Civic Intelligence
Filing

Security First Group 401K Retirement Savings Plan

Security First Group Ltd • EIN 23-2490479 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

11 → 10

-1 • -9.09%

Assets

Up

$249,953 → $470,693

$220,740 • 88.31%

Investment Management Fee

-

Admin expenses - • Total expenses $6,267

Filing Details

Context
Net investment result
$220,740

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200510$0$471-
Security First Group 401K Retirement Savings Plan-0-$471-
200418$204,598$9,751$1,219iApproximate average salary by contribution assumption: employee only about $30,472 at 4% or $20,315 at 6%; with 50% employer match about $20,315 at 4% or $13,543 at 6%; with 100% employer match about $15,236 at 4% or $10,157 at 6%.
Security First Group 401K Retirement Savings Plan-8$204,598$9,751$1,219iApproximate average salary by contribution assumption: employee only about $30,472 at 4% or $20,315 at 6%; with 50% employer match about $20,315 at 4% or $13,543 at 6%; with 100% employer match about $15,236 at 4% or $10,157 at 6%.
2003112$223,365$18,228$1,519iApproximate average salary by contribution assumption: employee only about $37,975 at 4% or $25,317 at 6%; with 50% employer match about $25,317 at 4% or $16,878 at 6%; with 100% employer match about $18,988 at 4% or $12,658 at 6%.
Security First Group 401K Retirement Savings Plan-12$223,365$18,228$1,519iApproximate average salary by contribution assumption: employee only about $37,975 at 4% or $25,317 at 6%; with 50% employer match about $25,317 at 4% or $16,878 at 6%; with 100% employer match about $18,988 at 4% or $12,658 at 6%.
2002111$196,949$37,370$3,397iApproximate average salary by contribution assumption: employee only about $84,932 at 4% or $56,621 at 6%; with 50% employer match about $56,621 at 4% or $37,747 at 6%; with 100% employer match about $42,466 at 4% or $28,311 at 6%.
Security First Group 401K Retirement Savings Plan-11$196,949$37,370$3,397iApproximate average salary by contribution assumption: employee only about $84,932 at 4% or $56,621 at 6%; with 50% employer match about $56,621 at 4% or $37,747 at 6%; with 100% employer match about $42,466 at 4% or $28,311 at 6%.
2001115$374,205$56,957$3,797iApproximate average salary by contribution assumption: employee only about $94,928 at 4% or $63,286 at 6%; with 50% employer match about $63,286 at 4% or $42,190 at 6%; with 100% employer match about $47,464 at 4% or $31,643 at 6%.
Security First Group 401K Retirement Savings Plan-15$374,205$56,957$3,797iApproximate average salary by contribution assumption: employee only about $94,928 at 4% or $63,286 at 6%; with 50% employer match about $63,286 at 4% or $42,190 at 6%; with 100% employer match about $47,464 at 4% or $31,643 at 6%.
2000115$444,111$110,490$7,366iApproximate average salary by contribution assumption: employee only about $184,150 at 4% or $122,767 at 6%; with 50% employer match about $122,767 at 4% or $81,844 at 6%; with 100% employer match about $92,075 at 4% or $61,383 at 6%.
Security First Group 401K Retirement Savings Plan-15$444,111$110,490$7,366iApproximate average salary by contribution assumption: employee only about $184,150 at 4% or $122,767 at 6%; with 50% employer match about $122,767 at 4% or $81,844 at 6%; with 100% employer match about $92,075 at 4% or $61,383 at 6%.
1999110$470,693$61,908$6,191iApproximate average salary by contribution assumption: employee only about $154,770 at 4% or $103,180 at 6%; with 50% employer match about $103,180 at 4% or $68,787 at 6%; with 100% employer match about $77,385 at 4% or $51,590 at 6%.
Security First Group 401K Retirement Savings PlanCurrent10$470,693$61,908$6,191iApproximate average salary by contribution assumption: employee only about $154,770 at 4% or $103,180 at 6%; with 50% employer match about $103,180 at 4% or $68,787 at 6%; with 100% employer match about $77,385 at 4% or $51,590 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037102242521
Form Id
3799698
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371102242020002
Ins Broker 01 Name
ASCO FINANCIAL GROUP INC.
Ins Broker 01 Street Addr
RIVERSIDE COMMONS, 575 PIERCE ST. #
Ins Broker 01 City
KINGSTON
Ins Broker 01 State
PA
Ins Broker 01 ZIP Code
187045700
Ins Broker Comm Pd 01 Amount
$1,422
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: MANULIFE FINANCIAL (USA)
Filing Id
56037102242521
Form Id
3799698
Schedule A EIN
23-2490479
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
MANULIFE FINANCIAL (USA)
Ins Carrier EIN
01-0233346
Ins Carrier Naic Code
65838
Ins Contract Num
61341
Ins Prsn Covered End of year Count
12
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$1,422
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$462,392
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
56037102242521
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371102242020003
Row 2
Filing Id
56037102242521
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371102242020003
DFE P1 Entity 01 Name
LS CONSERVATIVE
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$162
Row 3
Filing Id
56037102242521
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30371102242020003
DFE P1 Entity 01 Name
LS GROWTH
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,421
Row 4
Filing Id
56037102242521
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
30371102242020003
DFE P1 Entity 01 Name
LS AGGRESSIVE
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,244
Row 5
Filing Id
56037102242521
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
30371102242020003
DFE P1 Entity 01 Name
MONEY MARKET
DFE P1 Spons 01 Name
THE MANUFACTURERS LIFE INSURANCE CO
DFE P1 Plan 01 EIN Plan number
010233346000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$50,773

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$470,693$220,740 change

Balance Sheet

Beginning and end of plan year.

Total assets$249,953$470,693Increase +$220,740 (88.31%)
Total liabilities$0$0No change $0
Net assets$249,953$470,693Increase +$220,740 (88.31%)

Contributions

Employer contributions$21,910
Participant contributions$39,998
Other contributions$0

Income & Expenses

Total income$227,007
Total expenses$6,267
Net income$220,740
Source fields
Schedule I source fields
Filing Id
56037102242521
Schedule I EIN
23-2490479
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$249,953
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$249,953
Small plan total assets at end of year
$470,693
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$470,693
Small plan employer contributions
$21,910
Small plan participant contributions
$39,998
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$165,099
Small plan total income
$227,007
Small plan total benefit distributions
$1,385
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$4,882
Small plan total expenses
$6,267
Small plan net income or loss
$220,740
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$1,107
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$50,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
56037102242521
Schedule R EIN
23-2490479
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
11
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Amdmt Incr Valuation Bnft Indicator
Yes