S & R CONTROLS, L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan S & R CONTROLS, L.P. 401(K) PLAN
401k plan membership statisitcs for S & R CONTROLS, L.P. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: S & R CONTROLS, L.P. 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-17 | 8 |
| Total number of particpants at end of year | 2025-07-17 | 9 |
| Number of Participants With Account Balances | 2025-07-17 | 3 |
| 2024: S & R CONTROLS, L.P. 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-22 | 8 |
| Total number of particpants at end of year | 2024-07-22 | 8 |
| Number of Participants With Account Balances | 2024-07-22 | 3 |
| 2022: S & R CONTROLS, L.P. 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-09-27 | 10 |
| Total number of particpants at end of year | 2022-09-27 | 8 |
| Number of Participants With Account Balances | 2022-09-27 | 4 |
| 2009: S & R CONTROLS, L.P. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| 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 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : S & R CONTROLS, L.P. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-17 | 0 |
| Net assets as of the end of the plan year | 2025-07-17 | 359259 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 317303 |
| Value of plan covered by a fidelity bond | 2025-07-17 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-17 | 9274 |
| Value of participant loans at end of plan year | 2025-07-17 | 25196 |
| Other contributions to plan in this plan year | 2025-07-17 | 0 |
| Other income to plan in this plan year | 2025-07-17 | 24976 |
| Plan net income in this plan year | 2025-07-17 | 41956 |
| Net assets as of the end of the plan year | 2025-07-17 | 359259 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 317303 |
| Value of contributions failed to transmitted timely | 2025-07-17 | 0 |
| Employer contributions to plan in this plan year | 2025-07-17 | 7706 |
| Fees paid to broker by Benefit Provider | 2025-07-17 | 1849 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-17 | 0 |
| 2024 : S & R CONTROLS, L.P. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-22 | 46952 |
| Net assets as of the end of the plan year | 2024-07-22 | 317303 |
| Total assets as of the beginning of the plan year | 2024-07-22 | 309608 |
| Value of plan covered by a fidelity bond | 2024-07-22 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-22 | 9094 |
| Other contributions to plan in this plan year | 2024-07-22 | 0 |
| Other income to plan in this plan year | 2024-07-22 | 39256 |
| Plan net income in this plan year | 2024-07-22 | 7695 |
| Net assets as of the end of the plan year | 2024-07-22 | 317303 |
| Net assets as of the beginning of the plan year | 2024-07-22 | 309608 |
| Employer contributions to plan in this plan year | 2024-07-22 | 6297 |
| Fees paid to broker by Benefit Provider | 2024-07-22 | 1786 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-22 | 1830 |
| 2022 : S & R CONTROLS, L.P. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-27 | 242558 |
| Net assets as of the end of the plan year | 2022-09-27 | 356242 |
| Total assets as of the beginning of the plan year | 2022-09-27 | 531640 |
| Value of plan covered by a fidelity bond | 2022-09-27 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-27 | 5911 |
| Value of participant loans at end of plan year | 2022-09-27 | 0 |
| Other contributions to plan in this plan year | 2022-09-27 | 0 |
| Other income to plan in this plan year | 2022-09-27 | 56589 |
| Plan net income in this plan year | 2022-09-27 | -175398 |
| Net assets as of the end of the plan year | 2022-09-27 | 356242 |
| Net assets as of the beginning of the plan year | 2022-09-27 | 531640 |
| Employer contributions to plan in this plan year | 2022-09-27 | 4660 |
| Fees paid to broker by Benefit Provider | 2022-09-27 | 3028 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-27 | 2798 |
| 2010 : S & R CONTROLS, L.P. 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $20,222 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,121 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $10,121 |
| Total plan assets at end of year | 2010-12-31 | $93,466 |
| Total plan assets at beginning of year | 2010-12-31 | $83,365 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $4,653 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $11,536 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $10,101 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $93,466 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $83,365 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $4,033 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : S & R CONTROLS, L.P. 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |