401k Plan data: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN plan

SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 401k Plan overview

Plan Name	SAM J LUCAS FOUNDATION SCHOLARHIP PLAN
Plan identification number	508

SAM J LUCAS FOUNDATION SCHOLARHIP PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Scholarship (funded)

401k Sponsoring company profile

SERVICE CORPORATION INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name: SERVICE CORPORATION INTERNATIONAL

Employer identification number (EIN): 741488375

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAM J LUCAS FOUNDATION SCHOLARHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
508 2020-01-01
508 2019-01-01
508 2018-01-01
508 2017-01-01 JACQUELINE DUGAS JACQUELINE DUGAS 2018-10-15
508 2016-01-01 PATRICE CUTTEN
508 2015-01-01 PATRICE CUTTEN
508 2014-01-01 PATRICE CUTTEN
508 2013-01-01 MARY HANCOCK
508 2012-01-01 MARY HANCOCK
508 2011-01-01 MIREYA SANTOS
508 2010-01-01 JULIE DOUGLAS
508 2009-01-01 JULIE DOUGLAS

Plan Statistics for SAM J LUCAS FOUNDATION SCHOLARHIP PLAN

401k plan membership statisitcs for SAM J LUCAS FOUNDATION SCHOLARHIP PLAN

Measure Date Value
2020: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17,812
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18,321
Total of all active and inactive participants 2020-01-01 18,321
Total participants 2020-01-01 18,321
2019: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14,785
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17,812
Total of all active and inactive participants 2019-01-01 17,812
Total participants 2019-01-01 17,812
2018: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
2017: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12,841
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13,393
Total of all active and inactive participants 2017-01-01 13,393
Total participants 2017-01-01 13,393
2016: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14,660
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12,841
Total of all active and inactive participants 2016-01-01 12,841
Total participants 2016-01-01 12,841
2015: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13,062
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14,660
Total of all active and inactive participants 2015-01-01 14,660
Total participants 2015-01-01 14,660
2014: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12,135
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13,062
Total of all active and inactive participants 2014-01-01 13,062
Total participants 2014-01-01 13,062
2013: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12,892
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12,135
Total of all active and inactive participants 2013-01-01 12,135
Total participants 2013-01-01 12,135
2012: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11,440
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12,892
Total of all active and inactive participants 2012-01-01 12,892
Total participants 2012-01-01 12,892
2011: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11,501
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11,440
Total of all active and inactive participants 2011-01-01 11,440
Total participants 2011-01-01 11,440
2010: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11,498
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11,501
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 11,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11,501
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
Number of employers contributing to the scheme 2010-01-01 0
2009: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11,631
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11,498
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 11,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11,498
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2020: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17,812
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18,321
Total of all active and inactive participants	2020-01-01	18,321
Total participants	2020-01-01	18,321
2019: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14,785
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17,812
Total of all active and inactive participants	2019-01-01	17,812
Total participants	2019-01-01	17,812
2018: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
2017: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12,841
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13,393
Total of all active and inactive participants	2017-01-01	13,393
Total participants	2017-01-01	13,393
2016: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14,660
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12,841
Total of all active and inactive participants	2016-01-01	12,841
Total participants	2016-01-01	12,841
2015: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13,062
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14,660
Total of all active and inactive participants	2015-01-01	14,660
Total participants	2015-01-01	14,660
2014: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12,135
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13,062
Total of all active and inactive participants	2014-01-01	13,062
Total participants	2014-01-01	13,062
2013: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12,892
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12,135
Total of all active and inactive participants	2013-01-01	12,135
Total participants	2013-01-01	12,135
2012: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11,440
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12,892
Total of all active and inactive participants	2012-01-01	12,892
Total participants	2012-01-01	12,892
2011: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11,501
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11,440
Total of all active and inactive participants	2011-01-01	11,440
Total participants	2011-01-01	11,440
2010: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11,498
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11,501
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	11,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11,501
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
Number of employers contributing to the scheme	2010-01-01	0
2009: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11,631
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11,498
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	11,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11,498
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on SAM J LUCAS FOUNDATION SCHOLARHIP PLAN

Measure	Date	Value
2020 : SAM J LUCAS FOUNDATION SCHOLARHIP 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$20,097
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$11,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$9,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$20,000
Value of total assets at end of year	2020-12-31	$24,718
Value of total assets at beginning of year	2020-12-31	$16,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,575
Total interest from all sources	2020-12-31	$97
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	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$2,575
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	$8,241
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,718
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,477
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$24,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$16,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$16,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$97
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	$20,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$9,281
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	No
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	HARPER AND PEARSON COMPANY PC
Accountancy firm EIN	2020-12-31	741695589
2019 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$15,277
Total income from all sources (including contributions)	2019-12-31	$15,277
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$10,780
Total of all expenses incurred	2019-12-31	$10,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$15,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$15,000
Value of total assets at end of year	2019-12-31	$16,477
Value of total assets at end of year	2019-12-31	$16,477
Value of total assets at beginning of year	2019-12-31	$11,980
Value of total assets at beginning of year	2019-12-31	$11,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,530
Total interest from all sources	2019-12-31	$277
Total interest from all sources	2019-12-31	$277
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$2,530
Administrative expenses (other) incurred	2019-12-31	$2,530
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	$4,497
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,477
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,477
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,980
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,980
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$16,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$16,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$11,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$11,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$11,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$11,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$15,000
Contributions received in cash from employer	2019-12-31	$15,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,250
Did the plan have assets held for investment	2019-12-31	No
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HARPER & PEARSON COMPANY, P.C
Accountancy firm name	2019-12-31	HARPER & PEARSON COMPANY, P.C
Accountancy firm EIN	2019-12-31	741695589
Accountancy firm EIN	2019-12-31	741695589
2018 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$218
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$11,979
Value of total assets at beginning of year	2018-12-31	$14,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,530
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$218
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$2,530
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	$-2,312
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,979
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,291
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$11,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$14,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$14,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$218
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
Did the plan have assets held for investment	2018-12-31	No
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2018-12-31	741695589
2017 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$13,038
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$14,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$12,938
Value of total assets at end of year	2017-12-31	$14,291
Value of total assets at beginning of year	2017-12-31	$16,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,530
Total interest from all sources	2017-12-31	$100
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$7,250
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	$-1,742
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,291
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,033
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$14,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$16,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$16,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$100
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	$12,938
Income. Dividends from preferred stock	2017-12-31	$0
Contract administrator fees	2017-12-31	$7,530
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2017-12-31	741695589
2016 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$15,032
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$15,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$15,000
Value of total assets at end of year	2016-12-31	$16,033
Value of total assets at beginning of year	2016-12-31	$16,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,865
Total interest from all sources	2016-12-31	$32
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$8,000
Administrative expenses (other) incurred	2016-12-31	$2,865
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
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$-833
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,033
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$16,866
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$16,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$16,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$16,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$32
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	$15,000
Contract administrator fees	2016-12-31	$5,000
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2016-12-31	741695589
2015 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,973
Total income from all sources (including contributions)	2015-12-31	$15,021
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$13,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$15,000
Value of total assets at end of year	2015-12-31	$16,866
Value of total assets at beginning of year	2015-12-31	$21,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,906
Total interest from all sources	2015-12-31	$21
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$6,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,973
Administrative expenses (other) incurred	2015-12-31	$1,906
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
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$1,615
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$16,866
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,251
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$16,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$21,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$21,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$21
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$15,000
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$0
Contract administrator fees	2015-12-31	$5,000
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
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2015-12-31	741695589
2014 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
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	$5,973
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	$25,265
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$16,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$25,250
Value of total assets at end of year	2014-12-31	$21,224
Value of total assets at beginning of year	2014-12-31	$6,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,998
Total interest from all sources	2014-12-31	$15
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$6,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$5,973
Administrative expenses (other) incurred	2014-12-31	$5,998
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
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$8,267
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,251
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,984
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$21,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$6,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$6,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$15
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$25,250
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$0
Contract administrator fees	2014-12-31	$5,000
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
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2014-12-31	741695589
2013 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total transfer of assets from this plan	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	$25,260
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$28,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$14,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$25,254
Value of total assets at end of year	2013-12-31	$6,984
Value of total assets at beginning of year	2013-12-31	$10,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$13,554
Total interest from all sources	2013-12-31	$6
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
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	$0
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$14,950
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$8,554
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$-3,244
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,984
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,228
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$6,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$10,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$10,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$6
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$25,254
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$0
Contract administrator fees	2013-12-31	$5,000
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2013-12-31	741695589
2012 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$15,004
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$20,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$15,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$15,000
Value of total assets at end of year	2012-12-31	$10,228
Value of total assets at beginning of year	2012-12-31	$15,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,025
Total interest from all sources	2012-12-31	$4
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
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	$0
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$15,500
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$25
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
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$-5,521
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,228
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$15,749
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
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$10,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$15,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$15,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$4
Assets. Value of investments in 103.12 investment entities at end of year	2012-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$15,000
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$0
Contract administrator fees	2012-12-31	$5,000
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2012-12-31	741695589
2011 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$20,003
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$12,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$20,000
Value of total assets at end of year	2011-12-31	$15,749
Value of total assets at beginning of year	2011-12-31	$7,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,025
Total interest from all sources	2011-12-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
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	$0
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$5,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$7,000
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$25
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
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$7,978
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$15,749
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,771
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
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$15,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$7,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$7,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$20,000
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$0
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
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2011-12-31	741695589
2010 : SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$23,504
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$22,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$14,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$23,500
Value of total assets at end of year	2010-12-31	$7,771
Value of total assets at beginning of year	2010-12-31	$6,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,200
Total interest from all sources	2010-12-31	$4
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
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	$0
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$5,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$14,000
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$25
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
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$1,304
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,771
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,467
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
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$7,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$6,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$6,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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	$23,500
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$0
Contract administrator fees	2010-12-31	$3,175
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
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2010-12-31	741695589

Form 5500 Responses for SAM J LUCAS FOUNDATION SCHOLARHIP PLAN

2020: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SAM J LUCAS FOUNDATION SCHOLARHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SERVICE CORPORATION INTERNATIONAL
Employer identification number (EIN):	741488375
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services