SUPERIOR, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUPERIOR, INC & AFFILIATES 401(K) PLAN
Measure | Date | Value |
---|
2023 : SUPERIOR, INC & AFFILIATES 401(K) PLAN 2023 401k financial data |
---|
Total transfer of assets to this plan | 2023-12-31 | $3,089,296 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $264,311 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $185,962 |
Total income from all sources (including contributions) | 2023-12-31 | $7,501,285 |
Total of all expenses incurred | 2023-12-31 | $2,317,569 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,959,660 |
Value of total corrective distributions | 2023-12-31 | $185,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,290,069 |
Value of total assets at end of year | 2023-12-31 | $27,751,181 |
Value of total assets at beginning of year | 2023-12-31 | $19,399,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $171,947 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
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 | $2,669,958 |
Participant contributions at end of year | 2023-12-31 | $69,371 |
Participant contributions at beginning of year | 2023-12-31 | $19,223 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $30,553 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $264,311 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $185,962 |
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 | $5,183,716 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $27,486,870 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $19,213,858 |
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 | $17,489 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $26,124,734 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $17,663,635 |
Value of interest in pooled separate accounts at end of year | 2023-12-31 | $11,378 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $954,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,181,148 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $4,211,216 |
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 | Yes |
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 | $589,558 |
Employer contributions (assets) at end of year | 2023-12-31 | $591,524 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $535,814 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,959,660 |
Contract administrator fees | 2023-12-31 | $154,458 |
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 | HOGANTAYLOR,LLP |
Accountancy firm EIN | 2023-12-31 | 731413977 |
2022 : SUPERIOR, INC & AFFILIATES 401(K) PLAN 2022 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $185,962 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $174,710 |
Total income from all sources (including contributions) | 2022-12-31 | $208,233 |
Total of all expenses incurred | 2022-12-31 | $1,449,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,126,491 |
Value of total corrective distributions | 2022-12-31 | $185,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,460,091 |
Value of total assets at end of year | 2022-12-31 | $19,399,820 |
Value of total assets at beginning of year | 2022-12-31 | $20,629,412 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $136,624 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,772,294 |
Participant contributions at end of year | 2022-12-31 | $19,223 |
Participant contributions at beginning of year | 2022-12-31 | $20,390 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $143,635 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $185,962 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $174,710 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $17,093 |
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 | $-1,240,844 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,213,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,454,702 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $17,663,635 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $19,335,080 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,181,148 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $745,832 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,251,858 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $544,162 |
Employer contributions (assets) at end of year | 2022-12-31 | $535,814 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $511,017 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,126,491 |
Contract administrator fees | 2022-12-31 | $136,624 |
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 | HOGANTAYLOR, LLP |
Accountancy firm EIN | 2022-12-31 | 731413977 |
2021 : SUPERIOR, INC & AFFILIATES 401(K) PLAN 2021 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $174,710 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $145,162 |
Total income from all sources (including contributions) | 2021-12-31 | $7,711,378 |
Total of all expenses incurred | 2021-12-31 | $1,563,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,259,813 |
Value of total corrective distributions | 2021-12-31 | $174,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,323,028 |
Value of total assets at end of year | 2021-12-31 | $20,629,412 |
Value of total assets at beginning of year | 2021-12-31 | $14,451,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $128,960 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,420,188 |
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 | $1,420,188 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,444,763 |
Participant contributions at end of year | 2021-12-31 | $20,390 |
Participant contributions at beginning of year | 2021-12-31 | $17,091 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,367,048 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $174,710 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $145,162 |
Total non interest bearing cash at end of year | 2021-12-31 | $17,093 |
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 | $6,147,895 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,454,702 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,306,807 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,335,080 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,355,054 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $745,832 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $696,928 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $968,162 |
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 | $511,217 |
Employer contributions (assets) at end of year | 2021-12-31 | $511,017 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $382,896 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,259,813 |
Contract administrator fees | 2021-12-31 | $128,960 |
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 | HOGANTAYLOR, LLP |
Accountancy firm EIN | 2021-12-31 | 731413977 |
2020 : SUPERIOR, INC & AFFILIATES 401(K) PLAN 2020 401k financial data |
---|
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 | $145,162 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $152,900 |
Total income from all sources (including contributions) | 2020-12-31 | $3,526,500 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $867,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $629,134 |
Value of total corrective distributions | 2020-12-31 | $145,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,896,856 |
Value of total assets at end of year | 2020-12-31 | $14,451,969 |
