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SURRY COUNTY ECONOMIC DEV 401K PLAN 401k Plan overview

Plan NameSURRY COUNTY ECONOMIC DEV 401K PLAN
Plan identification number 001

SURRY COUNTY ECONOMIC DEV 401K 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.
  • 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

SURRY COUNTY ECONOMIC DEVELOPMENT PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:SURRY COUNTY ECONOMIC DEVELOPMENT PARTNERSHIP
Employer identification number (EIN):561946934
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURRY COUNTY ECONOMIC DEV 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01TODD TUCKER2022-08-17 TODD TUCKER2022-08-17
0012020-01-01TODD TUCKER2021-10-08 TODD TUCKER2021-10-08
0012019-01-01TODD TUCKER2020-09-29 TODD TUCKER2020-09-29
0012018-01-01TODD TUCKER2019-10-14 TODD TUCKER2019-10-14
0012017-01-01TODD TUCKER2018-06-26 TODD TUCKER2018-06-26
0012016-01-01TODD M TUCKE2017-06-09 TODD M TUCKER2017-06-09
0012015-01-01TODD TUCKER2016-05-31 TODD TUCKER2016-05-31
0012014-01-01TODD M TUCKER
0012013-01-01TODD TUCKER
0012012-01-01TODD TUCKER
0012011-03-01TODD TUCKER

Plan Statistics for SURRY COUNTY ECONOMIC DEV 401K PLAN

401k plan membership statisitcs for SURRY COUNTY ECONOMIC DEV 401K PLAN

Measure Date Value
2014: SURRY COUNTY ECONOMIC DEV 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SURRY COUNTY ECONOMIC DEV 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SURRY COUNTY ECONOMIC DEV 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SURRY COUNTY ECONOMIC DEV 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-012
Total number of active participants reported on line 7a of the Form 55002011-03-013
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-013
Number of participants with account balances2011-03-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010

Financial Data on SURRY COUNTY ECONOMIC DEV 401K PLAN

Measure Date Value
2014 : SURRY COUNTY ECONOMIC DEV 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$13,016
Expenses. Total of all expenses incurred2014-12-31$24
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$144,268
Total plan assets at beginning of year2014-12-31$131,276
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$5,779
Expenses. Other expenses not covered elsewhere2014-12-31$24
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,558
Net income (gross income less expenses)2014-12-31$12,992
Net plan assets at end of year (total assets less liabilities)2014-12-31$144,268
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$131,276
Assets. Value of participant loans2014-12-31$5,185
Total contributions received or receivable from employer(s)2014-12-31$5,679
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : SURRY COUNTY ECONOMIC DEV 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$19,627
Expenses. Total of all expenses incurred2013-12-31$30
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$131,276
Total plan assets at beginning of year2013-12-31$111,679
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$6,879
Expenses. Other expenses not covered elsewhere2013-12-31$30
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$7,069
Net income (gross income less expenses)2013-12-31$19,597
Net plan assets at end of year (total assets less liabilities)2013-12-31$131,276
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$111,679
Assets. Value of participant loans2013-12-31$8,324
Total contributions received or receivable from employer(s)2013-12-31$5,679
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : SURRY COUNTY ECONOMIC DEV 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$24,290
Expenses. Total of all expenses incurred2012-12-31$18
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$111,679
Total plan assets at beginning of year2012-12-31$87,407
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$6,279
Expenses. Other expenses not covered elsewhere2012-12-31$18
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$12,332
Net income (gross income less expenses)2012-12-31$24,272
Net plan assets at end of year (total assets less liabilities)2012-12-31$111,679
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$87,407
Assets. Value of participant loans2012-12-31$11,363
Total contributions received or receivable from employer(s)2012-12-31$5,679
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : SURRY COUNTY ECONOMIC DEV 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$87,419
Expenses. Total of all expenses incurred2011-12-31$12
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$87,407
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$4,332
Expenses. Other expenses not covered elsewhere2011-12-31$12
Contributions received from other sources (not participants or employers)2011-12-31$85,344
Other income received2011-12-31$-7,014
Net income (gross income less expenses)2011-12-31$87,407
Net plan assets at end of year (total assets less liabilities)2011-12-31$87,407
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of participant loans2011-12-31$14,303
Total contributions received or receivable from employer(s)2011-12-31$4,757
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0

Form 5500 Responses for SURRY COUNTY ECONOMIC DEV 401K PLAN

2014: SURRY COUNTY ECONOMIC DEV 401K 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SURRY COUNTY ECONOMIC DEV 401K 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SURRY COUNTY ECONOMIC DEV 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SURRY COUNTY ECONOMIC DEV 401K PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01First time form 5500 has been submittedYes
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825935
Policy instance 1
Insurance contract or identification numberGA-825935
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $375
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $375
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO L P.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825935
Policy instance 1
Insurance contract or identification numberGA-825935
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $328
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $328
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825935
Policy instance 1
Insurance contract or identification numberGA-825935
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $82
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $263
Insurance broker organization code?3
Amount paid for insurance broker fees82
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825935
Policy instance 1
Insurance contract or identification numberGA-825935
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $564
Total amount of fees paid to insurance companyUSD $40
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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