401k Plan data: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN plan

SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 401k Plan overview

Plan Name	SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
Plan identification number	001

SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name: SUPERIOR ENTERPRISES, INC.

Employer identification number (EIN): 351700025

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 TAMMY MCCLINTOCK
001 2023-01-01
001 2023-01-01 TAMMY MCCLINTOCK
001 2022-01-01
001 2022-01-01 TAMMY MCCLINTOCK
001 2021-01-01
001 2021-01-01 TAMMY MCCLINTOCK
001 2020-01-01
001 2019-01-01
001 2018-01-01 TAMMY MCCLINTOCK
001 2017-01-01 TAMMY MCCLINTOCK
001 2016-01-01 TAMMY MCCLINTOCK
001 2016-01-01
001 2015-01-01 TAMMY MCCLINTOCK
001 2014-01-01 TAMMY MCCLINTOCK
001 2013-01-01 TAMMY MCCLINTOCK
001 2012-01-01 TAMMY MCCLINTOCK
001 2011-01-01 TAMMY MCCLINTOCK TAMMY MCCLINTOCK 2012-09-26
001 2009-01-01 TAMMY MCCLINTOCK TAMMY MCCLINTOCK 2010-10-04

Financial Data on SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Measure	Date	Value
2023 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,774,330
Expenses. Total of all expenses incurred	2023-12-31	$162,532
Benefits paid (including direct rollovers)	2023-12-31	$162,331
Total plan assets at end of year	2023-12-31	$5,268,589
Total plan assets at beginning of year	2023-12-31	$3,656,791
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$57,185
Expenses. Other expenses not covered elsewhere	2023-12-31	$201
Contributions received from other sources (not participants or employers)	2023-12-31	$14,338
Other income received	2023-12-31	$1,542,476
Net income (gross income less expenses)	2023-12-31	$1,611,798
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,268,589
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,656,791
Assets. Value of employer securities	2023-12-31	$4,535,417
Total contributions received or receivable from employer(s)	2023-12-31	$160,331
2022 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-655,362
Expenses. Total of all expenses incurred	2022-12-31	$253,006
Benefits paid (including direct rollovers)	2022-12-31	$252,849
Total plan assets at end of year	2022-12-31	$3,656,791
Total plan assets at beginning of year	2022-12-31	$4,565,159
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$49,130
Expenses. Other expenses not covered elsewhere	2022-12-31	$157
Contributions received from other sources (not participants or employers)	2022-12-31	$48,253
Other income received	2022-12-31	$-1,005,594
Net income (gross income less expenses)	2022-12-31	$-908,368
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,656,791
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,565,159
Assets. Value of employer securities	2022-12-31	$3,088,909
Total contributions received or receivable from employer(s)	2022-12-31	$252,849
2021 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-335,066
Expenses. Total of all expenses incurred	2021-12-31	$474,004
Benefits paid (including direct rollovers)	2021-12-31	$473,794
Total plan assets at end of year	2021-12-31	$4,565,159
Total plan assets at beginning of year	2021-12-31	$5,374,229
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$36,082
Expenses. Other expenses not covered elsewhere	2021-12-31	$210
Other income received	2021-12-31	$-609,179
Net income (gross income less expenses)	2021-12-31	$-809,070
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,565,159
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,374,229
Assets. Value of employer securities	2021-12-31	$3,971,867
Total contributions received or receivable from employer(s)	2021-12-31	$238,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,006,964
Expenses. Total of all expenses incurred	2020-12-31	$272,255
Benefits paid (including direct rollovers)	2020-12-31	$272,109
Total plan assets at end of year	2020-12-31	$5,374,229
Total plan assets at beginning of year	2020-12-31	$4,639,520
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$26,285
Expenses. Other expenses not covered elsewhere	2020-12-31	$146
Other income received	2020-12-31	$775,000
Net income (gross income less expenses)	2020-12-31	$734,709
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,374,229
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,639,520
Assets. Value of employer securities	2020-12-31	$4,684,024
Total contributions received or receivable from employer(s)	2020-12-31	$205,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,212,911
Expenses. Total of all expenses incurred	2019-12-31	$108,385
Benefits paid (including direct rollovers)	2019-12-31	$108,335
Total plan assets at end of year	2019-12-31	$4,639,520
Total plan assets at beginning of year	2019-12-31	$2,534,994
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$25,450
Expenses. Other expenses not covered elsewhere	2019-12-31	$50
Other income received	2019-12-31	$2,084,126
Net income (gross income less expenses)	2019-12-31	$2,104,526
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,639,520
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,534,994
Assets. Value of employer securities	2019-12-31	$4,015,292
Total contributions received or receivable from employer(s)	2019-12-31	$103,335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$1,036,781
Expenses. Total of all expenses incurred	2018-12-31	$210,098
Benefits paid (including direct rollovers)	2018-12-31	$209,998
Total plan assets at end of year	2018-12-31	$2,534,994
Total plan assets at beginning of year	2018-12-31	$1,708,311
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$23,940
Expenses. Other expenses not covered elsewhere	2018-12-31	$100
Other income received	2018-12-31	$923,584
Net income (gross income less expenses)	2018-12-31	$826,683
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,534,994
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,708,311
Assets. Value of employer securities	2018-12-31	$2,047,693
Total contributions received or receivable from employer(s)	2018-12-31	$89,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$421,853
Expenses. Total of all expenses incurred	2017-12-31	$12,598
Benefits paid (including direct rollovers)	2017-12-31	$12,598
Total plan assets at end of year	2017-12-31	$1,708,311
Total plan assets at beginning of year	2017-12-31	$1,299,056
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$20,455
Other income received	2017-12-31	$398,188
Net income (gross income less expenses)	2017-12-31	$409,255
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,708,311
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,299,056
Assets. Value of employer securities	2017-12-31	$1,078,850
Total contributions received or receivable from employer(s)	2017-12-31	$3,210
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$41,851
Expenses. Total of all expenses incurred	2016-12-31	$34,674
Benefits paid (including direct rollovers)	2016-12-31	$34,674
Total plan assets at end of year	2016-12-31	$1,751,633
Total plan assets at beginning of year	2016-12-31	$1,744,456
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$16,400
Other income received	2016-12-31	$25,451
Net income (gross income less expenses)	2016-12-31	$7,177
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,751,633
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,744,456
Assets. Value of employer securities	2016-12-31	$1,239,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$237,709
Expenses. Total of all expenses incurred	2015-12-31	$105,797
Benefits paid (including direct rollovers)	2015-12-31	$105,797
Total plan assets at end of year	2015-12-31	$1,744,456
Total plan assets at beginning of year	2015-12-31	$1,612,544
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$22,600
Other income received	2015-12-31	$215,109
Net income (gross income less expenses)	2015-12-31	$131,912
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,744,456
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,612,544
Assets. Value of employer securities	2015-12-31	$1,273,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$391,101
Total income from all sources	2014-12-31	$489,277
Expenses. Total of all expenses incurred	2014-12-31	$26,738
Benefits paid (including direct rollovers)	2014-12-31	$8,524
Total plan assets at end of year	2014-12-31	$1,612,544
Total plan assets at beginning of year	2014-12-31	$1,541,106
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$30,020
Expenses. Other expenses not covered elsewhere	2014-12-31	$18,214
Other income received	2014-12-31	$85,762
Net income (gross income less expenses)	2014-12-31	$462,539
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,612,544
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,150,005
Assets. Value of employer securities	2014-12-31	$1,051,506
Total contributions received or receivable from employer(s)	2014-12-31	$373,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$391,101
Total plan liabilities at beginning of year	2013-12-31	$753,768
Total income from all sources	2013-12-31	$467,536
Expenses. Total of all expenses incurred	2013-12-31	$99,594
Benefits paid (including direct rollovers)	2013-12-31	$58,081
Total plan assets at end of year	2013-12-31	$1,541,106
Total plan assets at beginning of year	2013-12-31	$1,535,831
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$29,890
Expenses. Other expenses not covered elsewhere	2013-12-31	$41,513
Other income received	2013-12-31	$33,535
Net income (gross income less expenses)	2013-12-31	$367,942
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,150,005
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$782,063
Assets. Value of employer securities	2013-12-31	$1,035,000
Total contributions received or receivable from employer(s)	2013-12-31	$404,111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$753,768
Total plan liabilities at beginning of year	2012-12-31	$1,091,783
Total income from all sources	2012-12-31	$530,594
Expenses. Total of all expenses incurred	2012-12-31	$66,184
Total plan assets at end of year	2012-12-31	$1,535,831
Total plan assets at beginning of year	2012-12-31	$1,409,436
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$36,325
Expenses. Other expenses not covered elsewhere	2012-12-31	$66,184
Other income received	2012-12-31	$129,815
Net income (gross income less expenses)	2012-12-31	$464,410
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$782,063
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$317,653
Assets. Value of employer securities	2012-12-31	$1,100,000
Total contributions received or receivable from employer(s)	2012-12-31	$364,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$1,091,783
Total plan liabilities at beginning of year	2011-12-31	$1,407,153
Total income from all sources	2011-12-31	$704,113
Expenses. Total of all expenses incurred	2011-12-31	$105,859
Benefits paid (including direct rollovers)	2011-12-31	$17,034
Total plan assets at end of year	2011-12-31	$1,409,436
Total plan assets at beginning of year	2011-12-31	$1,126,552
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$34,205
Expenses. Other expenses not covered elsewhere	2011-12-31	$88,825
Other income received	2011-12-31	$300,321
Net income (gross income less expenses)	2011-12-31	$598,254
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$317,653
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$-280,601
Assets. Value of employer securities	2011-12-31	$1,409,436
Total contributions received or receivable from employer(s)	2011-12-31	$369,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,407,153
Total plan liabilities at beginning of year	2010-12-31	$1,701,261
Total income from all sources	2010-12-31	$732,463
Expenses. Total of all expenses incurred	2010-12-31	$110,101
Total plan assets at end of year	2010-12-31	$1,126,552
Total plan assets at beginning of year	2010-12-31	$798,298
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$29,545
Expenses. Other expenses not covered elsewhere	2010-12-31	$109,771
Other income received	2010-12-31	$405,739
Net income (gross income less expenses)	2010-12-31	$622,362
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$-280,601
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$-902,963
Assets. Value of employer securities	2010-12-31	$770,000
Total contributions received or receivable from employer(s)	2010-12-31	$297,179
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) 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 SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

2023: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
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: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
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: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
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: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
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: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
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: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) 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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SUPERIOR ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G39912

Policy instance

Insurance contract or identification number	G39912
Number of Individuals Covered	20
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G39912

Policy instance

Insurance contract or identification number	G39912
Number of Individuals Covered	19
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G39912

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G39912

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-025358

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-025358

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-025358

Policy instance