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SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 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.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • 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

SHEET METAL SPECIALTIES has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL SPECIALTIES
Employer identification number (EIN):830319664
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about SHEET METAL SPECIALTIES

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 1997-10-27
Company Identification Number: 000327573
Legal Registered Office Address: 1220 E Yellowstone Hwy

Casper
United States of America (USA)
82601

More information about SHEET METAL SPECIALTIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01ERICK BERDAHL2023-06-01
0012020-11-01ERICK BERDAHL2022-08-15
0012019-11-01ERICK BERDAHL2021-03-22
0012018-11-01ERICK BERDAHL2020-06-02
0012017-11-01ERICK BERDAHL2019-04-29
0012016-11-01STEVEN J. BERDAHL STEVEN J. BERDAHL2018-02-07
0012015-11-01STEVEN J. BERDAHL STEVEN J. BERDAHL2017-02-14
0012014-11-01STEVEN J. BERDAHL STEVEN J. BERDAHL2016-02-09
0012013-11-01STEVEN J. BERDAHL STEVEN J. BERDAHL2015-02-03
0012012-11-01STEVEN J. BERDAHL STEVEN J. BERDAHL2014-02-08
0012011-11-01STEVEN J. BERDAHL STEVEN J. BERDAHL2013-01-25
0012009-11-01STEVEN J. BERDAHL STEVEN J. BERDAHL2012-06-14

Plan Statistics for SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2019: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-11-0175
Total number of active participants reported on line 7a of the Form 55002019-11-0151
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-0114
Total of all active and inactive participants2019-11-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-0165
Number of participants with account balances2019-11-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-016
2018: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-11-0173
Total number of active participants reported on line 7a of the Form 55002018-11-0154
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-0113
Total of all active and inactive participants2018-11-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-0167
Number of participants with account balances2018-11-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-017
2017: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-11-0168
Total number of active participants reported on line 7a of the Form 55002017-11-0162
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-0162
Number of participants with account balances2017-11-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-11-0171
Total number of active participants reported on line 7a of the Form 55002016-11-0159
Number of retired or separated participants receiving benefits2016-11-0110
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-0169
Number of participants with account balances2016-11-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-013
2015: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-11-0166
Total number of active participants reported on line 7a of the Form 55002015-11-0154
Number of retired or separated participants receiving benefits2015-11-0117
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-0171
Number of participants with account balances2015-11-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-015
2014: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-11-0160
Total number of active participants reported on line 7a of the Form 55002014-11-0154
Number of retired or separated participants receiving benefits2014-11-0111
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-011
Total participants2014-11-0166
Number of participants with account balances2014-11-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-013
2013: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-11-0157
Total number of active participants reported on line 7a of the Form 55002013-11-0151
Number of retired or separated participants receiving benefits2013-11-019
Number of other retired or separated participants entitled to future benefits2013-11-010
Total of all active and inactive participants2013-11-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-0160
Number of participants with account balances2013-11-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-11-0150
Total number of active participants reported on line 7a of the Form 55002012-11-0147
Number of retired or separated participants receiving benefits2012-11-0110
Number of other retired or separated participants entitled to future benefits2012-11-010
Total of all active and inactive participants2012-11-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-0157
Number of participants with account balances2012-11-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-016
2011: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-11-0153
Total number of active participants reported on line 7a of the Form 55002011-11-0144
Number of retired or separated participants receiving benefits2011-11-016
Number of other retired or separated participants entitled to future benefits2011-11-010
Total of all active and inactive participants2011-11-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-0150
Number of participants with account balances2011-11-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-012
2009: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-11-0144
Total number of active participants reported on line 7a of the Form 55002009-11-0144
Number of retired or separated participants receiving benefits2009-11-017
Total of all active and inactive participants2009-11-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-011
Total participants2009-11-0152
Number of participants with account balances2009-11-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-017

