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SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTIN OVERMAN KRISTIN OVERMAN2018-10-11
0012016-01-01LOGAN TOMS LOGAN TOMS2017-10-09
0012015-01-01LOGAN TOMS
0012014-01-01LOGAN TOMS LOGAN TOMS2015-10-15
0012013-01-01LOGAN TOMS LOGAN TOMS2014-10-15
0012012-01-01LOGAN TOMS
0012011-01-01LOGAN TOMS LOGAN TOMS2012-10-15
0012010-01-01LOGAN TOMS2011-09-29 SCOTTMADDEN, INC.2011-09-29

Plan Statistics for SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01255
Total number of active participants reported on line 7a of the Form 55002022-01-01209
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01274
Number of participants with account balances2022-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01243
Total number of active participants reported on line 7a of the Form 55002021-01-01188
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01247
Number of participants with account balances2021-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01247
Total number of active participants reported on line 7a of the Form 55002020-01-01220
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01284
Number of participants with account balances2020-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01215
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01224
Number of participants with account balances2019-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01212
Number of participants with account balances2018-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01208
Total number of active participants reported on line 7a of the Form 55002017-01-01153
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01206
Number of participants with account balances2017-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01189
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01203
Number of participants with account balances2016-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01161
Total number of active participants reported on line 7a of the Form 55002015-01-01157
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01184
Number of participants with account balances2015-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01158
Number of participants with account balances2014-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01143
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01151
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01143
Number of participants with account balances2012-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01147
Total number of active participants reported on line 7a of the Form 55002011-01-01136
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01161
Number of participants with account balances2011-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018

Financial Data on SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,988,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$56,830,846
Value of total assets at beginning of year2022-12-31$67,807,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,109
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$948,302
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,760,019
Participant contributions at end of year2022-12-31$201,972
Participant contributions at beginning of year2022-12-31$213,074
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$229,408
Other income not declared elsewhere2022-12-31$14,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,124,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$63,180,664
Interest on participant loans2022-12-31$7,683
Value of interest in common/collective trusts at end of year2022-12-31$2,679,316
Value of interest in common/collective trusts at beginning of year2022-12-31$2,675,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,475,550
Net investment gain or loss from common/collective trusts2022-12-31$-382,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,909,176
Employer contributions (assets) at end of year2022-12-31$1,825,439
Employer contributions (assets) at beginning of year2022-12-31$1,738,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,939,191
Contract administrator fees2022-12-31$49,109
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN2022-12-31561415202
2021 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,668,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$67,807,651
Value of total assets at beginning of year2021-12-31$58,292,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,027
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$940,173
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,434,288
Participant contributions at end of year2021-12-31$213,074
Participant contributions at beginning of year2021-12-31$204,499
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$154,412
Other income not declared elsewhere2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$63,180,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,857,264
Interest on participant loans2021-12-31$7,106
Value of interest in common/collective trusts at end of year2021-12-31$2,675,873
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$253,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,766,537
Employer contributions (assets) at end of year2021-12-31$1,738,040
Employer contributions (assets) at beginning of year2021-12-31$1,573,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,615,665
Contract administrator fees2021-12-31$30,623
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HUGHES PITTMAN & GUPTON, LLP
Accountancy firm EIN2021-12-31561415202
2020 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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 paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,916,388
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$951,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$875,114
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$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 year2020-12-31$58,292,359
Value of total assets at beginning of year2020-12-31$46,327,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,314
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$645,288
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$2,261,883
Participant contributions at end of year2020-12-31$204,499
Participant contributions at beginning of year2020-12-31$172,201
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$20,044
Administrative expenses (other) incurred2020-12-31$76,314
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,857,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,773,005
Interest on participant loans2020-12-31$7,391
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,656,889
Value of interest in common/collective trusts at beginning of year2020-12-31$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 benefits2020-12-31$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 accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$197,713
