SMJ, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-SMJ, INC.
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-SMJ, INC.
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-SMJ, INC. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 5508 |
| Net assets as of the end of the plan year | 2025-07-28 | 612441 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 429091 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 77166 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 85563 |
| Plan net income in this plan year | 2025-07-28 | 183350 |
| Net assets as of the end of the plan year | 2025-07-28 | 612441 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 429091 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 30753 |
| Employer contributions to plan in this plan year | 2025-07-28 | 26129 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 5508 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-SMJ, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 3289 |
| Net assets as of the end of the plan year | 2024-08-20 | 429091 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 277343 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 8000 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 61197 |
| Plan net income in this plan year | 2024-08-20 | 151748 |
| Net assets as of the end of the plan year | 2024-08-20 | 429091 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 277343 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 4910 |
| Employer contributions to plan in this plan year | 2024-08-20 | 85840 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 3289 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-SMJ, INC. 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 903 |
| Net assets as of the end of the plan year | 2022-07-26 | 184874 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 41308 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 16915 |
| Plan net income in this plan year | 2022-07-26 | 184874 |
| Net assets as of the end of the plan year | 2022-07-26 | 184874 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 1231 |
| Employer contributions to plan in this plan year | 2022-07-26 | 127554 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 903 |
