WERNER G. SMITH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN OF WERNER G. SMITH, INC.
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME PLAN OF WERNER G. SMITH, INC. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-05 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-05 | 1500 |
| Net assets as of the end of the plan year | 2025-10-05 | 296480 |
| Total assets as of the beginning of the plan year | 2025-10-05 | 272413 |
| Value of plan covered by a fidelity bond | 2025-10-05 | 70000 |
| Participant contributions to plan in this plan year | 2025-10-05 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-05 | 1500 |
| Other contributions to plan in this plan year | 2025-10-05 | 0 |
| Other income to plan in this plan year | 2025-10-05 | 10567 |
| Plan net income in this plan year | 2025-10-05 | 24067 |
| Net assets as of the end of the plan year | 2025-10-05 | 296480 |
| Net assets as of the beginning of the plan year | 2025-10-05 | 272413 |
| Employer contributions to plan in this plan year | 2025-10-05 | 15000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-05 | 0 |
| 2024 : RETIREMENT INCOME PLAN OF WERNER G. SMITH, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 1500 |
| Net assets as of the end of the plan year | 2024-10-15 | 272413 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 249352 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 70000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 9561 |
| Plan net income in this plan year | 2024-10-15 | 23061 |
| Net assets as of the end of the plan year | 2024-10-15 | 272413 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 249352 |
| Employer contributions to plan in this plan year | 2024-10-15 | 15000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 1500 |
| 2022 : RETIREMENT INCOME PLAN OF WERNER G. SMITH, INC. 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-29 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-29 | 344295 |
| Net assets as of the end of the plan year | 2022-09-29 | 259641 |
| Total assets as of the beginning of the plan year | 2022-09-29 | 583417 |
| Value of plan covered by a fidelity bond | 2022-09-29 | 70000 |
| Participant contributions to plan in this plan year | 2022-09-29 | 0 |
| Other expenses paid from plan in this plan year | 2022-09-29 | 0 |
| Other contributions to plan in this plan year | 2022-09-29 | 0 |
| Other income to plan in this plan year | 2022-09-29 | 10519 |
| Plan net income in this plan year | 2022-09-29 | -323776 |
| Net assets as of the end of the plan year | 2022-09-29 | 259641 |
| Net assets as of the beginning of the plan year | 2022-09-29 | 583417 |
| Employer contributions to plan in this plan year | 2022-09-29 | 10000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-29 | 1500 |
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