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,635,029
Employer contributions (assets) at end of year2020-12-31$1,573,707
Employer contributions (assets) at beginning of year2020-12-31$2,219,367
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$875,114
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HUGHES, PITTMAN, & GUPTON LLP
Accountancy firm EIN2020-12-31561415202
2019 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,907,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$46,327,399
Value of total assets at beginning of year2019-12-31$35,110,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,634
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$721,737
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,058,921
Participant contributions at end of year2019-12-31$172,201
Participant contributions at beginning of year2019-12-31$158,280
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,187
Other income not declared elsewhere2019-12-31$15,708
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,773,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,692,554
Interest on participant loans2019-12-31$6,991
Value of interest in common/collective trusts at end of year2019-12-31$1,162,826
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$181,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,228,301
Employer contributions (assets) at end of year2019-12-31$2,219,367
Employer contributions (assets) at beginning of year2019-12-31$1,182,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,843,047
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HUGHES PITLMAN & GUPTON LLP
Accountancy firm EIN2019-12-31561415202
2018 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,448,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$35,110,303
Value of total assets at beginning of year2018-12-31$36,511,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,843
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$627,014
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,957,458
Participant contributions at end of year2018-12-31$158,280
Participant contributions at beginning of year2018-12-31$157,228
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$115,121
Other income not declared elsewhere2018-12-31$933
Administrative expenses (other) incurred2018-12-31$61,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,692,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,467,675
Interest on participant loans2018-12-31$6,244
Value of interest in common/collective trusts at end of year2018-12-31$1,077,379
Value of interest in common/collective trusts at beginning of year2018-12-31$962,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,801,013
Net investment gain or loss from common/collective trusts2018-12-31$-64,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,205,505
Employer contributions (assets) at end of year2018-12-31$1,182,090
Employer contributions (assets) at beginning of year2018-12-31$924,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,386,802
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HUGHES PITLMAN & GUPTON LLP
Accountancy firm EIN2018-12-31561415202
2017 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,781,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,723,250
Value of total corrective distributions2017-12-31$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 year2017-12-31$36,511,759
Value of total assets at beginning of year2017-12-31$29,006,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,843
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$536,884
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,820,028
Participant contributions at end of year2017-12-31$157,228
Participant contributions at beginning of year2017-12-31$134,818
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$387,247
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,467,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,083,308
Interest on participant loans2017-12-31$5,724
Value of interest in common/collective trusts at end of year2017-12-31$962,060
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$103,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$967,291
Employer contributions (assets) at end of year2017-12-31$924,796
Employer contributions (assets) at beginning of year2017-12-31$919,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,723,250
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HUGHES PITLMAN & GUPTON LLP
Accountancy firm EIN2017-12-31561415202
2016 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$876,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$29,006,339
Value of total assets at beginning of year2016-12-31$24,941,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,997
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$435,554
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,681,863
Participant contributions at end of year2016-12-31$134,818
Participant contributions at beginning of year2016-12-31$122,949
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$185,361
Other income not declared elsewhere2016-12-31$217
Administrative expenses (other) incurred2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,083,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,170,869
Interest on participant loans2016-12-31$5,155
Value of interest in common/collective trusts at end of year2016-12-31$868,844
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$50,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$990,369
Employer contributions (assets) at end of year2016-12-31$919,369
Employer contributions (assets) at beginning of year2016-12-31$905,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$829,212
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUGHES PITLMAN & GUPTON,LLP
Accountancy firm EIN2016-12-31561415202
2015 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,952,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$24,941,545
Value of total assets at beginning of year2015-12-31$24,148,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,859
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$365,375
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,535,501
Participant contributions at end of year2015-12-31$122,949
Participant contributions at beginning of year2015-12-31$96,496
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$162,627
Administrative expenses (other) incurred2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,170,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,750,815
Interest on participant loans2015-12-31$7,226
Value of interest in common/collective trusts at end of year2015-12-31$742,480
Value of interest in common/collective trusts at beginning of year2015-12-31$485,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-279,345
