SOUTHLAND INTERNATIONAL TRUCKS INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2023 : SOUTHLAND 401(K) PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $8,690 |
Total income from all sources (including contributions) | 2023-12-31 | $2,390,582 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $781,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $679,981 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $24,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,019,711 |
Value of total assets at end of year | 2023-12-31 | $11,532,799 |
Value of total assets at beginning of year | 2023-12-31 | $9,932,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $76,895 |
Total interest from all sources | 2023-12-31 | $13,820 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $461,874 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $461,874 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $902,791 |
Participant contributions at end of year | 2023-12-31 | $190,192 |
Participant contributions at beginning of year | 2023-12-31 | $230,510 |
Participant contributions at end of year | 2023-12-31 | $37 |
Participant contributions at beginning of year | 2023-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $8,690 |
Administrative expenses (other) incurred | 2023-12-31 | $205 |
Total non interest bearing cash at end of year | 2023-12-31 | $62,831 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $63,431 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $1,608,945 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $11,532,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,923,854 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $40,653 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $9,507,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,718,149 |
Interest on participant loans | 2023-12-31 | $13,601 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,621,693 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,770,381 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $248 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $116,993 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $116,993 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $861,318 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $33,859 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $116,920 |
Employer contributions (assets) at end of year | 2023-12-31 | $150,000 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $33,080 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $679,981 |
Contract administrator fees | 2023-12-31 | $350 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | T.E. LOTT & COMPANY |
Accountancy firm EIN | 2023-12-31 | 640575804 |
2022 : SOUTHLAND 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,690 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $22,407 |
Total income from all sources (including contributions) | 2022-12-31 | $-313,000 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $687,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $602,547 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $6,455 |
Value of total corrective distributions | 2022-12-31 | $8,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,267,048 |
Value of total assets at end of year | 2022-12-31 | $9,932,544 |
Value of total assets at beginning of year | 2022-12-31 | $10,947,228 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $70,275 |
Total interest from all sources | 2022-12-31 | $9,779 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $551,064 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $551,064 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $797,893 |
Participant contributions at end of year | 2022-12-31 | $230,510 |
Participant contributions at beginning of year | 2022-12-31 | $177,987 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $319,155 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $8,690 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $22,407 |
Total non interest bearing cash at end of year | 2022-12-31 | $63,431 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $62,348 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,000,967 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,923,854 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,924,821 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $65,438 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,718,149 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,130,602 |
Interest on participant loans | 2022-12-31 | $9,747 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,770,381 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,396,931 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $116,993 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $29,360 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $29,360 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $32 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,158,528 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $17,637 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $150,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $33,080 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $150,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $602,547 |
Contract administrator fees | 2022-12-31 | $4,837 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | T.E. LOTT & COMPANY |
Accountancy firm EIN | 2022-12-31 | 640575804 |
2021 : SOUTHLAND 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $22,407 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $408,473 |
Total income from all sources (including contributions) | 2021-12-31 | $2,026,182 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $381,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $290,362 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $9,009 |
Value of total corrective distributions | 2021-12-31 | $22,407 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $829,249 |
Value of total assets at end of year | 2021-12-31 | $10,947,228 |
Value of total assets at beginning of year | 2021-12-31 | $9,688,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $59,251 |
Total interest from all sources | 2021-12-31 | $9,337 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $741,133 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $741,133 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $646,090 |
Participant contributions at end of year | 2021-12-31 | $177,987 |
Participant contributions at beginning of year | 2021-12-31 | $166,094 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $33,159 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $22,407 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $408,473 |
Total non interest bearing cash at end of year | 2021-12-31 | $62,348 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $50,938 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,645,153 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,924,821 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,279,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $52,136 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,130,602 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,558,576 |
Interest on participant loans | 2021-12-31 | $9,336 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,396,931 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,430,321 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $29,360 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $382,212 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $382,212 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $433,781 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $12,682 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $150,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $150,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $290,362 |
Contract administrator fees | 2021-12-31 | $7,115 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | T.E. LOTT & COMPANY |
Accountancy firm EIN | 2021-12-31 | 640575804 |
2020 : SOUTHLAND 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $408,473 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $34,778 |
