Scientific Research Corporation_PHL_093021_Final
Plan Highlights (continued) Scientific Research Corporation 401(k) Profit Sharing Plan As of September 30, 2021
DISTRIBUTIONS & WITHDRAWALS
TERMINATED PARTICIPANTS
INVESTMENTS & ASSETS
LOANS
263
Total Balance of Terminated Participants $59,958,164
Total Distributions & Withdrawals Processed since 09/30/2020, Accounting for -$13,993,619
of Active Participants Have a Loan
35.0%
15.0%
of Participants are One Fund Investors
of Plan assets are invested in target date investments, inclusive of 679 participants of Participants are contributing to multiple target date investments of Participants are solely invested in one target date investment of Participants are solely invested in one non target date investment
of Total participant assets are represented by terminated participants Terminated participants with a balance have been seperated from service for over 10 years Total terminated participants with a balance
4
5.0%
Loans across active participants
612
Hardship withdrawals
179
Non-hardship inservice withdrawals
79
29.9%
New loans issued since 03/31/2021
44
95
Terminated partial withdrawals
5
1.0%
Average loan amount by loan
$10,278
28.4%
17.0%
175
Lump-sum distributions
76.4% of Participants who terminated during 2Q21 that had assets remaining in the plan at the end of 3Q21 (42 participants)
0
9.3%
Installment distributions
of Participants made an exchange
Assets from participants that terminated during 2Q21 that remained in the plan at the end of 3Q21
86% / 14%
76.1%
of Assets rolled over vs. cashed out since 09/30/2020
8
T. ROWE PR ICE
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