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EMPLOYEE BENEFIT PLAN OF SCHOOL FACILITY MANAGEMENT, LLC 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SCHOOL FACILITY MANAGEMENT, LLC
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF SCHOOL FACILITY MANAGEMENT, LLC Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SCHOOL FACILITY MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:SCHOOL FACILITY MANAGEMENT, LLC
Employer identification number (EIN):621735375
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SCHOOL FACILITY MANAGEMENT, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSE GONZALEZ2024-09-17
0012022-01-01JOSE GONZALEZ2023-09-29
0012021-01-01JOSE GONZALEZ2022-05-23
0012020-01-01JOSE GONZALEZ2021-07-22
0012019-01-01JOSE GONZALEZ2020-07-10
0012018-01-01JOSE GONZALEZ2019-07-30
0012017-01-01JOSE GONZALEZ2018-07-27 JOSE GONZALEZ2018-07-27
0012016-01-01JOSE GONZALEZ2017-05-23 JOSE GONZALEZ2017-05-23
0012015-01-01JOSE GONZALEZ2016-07-29 JOSE GONZALEZ2016-07-29
0012014-01-01JOSE GONZALEZ2015-10-15 JOSE GONZALEZ2015-10-15
0012013-01-01JOSE GONZALEZ2014-07-21 JOSE GONZALEZ2014-07-21
0012012-01-01JOSE GONZALEZ2013-08-29 JOSE GONZALEZ2013-08-29
0012011-01-01JOSE GONZALEZ2012-05-03
0012010-01-01JOSE GONZALEZ2011-09-26 JOSE GONZALEZ2011-09-16

Financial Data on EMPLOYEE BENEFIT PLAN OF SCHOOL FACILITY MANAGEMENT, LLC

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SCHOOL FACILITY MANAGEMENT, LLC 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-090
Total liabilities as of the end of the plan year2025-06-090
Total liabilities as of the beginning of the plan year2025-06-090
Total expenses incurred by plan in this plan year2025-06-0910104
Net assets as of the end of the plan year2025-06-092931660
Total assets as of the beginning of the plan year2025-06-092321213
Value of plan covered by a fidelity bond2025-06-09300000
Participant contributions to plan in this plan year2025-06-09158197
Value of participant loans at end of plan year2025-06-0937213
Other expenses paid from plan in this plan year2025-06-090
Other contributions to plan in this plan year2025-06-090
Other income to plan in this plan year2025-06-09406255
Plan net income in this plan year2025-06-09610447
Net assets as of the end of the plan year2025-06-092931660
Net assets as of the beginning of the plan year2025-06-092321213
Employer contributions to plan in this plan year2025-06-0956099
Fees paid to broker by Benefit Provider2025-06-09413
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-09360
2024 : EMPLOYEE BENEFIT PLAN OF SCHOOL FACILITY MANAGEMENT, LLC 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-170
Total liabilities as of the end of the plan year2024-09-170
Total liabilities as of the beginning of the plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-1731606
Net assets as of the end of the plan year2024-09-172321212
Total assets as of the beginning of the plan year2024-09-171793255
Value of plan covered by a fidelity bond2024-09-17175000
Participant contributions to plan in this plan year2024-09-17146269
Value of participant loans at end of plan year2024-09-1753292
Other expenses paid from plan in this plan year2024-09-170
Other contributions to plan in this plan year2024-09-170
Other income to plan in this plan year2024-09-17365845
Plan net income in this plan year2024-09-17527957
Net assets as of the end of the plan year2024-09-172321212
Net assets as of the beginning of the plan year2024-09-171793255
Employer contributions to plan in this plan year2024-09-1747449
Fees paid to broker by Benefit Provider2024-09-17238
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-17163
2022 : EMPLOYEE BENEFIT PLAN OF SCHOOL FACILITY MANAGEMENT, LLC 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-230
Total liabilities as of the end of the plan year2022-05-230
Total liabilities as of the beginning of the plan year2022-05-230
Total expenses incurred by plan in this plan year2022-05-2323442
Net assets as of the end of the plan year2022-05-232466816
Total assets as of the beginning of the plan year2022-05-231974908
Value of plan covered by a fidelity bond2022-05-23175000
Participant contributions to plan in this plan year2022-05-23141899
Value of participant loans at end of plan year2022-05-2322354
Other expenses paid from plan in this plan year2022-05-23159
Other contributions to plan in this plan year2022-05-23918
Other income to plan in this plan year2022-05-23330032
Plan net income in this plan year2022-05-23491908
Net assets as of the end of the plan year2022-05-232466816
Net assets as of the beginning of the plan year2022-05-231974908
Employer contributions to plan in this plan year2022-05-2342501
Fees paid to broker by Benefit Provider2022-05-23191
2008 : EMPLOYEE BENEFIT PLAN OF SCHOOL FACILITY MANAGEMENT, LLC 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$29,268
Total plan assets at end of year2008-12-31$48,033
Total plan assets at beginning of year2008-12-31$43,018
Value of fidelity bond covering the plan2008-12-31$5,000
Total contributions received or receivable from participants2008-12-31$21,252
Other income received2008-12-31$356
Net income (gross income less expenses)2008-12-31$29,268
Net plan assets at end of year (total assets less liabilities)2008-12-31$48,033
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$43,018
Total contributions received or receivable from employer(s)2008-12-31$7,660

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