Total income from all sources (including contributions) | 2020-12-31 | $1,748,268 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $724,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $669,848 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,257 |
Value of total corrective distributions | 2020-12-31 | $26,261 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $668,959 |
Value of total assets at end of year | 2020-12-31 | $9,688,141 |
Value of total assets at beginning of year | 2020-12-31 | $8,291,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $27,565 |
Total interest from all sources | 2020-12-31 | $10,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $348,181 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $348,181 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $484,432 |
Participant contributions at end of year | 2020-12-31 | $166,094 |
Participant contributions at beginning of year | 2020-12-31 | $185,611 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $84,168 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $408,473 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $34,778 |
Total non interest bearing cash at end of year | 2020-12-31 | $50,938 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $31,933 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,023,337 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,279,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,256,331 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $14,677 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,558,576 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,956,519 |
Interest on participant loans | 2020-12-31 | $10,627 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,430,321 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,016,689 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $382,212 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $357 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $357 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $703,854 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $16,644 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $100,359 |
Employer contributions (assets) at end of year | 2020-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $669,848 |
Contract administrator fees | 2020-12-31 | $12,888 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | T.E. LOTT & COMPANY |
Accountancy firm EIN | 2020-12-31 | 640575804 |
2019 : SOUTHLAND 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $34,778 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $23,319 |
Total income from all sources (including contributions) | 2019-12-31 | $2,010,374 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $260,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $197,913 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $6,749 |
Value of total corrective distributions | 2019-12-31 | $34,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $632,659 |
Value of total assets at end of year | 2019-12-31 | $8,291,109 |
Value of total assets at beginning of year | 2019-12-31 | $6,530,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,286 |
Total interest from all sources | 2019-12-31 | $7,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $300,052 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $300,052 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $529,142 |
Participant contributions at end of year | 2019-12-31 | $185,611 |
Participant contributions at beginning of year | 2019-12-31 | $114,387 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,041 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $34,778 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $23,319 |
Administrative expenses (other) incurred | 2019-12-31 | $903 |
Total non interest bearing cash at end of year | 2019-12-31 | $31,933 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $12,722 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,749,648 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,256,331 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,506,683 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $20,383 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,956,519 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,313,354 |
Interest on participant loans | 2019-12-31 | $7,188 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,016,689 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $988,635 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $357 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $904 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $904 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,053,897 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $16,567 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $100,476 |
Employer contributions (assets) at end of year | 2019-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $197,913 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | T.E. LOTT & COMPANY |
Accountancy firm EIN | 2019-12-31 | 640575804 |
2018 : SOUTHLAND 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $23,319 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $71,374 |
Total income from all sources (including contributions) | 2018-12-31 | $325,037 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $922,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $848,029 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $2,321 |
Value of total corrective distributions | 2018-12-31 | $25,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $592,492 |
Value of total assets at end of year | 2018-12-31 | $6,530,002 |
Value of total assets at beginning of year | 2018-12-31 | $7,175,259 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $46,743 |
Total interest from all sources | 2018-12-31 | $5,297 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $383,574 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $383,574 |
Administrative expenses professional fees incurred | 2018-12-31 | $600 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $457,105 |
Participant contributions at end of year | 2018-12-31 | $114,387 |
Participant contributions at beginning of year | 2018-12-31 | $119,861 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $30,285 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $35,387 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $23,319 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $71,374 |
Total non interest bearing cash at end of year | 2018-12-31 | $12,722 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $13,851 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-597,202 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,506,683 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,103,885 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $23,335 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,313,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,925,418 |
Interest on participant loans | 2018-12-31 | $5,287 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $988,635 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $952,480 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $904 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $33,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $33,364 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-669,321 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $12,995 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $848,029 |
Contract administrator fees | 2018-12-31 | $22,808 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | T.E. LOTT & COMPANY |
Accountancy firm EIN | 2018-12-31 | 640575804 |
2017 : SOUTHLAND 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $71,374 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $84,894 |
Total income from all sources (including contributions) | 2017-12-31 | $1,371,105 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $147,824 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $96,496 |
Value of total corrective distributions | 2017-12-31 | $16,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $533,605 |
Value of total assets at end of year | 2017-12-31 | $7,175,259 |
