STRATEGIC MANAGEMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STRATEGIC MANAGEMENT SERVICES, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : STRATEGIC MANAGEMENT SERVICES, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-24 | 74764 |
| Net assets as of the end of the plan year | 2025-07-24 | 5742206 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 4718115 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 471812 |
| Participant contributions to plan in this plan year | 2025-07-24 | 184020 |
| Value of participant loans at end of plan year | 2025-07-24 | 10000 |
| Other income to plan in this plan year | 2025-07-24 | 830622 |
| Plan net income in this plan year | 2025-07-24 | 1024091 |
| Net assets as of the end of the plan year | 2025-07-24 | 5742206 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 4718115 |
| Employer contributions to plan in this plan year | 2025-07-24 | 84213 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 22869 |
| 2024 : STRATEGIC MANAGEMENT SERVICES, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-19 | 36989 |
| Net assets as of the end of the plan year | 2024-06-19 | 4718115 |
| Total assets as of the beginning of the plan year | 2024-06-19 | 3440867 |
| Value of plan covered by a fidelity bond | 2024-06-19 | 432124 |
| Participant contributions to plan in this plan year | 2024-06-19 | 157483 |
| Value of participant loans at end of plan year | 2024-06-19 | 10000 |
| Other contributions to plan in this plan year | 2024-06-19 | 315189 |
| Other income to plan in this plan year | 2024-06-19 | 754126 |
| Plan net income in this plan year | 2024-06-19 | 1277248 |
| Net assets as of the end of the plan year | 2024-06-19 | 4718115 |
| Net assets as of the beginning of the plan year | 2024-06-19 | 3440867 |
| Employer contributions to plan in this plan year | 2024-06-19 | 87439 |
| 2022 : STRATEGIC MANAGEMENT SERVICES, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-02 | 614031 |
| Net assets as of the end of the plan year | 2022-06-02 | 4321238 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 4109554 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 410956 |
| Participant contributions to plan in this plan year | 2022-06-02 | 143434 |
| Other contributions to plan in this plan year | 2022-06-02 | 2405 |
| Other income to plan in this plan year | 2022-06-02 | 597143 |
| Plan net income in this plan year | 2022-06-02 | 211684 |
| Net assets as of the end of the plan year | 2022-06-02 | 4321238 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 4109554 |
| Employer contributions to plan in this plan year | 2022-06-02 | 82733 |
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