Plan Name | SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SCOTTMADDEN, INC. |
Employer identification number (EIN): | 561445505 |
NAIC Classification: | 541600 |
Additional information about SCOTTMADDEN, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2009-05-11 |
Company Identification Number: | 0801121897 |
Legal Registered Office Address: |
2626 GLENWOOD AVE STE 480 ATTN: LOGAN TO RALEIGH United States of America (USA) 27608 |
More information about SCOTTMADDEN, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | KRISTIN OVERMAN | KRISTIN OVERMAN | 2018-10-11 | |
001 | 2016-01-01 | LOGAN TOMS | LOGAN TOMS | 2017-10-09 | |
001 | 2015-01-01 | LOGAN TOMS | |||
001 | 2014-01-01 | LOGAN TOMS | LOGAN TOMS | 2015-10-15 | |
001 | 2013-01-01 | LOGAN TOMS | LOGAN TOMS | 2014-10-15 | |
001 | 2012-01-01 | LOGAN TOMS | |||
001 | 2011-01-01 | LOGAN TOMS | LOGAN TOMS | 2012-10-15 | |
001 | 2010-01-01 | LOGAN TOMS | 2011-09-29 | SCOTTMADDEN, INC. | 2011-09-29 |
Measure | Date | Value |
---|---|---|
2022: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 209 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 65 |
Total of all active and inactive participants | 2022-01-01 | 274 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 274 |
Number of participants with account balances | 2022-01-01 | 249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 6 |
2021: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 59 |
Total of all active and inactive participants | 2021-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 247 |
Number of participants with account balances | 2021-01-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 220 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 64 |
Total of all active and inactive participants | 2020-01-01 | 284 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 284 |
Number of participants with account balances | 2020-01-01 | 224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 165 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 59 |
Total of all active and inactive participants | 2019-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 224 |
Number of participants with account balances | 2019-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 58 |
Total of all active and inactive participants | 2018-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 212 |
Number of participants with account balances | 2018-01-01 | 202 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 153 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 53 |
Total of all active and inactive participants | 2017-01-01 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 206 |
Number of participants with account balances | 2017-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 48 |
Total of all active and inactive participants | 2016-01-01 | 203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 203 |
Number of participants with account balances | 2016-01-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 27 |
Total of all active and inactive participants | 2015-01-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 184 |
Number of participants with account balances | 2015-01-01 | 173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 123 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 35 |
Total of all active and inactive participants | 2014-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 158 |
Number of participants with account balances | 2014-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 33 |
Total of all active and inactive participants | 2013-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 151 |
Number of participants with account balances | 2013-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 30 |
Total of all active and inactive participants | 2012-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 143 |
Number of participants with account balances | 2012-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 25 |
Total of all active and inactive participants | 2011-01-01 | 161 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 161 |
Number of participants with account balances | 2011-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2022 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
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 | $-7,988,505 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,988,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,939,191 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,898,603 |
Value of total assets at end of year | 2022-12-31 | $56,830,846 |
Value of total assets at beginning of year | 2022-12-31 | $67,807,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $49,109 |
Total interest from all sources | 2022-12-31 | $7,683 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $948,302 |
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 | $948,302 |
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 | $2,760,019 |
Participant contributions at end of year | 2022-12-31 | $201,972 |
Participant contributions at beginning of year | 2022-12-31 | $213,074 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $229,408 |
Other income not declared elsewhere | 2022-12-31 | $14,941 |
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 | $-10,976,805 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $56,830,846 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $67,807,651 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $52,124,119 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $63,180,664 |
Interest on participant loans | 2022-12-31 | $7,683 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,679,316 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,675,873 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-13,475,550 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-382,484 |
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 | Yes |
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 | $1,909,176 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,825,439 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,738,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,939,191 |
Contract administrator fees | 2022-12-31 | $49,109 |
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 | HUGHES PITTMAN & GUPTON, LLP |
Accountancy firm EIN | 2022-12-31 | 561415202 |
2021 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
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 | $12,183,984 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,668,692 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,615,665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,355,237 |
Value of total assets at end of year | 2021-12-31 | $67,807,651 |
Value of total assets at beginning of year | 2021-12-31 | $58,292,359 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $53,027 |
Total interest from all sources | 2021-12-31 | $7,106 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $940,173 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $940,173 |
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 | $2,434,288 |
Participant contributions at end of year | 2021-12-31 | $213,074 |
Participant contributions at beginning of year | 2021-12-31 | $204,499 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $154,412 |
Other income not declared elsewhere | 2021-12-31 | $12,969 |
