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SIROIS TOOL CO., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSIROIS TOOL CO., INC. PROFIT SHARING PLAN
Plan identification number 001

SIROIS TOOL CO., INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SIROIS TOOL COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SIROIS TOOL COMPANY, INC.
Employer identification number (EIN):060757776
NAIC Classification:333510

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIROIS TOOL CO., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01ALAN ORTNER2024-01-22
0012022-04-01ALAN E. ORTNER2023-02-23
0012021-04-01ALAN E. ORTNER2022-10-05
0012020-04-01ALAN E. ORTNER2021-08-27
0012019-04-01ALAN E. ORTNER2020-10-29
0012018-04-01ALAN E. ORTNER2019-11-04
0012017-04-01ALAN E. ORTNER2018-07-10
0012016-04-01ALAN E. ORTNER2017-06-29
0012015-04-01ALAN E. ORTNER2016-12-08
0012014-04-01ALAN E. ORTNER
0012013-04-01ALAN E. ORTNER
0012012-04-01ALAN E. ORTNER
0012011-04-01ALAN E. ORTNER
0012010-04-01ALAN E. ORTNER
0012009-04-01ALAN E. ORTNER
0012009-04-01ALAN E. ORTNER
0012009-04-01ALAN E. ORTNER

Plan Statistics for SIROIS TOOL CO., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SIROIS TOOL CO., INC. PROFIT SHARING PLAN

Measure Date Value
2014: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0155
Total number of active participants reported on line 7a of the Form 55002014-04-0152
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-015
Total of all active and inactive participants2014-04-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-011
Total participants2014-04-0158
Number of participants with account balances2014-04-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0151
Total number of active participants reported on line 7a of the Form 55002013-04-0151
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-014
Total of all active and inactive participants2013-04-0155
Total participants2013-04-0155
Number of participants with account balances2013-04-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0141
Total number of active participants reported on line 7a of the Form 55002012-04-0148
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-013
Total of all active and inactive participants2012-04-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0151
Number of participants with account balances2012-04-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-011
2011: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0145
Total number of active participants reported on line 7a of the Form 55002011-04-0138
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-013
Total of all active and inactive participants2011-04-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-0141
Number of participants with account balances2011-04-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-0136
Total number of active participants reported on line 7a of the Form 55002010-04-0142
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-012
Total of all active and inactive participants2010-04-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-011
Total participants2010-04-0145
Number of participants with account balances2010-04-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0138
Total number of active participants reported on line 7a of the Form 55002009-04-0132
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-014
Total of all active and inactive participants2009-04-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0136
Number of participants with account balances2009-04-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on SIROIS TOOL CO., INC. PROFIT SHARING PLAN

