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Plan Name | SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | JULIETTE BURNS | |||
001 | 2017-01-01 | RICHARD LINN | |||
001 | 2016-01-01 | PLAN SPONSOR | 2017-07-21 | ||
001 | 2015-01-01 | PLAN SPONSOR | 2016-08-24 | ||
001 | 2014-01-01 | RICHARD W LINN | 2015-05-20 | ||
001 | 2013-01-01 | RICHARD LINN | 2014-06-27 |
Measure | Date | Value |
---|---|---|
2022: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 44 |
Total of all active and inactive participants | 2022-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 97 |
Number of participants with account balances | 2022-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 38 |
Total of all active and inactive participants | 2021-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 120 |
Number of participants with account balances | 2021-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 28 |
Total of all active and inactive participants | 2020-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 109 |
Number of participants with account balances | 2020-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 27 |
Total of all active and inactive participants | 2019-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 116 |
Number of participants with account balances | 2019-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 97 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
Total of all active and inactive participants | 2018-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 119 |
Number of participants with account balances | 2018-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 18 |
Total of all active and inactive participants | 2017-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 110 |
Number of participants with account balances | 2017-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-144,787 |
Expenses. Total of all expenses incurred | 2022-12-31 | $298,450 |
Benefits paid (including direct rollovers) | 2022-12-31 | $290,126 |
Total plan assets at end of year | 2022-12-31 | $2,415,454 |
Total plan assets at beginning of year | 2022-12-31 | $2,858,691 |
Value of fidelity bond covering the plan | 2022-12-31 | $188,798 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $255,196 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-539,564 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $20,430 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $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 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $139,581 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $1,043 |
Value of corrective distributions | 2022-12-31 | $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 plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $912,918 |
Expenses. Total of all expenses incurred | 2021-12-31 | $914,978 |
Benefits paid (including direct rollovers) | 2021-12-31 | $900,080 |
Total plan assets at end of year | 2021-12-31 | $2,858,691 |
Total plan assets at beginning of year | 2021-12-31 | $2,860,751 |
Value of fidelity bond covering the plan | 2021-12-31 | $188,798 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $253,185 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $45,767 |
Other income received | 2021-12-31 | $471,643 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $2,335 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $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 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $142,323 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $4,549 |
Value of corrective distributions | 2021-12-31 | $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 plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $976,890 |
Expenses. Total of all expenses incurred | 2020-12-31 | $533,793 |
Benefits paid (including direct rollovers) | 2020-12-31 | $474,677 |
Total plan assets at end of year | 2020-12-31 | $2,860,751 |
Total plan assets at beginning of year | 2020-12-31 | $2,417,654 |
Value of fidelity bond covering the plan | 2020-12-31 | $188,798 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $331,620 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $3,545 |
Other income received | 2020-12-31 | $483,370 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $5,780 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $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 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $158,355 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $52,803 |
Value of corrective distributions | 2020-12-31 | $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 plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $855,326 |
Expenses. Total of all expenses incurred | 2019-12-31 | $149,318 |
Benefits paid (including direct rollovers) | 2019-12-31 | $143,939 |
Total plan assets at end of year | 2019-12-31 | $2,417,654 |
Total plan assets at beginning of year | 2019-12-31 | $1,711,646 |
Value of fidelity bond covering the plan | 2019-12-31 | $188,798 |
Total contributions received or receivable from participants | 2019-12-31 | $289,214 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $425,490 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $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 2510.3-102 | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $140,622 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $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 plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $312,983 |
Expenses. Total of all expenses incurred | 2018-12-31 | $108,144 |
Benefits paid (including direct rollovers) | 2018-12-31 | $104,095 |
Total plan assets at end of year | 2018-12-31 | $1,711,646 |
Total plan assets at beginning of year | 2018-12-31 | $1,506,807 |
Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
Total contributions received or receivable from participants | 2018-12-31 | $279,303 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $18,042 |
Other income received | 2018-12-31 | $-120,812 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $19,156 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $136,450 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $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 plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $572,618 |
Expenses. Total of all expenses incurred | 2017-12-31 | $102,155 |
Benefits paid (including direct rollovers) | 2017-12-31 | $101,152 |
Total plan assets at end of year | 2017-12-31 | $1,506,807 |
Total plan assets at beginning of year | 2017-12-31 | $1,036,344 |
Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
Total contributions received or receivable from participants | 2017-12-31 | $251,589 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $196,900 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $13,279 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $124,129 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,003 |
2022: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SMARTRISE ENGINEERING INC 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |