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S & M MOVING SYSTEMS 401(K) PLAN 401k Plan overview

Plan NameS & M MOVING SYSTEMS 401(K) PLAN
Plan identification number 001

S & M MOVING SYSTEMS 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.

401k Sponsoring company profile

S & M MOVING SYSTEMS has sponsored the creation of one or more 401k plans.

Company Name:S & M MOVING SYSTEMS
Employer identification number (EIN):951710800
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & M MOVING SYSTEMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01MICHAEL DOLIVEIRA
0012022-01-01
0012022-01-01MICHAEL DOLIVEIRA
0012021-01-01
0012021-01-01MICHAEL J. DOLIVEIRA
0012020-01-01
0012019-01-01
0012017-01-01STEVE TODARE STEVE TODARE2018-10-11
0012016-01-01STEVEN J TODARE STEVEN J TODARE2017-10-12
0012015-01-01STEVEN TODARE STEVEN TODARE2016-10-14
0012014-01-01STEVE TODARE STEVE TODARE2015-10-15
0012013-01-01STEVE TODARE STEVE TODARE2014-10-06
0012012-01-01STEVE TODARE STEVE TODARE2013-10-15
0012011-01-01STEVE TODARE STEVE TODARE2012-10-15
0012009-01-01STEVE TODARE STEVE TODARE2010-10-07

Plan Statistics for S & M MOVING SYSTEMS 401(K) PLAN

401k plan membership statisitcs for S & M MOVING SYSTEMS 401(K) PLAN

Measure Date Value
2025: S & M MOVING SYSTEMS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-01-0869
Total number of particpants at end of year2025-01-080
Number of Participants With Account Balances2025-01-080
2023: S & M MOVING SYSTEMS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01205
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0169
Total of all active and inactive participants2023-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0169
Number of participants with account balances2023-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: S & M MOVING SYSTEMS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01195
Total number of active participants reported on line 7a of the Form 55002022-01-01136
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01202
Number of participants with account balances2022-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: S & M MOVING SYSTEMS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01124
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01189
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: S & M MOVING SYSTEMS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01214
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01204
Number of participants with account balances2020-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: S & M MOVING SYSTEMS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01207
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01212
Number of participants with account balances2019-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2017: S & M MOVING SYSTEMS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01226
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01206
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: S & M MOVING SYSTEMS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01306
Total number of active participants reported on line 7a of the Form 55002016-01-01172
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01220
Number of participants with account balances2016-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: S & M MOVING SYSTEMS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01290
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01276
Number of participants with account balances2015-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: S & M MOVING SYSTEMS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01305
Total number of active participants reported on line 7a of the Form 55002014-01-01172
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01281
Number of participants with account balances2014-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: S & M MOVING SYSTEMS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01313
Total number of active participants reported on line 7a of the Form 55002013-01-01185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01284
Number of participants with account balances2013-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: S & M MOVING SYSTEMS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01299
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01115
Total of all active and inactive participants2012-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01287
Number of participants with account balances2012-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: S & M MOVING SYSTEMS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01311
Total number of active participants reported on line 7a of the Form 55002011-01-01168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01126
Total of all active and inactive participants2011-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01294
Number of participants with account balances2011-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: S & M MOVING SYSTEMS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01353
Total number of active participants reported on line 7a of the Form 55002009-01-01178
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01136
Total of all active and inactive participants2009-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01314
Number of participants with account balances2009-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on S & M MOVING SYSTEMS 401(K) PLAN

Measure Date Value
2025 : S & M MOVING SYSTEMS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-080
Total liabilities as of the end of the plan year2025-01-080
Total liabilities as of the beginning of the plan year2025-01-080
Total expenses incurred by plan in this plan year2025-01-083797562
Net assets as of the end of the plan year2025-01-080
Total assets as of the beginning of the plan year2025-01-083694970
Value of plan covered by a fidelity bond2025-01-08850000
Participant contributions to plan in this plan year2025-01-080
Value of participant loans at end of plan year2025-01-080
Other expenses paid from plan in this plan year2025-01-080
Other contributions to plan in this plan year2025-01-080
Other income to plan in this plan year2025-01-08102592
Plan net income in this plan year2025-01-08-3694970
Net assets as of the end of the plan year2025-01-080
Net assets as of the beginning of the plan year2025-01-083694970
Employer contributions to plan in this plan year2025-01-080
Fees paid to broker by Benefit Provider2025-01-08284
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-088907
2023 : S & M MOVING SYSTEMS 401(K) PLAN 2023 401k financial data
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$3,011,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,039
Total income from all sources (including contributions)2023-12-31$1,836,296
Total of all expenses incurred2023-12-31$4,183,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,123,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$346,857
Value of total assets at end of year2023-12-31$3,694,970
Value of total assets at beginning of year2023-12-31$9,055,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$59,274
Total interest from all sources2023-12-31$8,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$850,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$346,857
Participant contributions at end of year2023-12-31$13,726
Participant contributions at beginning of year2023-12-31$106,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$2,039
Other income not declared elsewhere2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$2,629
Total non interest bearing cash at beginning of year2023-12-31$1,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-2,346,795
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,694,970
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,053,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$59,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,607,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,757,544
Interest on participant loans2023-12-31$8,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$70,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$134,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,480,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$55,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,123,817
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EIDE BAILLY, LLP.
Accountancy firm EIN2023-12-31450250958
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$3,011,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$2,039
Total income from all sources (including contributions)2023-01-01$1,836,296
Total of all expenses incurred2023-01-01$4,183,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$4,123,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$346,857
Value of total assets at end of year2023-01-01$3,694,970
Value of total assets at beginning of year2023-01-01$9,055,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$59,274
Total interest from all sources2023-01-01$8,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$850,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$346,857
Participant contributions at end of year2023-01-01$13,726
Participant contributions at beginning of year2023-01-01$106,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$2,039
Other income not declared elsewhere2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$2,629
Total non interest bearing cash at beginning of year2023-01-01$1,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-2,346,795
Value of net assets at end of year (total assets less liabilities)2023-01-01$3,694,970
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$9,053,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$59,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$3,607,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$8,757,544
Interest on participant loans2023-01-01$8,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$70,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$134,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,480,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$55,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$4,123,817
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01EIDE BAILLY, LLP.
Accountancy firm EIN2023-01-01450250958
2022 : S & M MOVING SYSTEMS 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,522
Total income from all sources (including contributions)2022-12-31$-2,201,236
Total of all expenses incurred2022-12-31$751,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$708,546
Value of total corrective distributions2022-12-31$2,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$514,109
Value of total assets at end of year2022-12-31$9,055,400
Value of total assets at beginning of year2022-12-31$12,018,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,094
Total interest from all sources2022-12-31$5,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$850,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$458,520
Participant contributions at end of year2022-12-31$106,284
Participant contributions at beginning of year2022-12-31$97,892
Participant contributions at beginning of year2022-12-31$188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,522
Other income not declared elsewhere2022-12-31$1,556
Total non interest bearing cash at end of year2022-12-31$1,028
Total non interest bearing cash at beginning of year2022-12-31$2,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,952,915
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,053,361
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,006,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$41,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,757,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,751,639
Interest on participant loans2022-12-31$5,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$134,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$119,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,722,606
Net investment gain/loss from pooled separate accounts2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$55,589
Employer contributions (assets) at end of year2022-12-31$55,589
Employer contributions (assets) at beginning of year2022-12-31$46,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$708,546
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RAIMONDO PETTIT GROP
Accountancy firm EIN2022-12-31330532641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$2,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$12,522
Total income from all sources (including contributions)2022-01-01$-2,201,236
Total of all expenses incurred2022-01-01$751,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$708,546
