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SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 401k Plan overview

Plan NameSOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN
Plan identification number 001

SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

SOUTH METRO SHAVED ICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTH METRO SHAVED ICE, INC.
Employer identification number (EIN):462283417
NAIC Classification:722300
NAIC Description: Special Food Services

Additional information about SOUTH METRO SHAVED ICE, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2013-03-15
Company Identification Number: 20131166915
Legal Registered Office Address: 7540 Dawn Dr

Littleton
United States of America (USA)
80125

More information about SOUTH METRO SHAVED ICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK INGLE
0012016-01-01MARK INGLE
0012015-01-01MARK INGLE
0012014-01-01MARK K. INGLE
0012013-03-15MARK K. INGLE

Plan Statistics for SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN

401k plan membership statisitcs for SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN

Measure Date Value
2022: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-151
Total number of active participants reported on line 7a of the Form 55002013-03-151
Number of retired or separated participants receiving benefits2013-03-150
Number of other retired or separated participants entitled to future benefits2013-03-150
Total of all active and inactive participants2013-03-151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-150
Total participants2013-03-151
Number of participants with account balances2013-03-151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-150

Financial Data on SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN

Measure Date Value
2022 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-486,807
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$144,247
Total plan assets at beginning of year2022-12-31$631,054
Value of fidelity bond covering the plan2022-12-31$30,000
Other income received2022-12-31$-486,807
Net income (gross income less expenses)2022-12-31$-486,807
Net plan assets at end of year (total assets less liabilities)2022-12-31$144,247
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$631,054
Assets. Value of employer securities2022-12-31$116,026
2021 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$212,612
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$631,054
Total plan assets at beginning of year2021-12-31$418,442
Value of fidelity bond covering the plan2021-12-31$30,000
Other income received2021-12-31$212,612
Net income (gross income less expenses)2021-12-31$212,612
Net plan assets at end of year (total assets less liabilities)2021-12-31$631,054
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$418,442
Assets. Value of employer securities2021-12-31$600,000
2020 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$96,208
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$418,442
Total plan assets at beginning of year2020-12-31$322,234
Value of fidelity bond covering the plan2020-12-31$30,000
Other income received2020-12-31$96,208
Net income (gross income less expenses)2020-12-31$96,208
Net plan assets at end of year (total assets less liabilities)2020-12-31$418,442
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$322,234
Assets. Value of employer securities2020-12-31$390,000
2019 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$22,526
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$322,234
Total plan assets at beginning of year2019-12-31$299,708
Value of fidelity bond covering the plan2019-12-31$30,000
Other income received2019-12-31$22,526
Net income (gross income less expenses)2019-12-31$22,526
Net plan assets at end of year (total assets less liabilities)2019-12-31$322,234
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$299,708
Assets. Value of employer securities2019-12-31$295,000
2018 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$63,899
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$299,708
Total plan assets at beginning of year2018-12-31$235,809
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$63,899
Net income (gross income less expenses)2018-12-31$63,899
Net plan assets at end of year (total assets less liabilities)2018-12-31$299,708
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$235,809
Assets. Value of employer securities2018-12-31$275,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$37,163
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$235,809
Total plan assets at beginning of year2017-12-31$198,646
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$37,163
Net income (gross income less expenses)2017-12-31$37,163
Net plan assets at end of year (total assets less liabilities)2017-12-31$235,809
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$198,646
Assets. Value of employer securities2017-12-31$210,000
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$52,654
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$198,646
Total plan assets at beginning of year2016-12-31$145,992
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$52,654
Net income (gross income less expenses)2016-12-31$52,654
Net plan assets at end of year (total assets less liabilities)2016-12-31$198,646
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$145,992
Assets. Value of employer securities2016-12-31$175,000
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,905
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$145,992
Total plan assets at beginning of year2015-12-31$142,087
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$3,905
Net income (gross income less expenses)2015-12-31$3,905
Net plan assets at end of year (total assets less liabilities)2015-12-31$145,992
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$142,087
Assets. Value of employer securities2015-12-31$125,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$20,489
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$142,087
Total plan assets at beginning of year2014-12-31$121,598
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$20,489
Net income (gross income less expenses)2014-12-31$20,489
Net plan assets at end of year (total assets less liabilities)2014-12-31$142,087
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$121,598
Assets. Value of employer securities2014-12-31$120,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$121,623
Expenses. Total of all expenses incurred2013-12-31$25
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$121,598
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$143,822
Other income received2013-12-31$-22,199
Net income (gross income less expenses)2013-12-31$121,598
Net plan assets at end of year (total assets less liabilities)2013-12-31$121,598
Assets. Value of employer securities2013-12-31$100,000
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$25

Form 5500 Responses for SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN

2022: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTH METRO SHAVED ICE, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-03-15Type of plan entitySingle employer plan
2013-03-15First time form 5500 has been submittedYes
2013-03-15This return/report is a short plan year return/report (less than 12 months)Yes
2013-03-15Plan funding arrangement – TrustYes
2013-03-15Plan benefit arrangement - TrustYes

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