401k Plan data: SCROGGINSGREAR INC 401K PLAN plan

SCROGGINSGREAR INC 401K PLAN 401k Plan overview

Plan Name	SCROGGINSGREAR INC 401K PLAN
Plan identification number	001

SCROGGINSGREAR INC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: SCROGGINSGREAR INC

Employer identification number (EIN): 310795487

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCROGGINSGREAR INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT SCROGGINS 2023-08-29
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SANDRA A. MELILLO
001 2017-01-01 SANDRA A. MELILLO
001 2016-01-01 MARY ANN CRIDER 2017-10-16
001 2015-01-01 MARY ANN CRIDER
001 2014-01-01 MARY ANN CRIDER
001 2013-01-01 MARY ANN CRIDER
001 2012-01-01 MARY ANN CRIDER
001 2011-01-01 MARY ANN CRIDER
001 2009-01-01 ROBERT C. SCROGGINS
001 2009-01-01 MARY ANN CRIDER
001 2009-01-01 ROBERT C. SCROGGINS
001 2009-01-01 ROBERT C. SCROGGINS
001 2009-01-01 MARY ANN CRIDER
001 2009-01-01 ROBERT C. SCROGGINS

Plan Statistics for SCROGGINSGREAR INC 401K PLAN

401k plan membership statisitcs for SCROGGINSGREAR INC 401K PLAN

Measure Date Value
2021: SCROGGINSGREAR INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 63
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 92
Number of participants with account balances 2021-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCROGGINSGREAR INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 70
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 36
Total of all active and inactive participants 2020-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 107
Number of participants with account balances 2020-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCROGGINSGREAR INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 77
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 110
Number of participants with account balances 2019-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCROGGINSGREAR INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 92
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 118
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: SCROGGINSGREAR INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 97
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 23
Number of participants with account balances 2017-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 88
2016: SCROGGINSGREAR INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 73
Number of other retired or separated participants entitled to future benefits 2016-01-01 23
Total of all active and inactive participants 2016-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 97
Number of participants with account balances 2016-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCROGGINSGREAR INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 78
Number of other retired or separated participants entitled to future benefits 2015-01-01 39
Total of all active and inactive participants 2015-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 117
Number of participants with account balances 2015-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCROGGINSGREAR INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 71
Number of other retired or separated participants entitled to future benefits 2014-01-01 47
Total of all active and inactive participants 2014-01-01 118
Total participants 2014-01-01 118
Number of participants with account balances 2014-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCROGGINSGREAR INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 85
Number of other retired or separated participants entitled to future benefits 2013-01-01 44
Total of all active and inactive participants 2013-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 130
Number of participants with account balances 2013-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SCROGGINSGREAR INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 96
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 27
Total of all active and inactive participants 2012-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 124
Number of participants with account balances 2012-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SCROGGINSGREAR INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 104
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 28
Total of all active and inactive participants 2011-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 133
Number of participants with account balances 2011-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SCROGGINSGREAR INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 116
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 26
Total of all active and inactive participants 2009-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 146
Number of participants with account balances 2009-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2021: SCROGGINSGREAR INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	63
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	92
Number of participants with account balances	2021-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCROGGINSGREAR INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	70
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	36
Total of all active and inactive participants	2020-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	107
Number of participants with account balances	2020-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCROGGINSGREAR INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	77
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	110
Number of participants with account balances	2019-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCROGGINSGREAR INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	92
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	118
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: SCROGGINSGREAR INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	97
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	23
Number of participants with account balances	2017-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	88
2016: SCROGGINSGREAR INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	73
Number of other retired or separated participants entitled to future benefits	2016-01-01	23
Total of all active and inactive participants	2016-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	97
Number of participants with account balances	2016-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCROGGINSGREAR INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	78
Number of other retired or separated participants entitled to future benefits	2015-01-01	39
Total of all active and inactive participants	2015-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	117
Number of participants with account balances	2015-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCROGGINSGREAR INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	71
Number of other retired or separated participants entitled to future benefits	2014-01-01	47
Total of all active and inactive participants	2014-01-01	118
Total participants	2014-01-01	118
Number of participants with account balances	2014-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCROGGINSGREAR INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	85
Number of other retired or separated participants entitled to future benefits	2013-01-01	44
Total of all active and inactive participants	2013-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	130
Number of participants with account balances	2013-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SCROGGINSGREAR INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	96
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	27
Total of all active and inactive participants	2012-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	124
Number of participants with account balances	2012-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SCROGGINSGREAR INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	104
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	28
Total of all active and inactive participants	2011-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	133
Number of participants with account balances	2011-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SCROGGINSGREAR INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	116
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	26
Total of all active and inactive participants	2009-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	146
Number of participants with account balances	2009-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SCROGGINSGREAR INC 401K PLAN

Measure	Date	Value
2021 : SCROGGINSGREAR INC 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,563,104
Total of all expenses incurred	2021-12-31	$5,039,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,029,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$483,910
Value of total assets at end of year	2021-12-31	$15,332,731
Value of total assets at beginning of year	2021-12-31	$17,809,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,555
Total interest from all sources	2021-12-31	$31,819
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$360,643
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	$360,643
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	$421,902
Participant contributions at end of year	2021-12-31	$109,817
Participant contributions at beginning of year	2021-12-31	$136,972
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$21,105
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$147
Administrative expenses (other) incurred	2021-12-31	$1,055
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	$-2,476,435
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,332,731
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,809,166
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
Investment advisory and management fees	2021-12-31	$8,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,455,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,557,289
Interest on participant loans	2021-12-31	$5,765
Interest earned on other investments	2021-12-31	$26,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,725,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,114,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,686,732
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
Contributions received in cash from employer	2021-12-31	$40,903
Employer contributions (assets) at end of year	2021-12-31	$40,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,029,984
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	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	VEID & VEID CPA'S
Accountancy firm EIN	2021-12-31	542121378
2020 : SCROGGINSGREAR INC 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,366,786
Total of all expenses incurred	2020-12-31	$769,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$759,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$497,460
Value of total assets at end of year	2020-12-31	$17,809,166
Value of total assets at beginning of year	2020-12-31	$16,211,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,220
Total interest from all sources	2020-12-31	$22,567
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$265,472
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	$265,472
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	$448,207
Participant contributions at end of year	2020-12-31	$136,972
Participant contributions at beginning of year	2020-12-31	$144,112
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$49,253
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$188
Administrative expenses (other) incurred	2020-12-31	$720
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	$1,597,572
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$17,809,166
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,211,594
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
Investment advisory and management fees	2020-12-31	$8,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,557,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,550,239
Interest on participant loans	2020-12-31	$6,045
Interest earned on other investments	2020-12-31	$16,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,114,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$517,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,581,287
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	$759,994
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	VEID & VEID CPAS
Accountancy firm EIN	2020-12-31	542121378
2019 : SCROGGINSGREAR INC 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,415,833
Total of all expenses incurred	2019-12-31	$1,066,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,056,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$509,259
Value of total assets at end of year	2019-12-31	$16,211,594
Value of total assets at beginning of year	2019-12-31	$13,862,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,791
Total interest from all sources	2019-12-31	$15,109
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$356,470
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	$356,470
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	$506,526
Participant contributions at end of year	2019-12-31	$144,112
Participant contributions at beginning of year	2019-12-31	$145,226
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,733
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$188
Administrative expenses (other) incurred	2019-12-31	$1,291
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	$2,349,335
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,211,594
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,862,259
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
Investment advisory and management fees	2019-12-31	$8,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,550,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,994,789
Interest on participant loans	2019-12-31	$6,674
Interest earned on other investments	2019-12-31	$8,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$517,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$722,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,534,995
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	$1,056,707
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	2019-12-31	No
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
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	VEID & VEID CPAS
Accountancy firm EIN	2019-12-31	542121378
2018 : SCROGGINSGREAR INC 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-242,732
Total of all expenses incurred	2018-12-31	$975,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$965,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$515,157
Value of total assets at end of year	2018-12-31	$13,862,259
Value of total assets at beginning of year	2018-12-31	$15,080,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,629
Total interest from all sources	2018-12-31	$14,449
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$368,866
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	$368,866
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	$491,990
Participant contributions at end of year	2018-12-31	$145,226
Participant contributions at beginning of year	2018-12-31	$188,748
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$23,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$363
Administrative expenses (other) incurred	2018-12-31	$1,129
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,217,912
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,862,259
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,080,171
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
Investment advisory and management fees	2018-12-31	$8,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,994,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,172,946
Interest on participant loans	2018-12-31	$5,798
Interest earned on other investments	2018-12-31	$8,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$722,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$681,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,141,204
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
Employer contributions (assets) at beginning of year	2018-12-31	$36,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$965,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	VEID & VEID CPAS
Accountancy firm EIN	2018-12-31	542121378
2017 : SCROGGINSGREAR INC 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,953,462
Total of all expenses incurred	2017-12-31	$6,879,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$6,865,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$582,427
Value of total assets at end of year	2017-12-31	$15,080,171
Value of total assets at beginning of year	2017-12-31	$19,006,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,498
Total interest from all sources	2017-12-31	$13,860
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$275,332