Value of total corrective distributions2022-01-01$2,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$514,109
Value of total assets at end of year2022-01-01$9,055,400
Value of total assets at beginning of year2022-01-01$12,018,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$41,094
Total interest from all sources2022-01-01$5,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$850,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$458,520
Participant contributions at end of year2022-01-01$106,284
Participant contributions at beginning of year2022-01-01$97,892
Participant contributions at beginning of year2022-01-01$188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$2,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$12,522
Other income not declared elsewhere2022-01-01$1,556
Total non interest bearing cash at end of year2022-01-01$1,028
Total non interest bearing cash at beginning of year2022-01-01$2,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,952,915
Value of net assets at end of year (total assets less liabilities)2022-01-01$9,053,361
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$12,006,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$41,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$8,757,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$11,751,639
Interest on participant loans2022-01-01$5,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$134,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$119,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,722,606
Net investment gain/loss from pooled separate accounts2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$55,589
Employer contributions (assets) at end of year2022-01-01$55,589
Employer contributions (assets) at beginning of year2022-01-01$46,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$708,546
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Liabilities. Value of acquisition indebtedness at beginning of year2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RAIMONDO PETTIT GROP
Accountancy firm EIN2022-01-01330532641
2021 : S & M MOVING SYSTEMS 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,485
Total income from all sources (including contributions)2021-12-31$1,934,740
Total of all expenses incurred2021-12-31$538,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$465,500
Value of total corrective distributions2021-12-31$12,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$433,036
Value of total assets at end of year2021-12-31$12,018,798
Value of total assets at beginning of year2021-12-31$10,627,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,867
Total interest from all sources2021-12-31$5,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$850,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$386,130
Participant contributions at end of year2021-12-31$97,892
Participant contributions at beginning of year2021-12-31$122,426
Participant contributions at end of year2021-12-31$188
Participant contributions at beginning of year2021-12-31$19
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$17,485
Other income not declared elsewhere2021-12-31$1,605
Administrative expenses (other) incurred2021-12-31$58,596
Total non interest bearing cash at end of year2021-12-31$2,348
Total non interest bearing cash at beginning of year2021-12-31$1,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,395,851
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,006,276
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,610,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,751,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,322,979
Interest on participant loans2021-12-31$5,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$119,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$133,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,494,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$46,906
Employer contributions (assets) at end of year2021-12-31$46,906
Employer contributions (assets) at beginning of year2021-12-31$46,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$465,500
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RAIMONDO PETTIT GROP
Accountancy firm EIN2021-12-31330532641
2020 : S & M MOVING SYSTEMS 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,589,796
Total of all expenses incurred2020-12-31$436,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$370,835
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$17,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$446,529
Value of total assets at end of year2020-12-31$10,627,910
Value of total assets at beginning of year2020-12-31$8,456,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,884
Total interest from all sources2020-12-31$6,125
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$850,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$362,470
Participant contributions at end of year2020-12-31$122,426
Participant contributions at beginning of year2020-12-31$114,252
Participant contributions at end of year2020-12-31$19
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$17,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,725
Administrative expenses (other) incurred2020-12-31$46,136
Total non interest bearing cash at end of year2020-12-31$1,982
Total non interest bearing cash at beginning of year2020-12-31$134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,153,592
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,610,425
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,456,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,322,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,171,037
Interest on participant loans2020-12-31$6,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$133,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$120,835
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,135,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$46,765
Employer contributions (assets) at end of year2020-12-31$46,765
Employer contributions (assets) at beginning of year2020-12-31$50,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$370,835
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RAIMONDO PETTIT GROP
Accountancy firm EIN2020-12-31330532641
2019 : S & M MOVING SYSTEMS 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,429
Total income from all sources (including contributions)2019-12-31$2,217,380
Total income from all sources (including contributions)2019-12-31$2,217,380
Total of all expenses incurred2019-12-31$1,097,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,071,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,071,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$478,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$478,236
Value of total assets at end of year2019-12-31$8,456,833
Value of total assets at end of year2019-12-31$8,456,833
Value of total assets at beginning of year2019-12-31$7,350,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,476
Total interest from all sources2019-12-31$6,601
Total interest from all sources2019-12-31$6,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$850,000
Value of fidelity bond cover2019-12-31$850,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$362,464
Participant contributions at end of year2019-12-31$114,252
