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SUE'S LANDSCAPING, INC. RETIREMENT PLAN 401k Plan overview

Plan NameSUE'S LANDSCAPING, INC. RETIREMENT PLAN
Plan identification number 001

SUE'S LANDSCAPING, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

SUES LANDSCAPING, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUES LANDSCAPING, INC.
Employer identification number (EIN):382446021
NAIC Classification:561730
NAIC Description:Landscaping Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUE'S LANDSCAPING, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01SARA BREHMER
0012016-01-01SARA BREHMER
0012015-01-01FRANK BREHMER
0012014-01-01FRANK BREHMER
0012013-01-01FRANK BREHMER
0012012-01-01FRANK BREHMER
0012011-01-01FRANK BREHMER
0012009-01-01FRANK BREHMER

Plan Statistics for SUE'S LANDSCAPING, INC. RETIREMENT PLAN

401k plan membership statisitcs for SUE'S LANDSCAPING, INC. RETIREMENT PLAN

Measure Date Value
2018: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-0184
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01109
Number of participants with account balances2018-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01115
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01131
Number of participants with account balances2016-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01134
Total participants2015-01-01134
Number of participants with account balances2015-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01120
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01124
Number of participants with account balances2014-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-0199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01115
Number of participants with account balances2013-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01120
Number of participants with account balances2012-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01108
Total number of active participants reported on line 7a of the Form 55002011-01-0192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01108
Number of participants with account balances2011-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-0197
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01115
Number of participants with account balances2009-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUE'S LANDSCAPING, INC. RETIREMENT PLAN