Net investment gain or loss from common/collective trusts2015-12-31$-6,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$960,877
Employer contributions (assets) at end of year2015-12-31$905,247
Employer contributions (assets) at beginning of year2015-12-31$815,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,906,301
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THOMAS JUDY TUCKER PA
Accountancy firm EIN2015-12-31561968804
2014 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,979,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$24,148,015
Value of total assets at beginning of year2014-12-31$22,677,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,477
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,088,565
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,258,086
Participant contributions at end of year2014-12-31$96,496
Participant contributions at beginning of year2014-12-31$89,097
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$53,401
Other income not declared elsewhere2014-12-31$447
Administrative expenses (other) incurred2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,750,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,215,334
Interest on participant loans2014-12-31$4,164
Value of interest in common/collective trusts at end of year2014-12-31$485,626
Value of interest in common/collective trusts at beginning of year2014-12-31$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 trusts2014-12-31$171,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$865,852
Employer contributions (assets) at end of year2014-12-31$815,078
Employer contributions (assets) at beginning of year2014-12-31$714,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,917,247
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THOMAS JUDY TUCKER PA
Accountancy firm EIN2014-12-31561965804
2013 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-956
Total unrealized appreciation/depreciation of assets2013-12-31$-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$6,082,982
Total loss/gain on sale of assets2013-12-31$-167
Total of all expenses incurred2013-12-31$1,717,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$22,677,248
Value of total assets at beginning of year2013-12-31$18,311,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$56,292
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$410,436
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,210,339
Participant contributions at end of year2013-12-31$89,097
Participant contributions at beginning of year2013-12-31$56,947
Participant contributions at beginning of year2013-12-31$20,452
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,660
Other income not declared elsewhere2013-12-31$9
Administrative expenses (other) incurred2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,215,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,636,000
Interest on participant loans2013-12-31$2,607
Value of interest in common/collective trusts at end of year2013-12-31$4,658,452
Value of interest in common/collective trusts at beginning of year2013-12-31$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 trusts2013-12-31$1,006,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$760,587
Employer contributions (assets) at end of year2013-12-31$714,365
Employer contributions (assets) at beginning of year2013-12-31$357,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,660,971
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$7,189
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,356
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THOMAS JUDY TUCKER PA
Accountancy firm EIN2013-12-31561965804
2012 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,845,914
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,620,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$18,311,529
Value of total assets at beginning of year2012-12-31$16,086,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,082
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$142,543
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,135,092
Participant contributions at end of year2012-12-31$56,947
Participant contributions at beginning of year2012-12-31$30,340
Participant contributions at end of year2012-12-31$20,452
Participant contributions at beginning of year2012-12-31$6,198
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,951
Other income not declared elsewhere2012-12-31$16,244
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,636,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,732,253
Interest on participant loans2012-12-31$1,761
Value of interest in common/collective trusts at end of year2012-12-31$3,240,907
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$330,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$409,573
Employer contributions (assets) at end of year2012-12-31$357,223
Employer contributions (assets) at beginning of year2012-12-31$665,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,569,504
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,570,262
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,570,262
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31THOMAS JUDY TUCKER PA
Accountancy firm EIN2012-12-31561965804
2011 : SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,923,971
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$317,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$16,086,201
Value of total assets at beginning of year2011-12-31$14,480,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,727
Total interest from all sources2011-12-31$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 bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,062,808
Participant contributions at end of year2011-12-31$30,340
Participant contributions at end of year2011-12-31$6,198
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$161,196
Other income not declared elsewhere2011-12-31$40,019
Administrative expenses (other) incurred2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,732,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,480,187
Interest on participant loans2011-12-31$1,322
Value of interest in common/collective trusts at end of year2011-12-31$1,652,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-872,615
Net investment gain or loss from common/collective trusts2011-12-31$59,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,375,536
Employer contributions (assets) at end of year2011-12-31$665,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$275,230
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THOMAS JUDY TUCKER PA
Accountancy firm EIN2011-12-31561965804

Form 5500 Responses for SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN

2022: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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