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SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameSANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN
Plan identification number 002

SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='860400312' AND PlanID='002'

401k Sponsoring company profile

SANTA RITA STEEL & HARDWARE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SANTA RITA STEEL & HARDWARE COMPANY
Employer identification number (EIN):860400312
NAIC Classification:423500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01M. PAUL TURNER2024-02-14
0022021-07-01M. PAUL TURNER2023-01-29
0022020-07-01M. PAUL TURNER2022-01-30
0022019-07-01M. PAUL TURNER2021-01-26
0022018-07-01M. PAUL TURNER2020-01-28
0022017-07-01
0022016-07-01
0022016-07-01M. PAUL TURNER2018-01-24
0022015-07-01M. PAUL TURNER
0022014-07-01M. PAUL TURNER
0022013-07-01M. PAUL TURNER
0022012-07-01M. PAUL TURNER
0022011-07-01M. PAUL TURNER
0022010-07-01M. PAUL TURNER
0022009-07-01M. PAUL TURNER

Financial Data on SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN

Measure Date Value
2023 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at end of year2023-06-30$0
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$26,585
Expenses. Total of all expenses incurred2023-06-30$7,405
Benefits paid (including direct rollovers)2023-06-30$6,725
Total plan assets at end of year2023-06-30$838,128
Total plan assets at beginning of year2023-06-30$818,948
Value of fidelity bond covering the plan2023-06-30$100,000
Total contributions received or receivable from participants2023-06-30$0
Expenses. Other expenses not covered elsewhere2023-06-30$680
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$-33,415
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$19,180
Net plan assets at end of year (total assets less liabilities)2023-06-30$838,128
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$818,948
Assets. Value of participant loans2023-06-30$27,183
Assets. Value of real-estate (other than employer real property)2023-06-30$85,000
Total contributions received or receivable from employer(s)2023-06-30$60,000
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$0
2022 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$-66,227
Expenses. Total of all expenses incurred2022-06-30$8,137
Benefits paid (including direct rollovers)2022-06-30$7,468
Total plan assets at end of year2022-06-30$818,948
Total plan assets at beginning of year2022-06-30$893,312
Value of fidelity bond covering the plan2022-06-30$100,000
Total contributions received or receivable from participants2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$-116,227
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$-74,364
Net plan assets at end of year (total assets less liabilities)2022-06-30$818,948
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$893,312
Assets. Value of participant loans2022-06-30$2,831
Assets. Value of real-estate (other than employer real property)2022-06-30$85,000
Total contributions received or receivable from employer(s)2022-06-30$50,000
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$669
2021 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$55,521
Expenses. Total of all expenses incurred2021-06-30$640
Benefits paid (including direct rollovers)2021-06-30$0
Total plan assets at end of year2021-06-30$893,312
Total plan assets at beginning of year2021-06-30$838,431
Value of fidelity bond covering the plan2021-06-30$100,000
Total contributions received or receivable from participants2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$640
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$5,521
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$54,881
Net plan assets at end of year (total assets less liabilities)2021-06-30$893,312
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$838,431
Assets. Value of participant loans2021-06-30$34,074
Assets. Value of real-estate (other than employer real property)2021-06-30$85,000
Total contributions received or receivable from employer(s)2021-06-30$50,000
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
2020 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$98,215
Expenses. Total of all expenses incurred2020-06-30$7,328
Benefits paid (including direct rollovers)2020-06-30$6,650
Total plan assets at end of year2020-06-30$838,431
Total plan assets at beginning of year2020-06-30$747,544
Value of fidelity bond covering the plan2020-06-30$100,000
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$48,215
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$90,887
Net plan assets at end of year (total assets less liabilities)2020-06-30$838,431
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$747,544
Assets. Value of participant loans2020-06-30$50,028
Assets. Value of real-estate (other than employer real property)2020-06-30$85,000
Total contributions received or receivable from employer(s)2020-06-30$50,000
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$678
2019 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$-11,756
Expenses. Total of all expenses incurred2019-06-30$97,787
Benefits paid (including direct rollovers)2019-06-30$96,346
Total plan assets at end of year2019-06-30$747,544
Total plan assets at beginning of year2019-06-30$857,087
Value of fidelity bond covering the plan2019-06-30$100,000
Total contributions received or receivable from participants2019-06-30$0
Expenses. Other expenses not covered elsewhere2019-06-30$679
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$-11,756
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$-109,543
Net plan assets at end of year (total assets less liabilities)2019-06-30$747,544
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$857,087
Assets. Value of participant loans2019-06-30$33,900
Assets. Value of real-estate (other than employer real property)2019-06-30$85,000
Total contributions received or receivable from employer(s)2019-06-30$0
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$762
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$55,329
Expenses. Total of all expenses incurred2018-06-30$23,103
Benefits paid (including direct rollovers)2018-06-30$21,105
Total plan assets at end of year2018-06-30$857,087
Total plan assets at beginning of year2018-06-30$824,861
Value of fidelity bond covering the plan2018-06-30$100,000
Total contributions received or receivable from participants2018-06-30$0
Expenses. Other expenses not covered elsewhere2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$55,329