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 | $9,515,292 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $67,807,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $58,292,359 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $22,404 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $63,180,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $54,857,264 |
Interest on participant loans | 2021-12-31 | $7,106 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,675,873 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,656,889 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $6,614,958 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $253,541 |
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 | Yes |
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 | $1,766,537 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,738,040 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,573,707 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,615,665 |
Contract administrator fees | 2021-12-31 | $30,623 |
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 | HUGHES PITTMAN & GUPTON, LLP |
Accountancy firm EIN | 2021-12-31 | 561415202 |
2020 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 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 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $12,916,388 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $951,428 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $875,114 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,045,945 |
Value of total assets at end of year | 2020-12-31 | $58,292,359 |
Value of total assets at beginning of year | 2020-12-31 | $46,327,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $76,314 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $7,391 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $645,288 |
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 | $645,288 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $2,261,883 |
Participant contributions at end of year | 2020-12-31 | $204,499 |
Participant contributions at beginning of year | 2020-12-31 | $172,201 |
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 | $149,033 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $20,044 |
Administrative expenses (other) incurred | 2020-12-31 | $76,314 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $11,964,960 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $58,292,359 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $46,327,399 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $54,857,264 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $42,773,005 |
Interest on participant loans | 2020-12-31 | $7,391 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,656,889 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,162,826 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,000,007 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $197,713 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 | $1,635,029 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,573,707 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,219,367 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $875,114 |
Contract administrator fees | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HUGHES, PITTMAN, & GUPTON LLP |
Accountancy firm EIN | 2020-12-31 | 561415202 |
2019 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
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 | $13,124,777 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,907,681 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,843,047 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,329,409 |
Value of total assets at end of year | 2019-12-31 | $46,327,399 |
Value of total assets at beginning of year | 2019-12-31 | $35,110,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $64,634 |
Total interest from all sources | 2019-12-31 | $6,991 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $721,737 |
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 | $721,737 |
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 | $2,058,921 |
Participant contributions at end of year | 2019-12-31 | $172,201 |
Participant contributions at beginning of year | 2019-12-31 | $158,280 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $42,187 |
Other income not declared elsewhere | 2019-12-31 | $15,708 |
Administrative expenses (other) incurred | 2019-12-31 | $64,634 |
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 | $11,217,096 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $46,327,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $35,110,303 |
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 | $42,773,005 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $32,692,554 |
Interest on participant loans | 2019-12-31 | $6,991 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,162,826 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,077,379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,868,935 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $181,997 |
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 | $2,228,301 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,219,367 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,182,090 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,843,047 |
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 | HUGHES PITLMAN & GUPTON LLP |
Accountancy firm EIN | 2019-12-31 | 561415202 |
2018 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
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 | $1,047,189 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,448,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,386,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,278,084 |
Value of total assets at end of year | 2018-12-31 | $35,110,303 |
Value of total assets at beginning of year | 2018-12-31 | $36,511,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $61,843 |
Total interest from all sources | 2018-12-31 | $6,244 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $627,014 |
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 | $627,014 |
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 | $1,957,458 |
Participant contributions at end of year | 2018-12-31 | $158,280 |
Participant contributions at beginning of year | 2018-12-31 | $157,228 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $115,121 |
Other income not declared elsewhere | 2018-12-31 | $933 |
Administrative expenses (other) incurred | 2018-12-31 | $61,843 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,401,456 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $35,110,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $36,511,759 |
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 | $32,692,554 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $34,467,675 |
Interest on participant loans | 2018-12-31 | $6,244 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,077,379 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $962,060 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,801,013 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-64,073 |
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 | $1,205,505 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,182,090 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $924,796 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,386,802 |
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 | HUGHES PITLMAN & GUPTON LLP |
Accountancy firm EIN | 2018-12-31 | 561415202 |
2017 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
