EDICIONES SM, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2024 : PLAN DE RETIRO SM 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $292,183 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $33,190 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $12,849 |
| Total plan assets at end of year | 2024-01-01 | $1,462,493 |
| Total plan assets at beginning of year | 2024-01-01 | $1,203,500 |
| Total contributions received or receivable from participants | 2024-01-01 | $105,496 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $20,341 |
| Other income received | 2024-01-01 | $170,862 |
| Net income (gross income less expenses) | 2024-01-01 | $258,993 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $1,462,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,203,500 |
| Assets. Value of participant loans | 2024-01-01 | $42,891 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $15,825 |
| 2023 : PLAN DE RETIRO SM 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $273,432 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $16,210 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $178 |
| Total plan assets at end of year | 2023-12-31 | $1,203,500 |
| Total plan assets at beginning of year | 2023-12-31 | $946,278 |
| Total contributions received or receivable from participants | 2023-12-31 | $103,312 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $16,032 |
| Other income received | 2023-12-31 | $154,623 |
| Net income (gross income less expenses) | 2023-12-31 | $257,222 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,203,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $946,278 |
| Assets. Value of participant loans | 2023-12-31 | $28,482 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $15,497 |
| 2022 : PLAN DE RETIRO SM 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-100,892 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $124,900 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $108,098 |
| Total plan assets at end of year | 2022-12-31 | $946,278 |
| Total plan assets at beginning of year | 2022-12-31 | $1,172,070 |
| Total contributions received or receivable from participants | 2022-12-31 | $110,712 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $16,802 |
| Other income received | 2022-12-31 | $-228,211 |
| Net income (gross income less expenses) | 2022-12-31 | $-225,792 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $946,278 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,172,070 |
| Assets. Value of participant loans | 2022-12-31 | $42,747 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $16,607 |
| 2021 : PLAN DE RETIRO SM 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $289,113 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $12,861 |
| Total plan assets at end of year | 2021-12-31 | $1,172,070 |
| Total plan assets at beginning of year | 2021-12-31 | $895,818 |
| Total contributions received or receivable from participants | 2021-12-31 | $109,296 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $12,861 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $35,720 |
| Other income received | 2021-12-31 | $127,703 |
| Net income (gross income less expenses) | 2021-12-31 | $276,252 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,172,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $895,818 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $16,394 |
| 2020 : PLAN DE RETIRO SM 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $263,846 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $39,077 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $30,590 |
| Total plan assets at end of year | 2020-12-31 | $895,818 |
| Total plan assets at beginning of year | 2020-12-31 | $671,049 |
| Total contributions received or receivable from participants | 2020-12-31 | $84,073 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $8,487 |
| Other income received | 2020-12-31 | $82,531 |
| Net income (gross income less expenses) | 2020-12-31 | $224,769 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $895,818 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $671,049 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $97,242 |
| 2019 : PLAN DE RETIRO SM 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $203,777 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,895 |
| Total plan assets at end of year | 2019-12-31 | $671,049 |
| Total plan assets at beginning of year | 2019-12-31 | $474,167 |
| Total contributions received or receivable from participants | 2019-12-31 | $84,343 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $6,895 |
| Other income received | 2019-12-31 | $106,783 |
| Net income (gross income less expenses) | 2019-12-31 | $196,882 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $671,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $474,167 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $12,651 |
| 2018 : PLAN DE RETIRO SM 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $55,879 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $39,411 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $33,636 |
| Total plan assets at end of year | 2018-12-31 | $474,167 |
| Total plan assets at beginning of year | 2018-12-31 | $457,699 |
| Total contributions received or receivable from participants | 2018-12-31 | $76,710 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,775 |
| Other income received | 2018-12-31 | $-32,337 |
| Net income (gross income less expenses) | 2018-12-31 | $16,468 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $474,167 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $457,699 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $11,506 |
| 2017 : PLAN DE RETIRO SM 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $299,069 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $8,215 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $3,413 |
| Total plan assets at end of year | 2017-12-31 | $457,699 |
| Total plan assets at beginning of year | 2017-12-31 | $166,845 |
| Total contributions received or receivable from participants | 2017-12-31 | $88,987 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $4,802 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $142,703 |
| Other income received | 2017-12-31 | $54,031 |
| Net income (gross income less expenses) | 2017-12-31 | $290,854 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $457,699 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $166,845 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $13,348 |
| 2016 : PLAN DE RETIRO SM 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $169,369 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,524 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,476 |
| Total plan assets at end of year | 2016-12-31 | $166,845 |
| Total contributions received or receivable from participants | 2016-12-31 | $130,045 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,048 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $11,639 |
| Other income received | 2016-12-31 | $8,178 |
| Net income (gross income less expenses) | 2016-12-31 | $166,845 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $166,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $19,507 |
| 2023: PLAN DE RETIRO SM 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PLAN DE RETIRO SM 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PLAN DE RETIRO SM 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 | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PLAN DE RETIRO SM 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PLAN DE RETIRO SM 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PLAN DE RETIRO SM 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PLAN DE RETIRO SM 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PLAN DE RETIRO SM 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
