401k Plan data: S &W MACHINE SHOP RETIREMENT PLAN plan

S &W MACHINE SHOP RETIREMENT PLAN 401k Plan overview

Plan Name	S &W MACHINE SHOP RETIREMENT PLAN
Plan identification number	001

S &W MACHINE SHOP RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

S &W MACHINE SHOP, INC has sponsored the creation of one or more 401k plans.

Company Name: S &W MACHINE SHOP, INC

Employer identification number (EIN): 720540141

NAIC Classification: 333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S &W MACHINE SHOP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-05-01 TRACY BIGGERSTAFF 2024-12-03
001 2022-05-01 TRACY BIGGERSTAFF 2023-12-28 TRACY BIGGERSTAFF 2023-12-28
001 2021-05-01 TRACY BIGGERSTSAFF 2023-01-09 TRACY BIGGERSTSAFF 2023-01-09
001 2020-05-01 TRACY BIGGERSTAFF 2022-02-08
001 2016-05-01 DEIDRA COONS 2018-02-14 DEIDRA COONS 2018-02-14
001 2015-05-01 KENDALYN R MEDVER 2017-01-05
001 2014-05-01 KENDALYN R MEDVER 2016-02-18 KENDALYN R MEDVER 2016-02-18
001 2013-05-01 KENDALYN MEDVER 2014-11-25 KENDALYN MEDVER 2014-11-25
001 2012-05-01 KENDALYN R. MEDVER 2013-12-19
001 2011-05-01 KENDALYN R MEDVER 2012-12-03
001 2010-05-01 KENDALYN R. MEDVER 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-05-01	TRACY BIGGERSTAFF	2024-12-03
001	2022-05-01	TRACY BIGGERSTAFF	2023-12-28	TRACY BIGGERSTAFF	2023-12-28
001	2021-05-01	TRACY BIGGERSTSAFF	2023-01-09	TRACY BIGGERSTSAFF	2023-01-09
001	2020-05-01	TRACY BIGGERSTAFF	2022-02-08
001	2016-05-01	DEIDRA COONS	2018-02-14	DEIDRA COONS	2018-02-14
001	2015-05-01	KENDALYN R MEDVER	2017-01-05
001	2014-05-01	KENDALYN R MEDVER	2016-02-18	KENDALYN R MEDVER	2016-02-18
001	2013-05-01	KENDALYN MEDVER	2014-11-25	KENDALYN MEDVER	2014-11-25
001	2012-05-01	KENDALYN R. MEDVER	2013-12-19
001	2011-05-01	KENDALYN R MEDVER	2012-12-03
001	2010-05-01	KENDALYN R. MEDVER	2011-10-17

Financial Data on S &W MACHINE SHOP RETIREMENT PLAN

Measure	Date	Value
2024 : S &W MACHINE SHOP RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-12-03	0
Total expenses incurred by plan in this plan year	2024-12-03	760561
Net assets as of the end of the plan year	2024-12-03	1497895
Total assets as of the beginning of the plan year	2024-12-03	1895350
Value of plan covered by a fidelity bond	2024-12-03	200000
Participant contributions to plan in this plan year	2024-12-03	36086
Other income to plan in this plan year	2024-12-03	312294
Plan net income in this plan year	2024-12-03	-397455
Net assets as of the end of the plan year	2024-12-03	1497895
Net assets as of the beginning of the plan year	2024-12-03	1895350
Employer contributions to plan in this plan year	2024-12-03	14726
Expensese paid to adminstrative service provicers from plan in this plan year	2024-12-03	12327

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Company Name:	S &W MACHINE SHOP, INC
Employer identification number (EIN):	720540141
NAIC Classification:	333900