Measure Date Value
2015 : SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-03-31$0
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$1,068,107
Expenses. Total of all expenses incurred2015-03-31$1,329,586
Benefits paid (including direct rollovers)2015-03-31$1,329,586
Total plan assets at end of year2015-03-31$6,807,824
Total plan assets at beginning of year2015-03-31$7,069,303
Value of fidelity bond covering the plan2015-03-31$1,000,000
Total contributions received or receivable from participants2015-03-31$213,915
Contributions received from other sources (not participants or employers)2015-03-31$38,118
Other income received2015-03-31$363,399
Net income (gross income less expenses)2015-03-31$-261,479
Net plan assets at end of year (total assets less liabilities)2015-03-31$6,807,824
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$7,069,303
Assets. Value of participant loans2015-03-31$41,835
Total contributions received or receivable from employer(s)2015-03-31$452,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-03-31$0
Total income from all sources2014-03-31$1,322,931
Expenses. Total of all expenses incurred2014-03-31$140,919
Benefits paid (including direct rollovers)2014-03-31$139,873
Total plan assets at end of year2014-03-31$7,069,303
Total plan assets at beginning of year2014-03-31$5,887,291
Value of fidelity bond covering the plan2014-03-31$1,000,000
Total contributions received or receivable from participants2014-03-31$136,511
Expenses. Other expenses not covered elsewhere2014-03-31$1,046
Contributions received from other sources (not participants or employers)2014-03-31$85,118
Other income received2014-03-31$727,669
Net income (gross income less expenses)2014-03-31$1,182,012
Net plan assets at end of year (total assets less liabilities)2014-03-31$7,069,303
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$5,887,291
Assets. Value of participant loans2014-03-31$38,191
Total contributions received or receivable from employer(s)2014-03-31$373,633
2013 : SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-03-31$0
Total income from all sources2013-03-31$808,034
Expenses. Total of all expenses incurred2013-03-31$87,643
Benefits paid (including direct rollovers)2013-03-31$87,643
Total plan assets at end of year2013-03-31$5,887,291
Total plan assets at beginning of year2013-03-31$5,166,900
Value of fidelity bond covering the plan2013-03-31$500,000
Total contributions received or receivable from participants2013-03-31$121,673
Other income received2013-03-31$376,767
Net income (gross income less expenses)2013-03-31$720,391
Net plan assets at end of year (total assets less liabilities)2013-03-31$5,887,291
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$5,166,900
Assets. Value of participant loans2013-03-31$19,419
Total contributions received or receivable from employer(s)2013-03-31$309,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-03-31$0
Total plan liabilities at end of year2012-03-31$0
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$581,646
Expenses. Total of all expenses incurred2012-03-31$995,744
Benefits paid (including direct rollovers)2012-03-31$995,660
Total plan assets at end of year2012-03-31$5,166,900
Total plan assets at beginning of year2012-03-31$5,580,998
Value of fidelity bond covering the plan2012-03-31$500,000
Total contributions received or receivable from participants2012-03-31$125,707
Expenses. Other expenses not covered elsewhere2012-03-31$84
Contributions received from other sources (not participants or employers)2012-03-31$71,053
Other income received2012-03-31$133,442
Noncash contributions received2012-03-31$0
Net income (gross income less expenses)2012-03-31$-414,098
Net plan assets at end of year (total assets less liabilities)2012-03-31$5,166,900
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$5,580,998
Assets. Value of participant loans2012-03-31$23,155
Total contributions received or receivable from employer(s)2012-03-31$251,444
Value of certain deemed distributions of participant loans2012-03-31$0
Value of corrective distributions2012-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$747,141
Expenses. Total of all expenses incurred2011-03-31$50,946
Benefits paid (including direct rollovers)2011-03-31$50,946
Total plan assets at end of year2011-03-31$5,580,998
Total plan assets at beginning of year2011-03-31$4,884,803
Value of fidelity bond covering the plan2011-03-31$500,000
Total contributions received or receivable from participants2011-03-31$112,863
Expenses. Other expenses not covered elsewhere2011-03-31$0
Contributions received from other sources (not participants or employers)2011-03-31$0
Other income received2011-03-31$379,711
Noncash contributions received2011-03-31$0
Net income (gross income less expenses)2011-03-31$696,195
Net plan assets at end of year (total assets less liabilities)2011-03-31$5,580,998
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$4,884,803
Assets. Value of participant loans2011-03-31$31,218
Total contributions received or receivable from employer(s)2011-03-31$254,567
Value of certain deemed distributions of participant loans2011-03-31$0
Value of corrective distributions2011-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for SIROIS TOOL CO., INC. PROFIT SHARING PLAN

2014: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01First time form 5500 has been submittedYes
2010-04-01Submission has been amendedYes
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: SIROIS TOOL CO., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered49
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $7,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,742
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameWELLS THOMAS, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered49
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $13,540
Total amount of fees paid to insurance companyUSD $9,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,540
Amount paid for insurance broker fees3671
Additional information about fees paid to insurance brokerREFERRAL/SERVICE
Insurance broker organization code?3
Insurance broker nameWELLS THOMAS, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered39
Total amount of commissions paid to insurance brokerUSD $8,662
Total amount of fees paid to insurance companyUSD $6,696
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractCUSTODIAL GUARANTEED INTEREST CONTRACT
Commission paid to Insurance BrokerUSD $179
Amount paid for insurance broker fees83
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered39
Total amount of commissions paid to insurance brokerUSD $35,466
Total amount of fees paid to insurance companyUSD $12,470
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAPB2WZ30
Policy instance 1
Insurance contract or identification numberGAPB2WZ30
Number of Individuals Covered42
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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