Financial Data on SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2020 : SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-10-31$0
Total plan liabilities at end of year2020-10-31$0
Total plan liabilities at beginning of year2020-10-31$0
Total income from all sources2020-10-31$78,167
Expenses. Total of all expenses incurred2020-10-31$112,677
Benefits paid (including direct rollovers)2020-10-31$88,028
Total plan assets at end of year2020-10-31$4,658,951
Total plan assets at beginning of year2020-10-31$4,693,461
Value of fidelity bond covering the plan2020-10-31$470,000
Total contributions received or receivable from participants2020-10-31$0
Expenses. Other expenses not covered elsewhere2020-10-31$0
Contributions received from other sources (not participants or employers)2020-10-31$0
Other income received2020-10-31$-71,833
Noncash contributions received2020-10-31$0
Net income (gross income less expenses)2020-10-31$-34,510
Net plan assets at end of year (total assets less liabilities)2020-10-31$4,658,951
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$4,693,461
Total contributions received or receivable from employer(s)2020-10-31$150,000
Value of certain deemed distributions of participant loans2020-10-31$0
Value of corrective distributions2020-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$24,649
2019 : SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-10-31$0
Total plan liabilities at end of year2019-10-31$0
Total plan liabilities at beginning of year2019-10-31$0
Total income from all sources2019-10-31$825,121
Expenses. Total of all expenses incurred2019-10-31$212,220
Benefits paid (including direct rollovers)2019-10-31$187,126
Total plan assets at end of year2019-10-31$4,693,461
Total plan assets at beginning of year2019-10-31$4,080,560
Value of fidelity bond covering the plan2019-10-31$423,000
Total contributions received or receivable from participants2019-10-31$0
Expenses. Other expenses not covered elsewhere2019-10-31$25,094
Contributions received from other sources (not participants or employers)2019-10-31$0
Other income received2019-10-31$525,121
Noncash contributions received2019-10-31$0
Net income (gross income less expenses)2019-10-31$612,901
Net plan assets at end of year (total assets less liabilities)2019-10-31$4,693,461
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$4,080,560
Total contributions received or receivable from employer(s)2019-10-31$300,000
Value of certain deemed distributions of participant loans2019-10-31$0
Value of corrective distributions2019-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
2017 : SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-10-31$810,161
Expenses. Total of all expenses incurred2017-10-31$160,552
Benefits paid (including direct rollovers)2017-10-31$140,932
Total plan assets at end of year2017-10-31$4,227,903
Total plan assets at beginning of year2017-10-31$3,578,294
Value of fidelity bond covering the plan2017-10-31$423,000
Other income received2017-10-31$510,161
Net income (gross income less expenses)2017-10-31$649,609
Net plan assets at end of year (total assets less liabilities)2017-10-31$4,227,903
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$3,578,294
Total contributions received or receivable from employer(s)2017-10-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$19,620
2016 : SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-10-31$482,984
Expenses. Total of all expenses incurred2016-10-31$90,355
Benefits paid (including direct rollovers)2016-10-31$69,110
Total plan assets at end of year2016-10-31$3,578,294
Total plan assets at beginning of year2016-10-31$3,185,665
Value of fidelity bond covering the plan2016-10-31$360,000
Other income received2016-10-31$167,984
Net income (gross income less expenses)2016-10-31$392,629
Net plan assets at end of year (total assets less liabilities)2016-10-31$3,578,294
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$3,185,665
Total contributions received or receivable from employer(s)2016-10-31$315,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$21,245
2015 : SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-10-31$327,645
Expenses. Total of all expenses incurred2015-10-31$138,881
Benefits paid (including direct rollovers)2015-10-31$119,299
Total plan assets at end of year2015-10-31$3,185,665
Total plan assets at beginning of year2015-10-31$2,996,901
Value of fidelity bond covering the plan2015-10-31$319,000
Other income received2015-10-31$27,645
Net income (gross income less expenses)2015-10-31$188,764
Net plan assets at end of year (total assets less liabilities)2015-10-31$3,185,665
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$2,996,901
Total contributions received or receivable from employer(s)2015-10-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$19,582
2014 : SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-10-31$490,473
Expenses. Total of all expenses incurred2014-10-31$25,590
Benefits paid (including direct rollovers)2014-10-31$8,316
Total plan assets at end of year2014-10-31$2,996,901
Total plan assets at beginning of year2014-10-31$2,532,018
Value of fidelity bond covering the plan2014-10-31$299,700
Other income received2014-10-31$235,473
Net income (gross income less expenses)2014-10-31$464,883
Net plan assets at end of year (total assets less liabilities)2014-10-31$2,996,901
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$2,532,018
Assets. Value of participant loans2014-10-31$705
Total contributions received or receivable from employer(s)2014-10-31$255,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$17,274
2013 : SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-10-31$529,390
Expenses. Total of all expenses incurred2013-10-31$214,302
Benefits paid (including direct rollovers)2013-10-31$199,731
Total plan assets at end of year2013-10-31$2,532,018
Total plan assets at beginning of year2013-10-31$2,216,930
Value of fidelity bond covering the plan2013-10-31$253,202
Other income received2013-10-31$304,390
Net income (gross income less expenses)2013-10-31$315,088
Net plan assets at end of year (total assets less liabilities)2013-10-31$2,532,018
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$2,216,930
Assets. Value of participant loans2013-10-31$2,990
Total contributions received or receivable from employer(s)2013-10-31$225,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$14,571
2012 : SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-10-31$397,932
Expenses. Total of all expenses incurred2012-10-31$40,221
Benefits paid (including direct rollovers)2012-10-31$27,796
Total plan assets at end of year2012-10-31$2,216,930
Total plan assets at beginning of year2012-10-31$1,859,219
Value of fidelity bond covering the plan2012-10-31$222,000
Other income received2012-10-31$172,932
Net income (gross income less expenses)2012-10-31$357,711
Net plan assets at end of year (total assets less liabilities)2012-10-31$2,216,930
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$1,859,219
Assets. Value of participant loans2012-10-31$5,099
Total contributions received or receivable from employer(s)2012-10-31$225,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$12,425
2011 : SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-10-31$281,969
Expenses. Total of all expenses incurred2011-10-31$23,695
Benefits paid (including direct rollovers)2011-10-31$12,915
Total plan assets at end of year2011-10-31$1,859,219
Total plan assets at beginning of year2011-10-31$1,600,945
Value of fidelity bond covering the plan2011-10-31$186,000
Other income received2011-10-31$81,969
Net income (gross income less expenses)2011-10-31$258,274
Net plan assets at end of year (total assets less liabilities)2011-10-31$1,859,219
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$1,600,945
Assets. Value of participant loans2011-10-31$7,122
Total contributions received or receivable from employer(s)2011-10-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$10,780

Form 5500 Responses for SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST

2019: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: SHEET METAL SPECIALTIES, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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