Measure Date Value
2018 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-16,375
Total of all expenses incurred2018-12-31$162,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$156,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,606
Value of total assets at end of year2018-12-31$1,059,179
Value of total assets at beginning of year2018-12-31$1,237,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,699
Total interest from all sources2018-12-31$4,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$22,606
Participant contributions at end of year2018-12-31$262
Administrative expenses (other) incurred2018-12-31$5,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-178,532
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,059,179
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,237,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$740,952
Value of interest in pooled separate accounts at beginning of year2018-12-31$922,938
Interest earned on other investments2018-12-31$4,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$317,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$314,773
Net investment gain/loss from pooled separate accounts2018-12-31$-43,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$156,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MRPR GROUP P.C.
Accountancy firm EIN2018-12-31382141969
2017 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$167,663
Total of all expenses incurred2017-12-31$102,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$95,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,612
Value of total assets at end of year2017-12-31$1,237,711
Value of total assets at beginning of year2017-12-31$1,172,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,384
Total interest from all sources2017-12-31$4,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$24,612
Administrative expenses (other) incurred2017-12-31$6,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$65,582
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,237,711
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,172,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$922,938
Value of interest in pooled separate accounts at beginning of year2017-12-31$835,237
Interest earned on other investments2017-12-31$4,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$314,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$336,892
Net investment gain/loss from pooled separate accounts2017-12-31$138,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$95,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MRPR GROUP P.C.
Accountancy firm EIN2017-12-31382141969
2016 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$96,077
Total of all expenses incurred2016-12-31$16,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$40,444
Value of total assets at end of year2016-12-31$1,172,129
Value of total assets at beginning of year2016-12-31$1,092,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$40,444
Other income not declared elsewhere2016-12-31$4,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$79,932
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,172,129
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,092,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$835,237
Value of interest in pooled separate accounts at beginning of year2016-12-31$758,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$336,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$333,383
Net investment gain/loss from pooled separate accounts2016-12-31$50,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,494
Contract administrator fees2016-12-31$5,651
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MRPR GROUP P.C.
Accountancy firm EIN2016-12-31382141969
2015 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$36,650
Total of all expenses incurred2015-12-31$11,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$42,092
Value of total assets at end of year2015-12-31$1,092,197
Value of total assets at beginning of year2015-12-31$1,067,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$42,092
Other income not declared elsewhere2015-12-31$5,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$24,910
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,092,197
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,067,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$758,814
Value of interest in pooled separate accounts at beginning of year2015-12-31$737,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$333,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$329,437
Net investment gain/loss from pooled separate accounts2015-12-31$-10,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,168
Contract administrator fees2015-12-31$5,572
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MRPR GROUP P.C.
Accountancy firm EIN2015-12-31382141969
2014 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$85,432
Total of all expenses incurred2014-12-31$40,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$35,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$38,172
Value of total assets at end of year2014-12-31$1,067,287
Value of total assets at beginning of year2014-12-31$1,022,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$38,172
Participant contributions at beginning of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$511
Other income not declared elsewhere2014-12-31$5,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$45,186
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,067,287
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,022,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$737,850
Value of interest in pooled separate accounts at beginning of year2014-12-31$694,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$329,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$326,621
Net investment gain/loss from pooled separate accounts2014-12-31$42,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$35,016
Contract administrator fees2014-12-31$5,230
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MRPR GROUP P.C.
Accountancy firm EIN2014-12-31382141969
2013 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$153,406
Total of all expenses incurred2013-12-31$23,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$33,563
Value of total assets at end of year2013-12-31$1,022,101
Value of total assets at beginning of year2013-12-31$892,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$33,563
Participant contributions at end of year2013-12-31$0
Participant contributions at end of year2013-12-31$511
Participant contributions at beginning of year2013-12-31$521
Other income not declared elsewhere2013-12-31$5,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$129,571
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,022,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$892,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$694,969
Value of interest in pooled separate accounts at beginning of year2013-12-31$568,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$326,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$323,634
Net investment gain/loss from pooled separate accounts2013-12-31$114,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,433
Contract administrator fees2013-12-31$7,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MRPR GROUP P.C.
Accountancy firm EIN2013-12-31382141969
2012 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$99,952
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$20,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$29,022
Value of total assets at end of year2012-12-31$892,530
Value of total assets at beginning of year2012-12-31$813,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,817
Total interest from all sources2012-12-31$0
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$29,022
Participant contributions at end of year2012-12-31$521
Participant contributions at beginning of year2012-12-31$400
Other income not declared elsewhere2012-12-31$6,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$79,056
Value of net assets at end of year (total assets less liabilities)2012-12-31$892,530
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$813,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$568,375
Value of interest in pooled separate accounts at beginning of year2012-12-31$493,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$323,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$319,841
Net investment gain/loss from pooled separate accounts2012-12-31$64,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,079
Contract administrator fees2012-12-31$6,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MRPR GROUP P.C.
Accountancy firm EIN2012-12-31382141969
2011 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$14,326
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$51,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$44,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$26,268
Value of total assets at end of year2011-12-31$813,474
Value of total assets at beginning of year2011-12-31$850,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,835
Total interest from all sources2011-12-31$0
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$26,268
Participant contributions at end of year2011-12-31$400
Participant contributions at beginning of year2011-12-31$396
Other income not declared elsewhere2011-12-31$8,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-37,309
Value of net assets at end of year (total assets less liabilities)2011-12-31$813,474
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$850,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$493,233
Value of interest in pooled separate accounts at beginning of year2011-12-31$532,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$319,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$318,142
Net investment gain/loss from pooled separate accounts2011-12-31$-20,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$44,800
Contract administrator fees2011-12-31$6,835
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MRPR GROUP P.C.
Accountancy firm EIN2011-12-31382141969
2010 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$103,327
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$34,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,255
Value of total assets at end of year2010-12-31$850,783
Value of total assets at beginning of year2010-12-31$781,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,389
Total interest from all sources2010-12-31$0
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$30,255
Participant contributions at end of year2010-12-31$396
Participant contributions at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$9,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$69,321
Value of net assets at end of year (total assets less liabilities)2010-12-31$850,783
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$781,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$532,245
Value of interest in pooled separate accounts at beginning of year2010-12-31$471,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$318,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$310,125
Net investment gain/loss from pooled separate accounts2010-12-31$63,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,617
Contract administrator fees2010-12-31$6,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MRPR GROUP PC
Accountancy firm EIN2010-12-31382141969
2009 : SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUE'S LANDSCAPING, INC. RETIREMENT PLAN

2018: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SUE'S LANDSCAPING, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999172
Policy instance 1
Insurance contract or identification number999172
Number of Individuals Covered57
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,893
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $2,893
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number999172
Policy instance 1
Insurance contract or identification number999172
Number of Individuals Covered58
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,022
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 BrokerUSD $3,022
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC

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