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STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC 401k Plan overview

Plan NameSTRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC
Plan identification number 001

STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC
Employer identification number (EIN):454025669
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEFFERY SHORTS2024-01-26 JEFFERY SHORTS2024-01-26
0012021-01-01JEFFERY SHORTS2022-06-23
0012020-01-01JEFFERY SHORTS2021-09-29 JEFFERY SHORTS2021-09-29
0012019-01-01JEFFERY SHORTS2020-09-29 JEFFERY SHORTS2020-09-29
0012018-01-01JEFFERY SHORTS2019-03-30 JEFFERY SHORTS2019-03-30
0012017-01-01JEFFERY SHORTS2018-09-29 JEFFERY SHORTS2018-09-29
0012016-01-01JEFFERY SHORTS2017-07-20 JEFFERY SHORTS2017-07-20
0012015-01-01JEFFERY SHORTS2016-07-17 JEFFERY SHORTS2016-07-17
0012014-01-01JEFFERY SHORTS2015-04-04 JEFFERY SHORTS2015-04-04
0012013-01-01JEFFERY SHORTS2014-09-25 JEFFERY SHORTS2014-09-25

Financial Data on STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC

Measure Date Value
2025 : STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC 2025 401k financial data
Net assets as of the end of the plan year2025-09-291732569
Total assets as of the beginning of the plan year2025-09-291510191
Participant contributions to plan in this plan year2025-09-2953375
Other income to plan in this plan year2025-09-29160142
Plan net income in this plan year2025-09-29222378
Net assets as of the end of the plan year2025-09-291732569
Net assets as of the beginning of the plan year2025-09-291510191
Employer contributions to plan in this plan year2025-09-298861
Net assets as of the end of the plan year2025-04-291510191
Total assets as of the beginning of the plan year2025-04-291284083
Participant contributions to plan in this plan year2025-04-2940000
Other income to plan in this plan year2025-04-29142448
Plan net income in this plan year2025-04-29226108
Net assets as of the end of the plan year2025-04-291510191
Net assets as of the beginning of the plan year2025-04-291284083
Employer contributions to plan in this plan year2025-04-2943660
2022 : STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC 2022 401k financial data
Net assets as of the end of the plan year2022-06-231284082
Total assets as of the beginning of the plan year2022-06-231030709
Value of plan covered by a fidelity bond2022-06-23105000
Participant contributions to plan in this plan year2022-06-2352000
Other income to plan in this plan year2022-06-23153873
Plan net income in this plan year2022-06-23253373
Net assets as of the end of the plan year2022-06-231284082
Net assets as of the beginning of the plan year2022-06-231030709
Employer contributions to plan in this plan year2022-06-2347500

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