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 | $9,286,989 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,781,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,723,250 |
Value of total corrective distributions | 2017-12-31 | $476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,174,566 |
Value of total assets at end of year | 2017-12-31 | $36,511,759 |
Value of total assets at beginning of year | 2017-12-31 | $29,006,339 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $57,843 |
Total interest from all sources | 2017-12-31 | $5,724 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $536,884 |
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 | $536,884 |
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 | $1,820,028 |
Participant contributions at end of year | 2017-12-31 | $157,228 |
Participant contributions at beginning of year | 2017-12-31 | $134,818 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $387,247 |
Administrative expenses (other) incurred | 2017-12-31 | $57,843 |
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 | $7,505,420 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $36,511,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $29,006,339 |
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 | $34,467,675 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $27,083,308 |
Interest on participant loans | 2017-12-31 | $5,724 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $962,060 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $868,844 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,466,137 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $103,678 |
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 | $967,291 |
Employer contributions (assets) at end of year | 2017-12-31 | $924,796 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $919,369 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,723,250 |
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 | HUGHES PITLMAN & GUPTON LLP |
Accountancy firm EIN | 2017-12-31 | 561415202 |
2016 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,941,003 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $876,209 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $829,212 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,857,593 |
Value of total assets at end of year | 2016-12-31 | $29,006,339 |
Value of total assets at beginning of year | 2016-12-31 | $24,941,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $46,997 |
Total interest from all sources | 2016-12-31 | $5,155 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $435,554 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $435,554 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,681,863 |
Participant contributions at end of year | 2016-12-31 | $134,818 |
Participant contributions at beginning of year | 2016-12-31 | $122,949 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $185,361 |
Other income not declared elsewhere | 2016-12-31 | $217 |
Administrative expenses (other) incurred | 2016-12-31 | $46,997 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,064,794 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $29,006,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $24,941,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $27,083,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $23,170,869 |
Interest on participant loans | 2016-12-31 | $5,155 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $868,844 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $742,480 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,591,720 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $50,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $990,369 |
Employer contributions (assets) at end of year | 2016-12-31 | $919,369 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $905,247 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $829,212 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HUGHES PITLMAN & GUPTON,LLP |
Accountancy firm EIN | 2016-12-31 | 561415202 |
2015 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,745,690 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,952,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,906,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,659,005 |
Value of total assets at end of year | 2015-12-31 | $24,941,545 |
Value of total assets at beginning of year | 2015-12-31 | $24,148,015 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $45,859 |
Total interest from all sources | 2015-12-31 | $7,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $365,375 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $365,375 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,535,501 |
Participant contributions at end of year | 2015-12-31 | $122,949 |
Participant contributions at beginning of year | 2015-12-31 | $96,496 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $162,627 |
Administrative expenses (other) incurred | 2015-12-31 | $45,859 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $793,530 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $24,941,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $24,148,015 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $23,170,869 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $22,750,815 |
Interest on participant loans | 2015-12-31 | $7,226 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $742,480 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $485,626 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-279,345 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-6,571 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $960,877 |
Employer contributions (assets) at end of year | 2015-12-31 | $905,247 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $815,078 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,906,301 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | THOMAS JUDY TUCKER PA |
Accountancy firm EIN | 2015-12-31 | 561968804 |
2014 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,450,491 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,979,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,917,247 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,177,339 |
Value of total assets at end of year | 2014-12-31 | $24,148,015 |
Value of total assets at beginning of year | 2014-12-31 | $22,677,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $62,477 |
Total interest from all sources | 2014-12-31 | $4,164 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,088,565 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,088,565 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,258,086 |
Participant contributions at end of year | 2014-12-31 | $96,496 |
Participant contributions at beginning of year | 2014-12-31 | $89,097 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $53,401 |
Other income not declared elsewhere | 2014-12-31 | $447 |
Administrative expenses (other) incurred | 2014-12-31 | $62,477 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,470,767 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $24,148,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $22,677,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $22,750,815 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $17,215,334 |
Interest on participant loans | 2014-12-31 | $4,164 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $485,626 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,658,452 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $8,314 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $171,662 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $865,852 |
