PALMETTO GOODWILL has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : PALMETTO GOODWILL 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $532,938 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $450,541 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $399,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,588,286 |
Value of total assets at end of year | 2022-12-31 | $7,626,624 |
Value of total assets at beginning of year | 2022-12-31 | $7,544,227 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $51,150 |
Total interest from all sources | 2022-12-31 | $11,319 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $589,368 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $589,368 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $573,346 |
Participant contributions at end of year | 2022-12-31 | $212,401 |
Participant contributions at beginning of year | 2022-12-31 | $228,042 |
Participant contributions at end of year | 2022-12-31 | $98,940 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,167 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $82,397 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,626,624 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,544,227 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $51,150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,159,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,514,651 |
Interest on participant loans | 2022-12-31 | $11,319 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,134,370 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $748,739 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,656,035 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,011,773 |
Employer contributions (assets) at end of year | 2022-12-31 | $21,894 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $52,795 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $399,391 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ELLIOTT DAVIS, LLC |
Accountancy firm EIN | 2022-12-31 | 570381582 |
2021 : PALMETTO GOODWILL 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,080,592 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,290,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,226,592 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $7,089 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,360,988 |
Value of total assets at end of year | 2021-12-31 | $7,544,227 |
Value of total assets at beginning of year | 2021-12-31 | $6,753,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $56,490 |
Total interest from all sources | 2021-12-31 | $11,026 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $56,490 |
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 | $457,247 |
Participant contributions at end of year | 2021-12-31 | $228,042 |
Participant contributions at beginning of year | 2021-12-31 | $204,568 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $790,421 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,544,227 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,753,806 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,514,651 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,963,545 |
Interest on participant loans | 2021-12-31 | $11,026 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $748,739 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $531,864 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $708,578 |
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 | $903,741 |
Employer contributions (assets) at end of year | 2021-12-31 | $52,795 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $53,829 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,226,592 |
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 | ELLIOTT DAVIS, LLC |
Accountancy firm EIN | 2021-12-31 | 570381582 |
2020 : PALMETTO GOODWILL 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,043,359 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $767,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $710,038 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $2,886 |
Value of total corrective distributions | 2020-12-31 | $454 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,379,883 |
Value of total assets at end of year | 2020-12-31 | $6,753,806 |
Value of total assets at beginning of year | 2020-12-31 | $5,478,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $54,410 |
Total interest from all sources | 2020-12-31 | $12,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $292,737 |
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 | $292,737 |
Administrative expenses professional fees incurred | 2020-12-31 | $54,410 |
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 | $419,746 |
Participant contributions at end of year | 2020-12-31 | $204,568 |
Participant contributions at beginning of year | 2020-12-31 | $222,570 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $94,397 |
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 | $1,275,571 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,753,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,478,235 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,963,545 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,864,429 |
Interest on participant loans | 2020-12-31 | $12,735 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $531,864 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $307,852 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $358,004 |
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 |
Contributions received in cash from employer | 2020-12-31 | $865,740 |
Employer contributions (assets) at end of year | 2020-12-31 | $53,829 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $83,384 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $710,038 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ELLIOTT DAVIS, LLC |
Accountancy firm EIN | 2020-12-31 | 570381582 |
2019 : PALMETTO GOODWILL 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,133,629 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $808,622 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $753,622 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,358,454 |
Value of total assets at end of year | 2019-12-31 | $5,478,235 |
Value of total assets at beginning of year | 2019-12-31 | $4,153,228 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $55,000 |
Total interest from all sources | 2019-12-31 | $11,647 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $354,131 |
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 | $354,131 |
Administrative expenses professional fees incurred | 2019-12-31 | $55,000 |
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 | $374,417 |
Participant contributions at end of year | 2019-12-31 | $222,570 |
Participant contributions at beginning of year | 2019-12-31 | $149,100 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,344 |
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 | $1,325,007 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,478,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,153,228 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,864,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,826,232 |
Interest on participant loans | 2019-12-31 | $11,647 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $307,852 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $177,896 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $409,397 |
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 |
Contributions received in cash from employer | 2019-12-31 | $982,693 |
Employer contributions (assets) at end of year | 2019-12-31 | $83,384 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $753,622 |
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 | ELLIOTT DAVIS, LLC |
Accountancy firm EIN | 2019-12-31 | 570381582 |
2018 : PALMETTO GOODWILL 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $815,836 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $609,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $563,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,004,610 |
Value of total assets at end of year | 2018-12-31 | $4,153,228 |
Value of total assets at beginning of year | 2018-12-31 | $3,946,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $45,630 |
Total interest from all sources | 2018-12-31 | $8,012 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $358,080 |
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 | $358,080 |
Administrative expenses professional fees incurred | 2018-12-31 | $45,630 |
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 | $337,232 |
Participant contributions at end of year | 2018-12-31 | $149,100 |
Participant contributions at beginning of year | 2018-12-31 | $137,047 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $40,955 |
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 | $206,750 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,153,228 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,946,478 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,826,232 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,705,503 |
Interest on participant loans | 2018-12-31 | $8,012 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts 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 | $177,896 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $103,928 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-554,866 |
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 |
Contributions received in cash from employer | 2018-12-31 | $626,423 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $563,456 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ELLIOTT DAVIS, LLC |
Accountancy firm EIN | 2018-12-31 | 570381582 |
2017 : PALMETTO GOODWILL 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,428,807 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $677,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $628,182 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $977,208 |
Value of total assets at end of year | 2017-12-31 | $3,946,478 |
Value of total assets at beginning of year | 2017-12-31 | $3,195,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $49,283 |
Total interest from all sources | 2017-12-31 | $6,786 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $186,808 |
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 | $186,808 |
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 | $350,374 |
Participant contributions at end of year | 2017-12-31 | $137,047 |
Participant contributions at beginning of year | 2017-12-31 | $161,088 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $11,449 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,090 |
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 | $751,342 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,946,478 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,195,136 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,705,503 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,009,673 |
Interest on participant loans | 2017-12-31 | $6,786 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $103,928 |
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 | $258,005 |
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 | $622,744 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $12,926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $628,182 |
Contract administrator fees | 2017-12-31 | $49,283 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ELLIOTT DAVIS, LLC |
Accountancy firm EIN | 2017-12-31 | 570381582 |