401k Plan data: S & R ADVENTURES INC. 401(K) PLAN plan

S & R ADVENTURES INC. 401(K) PLAN 401k Plan overview

Plan Name	S & R ADVENTURES INC. 401(K) PLAN
Plan identification number	001

S & R ADVENTURES INC. 401(K) 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: S & R ADVENTURES INC.

Employer identification number (EIN): 454507037

NAIC Classification: 721110
NAIC Description: Hotels (except Casino Hotels) and Motels

Additional information about S & R ADVENTURES INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2012-02-08

Company Identification Number: 20121088000

Legal Registered Office Address: 202 East 8th Highway 149

Creede
United States of America (USA)
81130

More information about S & R ADVENTURES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & R ADVENTURES INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2021-01-01 STANLEY WHISMAN
001 2020-01-01
001 2019-01-01
001 2018-01-01 STANLEY W. WHISMAN STANLEY W. WHISMAN 2019-06-10
001 2018-01-01
001 2018-01-01
001 2017-01-01 2018-05-16
001 2017-01-01 STANLEY W. WHISMAN STANLEY W. WHISMAN 2018-05-21
001 2016-01-01 STANLEY W. WHISMAN STANLEY W. WHISMAN 2017-10-16
001 2015-01-01 STANLEY W. WHISMAN STANLEY W. WHISMAN 2016-10-01
001 2014-01-01 STANLEY W. WHISMAN STANLEY W. WHISMAN 2015-06-22
001 2013-01-01 STANLEY W. WHISMAN STANLEY W. WHISMAN 2014-07-08
001 2012-02-09 STAN WHISMAN STAN WHISMAN 2013-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2021-01-01	STANLEY WHISMAN
001	2020-01-01
001	2019-01-01
001	2018-01-01	STANLEY W. WHISMAN		STANLEY W. WHISMAN	2019-06-10
001	2018-01-01
001	2018-01-01
001	2017-01-01		2018-05-16
001	2017-01-01	STANLEY W. WHISMAN		STANLEY W. WHISMAN	2018-05-21
001	2016-01-01	STANLEY W. WHISMAN		STANLEY W. WHISMAN	2017-10-16
001	2015-01-01	STANLEY W. WHISMAN		STANLEY W. WHISMAN	2016-10-01
001	2014-01-01	STANLEY W. WHISMAN		STANLEY W. WHISMAN	2015-06-22
001	2013-01-01	STANLEY W. WHISMAN		STANLEY W. WHISMAN	2014-07-08
001	2012-02-09	STAN WHISMAN		STAN WHISMAN	2013-07-12

Financial Data on S & R ADVENTURES INC. 401(K) PLAN

Measure	Date	Value
2021 : S & R ADVENTURES INC. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-08	$-9,337
Expenses. Total of all expenses incurred	2021-12-08	$279,798
Benefits paid (including direct rollovers)	2021-12-08	$279,798
Total plan assets at end of year	2021-12-08	$0
Total plan assets at beginning of year	2021-12-08	$289,135
Other income received	2021-12-08	$-9,337
Net income (gross income less expenses)	2021-12-08	$-289,135
Net plan assets at end of year (total assets less liabilities)	2021-12-08	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-08	$289,135
Assets. Value of employer securities	2021-12-08	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-08	$0
2020 : S & R ADVENTURES INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$242,310
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$289,135
Total plan assets at beginning of year	2020-12-31	$46,825
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$242,310
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$242,310
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$289,135
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$46,825
Assets. Value of employer securities	2020-12-31	$289,135
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : S & R ADVENTURES INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$-420,991
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$46,825
Total plan assets at beginning of year	2019-12-31	$467,816
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-420,991
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-420,991
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$46,825
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$467,816
Assets. Value of employer securities	2019-12-31	$46,825
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : S & R ADVENTURES INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$10,678
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$467,816
Total plan assets at beginning of year	2018-12-31	$457,138
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$10,678
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$10,678
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$467,816
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$457,138
Assets. Value of employer securities	2018-12-31	$467,816
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : S & R ADVENTURES INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$-251,123
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$457,138
Total plan assets at beginning of year	2017-12-31	$708,261
Value of fidelity bond covering the plan	2017-12-31	$30,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$-251,123
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-251,123
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$457,138
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$708,261
Assets. Value of employer securities	2017-12-31	$457,138
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : S & R ADVENTURES INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$154,596
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$708,261
Total plan assets at beginning of year	2016-12-31	$553,665
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$154,596
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$154,596
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$708,261
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$553,665
Assets. Value of employer securities	2016-12-31	$708,261
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : S & R ADVENTURES INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$17,796
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$553,665
Total plan assets at beginning of year	2015-12-31	$535,869
Other income received	2015-12-31	$17,796
Net income (gross income less expenses)	2015-12-31	$17,796
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$553,665
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$535,869
Assets. Value of employer securities	2015-12-31	$553,665
2014 : S & R ADVENTURES INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$47,667
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$535,869
Total plan assets at beginning of year	2014-12-31	$488,202
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$47,667
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$47,667
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$535,869
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$488,202
Assets. Value of employer securities	2014-12-31	$535,869
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : S & R ADVENTURES INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$10,968
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$488,202
Total plan assets at beginning of year	2013-12-31	$477,234
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$10,968
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$10,968
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$488,202
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$477,234
Assets. Value of employer securities	2013-12-31	$488,202
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : S & R ADVENTURES INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$477,234
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$477,234
Total plan assets at beginning of year	2012-12-31	$0
Assets. Value of tangible personal property	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$226,699
Other income received	2012-12-31	$250,535
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$477,234
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$477,234
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$477,234
Assets. Value of employer real property	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0

Form 5500 Responses for S & R ADVENTURES INC. 401(K) PLAN

2021: S & R ADVENTURES INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: S & R ADVENTURES INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: S & R ADVENTURES INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: S & R ADVENTURES INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: S & R ADVENTURES INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: S & R ADVENTURES INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: S & R ADVENTURES INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: S & R ADVENTURES INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: S & R ADVENTURES INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: S & R ADVENTURES INC. 401(K) PLAN 2012 form 5500 responses
2012-02-09	Type of plan entity	Single employer plan
2012-02-09	First time form 5500 has been submitted	Yes
2012-02-09	Submission has been amended	No
2012-02-09	This submission is the final filing	No
2012-02-09	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-02-09	Plan is a collectively bargained plan	No
2012-02-09	Plan funding arrangement – Trust	Yes
2012-02-09	Plan benefit arrangement - Trust	Yes

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Company Name:	S & R ADVENTURES INC.
Employer identification number (EIN):	454507037
NAIC Classification:	721110
NAIC Description:	Hotels (except Casino Hotels) and Motels

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2012-02-08
Company Identification Number:	20121088000
Legal Registered Office Address:	202 East 8th Highway 149 Creede United States of America (USA) 81130