SMW HOLDINGS, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: SMW HOLDINGS, LLC 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 37 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 37 |
| Number of participants with account balances | 2022-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SMW HOLDINGS, LLC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 36 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 36 |
| Number of participants with account balances | 2021-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SMW HOLDINGS, LLC 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 25 |
| 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 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 27 |
| Number of participants with account balances | 2020-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SMW HOLDINGS, LLC 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 27 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 27 |
| Number of participants with account balances | 2019-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SMW HOLDINGS, LLC 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 20 |
| Number of participants with account balances | 2018-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SMW HOLDINGS, LLC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
| 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 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 22 |
| Number of participants with account balances | 2017-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SMW HOLDINGS, LLC 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 21 |
| Number of participants with account balances | 2016-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: SMW HOLDINGS, LLC 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 19 |
| Number of participants with account balances | 2015-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : SMW HOLDINGS, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $30,154 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $19,588 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $14,670 |
| Total plan assets at end of year | 2022-12-31 | $942,386 |
| Total plan assets at beginning of year | 2022-12-31 | $931,820 |
| Total contributions received or receivable from participants | 2022-12-31 | $132,319 |
| Other income received | 2022-12-31 | $-166,846 |
| Net income (gross income less expenses) | 2022-12-31 | $10,566 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $942,386 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $931,820 |
| Assets. Value of participant loans | 2022-12-31 | $5,640 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $64,681 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,918 |
| 2021 : SMW HOLDINGS, LLC 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $268,642 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $48,692 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $42,480 |
| Total plan assets at end of year | 2021-12-31 | $931,820 |
| Total plan assets at beginning of year | 2021-12-31 | $711,870 |
| Total contributions received or receivable from participants | 2021-12-31 | $115,864 |
| Other income received | 2021-12-31 | $98,055 |
| Net income (gross income less expenses) | 2021-12-31 | $219,950 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $931,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $711,870 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $54,723 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,212 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $42,480 |
| 2020 : SMW HOLDINGS, LLC 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $217,874 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,950 |
| Total plan assets at end of year | 2020-12-31 | $711,870 |
| Total plan assets at beginning of year | 2020-12-31 | $499,946 |
| Total contributions received or receivable from participants | 2020-12-31 | $68,736 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $2,871 |
| Other income received | 2020-12-31 | $96,086 |
| Net income (gross income less expenses) | 2020-12-31 | $211,924 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $711,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $499,946 |
| Assets. Value of participant loans | 2020-12-31 | $2,158 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $50,181 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,950 |
| 2019 : SMW HOLDINGS, LLC 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $168,903 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,573 |
| Total plan assets at end of year | 2019-12-31 | $499,946 |
| Total plan assets at beginning of year | 2019-12-31 | $335,616 |
| Total contributions received or receivable from participants | 2019-12-31 | $51,686 |
| Other income received | 2019-12-31 | $80,869 |
| Net income (gross income less expenses) | 2019-12-31 | $164,330 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $499,946 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $335,616 |
| Assets. Value of participant loans | 2019-12-31 | $806 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $36,348 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,573 |
| 2018 : SMW HOLDINGS, LLC 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $54,813 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $18,462 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $15,078 |
| Total plan assets at end of year | 2018-12-31 | $335,616 |
| Total plan assets at beginning of year | 2018-12-31 | $299,265 |
| Total contributions received or receivable from participants | 2018-12-31 | $49,765 |
| Other income received | 2018-12-31 | $-29,991 |
| Net income (gross income less expenses) | 2018-12-31 | $36,351 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $335,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $299,265 |
| Assets. Value of participant loans | 2018-12-31 | $2,129 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $35,039 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,384 |
| 2017 : SMW HOLDINGS, LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $115,663 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $34,618 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $31,819 |
| Total plan assets at end of year | 2017-12-31 | $299,265 |
| Total plan assets at beginning of year | 2017-12-31 | $218,220 |
| Total contributions received or receivable from participants | 2017-12-31 | $42,936 |
| Other income received | 2017-12-31 | $43,292 |
| Net income (gross income less expenses) | 2017-12-31 | $81,045 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $299,265 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $218,220 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $29,435 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,799 |
| 2016 : SMW HOLDINGS, LLC 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $127,589 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $4,805 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,351 |
| Total plan assets at end of year | 2016-12-31 | $218,220 |
| Total plan assets at beginning of year | 2016-12-31 | $95,436 |
| Total contributions received or receivable from participants | 2016-12-31 | $83,960 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $163 |
| Other income received | 2016-12-31 | $7,767 |
| Net income (gross income less expenses) | 2016-12-31 | $122,784 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $218,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $95,436 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $35,862 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,291 |
| 2015 : SMW HOLDINGS, LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $95,508 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $72 |
| Total plan assets at end of year | 2015-12-31 | $95,436 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $67,185 |
| Other income received | 2015-12-31 | $-221 |
| Net income (gross income less expenses) | 2015-12-31 | $95,436 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $95,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $28,544 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $72 |
| 2022: SMW HOLDINGS, LLC 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SMW HOLDINGS, LLC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SMW HOLDINGS, LLC 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SMW HOLDINGS, LLC 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SMW HOLDINGS, LLC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SMW HOLDINGS, LLC 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SMW HOLDINGS, LLC 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SMW HOLDINGS, LLC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |