401k Plan data: SBM MANAGEMENT INC 401K PLAN plan

SBM MANAGEMENT INC 401K PLAN 401k Plan overview

Plan Name	SBM MANAGEMENT INC 401K PLAN
Plan identification number	001

SBM MANAGEMENT INC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

SBM MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name: SBM MANAGEMENT INC

Employer identification number (EIN): 371554121

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBM MANAGEMENT INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CATHERINE MATTHEWS 2024-05-31
001 2022-01-01 CATHERINE MATTHEWS 2023-09-18
001 2021-01-01 CATHERINE MATTHEWS 2022-06-29
001 2020-06-01 CATHERINE MATTHEWS 2021-11-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	CATHERINE MATTHEWS	2024-05-31
001	2022-01-01	CATHERINE MATTHEWS	2023-09-18
001	2021-01-01	CATHERINE MATTHEWS	2022-06-29
001	2020-06-01	CATHERINE MATTHEWS	2021-11-19

Financial Data on SBM MANAGEMENT INC 401K PLAN

Measure	Date	Value
2024 : SBM MANAGEMENT INC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-31	0
Net assets as of the end of the plan year	2024-05-31	36550
Total assets as of the beginning of the plan year	2024-05-31	25190
Value of plan covered by a fidelity bond	2024-05-31	3000
Participant contributions to plan in this plan year	2024-05-31	3996
Other income to plan in this plan year	2024-05-31	4418
Plan net income in this plan year	2024-05-31	11360
Net assets as of the end of the plan year	2024-05-31	36550
Net assets as of the beginning of the plan year	2024-05-31	25190
Employer contributions to plan in this plan year	2024-05-31	2946

Potentially related plans

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Company Name:	SBM MANAGEMENT INC
Employer identification number (EIN):	371554121
NAIC Classification:	339900