $58,682 |
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 | $1,170,921 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,179,383 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,008,462 |
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 | $6,787,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,252,349 |
Interest on participant loans | 2020-12-31 | $1,902 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,342,595 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $697,431 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $863,327 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $14,721 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $69,268 |
Contract administrator fees | 2020-12-31 | $19,188 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | CREESE, SMITH, & CO. LLC |
Accountancy firm EIN | 2020-12-31 | 251801538 |
2019 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN 2019 401k financial data |
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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 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 | $1,730,394 |
Total loss/gain on sale of assets | 2019-12-31 | $328,363 |
Total of all expenses incurred | 2019-12-31 | $1,989,458 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,957,049 |
Value of total corrective distributions | 2019-12-31 | $1,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $137,779 |
Value of total assets at end of year | 2019-12-31 | $7,008,462 |
Value of total assets at beginning of year | 2019-12-31 | $7,267,526 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,842 |
Total interest from all sources | 2019-12-31 | $2,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $420,974 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $420,974 |
Administrative expenses professional fees incurred | 2019-12-31 | $30,842 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
Contributions received from participants | 2019-12-31 | $128,140 |
Participant contributions at end of year | 2019-12-31 | $58,682 |
Participant contributions at beginning of year | 2019-12-31 | $84,144 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $9,639 |
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 | $-259,064 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,008,462 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,267,526 |
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 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 | $6,252,349 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,496,965 |
Interest on participant loans | 2019-12-31 | $2,661 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $697,431 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $686,417 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $824,242 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $16,375 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,957,049 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $2,221,717 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,893,354 |
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 |
Accountancy firm name | 2019-12-31 | CREESE, SMITH, & CO. LLC |
Accountancy firm EIN | 2019-12-31 | 251801538 |
2018 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-18 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-18 |
Total income from all sources (including contributions) | 2018-12-31 | $-96,543 |
Total loss/gain on sale of assets | 2018-12-31 | $39,398 |
Total of all expenses incurred | 2018-12-31 | $3,461,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,423,104 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $134,174 |
Value of total assets at end of year | 2018-12-31 | $7,267,526 |
Value of total assets at beginning of year | 2018-12-31 | $10,825,174 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $38,001 |
Total interest from all sources | 2018-12-31 | $3,645 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $514,092 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $514,092 |
Administrative expenses professional fees incurred | 2018-12-31 | $38,001 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
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 | $134,174 |
Participant contributions at end of year | 2018-12-31 | $84,144 |
Participant contributions at beginning of year | 2018-12-31 | $122,929 |
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 | $-3,557,648 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,267,526 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,825,174 |
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 | $6,496,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,567,311 |
Interest on participant loans | 2018-12-31 | $3,645 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $686,417 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,134,934 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-801,118 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $13,284 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,423,104 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $3,642,024 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $3,602,626 |
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 | CREESE, SMITH, & CO. LLC |
Accountancy firm EIN | 2018-12-31 | 251801538 |
2017 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $1,798,606 |
Total loss/gain on sale of assets | 2017-12-31 | $245,538 |
Total of all expenses incurred | 2017-12-31 | $1,165,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,127,815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $152,005 |
Value of total assets at end of year | 2017-12-31 | $10,825,174 |
Value of total assets at beginning of year | 2017-12-31 | $10,191,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $37,557 |
Total interest from all sources | 2017-12-31 | $4,404 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $578,104 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $578,104 |
Administrative expenses professional fees incurred | 2017-12-31 | $37,557 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $152,005 |
Participant contributions at end of year | 2017-12-31 | $122,929 |
Participant contributions at beginning of year | 2017-12-31 | $142,323 |
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 | $633,234 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,825,174 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,191,940 |
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 | $9,567,311 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,024,351 |
Interest on participant loans | 2017-12-31 | $4,404 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,134,934 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,025,266 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $802,856 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $15,699 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,127,815 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $4,733,412 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $4,487,874 |