Participant contributions at end of year2019-12-31$114,252
Participant contributions at beginning of year2019-12-31$131,874
Participant contributions at beginning of year2019-12-31$131,874
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,429
Other income not declared elsewhere2019-12-31$1,676
Other income not declared elsewhere2019-12-31$1,676
Total non interest bearing cash at end of year2019-12-31$134
Total non interest bearing cash at end of year2019-12-31$134
Total non interest bearing cash at beginning of year2019-12-31$1,169
Total non interest bearing cash at beginning of year2019-12-31$1,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,119,713
Value of net income/loss2019-12-31$1,119,713
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,456,833
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,456,833
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,337,120
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,337,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$922
Investment advisory and management fees2019-12-31$922
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,171,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,171,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,034,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,034,923
Interest on participant loans2019-12-31$6,601
Interest on participant loans2019-12-31$6,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$120,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$120,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$134,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$134,076
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,730,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,730,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$50,575
Contributions received in cash from employer2019-12-31$50,575
Employer contributions (assets) at end of year2019-12-31$50,575
Employer contributions (assets) at end of year2019-12-31$50,575
Employer contributions (assets) at beginning of year2019-12-31$48,507
Employer contributions (assets) at beginning of year2019-12-31$48,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,071,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,071,191
Contract administrator fees2019-12-31$25,554
Contract administrator fees2019-12-31$25,554
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RAIMONDO PETTIT GROP
Accountancy firm name2019-12-31RAIMONDO PETTIT GROP
Accountancy firm EIN2019-12-31330532641
Accountancy firm EIN2019-12-31330532641
2018 : S & M MOVING SYSTEMS 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,111
Total income from all sources (including contributions)2018-12-31$-61,865
Total of all expenses incurred2018-12-31$937,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$902,344
Expenses. Certain deemed distributions of participant loans2018-12-31$31,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$391,119
Value of total assets at end of year2018-12-31$7,350,549
Value of total assets at beginning of year2018-12-31$8,352,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,961
Total interest from all sources2018-12-31$10,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$850,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$339,901
Participant contributions at end of year2018-12-31$131,874
Participant contributions at beginning of year2018-12-31$213,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$13,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$16,111
Other income not declared elsewhere2018-12-31$1,640
Total non interest bearing cash at end of year2018-12-31$1,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-999,578
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,337,120
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,336,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,034,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,931,323
Interest on participant loans2018-12-31$10,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$134,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$155,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-464,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$51,218
Employer contributions (assets) at end of year2018-12-31$48,507
Employer contributions (assets) at beginning of year2018-12-31$52,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$902,344
Contract administrator fees2018-12-31$3,961
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2018-12-31330532641
2017 : S & M MOVING SYSTEMS 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,111
Total income from all sources (including contributions)2017-12-31$1,805,875
Total of all expenses incurred2017-12-31$541,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$540,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$406,164
Value of total assets at end of year2017-12-31$8,352,809
Value of total assets at beginning of year2017-12-31$7,088,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$492
Total interest from all sources2017-12-31$11,815
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$318,120
Participant contributions at end of year2017-12-31$213,519
Participant contributions at beginning of year2017-12-31$188,290
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$35,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$16,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$16,111
Other income not declared elsewhere2017-12-31$1,334
Total non interest bearing cash at beginning of year2017-12-31$17,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,264,394
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,336,698
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,072,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,931,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,693,562
Interest on participant loans2017-12-31$11,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$155,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$152,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,386,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$52,488
Employer contributions (assets) at end of year2017-12-31$52,073
Employer contributions (assets) at beginning of year2017-12-31$37,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$540,989
Contract administrator fees2017-12-31$492
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2017-12-31330532641
2016 : S & M MOVING SYSTEMS 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,580
Total income from all sources (including contributions)2016-12-31$813,644
Total of all expenses incurred2016-12-31$1,189,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,153,110
Expenses. Certain deemed distributions of participant loans2016-12-31$27,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$401,817
Value of total assets at end of year2016-12-31$7,088,415
Value of total assets at beginning of year2016-12-31$7,476,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,368
Total interest from all sources2016-12-31$10,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$301,625
Participant contributions at end of year2016-12-31$188,290
Participant contributions at beginning of year2016-12-31$270,188
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$16,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$28,580
