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S & W COMPANY LLC 401K PLAN 401k Plan overview

Plan NameS & W COMPANY LLC 401K PLAN
Plan identification number 001

S & W COMPANY LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

S & W COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:S & W COMPANY LLC
Employer identification number (EIN):161475599
NAIC Classification:312120
NAIC Description:Breweries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & W COMPANY LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT MCNULTY2024-06-13
0012022-01-01ROBERT MCNULTY2023-06-23
0012021-01-01ROBERT MCNULTY2022-07-07
0012020-01-01PETER KREINHEDER2021-08-12
0012020-01-01PETER KREINHEDER2021-08-04
0012019-01-01PETER KREINHEDER2020-08-14
0012018-01-01PETER KREINHEDER2019-07-12
0012017-01-01PETER KREINHEDER2018-06-12
0012016-01-01PETER KREINHEDER2017-06-17
0012015-01-01PETER KREINHEDER2016-08-02
0012014-01-01PETER KREINHEDER2015-06-19
0012013-01-01PETER KREINHEDER2014-07-15
0012012-01-01PETER KREINHEDER2013-07-24
0012011-01-01PETER KREINHEDER2012-06-19
0012010-01-01PETER KREINHEDER2011-06-17
0012009-01-01PETER KREINHEDER

Financial Data on S & W COMPANY LLC 401K PLAN

Measure Date Value
2025 : S & W COMPANY LLC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2595517
Net assets as of the end of the plan year2025-06-251782138
Total assets as of the beginning of the plan year2025-06-251483133
Value of plan covered by a fidelity bond2025-06-25150000
Participant contributions to plan in this plan year2025-06-25132982
Value of participant loans at end of plan year2025-06-2556710
Other contributions to plan in this plan year2025-06-25639
Other income to plan in this plan year2025-06-25185105
Plan net income in this plan year2025-06-25299005
Net assets as of the end of the plan year2025-06-251782138
Net assets as of the beginning of the plan year2025-06-251483133
Employer contributions to plan in this plan year2025-06-2575796
Fees paid to broker by Benefit Provider2025-06-2545
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2514992
2024 : S & W COMPANY LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1393342
Net assets as of the end of the plan year2024-06-131483133
Total assets as of the beginning of the plan year2024-06-131236408
Value of plan covered by a fidelity bond2024-06-13150000
Participant contributions to plan in this plan year2024-06-1378210
Value of participant loans at end of plan year2024-06-1367923
Other income to plan in this plan year2024-06-13207921
Plan net income in this plan year2024-06-13246725
Net assets as of the end of the plan year2024-06-131483133
Net assets as of the beginning of the plan year2024-06-131236408
Employer contributions to plan in this plan year2024-06-1353936
Fees paid to broker by Benefit Provider2024-06-1336
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1310947
2022 : S & W COMPANY LLC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-07177064
Net assets as of the end of the plan year2022-07-071296170
Total assets as of the beginning of the plan year2022-07-071177740
Value of plan covered by a fidelity bond2022-07-07117774
Participant contributions to plan in this plan year2022-07-07130895
Value of participant loans at end of plan year2022-07-0744532
Other contributions to plan in this plan year2022-07-071641
Other income to plan in this plan year2022-07-07108829
Plan net income in this plan year2022-07-07118430
Net assets as of the end of the plan year2022-07-071296170
Net assets as of the beginning of the plan year2022-07-071177740
Employer contributions to plan in this plan year2022-07-0754129
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-073594
2009 : S & W COMPANY LLC 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for S & W COMPANY LLC 401K PLAN

2009: S & W COMPANY LLC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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