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$32,226
Net plan assets at end of year (total assets less liabilities)2018-06-30$857,087
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$824,861
Assets. Value of participant loans2018-06-30$72,319
Assets. Value of real-estate (other than employer real property)2018-06-30$85,000
Total contributions received or receivable from employer(s)2018-06-30$0
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$1,998
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$-31,136
Expenses. Total of all expenses incurred2017-06-30$2,347
Total plan assets at end of year2017-06-30$824,861
Total plan assets at beginning of year2017-06-30$858,344
Value of fidelity bond covering the plan2017-06-30$100,000
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$676
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$-31,136
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$-33,483
Net plan assets at end of year (total assets less liabilities)2017-06-30$824,861
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$858,344
Assets. Value of participant loans2017-06-30$44,922
Assets. Value of real-estate (other than employer real property)2017-06-30$85,000
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$1,671
2016 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$-59,675
Expenses. Total of all expenses incurred2016-06-30$3,687
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$858,344
Total plan assets at beginning of year2016-06-30$921,706
Value of fidelity bond covering the plan2016-06-30$100,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-59,675
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$-63,362
Net plan assets at end of year (total assets less liabilities)2016-06-30$858,344
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$921,706
Assets. Value of participant loans2016-06-30$57,940
Assets. Value of real-estate (other than employer real property)2016-06-30$85,000
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$3,687
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$18,430
Expenses. Total of all expenses incurred2015-06-30$156,758
Benefits paid (including direct rollovers)2015-06-30$155,870
Total plan assets at end of year2015-06-30$921,706
Total plan assets at beginning of year2015-06-30$1,060,034
Value of fidelity bond covering the plan2015-06-30$100,000
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$18,430
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$-138,328
Net plan assets at end of year (total assets less liabilities)2015-06-30$921,706
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,060,034
Assets. Value of participant loans2015-06-30$40,224
Assets. Value of real-estate (other than employer real property)2015-06-30$85,000
Total contributions received or receivable from employer(s)2015-06-30$0
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$888
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$163,607
Expenses. Total of all expenses incurred2014-06-30$2,326
Benefits paid (including direct rollovers)2014-06-30$0
Total plan assets at end of year2014-06-30$1,060,034
Total plan assets at beginning of year2014-06-30$898,753
Value of fidelity bond covering the plan2014-06-30$100,000
Total contributions received or receivable from participants2014-06-30$0
Expenses. Other expenses not covered elsewhere2014-06-30$702
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$163,607
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$161,281
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,060,034
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$898,753
Assets. Value of participant loans2014-06-30$66,447
Assets. Value of real-estate (other than employer real property)2014-06-30$85,000
Total contributions received or receivable from employer(s)2014-06-30$0
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$1,624
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$78,727
Expenses. Total of all expenses incurred2013-06-30$255,551
Benefits paid (including direct rollovers)2013-06-30$254,877
Total plan assets at end of year2013-06-30$898,753
Total plan assets at beginning of year2013-06-30$1,075,577
Value of fidelity bond covering the plan2013-06-30$100,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$674
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$78,727
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$-176,824
Net plan assets at end of year (total assets less liabilities)2013-06-30$898,753
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,075,577
Assets. Value of participant loans2013-06-30$53,713
Assets. Value of real-estate (other than employer real property)2013-06-30$85,000
Total contributions received or receivable from employer(s)2013-06-30$0
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$-23,495
Expenses. Total of all expenses incurred2012-06-30$11,030
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$1,075,577
Total plan assets at beginning of year2012-06-30$1,110,102
Value of fidelity bond covering the plan2012-06-30$120,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$717
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-23,495
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$-34,525
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,075,577
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,110,102
Assets. Value of participant loans2012-06-30$118,649
Assets. Value of real-estate (other than employer real property)2012-06-30$85,000
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$10,313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$123,477
Expenses. Total of all expenses incurred2011-06-30$653
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$1,110,102
Total plan assets at beginning of year2011-06-30$987,278
Value of fidelity bond covering the plan2011-06-30$120,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$653
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$123,477
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$122,824
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,110,102
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$987,278
Assets. Value of participant loans2011-06-30$117,987
Assets. Value of real-estate (other than employer real property)2011-06-30$85,000
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : SANTA RITA STEEL & HARDWARE COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

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