Employer contributions (assets) at end of year | 2014-12-31 | $815,078 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $714,365 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,917,247 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | THOMAS JUDY TUCKER PA |
Accountancy firm EIN | 2014-12-31 | 561965804 |
2013 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-956 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-956 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $6,082,982 |
Total loss/gain on sale of assets | 2013-12-31 | $-167 |
Total of all expenses incurred | 2013-12-31 | $1,717,263 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,660,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,990,586 |
Value of total assets at end of year | 2013-12-31 | $22,677,248 |
Value of total assets at beginning of year | 2013-12-31 | $18,311,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $56,292 |
Total interest from all sources | 2013-12-31 | $2,607 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $410,436 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $410,436 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,210,339 |
Participant contributions at end of year | 2013-12-31 | $89,097 |
Participant contributions at beginning of year | 2013-12-31 | $56,947 |
Participant contributions at beginning of year | 2013-12-31 | $20,452 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $19,660 |
Other income not declared elsewhere | 2013-12-31 | $9 |
Administrative expenses (other) incurred | 2013-12-31 | $56,292 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,365,719 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $22,677,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,311,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $17,215,334 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,636,000 |
Interest on participant loans | 2013-12-31 | $2,607 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,658,452 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,240,907 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,674,397 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,006,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $760,587 |
Employer contributions (assets) at end of year | 2013-12-31 | $714,365 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $357,223 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,660,971 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $7,189 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $7,356 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | THOMAS JUDY TUCKER PA |
Accountancy firm EIN | 2013-12-31 | 561965804 |
2012 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,845,914 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,620,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,569,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,588,616 |
Value of total assets at end of year | 2012-12-31 | $18,311,529 |
Value of total assets at beginning of year | 2012-12-31 | $16,086,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $51,082 |
Total interest from all sources | 2012-12-31 | $1,761 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $142,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $142,543 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,135,092 |
Participant contributions at end of year | 2012-12-31 | $56,947 |
Participant contributions at beginning of year | 2012-12-31 | $30,340 |
Participant contributions at end of year | 2012-12-31 | $20,452 |
Participant contributions at beginning of year | 2012-12-31 | $6,198 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $43,951 |
Other income not declared elsewhere | 2012-12-31 | $16,244 |
Administrative expenses (other) incurred | 2012-12-31 | $51,082 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,225,328 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $18,311,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $16,086,201 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,636,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,732,253 |
Interest on participant loans | 2012-12-31 | $1,761 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,240,907 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,652,063 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,766,154 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $330,596 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $409,573 |
Employer contributions (assets) at end of year | 2012-12-31 | $357,223 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $665,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,569,504 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,570,262 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,570,262 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | THOMAS JUDY TUCKER PA |
Accountancy firm EIN | 2012-12-31 | 561965804 |
2011 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,923,971 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $317,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $275,230 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,599,540 |
Value of total assets at end of year | 2011-12-31 | $16,086,201 |
Value of total assets at beginning of year | 2011-12-31 | $14,480,187 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $42,727 |
Total interest from all sources | 2011-12-31 | $1,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $96,004 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $96,004 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,062,808 |
Participant contributions at end of year | 2011-12-31 | $30,340 |
Participant contributions at end of year | 2011-12-31 | $6,198 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $161,196 |
Other income not declared elsewhere | 2011-12-31 | $40,019 |
Administrative expenses (other) incurred | 2011-12-31 | $42,727 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,606,014 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $16,086,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,480,187 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,732,253 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $14,480,187 |
Interest on participant loans | 2011-12-31 | $1,322 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,652,063 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-872,615 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $59,701 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,375,536 |
Employer contributions (assets) at end of year | 2011-12-31 | $665,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $275,230 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | THOMAS JUDY TUCKER PA |
Accountancy firm EIN | 2011-12-31 | 561965804 |
2022: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SCOTTMADDEN, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SCOTTMADDEN, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SCOTTMADDEN, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SCOTTMADDEN, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SCOTTMADDEN, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SCOTTMADDEN, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SCOTTMADDEN, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SCOTTMADDEN, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |