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S & R HOLDINGS CBS BENEFIT PLAN 401k Plan overview

Plan NameS & R HOLDINGS CBS BENEFIT PLAN
Plan identification number 501

S & R HOLDINGS CBS BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

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

Company Name:S & R HOLDINGS
Employer identification number (EIN):611175178
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & R HOLDINGS CBS BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-06-01JOSEPH HSU2024-12-30
5012022-06-01SHAWNA BURTON2023-12-27
5012021-06-01SHAWNA BURTON2022-12-29
5012021-03-01SHAWNA BURTON2021-12-14

Plan Statistics for S & R HOLDINGS CBS BENEFIT PLAN

401k plan membership statisitcs for S & R HOLDINGS CBS BENEFIT PLAN

Measure Date Value
2024: S & R HOLDINGS CBS BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-12-3015
Total number of particpants at end of year2024-12-300

Financial Data on S & R HOLDINGS CBS BENEFIT PLAN

Measure Date Value
2024 : S & R HOLDINGS CBS BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-12-300
Total liabilities as of the beginning of the plan year2024-12-3012008
Total expenses incurred by plan in this plan year2024-12-30296151
Net assets as of the end of the plan year2024-12-300
Total assets as of the beginning of the plan year2024-12-3015285
Value of plan covered by a fidelity bond2024-12-301000000
Participant contributions to plan in this plan year2024-12-30145744
Other expenses paid from plan in this plan year2024-12-300
Other contributions to plan in this plan year2024-12-300
Other income to plan in this plan year2024-12-301386
Plan net income in this plan year2024-12-30-3277
Net assets as of the end of the plan year2024-12-300
Net assets as of the beginning of the plan year2024-12-303277
Employer contributions to plan in this plan year2024-12-30145744
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-3024815

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