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S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameS & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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

S & R COMPANY,INC. has sponsored the creation of one or more 401k plans.

Company Name:S & R COMPANY,INC.
Employer identification number (EIN):411675634
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01PATRICK SCHMIDT2024-11-14 PATRICK SCHMIDT2024-11-14
0012023-01-01PATRICK SCHMIDT2024-08-08 PATRICK SCHMIDT2024-08-08
0012023-01-01PATRICK SCHMIDT2024-10-07 PATRICK SCHMIDT2024-10-07
0012022-01-01PATRICK SCHMIDT2023-09-13 PATRICK SCHMIDT2023-09-13
0012021-01-01PATRICK SCHMIDT2022-10-06 PATRICK SCHMIDT2022-10-06
0012021-01-01PATRICK SCHMIDT2022-10-06 PATRICK SCHMIDT2022-10-06
0012020-01-01PATRICK SCHMIDT2021-09-03 PATRICK SCHMIDT2021-09-03
0012019-01-01PATRICK SCHMIDT2020-08-11 PATRICK SCHMIDT2020-08-11
0012018-01-01PATRICK D SCHMIDT2019-06-04
0012017-01-01PATRICK D SCHMIDT2018-06-13 PATRICK D SCHMIDT2018-06-13
0012016-01-01PATRICK D SCHMIDT2017-06-19
0012014-01-01GREGORY J SCHMIDT2015-05-27
0012013-01-01GREGORY J SCHMIDT2014-06-17
0012012-01-01GREGORY J SCHMIDT2013-06-13
0012011-01-01GREGORY J SCHMIDT2012-05-22
0012010-01-01GREGORY SCHMIDT2011-06-07

Plan Statistics for S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024: S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-11-145
Total number of particpants at end of year2024-11-140
Number of Participants With Account Balances2024-11-140
Total number of particpants at beginning of year2024-10-077
Total number of particpants at end of year2024-10-075
Number of Participants With Account Balances2024-10-075
2022: S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-0610
Total number of particpants at end of year2022-10-0610
Number of Participants With Account Balances2022-10-068

Financial Data on S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024 : S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-144280824
Net assets as of the end of the plan year2024-11-140
Total assets as of the beginning of the plan year2024-11-144152503
Value of plan covered by a fidelity bond2024-11-14500000
Participant contributions to plan in this plan year2024-11-140
Other expenses paid from plan in this plan year2024-11-140
Other income to plan in this plan year2024-11-14128321
Plan net income in this plan year2024-11-14-4152503
Net assets as of the end of the plan year2024-11-140
Net assets as of the beginning of the plan year2024-11-144152503
Employer contributions to plan in this plan year2024-11-140
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-143109
Total liabilities as of the end of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-07352160
Net assets as of the end of the plan year2024-10-074152503
Total assets as of the beginning of the plan year2024-10-074025580
Value of plan covered by a fidelity bond2024-10-07500000
Participant contributions to plan in this plan year2024-10-070
Other expenses paid from plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-07479083
Plan net income in this plan year2024-10-07126923
Net assets as of the end of the plan year2024-10-074152503
Net assets as of the beginning of the plan year2024-10-074025580
Employer contributions to plan in this plan year2024-10-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-077969
2022 : S & R COMPANY,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-06107425
Net assets as of the end of the plan year2022-10-064551328
Total assets as of the beginning of the plan year2022-10-064025618
Value of plan covered by a fidelity bond2022-10-06400000
Participant contributions to plan in this plan year2022-10-0680080
Other expenses paid from plan in this plan year2022-10-060
Other income to plan in this plan year2022-10-06521607
Plan net income in this plan year2022-10-06525710
Net assets as of the end of the plan year2022-10-064551328
Net assets as of the beginning of the plan year2022-10-064025618
Employer contributions to plan in this plan year2022-10-0631448
Fees paid to broker by Benefit Provider2022-10-06186
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0631000

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