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	$275,332
Administrative expenses professional fees incurred	2017-12-31	$8,500
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	$546,141
Participant contributions at end of year	2017-12-31	$188,748
Participant contributions at beginning of year	2017-12-31	$217,024
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$1,883
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$-3,926,055
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,080,171
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,006,226
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
Investment advisory and management fees	2017-12-31	$4,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,172,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$18,038,950
Interest on participant loans	2017-12-31	$6,893
Interest earned on other investments	2017-12-31	$6,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$750,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$750,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$681,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,246,572
Net investment gain/loss from pooled separate accounts	2017-12-31	$835,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$36,286
Employer contributions (assets) at end of year	2017-12-31	$36,286
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$6,865,019
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	VEID & VEID CPAS
Accountancy firm EIN	2017-12-31	542121378
2016 : SCROGGINSGREAR INC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,883,937
Total loss/gain on sale of assets	2016-12-31	$1,242,075
Total of all expenses incurred	2016-12-31	$2,220,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,186,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$593,107
Value of total assets at end of year	2016-12-31	$19,006,226
Value of total assets at beginning of year	2016-12-31	$19,342,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$33,858
Total interest from all sources	2016-12-31	$7,636
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$8,500
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$586,183
Participant contributions at end of year	2016-12-31	$217,024
Participant contributions at beginning of year	2016-12-31	$257,870
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,924
Other income not declared elsewhere	2016-12-31	$41,119
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	$-336,465
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,006,226
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,342,691
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
Investment advisory and management fees	2016-12-31	$24,564
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$18,038,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,734,237
Interest on participant loans	2016-12-31	$7,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$750,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,297,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,297,498
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
Employer contributions (assets) at beginning of year	2016-12-31	$53,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,186,544
Contract administrator fees	2016-12-31	$794
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	$1,242,075
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	VEID & VEID CPAS
Accountancy firm EIN	2016-12-31	542121378
2015 : SCROGGINSGREAR INC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$784,224
Total loss/gain on sale of assets	2015-12-31	$-276,564
Total of all expenses incurred	2015-12-31	$765,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$701,094
Expenses. Certain deemed distributions of participant loans	2015-12-31	$28,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,008,973
Value of total assets at end of year	2015-12-31	$19,342,691
Value of total assets at beginning of year	2015-12-31	$19,324,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$36,342
Total interest from all sources	2015-12-31	$9,537
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$8,500
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$569,272
Participant contributions at end of year	2015-12-31	$257,870
Participant contributions at beginning of year	2015-12-31	$321,732
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$386,615
Other income not declared elsewhere	2015-12-31	$42,278
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	$18,396
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,342,691
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,324,295
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
Investment advisory and management fees	2015-12-31	$26,352
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,734,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,360,174
Income. Interest from loans (other than to participants)	2015-12-31	$9,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,297,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,500,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,500,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$53,086
Employer contributions (assets) at end of year	2015-12-31	$53,086
Employer contributions (assets) at beginning of year	2015-12-31	$141,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$701,094
Contract administrator fees	2015-12-31	$1,490
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	$-276,564
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	VEID & VEID CPAS
Accountancy firm EIN	2015-12-31	542121378
2014 : SCROGGINSGREAR INC 401K 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	$1,452,657
Total loss/gain on sale of assets	2014-12-31	$743,193
Total of all expenses incurred	2014-12-31	$1,877,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,832,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$655,821
Value of total assets at end of year	2014-12-31	$19,324,295
Value of total assets at beginning of year	2014-12-31	$19,748,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$44,279
Total interest from all sources	2014-12-31	$12,229
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$8,500
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$513,368
Participant contributions at end of year	2014-12-31	$321,732
Participant contributions at beginning of year	2014-12-31	$391,406
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$882
Other income not declared elsewhere	2014-12-31	$41,414
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	$-424,385
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,324,295
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,748,680
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
Investment advisory and management fees	2014-12-31	$33,507
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,360,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,601,764
Interest on participant loans	2014-12-31	$12,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,500,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,628,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,628,926
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
Contributions received in cash from employer	2014-12-31	$141,571
Employer contributions (assets) at end of year	2014-12-31	$141,571
Employer contributions (assets) at beginning of year	2014-12-31	$126,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,832,763
Contract administrator fees	2014-12-31	$2,272
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	2014-12-31	Yes
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	$743,193
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	VEID & VEID CPAS
Accountancy firm EIN	2014-12-31	542131378
2013 : SCROGGINSGREAR INC 401K 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	$2,981,309
Total loss/gain on sale of assets	2013-12-31	$2,357,513
Total of all expenses incurred	2013-12-31	$1,339,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,251,024
Expenses. Certain deemed distributions of participant loans	2013-12-31	$39,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$569,261
Value of total assets at end of year	2013-12-31	$19,748,680
Value of total assets at beginning of year	2013-12-31	$18,106,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$49,049
Total interest from all sources	2013-12-31	$14,494
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$8,500
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$442,677
Participant contributions at end of year	2013-12-31	$391,406
Participant contributions at beginning of year	2013-12-31	$501,834
Other income not declared elsewhere	2013-12-31	$40,041
Administrative expenses (other) incurred	2013-12-31	$414
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	$1,642,131
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,748,680
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$18,106,549
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
Investment advisory and management fees	2013-12-31	$37,535
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,601,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,780,838
Interest on participant loans	2013-12-31	$14,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,628,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,626,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,626,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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
Contributions received in cash from employer	2013-12-31	$126,584
Employer contributions (assets) at end of year	2013-12-31	$126,584
Employer contributions (assets) at beginning of year	2013-12-31	$197,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,251,024
Contract administrator fees	2013-12-31	$2,600
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	$2,357,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	VEID & VEID CPAS
Accountancy firm EIN	2013-12-31	542131378
2012 : SCROGGINSGREAR INC 401K 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	$2,824,783
Total loss/gain on sale of assets	2012-12-31	$2,082,524
Total of all expenses incurred	2012-12-31	$3,233,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,173,863
Expenses. Certain deemed distributions of participant loans	2012-12-31	$4,656
Value of total corrective distributions	2012-12-31	$6,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$684,957
Value of total assets at end of year	2012-12-31	$18,106,549
Value of total assets at beginning of year	2012-12-31	$18,515,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$48,392
Total interest from all sources	2012-12-31	$18,483
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$8,950
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$465,303
Participant contributions at end of year	2012-12-31	$501,834
Participant contributions at beginning of year	2012-12-31	$487,226
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$22,450
Other income not declared elsewhere	2012-12-31	$38,819
Administrative expenses (other) incurred	2012-12-31	$246
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	$-408,824
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,106,549
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$18,515,373
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
Investment advisory and management fees	2012-12-31	$36,174
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,780,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$15,767,393
Interest on participant loans	2012-12-31	$18,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,626,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,055,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,055,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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
Contributions received in cash from employer	2012-12-31	$197,204
Employer contributions (assets) at end of year	2012-12-31	$197,204
Employer contributions (assets) at beginning of year	2012-12-31	$205,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,173,863
Contract administrator fees	2012-12-31	$3,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
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	$2,082,524
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	VEID & VIED CPAS
Accountancy firm EIN	2012-12-31	542131378
2011 : SCROGGINSGREAR INC 401K 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	$404,231
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$6,415,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,390,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$704,501
Value of total assets at end of year	2011-12-31	$18,515,373
Value of total assets at beginning of year	2011-12-31	$24,526,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$24,332
Total interest from all sources	2011-12-31	$18,698
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$8,700
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$471,434
Participant contributions at end of year	2011-12-31	$487,226
Participant contributions at beginning of year	2011-12-31	$496,740
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$27,898
Other income not declared elsewhere	2011-12-31	$46,502
Administrative expenses (other) incurred	2011-12-31	$321
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	$-6,010,986
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$18,515,373
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$24,526,359
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
Investment advisory and management fees	2011-12-31	$12,377
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$15,767,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$22,431,471
Income. Interest from loans (other than to participants)	2011-12-31	$18,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,055,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,384,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,384,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-365,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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
Contributions received in cash from employer	2011-12-31	$205,169
Employer contributions (assets) at end of year	2011-12-31	$205,169
Employer contributions (assets) at beginning of year	2011-12-31	$213,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$6,390,885
Contract administrator fees	2011-12-31	$2,934
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	VEID & VEID CPAS
Accountancy firm EIN	2011-12-31	542131378
2010 : SCROGGINSGREAR INC 401K PLAN 2010 401k financial data
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	$2,953,358
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,355,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,342,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$724,711
Value of total assets at end of year	2010-12-31	$24,526,359
Value of total assets at beginning of year	2010-12-31	$22,928,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$12,678
Total interest from all sources	2010-12-31	$24,190
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$8,450
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	$482,242
Participant contributions at end of year	2010-12-31	$496,740
Participant contributions at beginning of year	2010-12-31	$628,423
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$28,525
Other income not declared elsewhere	2010-12-31	$57,050
Administrative expenses (other) incurred	2010-12-31	$4,228
Total non interest bearing cash at beginning of year	2010-12-31	$4
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	$1,598,233
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$24,526,359
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,928,126
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	$22,431,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$20,803,120
Interest on participant loans	2010-12-31	$24,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,384,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,281,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,281,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,147,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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
Contributions received in cash from employer	2010-12-31	$213,944
Employer contributions (assets) at end of year	2010-12-31	$213,944
Employer contributions (assets) at beginning of year	2010-12-31	$214,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,342,447
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GREAR & CO CPAS
Accountancy firm EIN	2010-12-31	311275871
2009 : SCROGGINSGREAR INC 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SCROGGINSGREAR INC 401K PLAN

2021: SCROGGINSGREAR INC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCROGGINSGREAR INC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCROGGINSGREAR INC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCROGGINSGREAR INC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCROGGINSGREAR INC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCROGGINSGREAR INC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCROGGINSGREAR INC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCROGGINSGREAR INC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCROGGINSGREAR INC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCROGGINSGREAR INC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCROGGINSGREAR INC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SCROGGINSGREAR INC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512839

Policy instance

Insurance contract or identification number	512839
Number of Individuals Covered	86
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,088
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,088
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512839

Policy instance

Insurance contract or identification number	512839
Number of Individuals Covered	102
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,402
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,402
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512839

Policy instance

Insurance contract or identification number	512839
Number of Individuals Covered	106
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,192
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,192
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512839

Policy instance

Insurance contract or identification number	512839
Number of Individuals Covered	109
Insurance policy start date	2018-03-21
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,443
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,443
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512839

Policy instance

Insurance contract or identification number	512839
Number of Individuals Covered	93
Insurance policy start date	2017-03-21
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,747
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,747
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	TRIAD ADVISORS INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91684

Policy instance

Insurance contract or identification number	91684
Number of Individuals Covered	129
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $47,536
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	39036
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3
Insurance broker name	VEID & VEID CPAS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91684

Policy instance

Insurance contract or identification number	91684
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $46,803
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	38303
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3
Insurance broker name	VEID & VEID CPAS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91684

Policy instance

Insurance contract or identification number	91684
Number of Individuals Covered	130
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $46,449
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	37535
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3
Insurance broker name	FIDELITY MANAGEMENT & RESEARCH

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91684

Policy instance

Insurance contract or identification number	91684
Number of Individuals Covered	137
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $45,281
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	36174
Additional information about fees paid to insurance broker	RIA FEES
Insurance broker organization code?	3
Insurance broker name	CLAYTON L SCROGGINS ASSOC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91684

Policy instance

Insurance contract or identification number	91684
Number of Individuals Covered	147
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $10,160
Total amount of fees paid to insurance company	USD $21,227
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

91684

Policy instance

Insurance contract or identification number	91684
Number of Individuals Covered	146
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $13,731
Total amount of fees paid to insurance company	USD $9,100
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	SCROGGINSGREAR INC
Employer identification number (EIN):	310795487
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ROBERT SCROGGINS	2023-08-29
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SANDRA A. MELILLO
001	2017-01-01	SANDRA A. MELILLO
001	2016-01-01	MARY ANN CRIDER	2017-10-16
001	2015-01-01	MARY ANN CRIDER
001	2014-01-01	MARY ANN CRIDER
001	2013-01-01	MARY ANN CRIDER
001	2012-01-01	MARY ANN CRIDER
001	2011-01-01	MARY ANN CRIDER
001	2009-01-01	ROBERT C. SCROGGINS
001	2009-01-01	MARY ANN CRIDER
001	2009-01-01	ROBERT C. SCROGGINS
001	2009-01-01	ROBERT C. SCROGGINS
001	2009-01-01	MARY ANN CRIDER
001	2009-01-01	ROBERT C. SCROGGINS