Value of total assets at beginning of year | 2017-12-31 | $5,965,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $34,828 |
Total interest from all sources | 2017-12-31 | $3,304 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $191,474 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $191,474 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $429,860 |
Participant contributions at end of year | 2017-12-31 | $119,861 |
Participant contributions at beginning of year | 2017-12-31 | $145,646 |
Participant contributions at end of year | 2017-12-31 | $30,285 |
Participant contributions at beginning of year | 2017-12-31 | $30,770 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,745 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $71,374 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $84,894 |
Total non interest bearing cash at end of year | 2017-12-31 | $13,851 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $3,259 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,223,281 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,103,885 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,880,604 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $12,840 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,925,418 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,679,084 |
Interest on participant loans | 2017-12-31 | $3,304 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $952,480 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $971,012 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $33,364 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $35,727 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $35,727 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $633,277 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $9,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $96,496 |
Contract administrator fees | 2017-12-31 | $21,988 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2017-12-31 | 260079381 |
2016 : SOUTHLAND 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $84,894 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $76,692 |
Total income from all sources (including contributions) | 2016-12-31 | $894,485 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $650,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $630,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $502,487 |
Value of total assets at end of year | 2016-12-31 | $5,965,498 |
Value of total assets at beginning of year | 2016-12-31 | $5,713,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $20,777 |
Total interest from all sources | 2016-12-31 | $7,212 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $157,111 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $157,111 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $382,797 |
Participant contributions at end of year | 2016-12-31 | $145,646 |
Participant contributions at beginning of year | 2016-12-31 | $179,778 |
Participant contributions at end of year | 2016-12-31 | $30,770 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $19,690 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $20,046 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $84,894 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $76,692 |
Other income not declared elsewhere | 2016-12-31 | $22,942 |
Total non interest bearing cash at end of year | 2016-12-31 | $3,259 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $16,784 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $243,616 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,880,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,636,988 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,679,084 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,136,337 |
Interest on participant loans | 2016-12-31 | $7,212 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $971,012 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,267,996 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $35,727 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $12,785 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $12,785 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $196,108 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $8,625 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $610,046 |
Contract administrator fees | 2016-12-31 | $20,777 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2016-12-31 | 260079381 |
2015 : SOUTHLAND 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $76,692 |
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 | $473,630 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $89,122 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $60,455 |
Value of total corrective distributions | 2015-12-31 | $12,887 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $485,369 |
Value of total assets at end of year | 2015-12-31 | $5,713,680 |
Value of total assets at beginning of year | 2015-12-31 | $5,252,480 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,780 |
Total interest from all sources | 2015-12-31 | $8,324 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $179,451 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $179,451 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $385,369 |
Participant contributions at end of year | 2015-12-31 | $179,778 |
Participant contributions at beginning of year | 2015-12-31 | $237,821 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $76,692 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $16,784 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $2,063 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $384,508 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,636,988 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,252,480 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,136,337 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,822,628 |
Interest on participant loans | 2015-12-31 | $8,324 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,267,996 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,138,823 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $12,785 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-207,636 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $8,122 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $50,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $60,455 |
Contract administrator fees | 2015-12-31 | $15,780 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2015-12-31 | 260079381 |
2014 : SOUTHLAND 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $632,713 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $228,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $212,116 |
Value of total corrective distributions | 2014-12-31 | $890 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $398,053 |
Value of total assets at end of year | 2014-12-31 | $5,252,480 |
Value of total assets at beginning of year | 2014-12-31 | $4,848,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,854 |
Total interest from all sources | 2014-12-31 | $10,461 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $165,989 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $165,989 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $348,053 |
Participant contributions at end of year | 2014-12-31 | $237,821 |
Participant contributions at beginning of year | 2014-12-31 | $255,649 |
Other income not declared elsewhere | 2014-12-31 | $-33 |
Total non interest bearing cash at end of year | 2014-12-31 | $2,063 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $3,655 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $403,853 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,252,480 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,848,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,822,628 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,377,394 |
Interest on participant loans | 2014-12-31 | $10,461 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,138,823 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,110,965 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $964 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $964 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $53,669 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $4,574 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $50,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $50,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $212,116 |
