S & M KAUFMAN has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : S & M KAUFMAN PENSION PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-09 | 490905 |
| Net assets as of the end of the plan year | 2025-09-09 | 3453714 |
| Total assets as of the beginning of the plan year | 2025-09-09 | 3480550 |
| Value of plan covered by a fidelity bond | 2025-09-09 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-09 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-09 | 0 |
| Other contributions to plan in this plan year | 2025-09-09 | 0 |
| Other income to plan in this plan year | 2025-09-09 | 333126 |
| Plan net income in this plan year | 2025-09-09 | -26836 |
| Net assets as of the end of the plan year | 2025-09-09 | 3453714 |
| Net assets as of the beginning of the plan year | 2025-09-09 | 3480550 |
| Employer contributions to plan in this plan year | 2025-09-09 | 130943 |
| Fees paid to broker by Benefit Provider | 2025-09-09 | 1097 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-09 | 19453 |
| 2024 : S & M KAUFMAN PENSION PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-17 | 415566 |
| Net assets as of the end of the plan year | 2024-07-17 | 3480550 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 3411233 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-17 | 0 |
| Other contributions to plan in this plan year | 2024-07-17 | 0 |
| Other income to plan in this plan year | 2024-07-17 | 356603 |
| Plan net income in this plan year | 2024-07-17 | 69317 |
| Net assets as of the end of the plan year | 2024-07-17 | 3480550 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 3411233 |
| Employer contributions to plan in this plan year | 2024-07-17 | 128280 |
| Fees paid to broker by Benefit Provider | 2024-07-17 | 1044 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 18773 |
| 2022 : S & M KAUFMAN PENSION PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-20 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-20 | 68427 |
| Total expenses incurred by plan in this plan year | 2022-09-20 | 396740 |
| Net assets as of the end of the plan year | 2022-09-20 | 3985034 |
| Total assets as of the beginning of the plan year | 2022-09-20 | 3731866 |
| Value of plan covered by a fidelity bond | 2022-09-20 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-20 | 0 |
| Other expenses paid from plan in this plan year | 2022-09-20 | 0 |
| Other contributions to plan in this plan year | 2022-09-20 | 0 |
| Other income to plan in this plan year | 2022-09-20 | 413466 |
| Plan net income in this plan year | 2022-09-20 | 321595 |
| Net assets as of the end of the plan year | 2022-09-20 | 3985034 |
| Net assets as of the beginning of the plan year | 2022-09-20 | 3663439 |
| Employer contributions to plan in this plan year | 2022-09-20 | 304869 |
| Fees paid to broker by Benefit Provider | 2022-09-20 | 1044 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-20 | 36807 |