Value of total assets at beginning of year | 2020-12-31 | $11,801,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $93,531 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $93,531 |
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 | $1,423,328 |
Participant contributions at end of year | 2020-12-31 | $17,091 |
Participant contributions at beginning of year | 2020-12-31 | $13,714 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $90,632 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $145,162 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $152,900 |
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 | $2,658,673 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,306,807 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,648,134 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,355,054 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,143,713 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $696,928 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $371,011 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,629,644 |
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 | $382,896 |
Employer contributions (assets) at end of year | 2020-12-31 | $382,896 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $272,596 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $629,134 |
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 | HOGANTAYLOR,LLP |
Accountancy firm EIN | 2020-12-31 | 731413977 |
2019 : SUPERIOR, INC & AFFILIATES 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $152,900 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $101,957 |
Total income from all sources (including contributions) | 2019-12-31 | $3,571,508 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $903,084 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $660,481 |
Value of total corrective distributions | 2019-12-31 | $152,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,454,710 |
Value of total assets at end of year | 2019-12-31 | $11,801,034 |
Value of total assets at beginning of year | 2019-12-31 | $9,081,667 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $89,703 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $415,306 |
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 | $415,306 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 | $1,172,673 |
Participant contributions at end of year | 2019-12-31 | $13,714 |
Participant contributions at beginning of year | 2019-12-31 | $45,647 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $9,441 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $152,900 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $101,957 |
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 | $2,668,424 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,648,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,979,710 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,143,713 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,373,225 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $371,011 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $427,693 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,701,492 |
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 | $272,596 |
Employer contributions (assets) at end of year | 2019-12-31 | $272,596 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $235,102 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $660,481 |
Contract administrator fees | 2019-12-31 | $89,703 |
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 | FROST, PLLC |
Accountancy firm EIN | 2019-12-31 | 710817652 |
2018 : SUPERIOR, INC & AFFILIATES 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 | $101,957 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $106,065 |
Total income from all sources (including contributions) | 2018-12-31 | $260,358 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $763,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $577,543 |
Value of total corrective distributions | 2018-12-31 | $106,782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,397,300 |
Value of total assets at end of year | 2018-12-31 | $9,081,667 |
Value of total assets at beginning of year | 2018-12-31 | $9,588,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $79,194 |
Total interest from all sources | 2018-12-31 | $555,926 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,052,256 |
Participant contributions at end of year | 2018-12-31 | $45,647 |
Participant contributions at beginning of year | 2018-12-31 | $42,120 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $109,967 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $101,957 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $106,065 |
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 | $-503,161 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,979,710 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,482,871 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,373,225 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,903,989 |
Interest earned on other investments | 2018-12-31 | $555,926 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $427,693 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $404,771 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,692,868 |
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 | $235,077 |
Employer contributions (assets) at end of year | 2018-12-31 | $235,102 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $238,056 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $577,543 |
Contract administrator fees | 2018-12-31 | $79,194 |
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 | FROST, PLLC |
Accountancy firm EIN | 2018-12-31 | 710817652 |
2017 : SUPERIOR, INC & AFFILIATES 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 | $106,065 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $98,958 |
Total income from all sources (including contributions) | 2017-12-31 | $2,567,482 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $682,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $506,194 |
Value of total corrective distributions | 2017-12-31 | $106,065 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,112,768 |
Value of total assets at end of year | 2017-12-31 | $9,588,936 |
Value of total assets at beginning of year | 2017-12-31 | $7,697,121 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $70,515 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $416,110 |
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 | $416,110 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $877,404 |
Participant contributions at end of year | 2017-12-31 | $42,120 |
Participant contributions at beginning of year | 2017-12-31 | $42,671 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $106,065 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $98,958 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $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 | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,884,708 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,482,871 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,598,163 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,903,989 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,047,325 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $404,771 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $448,557 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,038,604 |
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 | $235,364 |
Employer contributions (assets) at end of year | 2017-12-31 | $238,056 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $158,568 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $506,194 |
Contract administrator fees | 2017-12-31 | $70,515 |
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 | FROST, PLLC |
Accountancy firm EIN | 2017-12-31 | 710817652 |
2016 : SUPERIOR, INC & AFFILIATES 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 | $98,958 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $123,895 |
Total income from all sources (including contributions) | 2016-12-31 | $1,443,605 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $590,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $439,122 |
Value of total corrective distributions | 2016-12-31 | $98,958 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $960,859 |
Value of total assets at end of year | 2016-12-31 | $7,697,121 |
Value of total assets at beginning of year | 2016-12-31 | $6,868,722 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $52,189 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $232,854 |
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 | $232,854 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $797,362 |
Participant contributions at end of year | 2016-12-31 | $42,671 |
Participant contributions at beginning of year | 2016-12-31 | $15,126 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,929 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $98,958 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $123,895 |
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 | $853,336 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,598,163 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,744,827 |
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 | $7,047,325 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,305,873 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $448,557 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $405,440 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $249,892 |
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 | $158,568 |
Employer contributions (assets) at end of year | 2016-12-31 | $158,568 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $142,283 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $439,122 |
Contract administrator fees | 2016-12-31 | $52,189 |
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 | FROST, PLLC |
Accountancy firm EIN | 2016-12-31 | 710817652 |
2015 : SUPERIOR, INC & AFFILIATES 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 | $123,895 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $89,741 |
Total income from all sources (including contributions) | 2015-12-31 | $680,974 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $846,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $676,829 |
Value of total corrective distributions | 2015-12-31 | $123,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $861,527 |
Value of total assets at end of year | 2015-12-31 | $6,868,722 |
Value of total assets at beginning of year | 2015-12-31 | $7,000,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $45,999 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $335,352 |
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 | $335,352 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 | $719,244 |
Participant contributions at end of year | 2015-12-31 | $15,126 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $123,895 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $89,741 |
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 | $-165,749 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,744,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,910,576 |
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 | $6,305,873 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,854,647 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $405,440 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $3,690 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-515,905 |
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 |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $142,283 |
Employer contributions (assets) at end of year | 2015-12-31 | $142,283 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $141,980 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $676,829 |
Contract administrator fees | 2015-12-31 | $45,999 |
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 | FROST, PLLC |
Accountancy firm EIN | 2015-12-31 | 710817652 |
2014 : SUPERIOR, INC & AFFILIATES 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 | $89,741 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $66,623 |
Total income from all sources (including contributions) | 2014-12-31 | $1,011,928 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $708,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $576,114 |
Value of total corrective distributions | 2014-12-31 | $89,741 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $920,470 |
Value of total assets at end of year | 2014-12-31 | $7,000,317 |
Value of total assets at beginning of year | 2014-12-31 | $6,673,381 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $42,255 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $458,675 |
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 | $458,675 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
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 | $778,466 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $24 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $89,741 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $66,623 |
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 | $303,818 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,910,576 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,606,758 |
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 | $6,854,647 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,494,810 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $3,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,690 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-367,217 |
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 | $141,980 |
Employer contributions (assets) at end of year | 2014-12-31 | $141,980 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $174,881 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $576,114 |
Contract administrator fees | 2014-12-31 | $42,255 |
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 | FROST, PLLC |
Accountancy firm EIN | 2014-12-31 | 710817652 |
2013 : SUPERIOR, INC & AFFILIATES 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 | $66,623 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $34,985 |
Total income from all sources (including contributions) | 2013-12-31 | $1,782,017 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $658,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $550,826 |
Value of total corrective distributions | 2013-12-31 | $66,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $846,926 |
Value of total assets at end of year | 2013-12-31 | $6,673,381 |
Value of total assets at beginning of year | 2013-12-31 | $5,517,838 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $40,663 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $276,074 |
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 | $276,074 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
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 | $679,700 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $111 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $7,451 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $66,623 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $34,985 |
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 | $1,123,905 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,606,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,482,853 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,494,810 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,386,793 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $3,690 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $659,017 |
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 | $159,775 |
Employer contributions (assets) at end of year | 2013-12-31 | $174,881 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $127,244 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $550,826 |
Contract administrator fees | 2013-12-31 | $40,663 |
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 | FROST, PLLC |
Accountancy firm EIN | 2013-12-31 | 710817652 |
2012 : SUPERIOR, INC & AFFILIATES 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 | $34,985 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $11,786 |
Total income from all sources (including contributions) | 2012-12-31 | $1,162,691 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $759,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $688,112 |
Value of total corrective distributions | 2012-12-31 | $34,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $706,234 |
Value of total assets at end of year | 2012-12-31 | $5,517,838 |
Value of total assets at beginning of year | 2012-12-31 | $5,091,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $36,899 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $156,437 |
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 | $156,437 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $578,990 |
Participant contributions at end of year | 2012-12-31 | $111 |
Participant contributions at beginning of year | 2012-12-31 | $19,726 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $34,985 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $11,786 |
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 | $402,695 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,482,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,080,158 |
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 | $5,386,793 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,926,867 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $3,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,690 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $300,020 |
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 | $127,244 |
Employer contributions (assets) at end of year | 2012-12-31 | $127,244 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $141,661 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $688,112 |
Contract administrator fees | 2012-12-31 | $36,899 |
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 | FROST, PLLC |
Accountancy firm EIN | 2012-12-31 | 710817652 |
2011 : SUPERIOR, INC & AFFILIATES 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 | $11,786 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $48,615 |
Total income from all sources (including contributions) | 2011-12-31 | $659,876 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $529,257 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $483,579 |
Value of total corrective distributions | 2011-12-31 | $11,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $744,935 |
Value of total assets at end of year | 2011-12-31 | $5,091,944 |
Value of total assets at beginning of year | 2011-12-31 | $4,998,154 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $33,892 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $86,605 |
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 | $86,605 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $594,038 |
Participant contributions at end of year | 2011-12-31 | $19,726 |
Participant contributions at beginning of year | 2011-12-31 | $26,491 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $9,236 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $11,786 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $48,615 |
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 | $130,619 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,080,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,949,539 |
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 | $4,926,867 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,511,218 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $14,833 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-171,664 |
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 | $141,661 |
Employer contributions (assets) at end of year | 2011-12-31 | $141,661 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $445,612 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $483,579 |
Contract administrator fees | 2011-12-31 | $33,892 |
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 | FROST, PLLC |
Accountancy firm EIN | 2011-12-31 | 710784721 |
2010 : SUPERIOR, INC & AFFILIATES 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 | $48,615 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $22,169 |
Total income from all sources (including contributions) | 2010-12-31 | $1,283,608 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $243,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $164,685 |
Value of total corrective distributions | 2010-12-31 | $48,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $940,757 |
Value of total assets at end of year | 2010-12-31 | $4,998,154 |
Value of total assets at beginning of year | 2010-12-31 | $3,931,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $29,757 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $42,891 |
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 | $42,891 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $495,145 |
Participant contributions at end of year | 2010-12-31 | $26,491 |
Participant contributions at beginning of year | 2010-12-31 | $22,686 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $48,615 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $22,169 |
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 | $1,040,551 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,949,539 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,908,988 |
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 | $4,511,218 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,805,306 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $14,833 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $3,690 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $299,960 |
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 | $445,612 |
Employer contributions (assets) at end of year | 2010-12-31 | $445,612 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $99,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $164,685 |
Contract administrator fees | 2010-12-31 | $29,757 |
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 | FROST, PLLC |
Accountancy firm EIN | 2010-12-31 | 710784721 |