SMITH & MITCHELL GOLF MGMT. LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMITH & MITCHELL GOLF MGMT, LLC 401(K)
| Measure | Date | Value |
|---|
| 2025 : SMITH & MITCHELL GOLF MGMT, LLC 401(K) 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-21 | 492629 |
| Net assets as of the end of the plan year | 2025-06-21 | 2081474 |
| Total assets as of the beginning of the plan year | 2025-06-21 | 2143218 |
| Value of plan covered by a fidelity bond | 2025-06-21 | 125000 |
| Participant contributions to plan in this plan year | 2025-06-21 | 108587 |
| Other contributions to plan in this plan year | 2025-06-21 | 0 |
| Other income to plan in this plan year | 2025-06-21 | 293828 |
| Plan net income in this plan year | 2025-06-21 | -61744 |
| Net assets as of the end of the plan year | 2025-06-21 | 2081474 |
| Net assets as of the beginning of the plan year | 2025-06-21 | 2143218 |
| Employer contributions to plan in this plan year | 2025-06-21 | 28470 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-21 | 18001 |
| 2024 : SMITH & MITCHELL GOLF MGMT, LLC 401(K) 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-27 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-27 | 14379 |
| Net assets as of the end of the plan year | 2024-06-27 | 2143218 |
| Total assets as of the beginning of the plan year | 2024-06-27 | 1523864 |
| Value of plan covered by a fidelity bond | 2024-06-27 | 125000 |
| Participant contributions to plan in this plan year | 2024-06-27 | 106859 |
| Other contributions to plan in this plan year | 2024-06-27 | 37416 |
| Other income to plan in this plan year | 2024-06-27 | 451234 |
| Plan net income in this plan year | 2024-06-27 | 619354 |
| Net assets as of the end of the plan year | 2024-06-27 | 2143218 |
| Net assets as of the beginning of the plan year | 2024-06-27 | 1523864 |
| Employer contributions to plan in this plan year | 2024-06-27 | 38224 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-27 | 14379 |
| 2011 : SMITH & MITCHELL GOLF MGMT, LLC 401(K) 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $255,678 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,195 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $569,067 |
| Total plan assets at beginning of year | 2011-12-31 | $314,584 |
| Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $43,758 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $154,715 |
| Other income received | 2011-12-31 | $18,041 |
| Net income (gross income less expenses) | 2011-12-31 | $254,483 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $569,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $314,584 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $39,164 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,195 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : SMITH & MITCHELL GOLF MGMT, LLC 401(K) 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $70,197 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $41,550 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $41,550 |
| Total plan assets at end of year | 2010-12-31 | $314,584 |
| Total plan assets at beginning of year | 2010-12-31 | $285,937 |
| Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $26,292 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $12,862 |
| Net income (gross income less expenses) | 2010-12-31 | $28,647 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $314,584 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $285,937 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $31,043 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2011: SMITH & MITCHELL GOLF MGMT, LLC 401(K) 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SMITH & MITCHELL GOLF MGMT, LLC 401(K) 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: SMITH & MITCHELL GOLF MGMT, LLC 401(K) 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |