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SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameSMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST Benefits

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

SMARTRISE ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name:SMARTRISE ENGINEERING, INC.
Employer identification number (EIN):202503408
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about SMARTRISE ENGINEERING, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2005-03-10
Company Identification Number: C2724853
Legal Registered Office Address: 2601 Fair Oaks Blvd

Sacramento
United States of America (USA)
95864

More information about SMARTRISE ENGINEERING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JULIETTE BURNS
0012017-01-01RICHARD LINN
0012016-01-01PLAN SPONSOR2017-07-21
0012015-01-01PLAN SPONSOR2016-08-24
0012014-01-01RICHARD W LINN2015-05-20
0012013-01-01RICHARD LINN2014-06-27

Plan Statistics for SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01120
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0197
Number of participants with account balances2022-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01109
Total number of active participants reported on line 7a of the Form 55002021-01-0182
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01120
Number of participants with account balances2021-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01116
Total number of active participants reported on line 7a of the Form 55002020-01-0181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01109
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01116
Number of participants with account balances2019-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01110
Total number of active participants reported on line 7a of the Form 55002018-01-0197
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01119
Number of participants with account balances2018-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01105
Total number of active participants reported on line 7a of the Form 55002017-01-0192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01110
Number of participants with account balances2017-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-144,787
Expenses. Total of all expenses incurred2022-12-31$298,450
Benefits paid (including direct rollovers)2022-12-31$290,126
Total plan assets at end of year2022-12-31$2,415,454
Total plan assets at beginning of year2022-12-31$2,858,691
Value of fidelity bond covering the plan2022-12-31$188,798
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$255,196
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-539,564
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-443,237
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,415,454
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,858,691
Assets. Value of participant loans2022-12-31$20,430
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$139,581
Value of certain deemed distributions of participant loans2022-12-31$1,043
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,281
2021 : SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$912,918
Expenses. Total of all expenses incurred2021-12-31$914,978
Benefits paid (including direct rollovers)2021-12-31$900,080
Total plan assets at end of year2021-12-31$2,858,691
Total plan assets at beginning of year2021-12-31$2,860,751
Value of fidelity bond covering the plan2021-12-31$188,798
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$253,185
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$45,767
Other income received2021-12-31$471,643
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-2,060
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,858,691
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,860,751
Assets. Value of participant loans2021-12-31$2,335
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$142,323
Value of certain deemed distributions of participant loans2021-12-31$4,549
Value of corrective distributions2021-12-31$2,624
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,725
2020 : SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$976,890
Expenses. Total of all expenses incurred2020-12-31$533,793
Benefits paid (including direct rollovers)2020-12-31$474,677
Total plan assets at end of year2020-12-31$2,860,751
Total plan assets at beginning of year2020-12-31$2,417,654
Value of fidelity bond covering the plan2020-12-31$188,798
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$331,620
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$3,545
Other income received2020-12-31$483,370
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$443,097
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,860,751
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,417,654
Assets. Value of participant loans2020-12-31$5,780
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$158,355
Value of certain deemed distributions of participant loans2020-12-31$52,803
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,313
2019 : SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$855,326
Expenses. Total of all expenses incurred2019-12-31$149,318
Benefits paid (including direct rollovers)2019-12-31$143,939
Total plan assets at end of year2019-12-31$2,417,654
Total plan assets at beginning of year2019-12-31$1,711,646
Value of fidelity bond covering the plan2019-12-31$188,798
Total contributions received or receivable from participants2019-12-31$289,214
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$425,490
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$706,008
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,417,654
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,711,646
Assets. Value of participant loans2019-12-31$62,209
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$140,622
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,379
2018 : SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$312,983
Expenses. Total of all expenses incurred2018-12-31$108,144
Benefits paid (including direct rollovers)2018-12-31$104,095
Total plan assets at end of year2018-12-31$1,711,646
Total plan assets at beginning of year2018-12-31$1,506,807
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$279,303
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$18,042
Other income received2018-12-31$-120,812
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$204,839
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,711,646
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,506,807
Assets. Value of participant loans2018-12-31$19,156
Total contributions received or receivable from employer(s)2018-12-31$136,450
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,049
2017 : SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$572,618
Expenses. Total of all expenses incurred2017-12-31$102,155
Benefits paid (including direct rollovers)2017-12-31$101,152
Total plan assets at end of year2017-12-31$1,506,807
Total plan assets at beginning of year2017-12-31$1,036,344
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$251,589
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$196,900
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$470,463
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,506,807
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,036,344
Assets. Value of participant loans2017-12-31$13,279
Total contributions received or receivable from employer(s)2017-12-31$124,129
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,003

Form 5500 Responses for SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST

2022: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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