Other income not declared elsewhere2016-12-31$1,231
Total non interest bearing cash at end of year2016-12-31$17,432
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-375,841
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,072,304
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,448,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,693,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,004,893
Interest on participant loans2016-12-31$10,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$152,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$157,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$399,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$37,112
Employer contributions (assets) at end of year2016-12-31$37,112
Employer contributions (assets) at beginning of year2016-12-31$43,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,153,110
Contract administrator fees2016-12-31$9,368
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2016-12-31330532641
2015 : S & M MOVING SYSTEMS 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,226
Total income from all sources (including contributions)2015-12-31$390,902
Total of all expenses incurred2015-12-31$491,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$433,868
Expenses. Certain deemed distributions of participant loans2015-12-31$22,853
Value of total corrective distributions2015-12-31$30,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$399,658
Value of total assets at end of year2015-12-31$7,476,725
Value of total assets at beginning of year2015-12-31$7,577,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,347
Total interest from all sources2015-12-31$13,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$306,693
Participant contributions at end of year2015-12-31$270,188
Participant contributions at beginning of year2015-12-31$264,778
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$28,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$29,226
Other income not declared elsewhere2015-12-31$1,432
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-100,288
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,448,145
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,548,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,004,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,128,492
Interest on participant loans2015-12-31$13,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$157,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$144,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-23,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$42,930
Employer contributions (assets) at end of year2015-12-31$43,677
Employer contributions (assets) at beginning of year2015-12-31$39,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$433,868
Contract administrator fees2015-12-31$4,347
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2015-12-31330532641
2014 : S & M MOVING SYSTEMS 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,623
Total income from all sources (including contributions)2014-12-31$720,839
Total of all expenses incurred2014-12-31$494,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$436,464
Expenses. Certain deemed distributions of participant loans2014-12-31$20,725
Value of total corrective distributions2014-12-31$29,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$372,486
Value of total assets at end of year2014-12-31$7,577,659
Value of total assets at beginning of year2014-12-31$7,347,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,469
Total interest from all sources2014-12-31$14,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$7,469
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$333,209
Participant contributions at end of year2014-12-31$264,778
Participant contributions at beginning of year2014-12-31$290,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$29,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$25,623
Other income not declared elsewhere2014-12-31$1,432
Total non interest bearing cash at end of year2014-12-31$1,040
Total non interest bearing cash at beginning of year2014-12-31$2,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$226,603
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,548,433
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,321,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,128,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,869,491
Interest on participant loans2014-12-31$14,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$144,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$144,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$332,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$39,277
Employer contributions (assets) at end of year2014-12-31$39,277
Employer contributions (assets) at beginning of year2014-12-31$41,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$436,464
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2014-12-31330532641
2013 : S & M MOVING SYSTEMS 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,392
Total income from all sources (including contributions)2013-12-31$1,686,904
Total of all expenses incurred2013-12-31$276,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$233,539
Value of total corrective distributions2013-12-31$25,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$395,566
Value of total assets at end of year2013-12-31$7,347,453
Value of total assets at beginning of year2013-12-31$5,939,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,357
Total interest from all sources2013-12-31$14,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,925
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$325,398
Participant contributions at end of year2013-12-31$290,394
Participant contributions at beginning of year2013-12-31$278,940
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$25,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$28,392
Other income not declared elsewhere2013-12-31$1,626
Total non interest bearing cash at end of year2013-12-31$2,168
Total non interest bearing cash at beginning of year2013-12-31$1,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,410,385
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,321,830
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,911,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,869,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,491,688
Interest on participant loans2013-12-31$14,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$144,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$130,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,275,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$41,378
Employer contributions (assets) at end of year2013-12-31$41,378
Employer contributions (assets) at beginning of year2013-12-31$38,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$233,539
Contract administrator fees2013-12-31$14,432
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2013-12-31330532641
2012 : S & M MOVING SYSTEMS 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,183
Total income from all sources (including contributions)2012-12-31$1,076,333
Total of all expenses incurred2012-12-31$882,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$836,114
Value of total corrective distributions2012-12-31$28,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$350,144
Value of total assets at end of year2012-12-31$5,939,837
Value of total assets at beginning of year2012-12-31$5,728,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,714
Total interest from all sources2012-12-31$13,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,923
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$267,005
Participant contributions at end of year2012-12-31$278,940
Participant contributions at beginning of year2012-12-31$200,022
Participant contributions at beginning of year2012-12-31$10,360
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$28,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,183
Other income not declared elsewhere2012-12-31$2,501
Total non interest bearing cash at end of year2012-12-31$1,016
Total non interest bearing cash at beginning of year2012-12-31$173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$194,113
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,911,445
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,717,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,491,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,335,923
Interest on participant loans2012-12-31$13,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$130,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$182,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$710,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$38,182
Employer contributions (assets) at end of year2012-12-31$38,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$836,114
Contract administrator fees2012-12-31$14,791
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2012-12-31330532641
2011 : S & M MOVING SYSTEMS 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,248
Total income from all sources (including contributions)2011-12-31$115,075
Total of all expenses incurred2011-12-31$183,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$146,194
Expenses. Certain deemed distributions of participant loans2011-12-31$6,527
Value of total corrective distributions2011-12-31$11,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$261,894
Value of total assets at end of year2011-12-31$5,728,515
Value of total assets at beginning of year2011-12-31$5,796,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,669
Total interest from all sources2011-12-31$10,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,400
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$261,894
Participant contributions at end of year2011-12-31$200,022
Participant contributions at beginning of year2011-12-31$152,451
Participant contributions at end of year2011-12-31$10,360
Participant contributions at beginning of year2011-12-31$10,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$10,248
Other income not declared elsewhere2011-12-31$4,064
Total non interest bearing cash at end of year2011-12-31$173
Total non interest bearing cash at beginning of year2011-12-31$92
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-68,498
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,717,332
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,785,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,335,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,457,964
Interest on participant loans2011-12-31$10,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$182,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$175,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-161,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$146,194
Contract administrator fees2011-12-31$15,269
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2011-12-31330532641
2010 : S & M MOVING SYSTEMS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$920,666
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$333,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$301,710
Value of total corrective distributions2010-12-31$10,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$242,743
Value of total assets at end of year2010-12-31$5,796,078
Value of total assets at beginning of year2010-12-31$5,198,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,352
Total interest from all sources2010-12-31$10,386
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$7,475
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$242,743
Participant contributions at end of year2010-12-31$10,509
Participant contributions at beginning of year2010-12-31$9,615
Assets. Loans (other than to participants) at end of year2010-12-31$152,451
Assets. Loans (other than to participants) at beginning of year2010-12-31$174,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$10,248
Other income not declared elsewhere2010-12-31$5,214
Total non interest bearing cash at end of year2010-12-31$92
Total non interest bearing cash at beginning of year2010-12-31$2,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$587,356
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,785,830
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,198,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,457,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,843,860
Interest on participant loans2010-12-31$10,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$175,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$167,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$662,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$301,710
Contract administrator fees2010-12-31$13,877
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RAIMONDO PETTIT GROUP
Accountancy firm EIN2010-12-31330532641
2009 : S & M MOVING SYSTEMS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for S & M MOVING SYSTEMS 401(K) PLAN

2023: S & M MOVING SYSTEMS 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: S & M MOVING SYSTEMS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: S & M MOVING SYSTEMS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: S & M MOVING SYSTEMS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: S & M MOVING SYSTEMS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: S & M MOVING SYSTEMS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: S & M MOVING SYSTEMS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: S & M MOVING SYSTEMS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: S & M MOVING SYSTEMS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: S & M MOVING SYSTEMS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: S & M MOVING SYSTEMS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: S & M MOVING SYSTEMS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: S & M MOVING SYSTEMS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
Insurance contract or identification number50039
Number of Individuals Covered82
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $24,225
Total amount of fees paid to insurance companyUSD $3,720
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
Insurance contract or identification number50039
Number of Individuals Covered163
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $29,222
Total amount of fees paid to insurance companyUSD $4,933
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50039
Policy instance 1

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