Contract administrator fees | 2014-12-31 | $15,854 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2014-12-31 | 260079381 |
2013 : SOUTHLAND 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $776,222 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $295,606 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $283,341 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $425,547 |
Value of total assets at end of year | 2013-12-31 | $4,848,627 |
Value of total assets at beginning of year | 2013-12-31 | $4,368,011 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,265 |
Total interest from all sources | 2013-12-31 | $8,231 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $43,696 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $43,696 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $325,547 |
Participant contributions at end of year | 2013-12-31 | $255,649 |
Participant contributions at beginning of year | 2013-12-31 | $166,331 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $33 |
Administrative expenses (other) incurred | 2013-12-31 | $450 |
Total non interest bearing cash at end of year | 2013-12-31 | $3,655 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,576 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $480,616 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,848,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,368,011 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,377,394 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,831,728 |
Interest on participant loans | 2013-12-31 | $8,231 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,110,965 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,267,453 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $964 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $923 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $923 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $293,888 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $4,827 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $283,341 |
Contract administrator fees | 2013-12-31 | $11,815 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2013-12-31 | 260079381 |
2012 : SOUTHLAND 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $632,126 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $222,952 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $210,599 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $407,154 |
Value of total assets at end of year | 2012-12-31 | $4,368,011 |
Value of total assets at beginning of year | 2012-12-31 | $3,958,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,353 |
Total interest from all sources | 2012-12-31 | $7,934 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $75,470 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $75,470 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $307,154 |
Participant contributions at end of year | 2012-12-31 | $166,331 |
Participant contributions at beginning of year | 2012-12-31 | $164,070 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,576 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $170 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $409,174 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,368,011 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,958,837 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,831,728 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,471,563 |
Interest on participant loans | 2012-12-31 | $7,934 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,267,453 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,222,372 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $923 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $662 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $132,275 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $9,293 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $210,599 |
Contract administrator fees | 2012-12-31 | $12,353 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2012-12-31 | 260079381 |
2011 : SOUTHLAND 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $180,731 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $269,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $256,187 |
Value of total corrective distributions | 2011-12-31 | $11,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $430,086 |
Value of total assets at end of year | 2011-12-31 | $3,958,837 |
Value of total assets at beginning of year | 2011-12-31 | $4,047,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,235 |
Total interest from all sources | 2011-12-31 | $8,280 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $28,438 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $28,438 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $269,689 |
Participant contributions at end of year | 2011-12-31 | $164,070 |
Participant contributions at beginning of year | 2011-12-31 | $167,757 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $60,397 |
Total non interest bearing cash at end of year | 2011-12-31 | $170 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-89,008 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,958,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,047,845 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,471,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,639,868 |
Interest on participant loans | 2011-12-31 | $8,280 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,222,372 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,157,504 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $662 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $7,716 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $7,716 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-278,770 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-7,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $75,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $256,187 |
Contract administrator fees | 2011-12-31 | $2,235 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2011-12-31 | 260079381 |
2010 : SOUTHLAND 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $878,231 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $386,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $381,737 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $343,754 |
Value of total assets at end of year | 2010-12-31 | $4,047,845 |
Value of total assets at beginning of year | 2010-12-31 | $3,555,888 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,537 |
Total interest from all sources | 2010-12-31 | $8,675 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $77,939 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $77,939 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $268,754 |
Participant contributions at end of year | 2010-12-31 | $167,757 |
Participant contributions at beginning of year | 2010-12-31 | $164,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $491,957 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,047,845 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,555,888 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,639,868 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,982,655 |
Interest on participant loans | 2010-12-31 | $8,675 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,157,504 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,357,999 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $7,716 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $244 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $244 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $425,991 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $21,872 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $75,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $75,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $50,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $381,737 |
Contract administrator fees | 2010-12-31 | $4,537 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BLACK & PINCKARD LLC |
Accountancy firm EIN | 2010-12-31 | 260079381 |