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GEORGE E. SWETT AND CO., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameGEORGE E. SWETT AND CO., INC. PROFIT SHARING PLAN
Plan identification number 001

GEORGE E. SWETT AND CO., INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

GEORGE E. SWETT AND CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:GEORGE E. SWETT AND CO., INC.
Employer identification number (EIN):942742248
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE E. SWETT AND CO., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-06-01JOHN SWETT2016-03-15
0012013-06-01
0012012-06-01JOHN SWETT2014-03-18
0012011-06-01JOHN SWETT2013-03-13
0012010-06-01JOHN SWETT2012-03-15

Financial Data on GEORGE E. SWETT AND CO., INC. PROFIT SHARING PLAN

Measure Date Value
2008 : GEORGE E. SWETT AND CO., INC. PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-05-31$25,472
Expenses. Total of all expenses incurred2008-05-31$0
Total plan assets at end of year2008-05-31$48,472
Total plan assets at beginning of year2008-05-31$23,000
Other income received2008-05-31$-17,028
Net income (gross income less expenses)2008-05-31$25,472
Net plan assets at end of year (total assets less liabilities)2008-05-31$48,472
Net plan assets at beginning of year (total assets less liabilities)2008-05-31$23,000
Total contributions received or receivable from employer(s)2008-05-31$42,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-05-31$0

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