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SHEET METAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameSHEET METAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 002

SHEET METAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

SHEET METAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL SERVICES, INC.
Employer identification number (EIN):362783309
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01ROBIN LONGFELLOW2024-05-23
0022021-10-01ROBIN LONGFELLOW2023-05-26
0022020-10-01ROBIN LONGFELLOW2022-06-30
0022019-10-01ROBIN LONGFELLOW2021-06-21
0022018-10-01ROBIN LONGFELLOW2020-07-06
0022017-10-01ROBIN LONGFELLOW2019-06-25 ROBIN LONGFELLOW2019-06-25
0022016-10-01ROBIN LONGFELLOW2018-06-19
0022015-10-01ROBIN W. LONGFELLOW2017-06-08
0022014-10-01ROBIN W. LONGFELLOW2016-06-22
0022013-10-01ROBIN W. LONGFELLOW2015-06-11
0022012-10-01ROBIN W. LONGFELLOW2014-07-09
0022011-10-01ROBIN W. LONGFELLOW2013-06-24
0022010-10-01ROBIN W. LONGFELLOW2012-06-13
0022008-10-01

Financial Data on SHEET METAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2025 : SHEET METAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-302964910
Net assets as of the end of the plan year2025-04-300
Total assets as of the beginning of the plan year2025-04-302975852
Value of plan covered by a fidelity bond2025-04-30500000
Participant contributions to plan in this plan year2025-04-300
Other expenses paid from plan in this plan year2025-04-3031446
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-30-10942
Plan net income in this plan year2025-04-30-2975852
Net assets as of the end of the plan year2025-04-300
Net assets as of the beginning of the plan year2025-04-302975852
Employer contributions to plan in this plan year2025-04-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-300
Total transfers to/from plan in this plan year2025-02-070
Total liabilities as of the end of the plan year2025-02-070
Total liabilities as of the beginning of the plan year2025-02-070
Total expenses incurred by plan in this plan year2025-02-07406226
Net assets as of the end of the plan year2025-02-072975852
Total assets as of the beginning of the plan year2025-02-072975892
Value of plan covered by a fidelity bond2025-02-07500000
Participant contributions to plan in this plan year2025-02-070
Other expenses paid from plan in this plan year2025-02-070
Other contributions to plan in this plan year2025-02-070
Other income to plan in this plan year2025-02-07406186
Plan net income in this plan year2025-02-07-40
Net assets as of the end of the plan year2025-02-072975852
Net assets as of the beginning of the plan year2025-02-072975892
Employer contributions to plan in this plan year2025-02-070
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-070

Form 5500 Responses for SHEET METAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST

2008: SHEET METAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Potentially related plans

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