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SPERRY & RICE UNION 401(K) PLAN 401k Plan overview

Plan NameSPERRY & RICE UNION 401(K) PLAN
Plan identification number 002

SPERRY & RICE UNION 401(K) PLAN 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SPERRY & RICE, LLC has sponsored the creation of one or more 401k plans.

Company Name:SPERRY & RICE, LLC
Employer identification number (EIN):811145148
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPERRY & RICE UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KORY KENT2024-04-24
0022022-01-01KRISTIN GROSSMAN2023-07-06
0022020-01-01KRISTIN GROSSMAN2021-07-08
0022019-01-01KRISTIN GROSSMAN2020-07-07
0022018-01-01KRISTIN GROSSMAN2019-10-10

Financial Data on SPERRY & RICE UNION 401(K) PLAN

Measure Date Value
2025 : SPERRY & RICE UNION 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-040
Total liabilities as of the end of the plan year2025-06-040
Total liabilities as of the beginning of the plan year2025-06-040
Total expenses incurred by plan in this plan year2025-06-04226065
Net assets as of the end of the plan year2025-06-041417514
Total assets as of the beginning of the plan year2025-06-041261328
Participant contributions to plan in this plan year2025-06-04130722
Value of participant loans at end of plan year2025-06-0417078
Other expenses paid from plan in this plan year2025-06-040
Other contributions to plan in this plan year2025-06-040
Other income to plan in this plan year2025-06-04178515
Plan net income in this plan year2025-06-04156186
Net assets as of the end of the plan year2025-06-041417514
Net assets as of the beginning of the plan year2025-06-041261328
Employer contributions to plan in this plan year2025-06-0473014
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-044494
2024 : SPERRY & RICE UNION 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-240
Total liabilities as of the end of the plan year2024-04-240
Total liabilities as of the beginning of the plan year2024-04-240
Total expenses incurred by plan in this plan year2024-04-24172284
Net assets as of the end of the plan year2024-04-241261328
Total assets as of the beginning of the plan year2024-04-241059097
Participant contributions to plan in this plan year2024-04-2495227
Value of participant loans at end of plan year2024-04-2442920
Other expenses paid from plan in this plan year2024-04-240
Other contributions to plan in this plan year2024-04-2425866
Other income to plan in this plan year2024-04-24193777
Plan net income in this plan year2024-04-24202231
Net assets as of the end of the plan year2024-04-241261328
Net assets as of the beginning of the plan year2024-04-241059097
Employer contributions to plan in this plan year2024-04-2459645
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-246447

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