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 | CREESE, SMITH, & CO. LLC |
Accountancy firm EIN | 2017-12-31 | 251801538 |
2016 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $816,669 |
Total loss/gain on sale of assets | 2016-12-31 | $-19,963 |
Total of all expenses incurred | 2016-12-31 | $813,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $795,492 |
Value of total corrective distributions | 2016-12-31 | $1,308 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $151,142 |
Value of total assets at end of year | 2016-12-31 | $10,191,940 |
Value of total assets at beginning of year | 2016-12-31 | $10,188,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $16,324 |
Total interest from all sources | 2016-12-31 | $4,913 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $316,297 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $316,297 |
Administrative expenses professional fees incurred | 2016-12-31 | $16,324 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $151,142 |
Participant contributions at end of year | 2016-12-31 | $142,323 |
Participant contributions at beginning of year | 2016-12-31 | $155,976 |
Other income not declared elsewhere | 2016-12-31 | $640 |
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 | $3,545 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,191,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,188,395 |
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 | $9,024,351 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,118,802 |
Interest on participant loans | 2016-12-31 | $4,913 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,025,266 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $913,617 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $355,521 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $8,119 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $795,492 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $10,719,044 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $10,739,007 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2016-12-31 | 251408703 |
2015 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $235,834 |
Total loss/gain on sale of assets | 2015-12-31 | $24,383 |
Total of all expenses incurred | 2015-12-31 | $197,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $180,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $151,901 |
Value of total assets at end of year | 2015-12-31 | $10,188,395 |
Value of total assets at beginning of year | 2015-12-31 | $10,149,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $16,590 |
Total interest from all sources | 2015-12-31 | $4,752 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $527,567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $527,567 |
Administrative expenses professional fees incurred | 2015-12-31 | $16,590 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $151,901 |
Participant contributions at end of year | 2015-12-31 | $155,976 |
Participant contributions at beginning of year | 2015-12-31 | $135,908 |
Other income not declared elsewhere | 2015-12-31 | $-42 |
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 | $38,539 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,188,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,149,856 |
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 | $9,118,802 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,133,731 |
Interest on participant loans | 2015-12-31 | $4,752 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $913,617 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $880,217 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-482,098 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $9,371 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $180,705 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $981,250 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $956,867 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2015-12-31 | 251408703 |
2014 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 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 | $887,580 |
Total loss/gain on sale of assets | 2014-12-31 | $60,983 |
Total of all expenses incurred | 2014-12-31 | $126,305 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $106,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $164,769 |
Value of total assets at end of year | 2014-12-31 | $10,149,856 |
Value of total assets at beginning of year | 2014-12-31 | $9,388,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $19,410 |
Total interest from all sources | 2014-12-31 | $4,130 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $573,273 |
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 | $573,273 |
Administrative expenses professional fees incurred | 2014-12-31 | $19,410 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 | $158,596 |
Participant contributions at end of year | 2014-12-31 | $135,908 |
Participant contributions at beginning of year | 2014-12-31 | $126,768 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $6,173 |
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 | $761,275 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,149,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,388,581 |
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 | $9,133,731 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,823,178 |
Interest on participant loans | 2014-12-31 | $4,130 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $880,217 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $438,635 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $79,015 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $5,410 |
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 | $106,895 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $1,810,009 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,749,026 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2014-12-31 | 251408703 |
2013 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 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 | $1,892,159 |
Total loss/gain on sale of assets | 2013-12-31 | $241,159 |
Total of all expenses incurred | 2013-12-31 | $623,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $600,320 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $174,101 |
Value of total assets at end of year | 2013-12-31 | $9,388,581 |
Value of total assets at beginning of year | 2013-12-31 | $8,119,538 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $22,796 |
Total interest from all sources | 2013-12-31 | $4,796 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $427,821 |
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 | $427,821 |
Administrative expenses professional fees incurred | 2013-12-31 | $22,796 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $174,101 |
Participant contributions at end of year | 2013-12-31 | $126,768 |
Participant contributions at beginning of year | 2013-12-31 | $120,044 |
Participant contributions at beginning of year | 2013-12-31 | $7,135 |
Other income not declared elsewhere | 2013-12-31 | $343 |
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 | $1,269,043 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,388,581 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,119,538 |
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 | $8,823,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,539,184 |
Interest on participant loans | 2013-12-31 | $4,796 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $438,635 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $453,175 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,040,748 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,191 |
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 | $600,320 |
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 | Yes |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $4,745,196 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $4,504,037 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2013-12-31 | 251408703 |
2012 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 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 | $1,169,843 |
Total loss/gain on sale of assets | 2012-12-31 | $144,082 |
Total of all expenses incurred | 2012-12-31 | $943,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $942,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $200,922 |
Value of total assets at end of year | 2012-12-31 | $8,119,538 |
Value of total assets at beginning of year | 2012-12-31 | $7,892,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,075 |
Total interest from all sources | 2012-12-31 | $3,951 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $229,706 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $229,706 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $199,508 |
Participant contributions at end of year | 2012-12-31 | $120,044 |
Participant contributions at beginning of year | 2012-12-31 | $117,168 |
Participant contributions at end of year | 2012-12-31 | $7,135 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,414 |
Other income not declared elsewhere | 2012-12-31 | $1,507 |
Administrative expenses (other) incurred | 2012-12-31 | $1,075 |
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 | $226,713 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,119,538 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,892,825 |
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 | $7,539,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,077,253 |
Interest on participant loans | 2012-12-31 | $3,951 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $453,175 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $698,404 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $583,920 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $5,755 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $942,055 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,176,480 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,032,398 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2012-12-31 | 251408703 |
2011 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $181,170 |
Total loss/gain on sale of assets | 2011-12-31 | $1,334 |
Total of all expenses incurred | 2011-12-31 | $205,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $191,643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $203,993 |
Value of total assets at end of year | 2011-12-31 | $7,892,825 |
Value of total assets at beginning of year | 2011-12-31 | $7,917,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $13,975 |
Total interest from all sources | 2011-12-31 | $3,684 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $161,543 |
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 | $161,543 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $188,121 |
Participant contributions at end of year | 2011-12-31 | $117,168 |
Participant contributions at beginning of year | 2011-12-31 | $100,263 |
Participant contributions at beginning of year | 2011-12-31 | $6,765 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $15,872 |
Other income not declared elsewhere | 2011-12-31 | $1,567 |
Administrative expenses (other) incurred | 2011-12-31 | $13,975 |
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 | $-24,448 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,892,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,917,273 |
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 | $7,077,253 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,081,544 |
Interest on participant loans | 2011-12-31 | $3,684 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $698,404 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $728,701 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-202,049 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $11,098 |
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 | $191,643 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $470,567 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $469,233 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2011-12-31 | 251408703 |
2010 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,016,478 |
Total loss/gain on sale of assets | 2010-12-31 | $-826 |
Total of all expenses incurred | 2010-12-31 | $170,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $165,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $189,844 |
Value of total assets at end of year | 2010-12-31 | $7,917,273 |
Value of total assets at beginning of year | 2010-12-31 | $7,071,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,028 |
Total interest from all sources | 2010-12-31 | $4,128 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $116,988 |
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 | $116,988 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $189,844 |
Participant contributions at end of year | 2010-12-31 | $100,263 |
Participant contributions at beginning of year | 2010-12-31 | $81,311 |
Participant contributions at end of year | 2010-12-31 | $6,765 |
Participant contributions at beginning of year | 2010-12-31 | $7,655 |
Other income not declared elsewhere | 2010-12-31 | $-7,826 |
Administrative expenses (other) incurred | 2010-12-31 | $5,028 |
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 | $846,186 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,917,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,071,087 |
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 | $7,081,544 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,208,954 |
Interest on participant loans | 2010-12-31 | $4,128 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $728,701 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $773,167 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $703,942 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $10,228 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $165,264 |
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 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $825,559 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $826,385 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2010-12-31 | 251408703 |
2009 : SOUTH HILLS MOVERS, INC. PROFIT-SHARING 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |